HomeMy WebLinkAbout07-06-10~~ ~,~» NOTICE OF INHERITANCE TAX ~~~!n~~~,~/~~~~
BUREAU OF INDIVIDUAL TAXES ~~~~~~~ LOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAx DIVISI01i ~~~~~;, ~ ~ .,~~uG~'x AND ASSESSMENT OF TAX REV-1547 EX AFP c12-o9)
PO dOX 280601 ~-i i `v I ,
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HARRIS8UR6 PA 17128-0681
~0~~ J~~ -b ~~,,~ ~~ ~ 4 DATE 06-28-2010
ESTATE OF NOLAN VALERIA H
~~~~ ~. DATE OF DEATH 06-26-2009
~~~,,~ ~~~}~~ FILE NUMBER 21 09-0`655
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t~~t~ ~ COUNTY CUMBERLAND
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DENNIS J HOOVER
~.. ~ ACN 101
STE 1010 APPEAL DATE: 08-27-2010
10 0 N CHARLES S T (See reverse slide under Object~Fiins )
BALTIMORE MD 21201 Auount Reuitted ~`
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS 4`
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REV-1547 EX AFP C12-09~ NOTICE aF INHERITANCE - - - - - r - - - .. - - - - - -. - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: NOLAN VALERIA HFILE N0 .:21 09-0655 ACN: 101 DATES 06-28-2010
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TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED 0N: ORIGINAL RETURN
1 . Real Estate (Schedule A) C1) 134, Q00 . 00 NOTE: To ensure proper
2. Stocks and Bonds CSchedul• B) C2) 291 , 712.58 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mort pages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 258, 725.64
6. Jointly Owned Property (Schedule F) C6) 5, 590.07
7. Transfers (Schedule G) C7) .0 0
8. Total Assets C8) _„ ", 6,910 , 02$ . 29
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) 2 0.6 6~ 9~1
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 5.27 3`;65
11. Total Deductions C11) 25,942.76
12. Net Value of Tax Return C12) 664, 0$5.53
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Sub3ect to Tax C14) 664, 085.53
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NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect fi8ures that include the total of ALL returns assessed to d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 = .0 Q
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 66G .085 _ ~; x 045 = 29,583.85
17. Amount of Line 14 at Sibling rate C17) _ OA X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 1 5 = .0 0
19. Principal Tax Due C19)= 29,883.85
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMClUNT PAID
09-09-2009 CD011734 1,157.89 22,000.00
03-22-2010 CD012504 .00 6,725.99
* IF PAID AFTER DATE INDICATED, SEE REYERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 29,883.88
BALANCE OF TAX DUE .03CR
INTEREST AND PEN. .00
TOTAL DUE .03CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU 'MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIdNS.}~,~