HomeMy WebLinkAbout04-30-12NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TA~C~~S ~`- A~ipI~A~EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX Drv1s1oN _ ~ .~O,fj (SEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 - - '- ~, ~
HARRISBURG PA 17128-0601
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MICHAEL L ~~r~`~C~' .af~'~: ;";,~) pG,
429 S 18TH ST
CAMP HILL PA 17011-5902
Pennsylvania
DEPARTMENT OF REVENUE ,
REV-1547 EX AFP (12-i1)
DATE 04-23-2012
ESTATE OF MINICH NELSON L
DATE OF DEATH 03-13-2010
FILE NUMBER 21 10-0309
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-22-2012
(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 C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MINICH NELSON LFILE N0.:21 10-0309 ACN: 101 DATE: 04-23-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. 02
1. Real Estate (Schedule A)
2. Stocks and Honds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
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:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(1) 266,356.57 NOTE: To ensure proper
(2) .00 credit to your ar.count,
(3) .00 submit the upper portion
of this form with your
(4) • 00 tax payment.
(5) 190.86
(6) .00
(7) .00
(a) 266,547.43
(9) 4.810.40
clo) .00
11. Total Deductions (11) 4,810.40
12. Net Value of Tax Return C12) 261,737.03
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 2,584,293.47
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) 50,000.00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate ( 16) 7 , 534. ?93 - 47 x 045 = 114 , 043.21
17. Amount of Line 14 at Sibling rate (17) -00 X 12 = .OD
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 114,043.21
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMOUNT PAID
12-13-2010 CD013770 .00 100,546.54
04-01-2011 CD014230 .00 1,718.50
06-17-2011 CD014605 .00 16.23
10-28-2011 CD015129 330.09- 12,092.20
TOTAL TAX PAYMENT 114,043.38 _
BALANCE OF TAX DUE .17CR
INTEREST AND PEN. .00
TOTAL DUE .17CR
* IF PAID AFTER DATE: INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.