HomeMy WebLinkAbout09-10-10NOTICE OF INHERITANCE TAX
r'"~^'`~` '"',~w~~I~MENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL T~k`X~,S
INHERITANCE TAX DIVISION ~-. ,~ ~ ORF~ ,I);EDUCTI ONS AND ASSESSMENT OF TAX
PO BOX 280601 ~`~
HARRISBURG PA 17128-0601
~~ ~ ~ ~~P ~ a ~ ~ ~ : ~
CL~~~ ~~~
4RPHAl'~`S C~~~~
M I C HAE L L BA 1~( ~;~,~~~~,,~`~Ei,' ~~~.. ~~
429 S 18TH ST
CAMP HILL PA 17011
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 09-06-2010
ESTATE OF MINICH GERALDINE M
DATE OF DEATH 12-17-2009
FILE NUMBER 21 10-0014
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-05-2010
(See reverse side under Objections
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 E-
-------------------------------------------------------------------------
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MINICH GERALDINE MFILE N0.:21 10-0014 ACN: 101
------------------
OR
DATE: 09-06-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 140,930.15 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax. payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 14, 128.10
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 155, 058.25
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)_ 7,24 9.9 3
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 13,348.94
11 . Total Deductions ( 11) 20 , 598 .87
12. Net Value of Tax Return (12) 134,459.38
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 134,459.38
NOTE: If an assessment 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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1 34 .459 _ 38 x 045 = 6, 050.67
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 6, 050.67
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
06-17-2010 CD012941 .00 6,050.67
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FDR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT b,050.b7
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.~~~\