HomeMy WebLinkAbout12-04-09~+ ,» ~.,- OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES ~t,'-'• ~ , ALLOWANCE OR DISALLOWANCE
PO BOlfT2 0601AR BIVISION ~~,~~;~~ IONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601
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JOHN H KLINGLER ~ ~'"
KLINGLER & ASSOCIATES
236 S HANOVER ST
CARLISLE PA 17013
pennsyLvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C10-097
DATE 11-30-2009
ESTATE OF MINNICH MARY D
DATE OF DEATH 06-09-2008
FILE NUMBER 21 08-0710
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-29-2010
(See reverse side under Objections)
Amount Re(nitted
MAKE CHECK PAYABLE AND R MIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS f--^
REV-1547 EX AFP (10-091 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE' OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MINNICH MARY DFILE N0.:21 08-0710 ACN: 101 DATE: 11-30-2009
TAX RETURN MAS: (X) ACCEPTED AS FILED ( )CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 37,322.22' credit to your account,
3. Closely Held Stock/Partnership Interest [Schedule Cl (3) .00 subwit the upper portion
of this forty with your
4. Mortgages/Notes Receivable (Schedule D) [4l .00 tax pageant.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)__ 32,449.84
6. Jointly OMned Property (Schedule F) (6) 97.370.85
7. Transfers (Schedule G) (7) 53.985.00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(s) 221,127.91
(q) 13,127.91
(lo) 1,576.4,
11. Total Deductions (11) 14,704.32
12. Net Value of Tax Return (1P) 206,423.59
13. Charitable/Govsrnwental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 7.500.00
14. Net Value of Estate Sub3ect to Tax (14) 198.923.59
NOTE: If an assessaent was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Mount of Lins 14 at Spousal rate (15) .00 X 00 = .00
16. Mount of Line 14 taxable at Lineal/Class A rate (16) 7 9R, 99~ ~o X 045 = 8.951.56
17. Mount of Line 14 at Sibling rate (17) 0(1 X 12 = .00
18. Awount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Dw (19)= 8,951.56
TAX CREDITS:
DATE I NUMBER I INTEREST/PEN PAID (-) I A~~T PAID
I03-06-2009 CD010974 .00 9,361.00
TOTAL TAX PAYMENT 9 361.00
BALANCE OF TAX DUE 409.44CR
INTEREST AND PEN. .00
TOTAL DUE 409.44CR
• IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A °CREDIT"' (CR), YOU MAY BE DUE_ (~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~\Y