HomeMy WebLinkAbout10-09-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
;7f, nn t'"~ r'."'t'„`f; NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ APPkA'SS~MENT, ALLOWANCE OR DISALLOWANCE',
INHERITANCE TAX DIVISION '~ '"Op,rDEbUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 _: ~~~ i ~,, ~_ ,~, _ ,
HIIRRISBUR6 PA 17128-0601 ~ ~~
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SCOTT M DINNER EtS~I ', 't ~`, Pr^.,
S M DINNER LAW OFFICE
3117 CHESTNUT ST
CAMP HILL PA 17011
REV-1547 EX AFP CO1-09)
DATE 10-05-2009
ESTATE OF MIKULA MARGARET T
DATE OF DEATH 06-30-2008
FILE NUMBER 21 08-0758
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-04-2009
(See reverse side under Objections)
Amount Re~ittedr~ -1
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALON_6 THIS LINE ~-- RETAIN LOWER PORTION FOR YOUR RECO_RRDS 4~
ALLOWAN4~E OR
REV-1547 EX AFP CO1-09~DISALLOWANCENOFRDEDUCTIONS ANDRASSESSMEN -
T 0 F TAX
ESTATE OF MIKULA MARGARET T FILE N0. 21 08-0758 ACN 101 DATE LO-05-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
KtJtKYAIlUN coNCERNIN6 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. Mortgages/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
APPROVED DEDUCTIONS AND EXEMPTIONS:
c8) 3, 994.06
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 358.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 31,985.64
11 . Total Deductions C11) 39 • 343. 6L•
12. Net Value of Tax Return C12) 28,349.58-
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 28,349.58-
NOTE: 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 14 at Spousal rate X15) .0 0 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) •00 X 04 5 _ .00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal
Twv rernrrc•_ Tax Due Clg)= .00
PA - - -
DATE RE I
NUMBER S +
INTEREST/PEN PAID C-)
AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
(1) .00 NOTE: To insure proper
C2) 849.15 credit to your account,
(3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) 300.00
cs)_ 2,844.91
Cr] .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 61r NO PAYMfrNT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TDTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUEr,~
A REFUND. SEE REVERSE SIDE OF THIS FOIRM FOR INSTRUCTIONS.] \J~~