HomeMy WebLinkAbout07-15-05BUREAU OF INDIVIDU~~~A3(E~s'-~~ t~~ r~~{-'~
INHERITANCE TAX DIVISION i m ~ "' i~ i~ G` '•
PO BOX 280661 ' q,.'1 '-' ` ~ ' - `"`'
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
2005 Jt~L I ~ Ply I~~ 2d
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JOHN A ~~~`~ A,._~r~ €^~~ C~rt~
4 KIWANIS ST
E STROUDSBURG PA 18301
REV-1547 EX AFP (06-OS)
DATE 07-18-2005
ESTATE OF MIKULA HAROLD E
DATE OF DEATH 02-04-2005
FILE NUMBER 21 05-0199
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-16-2005
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -~ __RETAIN_LOWER_PORTION_FOR_YOUR_RECORDS_ ~ ___________________
REV-1547 EX AFP (03-05~DISALLOWANCENOFRDEDUCTIONS ANDRASSESSMENTAOFOTAXCE OR
ecTerF n~ MIKULA HAROLD E FILE N0. 21 05-0199 ACN 101 DATE 07-18-2005
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN SASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
00 NOTE: To insure proper
credit to your account,
2. Stocks and Bonds (Schedule B) (2) , submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) •00 of this fore with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 8.078.18
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .0 0
078.18
8
8. Total Assets (g) ,
APPROVED DEDUCTIONS AND EXEMPTIONS: .00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule Il (10) .00
00
11. Total Deductions (11) .
8, 078.18
12. Net Value of Tax Return (12) .00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 8,078.18
14. Net Value of Estate Subject to Tax (14)
NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX: ,00 X 00 _
- .00
15. Amount of Line 14 at Spousal rate (15) 045
00 .00
Amount of Line 14 taxable at Lineal/Class A rate (16)
16 =
•
X
.
(17)
Amount of Line 14 at Sibling rate
17 8, 078.18 X 12 = 969 .38
.
Amount of Line 14 taxable at Collateral/Class B rate (18)
18 _ 00 X 15 = . 00
.
(19)= 969.38
19. Principal Tax Due
TAX CREDITS• +
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
47
48
920.91
.
04-14-2005 CD005223
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 969.38
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
~ TOTAL DUE ~ .00 ~
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)