HomeMy WebLinkAbout03-05-10NOTICE OF_ I_NHEI~ITANCE TAX Pennsylvania ~~" .~~;
APPRAIS!EPIEF1rT,~~`AL,Lq~AN~E OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS. ANDI ¢\SSESSMENT OF TAX REV-1547 EX AFP (12-09)
-:
INHERITANCE TAX DIVISION r
PO BOX 260601 ~ -
HARRISBURG PA 17126-0601
^t~ ti't~#,~? _~ ~~~~~ ~E 02-23-2010
<; ~,, , r
ESTATE OF MINNICH EDITH A
„~- DATE OF DEATH 03-18-2009
L, ,. ~
~~ C~",. _ FILE NUMBER 21 09-0328
~,-,~.
C~~~ ,:COUNTY CUMBERLAND
WAYNE F SHADE f;. ~A'CN 101
53 W POMFRET ST APPEAL DATE: 04-24-2010
(See reverse side under Objections)
CARLISLE PA 17013
Amount Remitted
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 F~ _ _______________
REV-1547 EX AFP C12-09~DISALLOWANCENOFRDEDUCTIONS ANDRASSESSMENTAOFOTAXCE OR
ESTATE OF: MINNICH EDITH AFILE N0.:21 09-0328 ACN: 101 DATE: 02-23-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
~1) 116,770.00 NOTE: To ensure proper
1. Real Estate (Schedule A) _~~ credit to your account,
2. Stocks and Bonds (Schedule B) C2) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 of this form with your
(4) • ~~ tax payment.
4. Mortgages/Notes Receivable (Schedule D) 10,324.97
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) ,00
6. Jointly Owned Property (Schedule F) C6)
c7) .00
7. Transfers (Schedule G)
cB) 127,094.97
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
c9) 10.396.21
clo) 148.09
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
NOTE: If an assessment was issued previously,
reflect figures that include the total
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
cll) 10,545.04
c12) 116,549.93
c13) . 00
C14) 116,549.93
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-)
06-15-2009 CD011357 631.58
OS-12-2009 CD011604 .00
00 - .00
045 = .00
12 = 13,985.99
15 = .00
c19)= 13,985.99
2,000.00
1,354.43
TOTAL TAX PAYMENT 13,986.01
BALANCE OF TAX DUE .02CR
INTEREST AND PEN. .00
TOTAL DUE .02CR
c15) .00 X
(16) .00 X
(17) 7 7 6 , 549 .23_ X
cla) • 00 X
AMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE (r
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. v(~