HomeMy WebLinkAbout10-19-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 10-16-2007
ESTATE OF MINAHAN MICHAEL P
DATE OF DEATH 12-16-2006
FILE NUMBER 21 07-0137
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-15-2007
( See reverse side under Objections)
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 MINAHAN MICHAEL P FILE NO. 21 07-0137 ACN 101 DATE 10-16-2007
BUREAU OF INDIVIDUAL TAXES.
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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CLIFTON R GUI!$'If'ESQ
GATES ETAL
1013 MUMMA RD STE 100
LEMOYNE PA 17043
REV-15~7 EX AFP (06-05)
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2.
3.
~.
5.
6.
7.
8.
Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
1~. Net Value of Estate Subject to Tax
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 ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 1~ at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 1~ at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Tax Due
Transfers (Schedule G)
Total Assets
NOTE:
A
DATE
08-02-2007
DISCO N (+)
INTEREST/PEN PAID (-)
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FDR CALCULATION OF ADDITIONAL INTEREST.
-
(ll
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
28,015.00
.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
28,015.00
13.981.00
14,034.00
.00
14,034.00
00
045 =
12 =
15 =
.00
465.00
383.00
75.00
923.00
(9)
ClO)
6,248.00
Cl9)=
TOTAL TAX CREDIT 923.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YDU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
7.733.00
(11)
Cl2)
Cl3)
(14)
Cl5)
(16)
(17)
(18)
.00 X
10,344.00 X
3,190.00 X
500.00 X
AMOUNT PAID
923.00