HomeMy WebLinkAbout01-16-07
DATE 01-09-2007
ESTATE OF MINNER PAUL E
DATE OF DEATH 03-28-2006
FILE NUMBER 21 06-0330
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-10-2007
( See reverse side under Ohjections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MINNER PAUL E FILE NO. 21 06-0330 ACN 101 DATE 01-09-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.'F' IftlTICE OF INHERITANCE TAX
~~'p~ArS"'KENT, ALLOWANCE OR DISALLOWANCE
<OF 'DEDUCTIONS AND ASSESSKENT OF TAX
1'\01 \rI~,\ \ b ~t-' \2: OG
t'}~i\\ v l".~ '-.
L'...ilv
KRISTINE L WALZ
ELION ETAL
125 E 3RD ST
WILLIAMSPORT
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r-\.r'\i\ 1)1 ni
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PA 11701
*'
REV-1547 EX AFP (06-05)
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
CIS'
A K
DATE
06-28-2006
10-13-2006
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Kortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
233,803.75
.00
.00
.00
378.435.82
.00
48,177.92
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Kisc. Expenses (Schedule H)
10. Debts/Kortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
12,104.08
781.73
(11)
(12)
(13)
(14)
NOTE:
(15)
(16)
(17)
(18)
.00
648,131.68
.00
.00
X 00
X 045 =
X 12 =
X 15 =
T
R C
NUMBER
CD006894
CD007419
AMOUNT PAID
(+)
INTEREST/PEN PAID (-)
1,328.94
.00
25,249.80
2,590.98
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
661,017.49
1?88~.81
648,131.68
.00
648,131.68
(19)=
.00
29,165.93
.00
.00
29,165.93
TOTAL TAX CREDIT 29,169.72
BALANCE OF TAX DUE 3.79CR
INTEREST AND PEN. .00
TOTAL DUE 3.79CR
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU KAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.