HomeMy WebLinkAbout06-20-11 (2)NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TA~,i )~1 ~'~f- ~, f, ENT, ALLOWANCE OR DISALLOWANCE
E TAX DIVISION 5-.._ .._r- - :-• ~ ~~ bUCTIf)N$ AND ASSESSMENT OF TAX
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PO BOX 280601 ~, ' ~ .,,: ~ i a I ..i«'.1
HARRISBURG PA 17128-0601
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MICHAEL L Bl~~,~'~~~~~~] {;0., PA
429 S 18TH STREET
CAMP HILL PA 17011
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
DATE 06-f17-2011
ESTATE OF MINICH NELSON
DATE OF DEATH 03-13-2010
FILE NUMBER 21 :10-0309
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-06-2011
(See reverse side under Objections
Amount Remitted[
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TA
ANDR ASSESSMENTAOFOTAXCE OR
S
DISALLOWANCE OF DEDUCTION
NELSON LFILE N0.:21 10-0309 ACN: 101 DATE: Ob-07-2011
ESTATE OF: MINICH
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
38,438.87
NOTE: To ensure proper
1. Real Estate (Schedule A) ~1) .0 0 credit to your account,
2 Stocks and Bonds (Schedule B)
~2) '~
-'
submit the upper portion
.
3. Closely Held Stock/Partnership Interest (Schedule C) C3) taxtpaymentm with your
4.
Mortgages/Notes Receivable (Schedule D) (4) -
.0 0
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) c5) ,0 0
6.
Jointly Owned Property (Schedule F) C6)
.0 0
7.
Transfers (Schedule G) C7)
87
3$
438
C8) ,
.
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 25 00
0
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) .
0 0
10.
Debts/Mortgage Liabilities/Liens (Schedule I) C10) - ,
2 5 0.0 0
cll)
11. Total Deductions (12) 38, 188.87
12.
13 Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts
(Schedule J) C13) .0 0
3 2 2,5 5 6.4 4
2
.
14. Net Value of Estate Subject to Tax (14?
1
16 ,
18 and 19 will
7
lines
If an assessment was issuedpreviouslY,
14, 15 and/or
,
,
NOTE: 1 t figures that include the total of ALL returns assessed to date.
ref ec
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
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-)
12-13-2010 CD013770 .00
04-01-2011 CD014230 .00
c15) 50,000.00 X 00 = .00
c16) 2,272.56.44 x 045 = 102,265.04
c17) .00 x 12 = .00
c18) .00 X 15 = .00
c19)= 102,265.04
AMOUNT PAID
100,54b.54
1,718.50
TOTAL TAX PAYMENT 102,265.04
BALANCE OF UNPAID INTEREST/PENALTY AS OF 04-02-2011 BALANCE OF TAX DUE .00
INTEREST AND PEN. 16.23
TOTAL DUE 16.23
* IF PAID AFTER DATE INDICATED, SEE REVERSE AFREFUND.DSEEIREVERSECSIDEAOFATHISEFORM FOR)INSOTRUCTIONS.DUE
FOR CALCULATION OF ADDITIONAL INTEREST.