HomeMy WebLinkAbout03-15-11NOTICE OF INHERITANCE TAX pennsylvan~a ~
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BUREAU OF INDIVIDU{A~L'.TAXES ,,~AISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ®F DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 IX AFP (12-10)
PO BOX 280601 ~ _.
HARRISBURG PA 17128-0601
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MICHAEL ~..1'..~ ~ ~AN~S ,~ .~~~_~~.
429 S 18TH ST
CAMP HILL PA 17011
DATE 03-01-2011
ESTATE OF MINICH NELSON L
DATE OF DEATH 03-13-2010
FILE NUMBER 21 10-0309
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-30-2011
(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- ~ --
REV-1547 EX AFP (12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MINICH NELSON LFILE N0.:21 10-0309 ACN: 101 -----------------
OR
DATE: 03-01-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 803, 139.45 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 532, 832.42 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 4,0 8 2.9 8 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 83, 174.56
6. Jointly Owned Praperty (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 942, 382.36
8. Total Assets C8) 2, 365, 611.77
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses.~Adm. Costs/Misc. Expenses (Schedule H) C9) 67,055.97
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 14, 188.23
11. Total Deductions C11) 81,244.20
12. Net Value of Tax Return C12) 2,284,367.57
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 2,284,367.57
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 1~+ at Spousal rate C15) 50, 000.00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 2.234.367.57 X 045 = 100,546.54
17. Amount of Line 1~'+ at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 100,546.54
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
12-13-2010 CD013770 .00 100,546.54
TOTAL TAX PAYMENT 100,546.54
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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. ,~_,j-J
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