HomeMy WebLinkAbout07-29-11 (2)[~{ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~A~LS~M~~1~,~LLUWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~:~;^,OF. L]EDUQ~T~I~OQ'IS AND ASSESSMENT OF TAX
PO BOX 280601 ~ ~!--'--'~-- ~ ~~ - ~~~
HARRISBURG PA 17128-0601
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CLERK OF
ORPHAN'S COURT
MICHELLE SOMMER CUMHFR' ANi~ ('(? • PA
2 WEST HIGH STREET
CARLISLE PA 17013
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
DATE 07-18-2011
ESTATE OF MINNICK JANET M
DATE OF DEATH 02-08-2011
FILE NUMBER 21 11-0230
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-16-2011
(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 E-
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REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MINNICK JANET MFILE N0.:21 11-0230 ACN: 101 DATE: 07-18-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 100,000.00 NOTE: To ensure proper
credit to your account,
2. Stocks and Bonds (Schedule B) (2) .0 0
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
of this form with your
tax payment.
(a) 129 , 570.66
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 17.970.10
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,658.02
11. Total Deductions (11J 19,628.12
12. Net Value of Tax Return (12) 109,942.54
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 109,942.54
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 date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1 09.947 _ ~4 x 045 = 4 , 947.41
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 - .00
19. Principal Tax Due (19)= 4,947.41
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
05-09-2011 CD014442 .00 4,700.04
PAYMENT MUST BE MADE BY 11-08-2011*.
(4) .00
(5) .00
(6) 29,570.66
(7) .00
TOTAL TAX PAYMENT 4,700.04
BALANCE OF TAX DUE 247.37
INTEREST AND PEN. .00
TOTAL DUE 247.37
* 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.