HomeMy WebLinkAbout06-22-12NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TaxES FS~~~RyA1rL~~~E ~~',,~ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION trNr ~UlIt~5~4ND ASSESSMENT OF TAX
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LISA MARIE COYNE ES ~ ~+t~, ~~
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CAMP HILL PA 17011-4227
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
DATE Ob-18-2012
ESTATE OF MINISHAK ALEX J
DATE OF DEATH 10-19-2010
FILE NUMBER 21 10-1136
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-17-2012
(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 ~
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MINISHAK ALEX JFILE N0.:21 10-1136 ACN: lnl nerF~ n~_,st_~n,~
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 149,900.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 2,768.48 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 275,359.61
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 57,566.69
8. Total Assets (8) 485.594.78
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 38.8 9 4
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)__ 8,476.63
11. Total Deductions (11) 47,367.77
12. Net Value of Tax Return (12) 438,227.01
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 438,227.01
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 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 438. 17.01 x 045 = 19,720.22
17. Amount of Line 14 at Sibling rate C17) _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 C19)= 19,720.22
TAX CREDITS:
Re~eLrr DISCOUNT C+) I AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
O1 19 2011 CD013917 986.01 21,000.00 ~
TOTAL TAX PAYMENT 21,986.01
BALANCE OF TAX DUE 2,265.79CR
INTEREST AND PEN. .00
TOTAL DUE 2,265.79CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.