HomeMy WebLinkAbout07-21-14 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 REV-1647 IX AFP (0e-13)
HARRISBURG PA 17128-0601
DATE 07-21-2014
ESTATE OF MISHKIN SHAWN M
DATE OF DEATH 10-30-2012
FILE NUMBER 21 12-1211
COUNTY CUMBERLAND
KUNKEL ESQ SHELLY i ACN 101
PO BOX 60974 APPEAL DATE: 09-19-2014
HARRISBURG PA 17106-0974 (See reverse side under Objections)
Amount Remitted I-----
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS E--
_-____-'-iX iF -----___-_--`-'-`--'-'-' _______________________________'--'-------------`-
REV-iS47 EX AFP C08-13) NOTICE OF INHERITANCE 7AX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MISHKIN SHAWN MFILE NO. :21 12-1211 ACN: 101 DATE: 07-21-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN '
1. Real Estate (Schedule A) (1) 320,300.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 31,825.89 credit to your account,
00 submit the upper portion
3. Closely Hold Stook/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 60,658.67
6. Jointly Owned Property (Schedule F) (6) 1,136.93
7. Transfers (Schedule G) (7) 165,021 . 14
B. Total Assets t8) 578.942.63
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 39,027.41
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 277,307.21
11. Total Deductions (11) 316,334.62
12. Not Value of Tax Return (12) 262,608.01
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0O
14. Not Value of Estate Subject to Tax (14) 262,608.81
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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) 173,783.00 X Qe_.) = .-_ .00
R2r.
. - n1
lb. Amount of Line 14 taxable at lineal rate (16) RR X 0 1 997-,-1�
A
17. Amount of Line 14 at sibling rate (17) -210 X
18. Amount of Line 14 taxable at collateral rate (18) .DO X 1,1
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT t+) AMOUNT PAID Qt= �
DATE NUMBER INTEREST/PEN PAID z i '- r')
rri
06-13-2013 CDO17750 .00 ,Otl0.00y
O
TOTAL TAX PAYMENT 5,000.00
BALANCE OF TAX DUE 1,OD2.87CR
INTEREST AND PEN. .00
TOTAL DUE 1,002.87CR
£ 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 FOR INSTRUCTIONS.