HomeMy WebLinkAbout07-06-15 NOTICE OF INHERITANCE TAX pennsyLvania
RECORDED OFFICE OFORAIS'EMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF IN XFF OF DEDUCTIONS AND ASSESSMENT OF TAX zy
TAAg4J*�� REV-1547 EX AFP (11-14)
INHERITANCE WILLS
PO BOX 280601
HARRISBURG PA 17128-0601
?015 AIL 6 PM 3 10 DATE 07-06-2015
7 ESTATE OF MINNICH JOYCE A
CLE,�K 0
DATE OF DEATH 03-25-2014
0 R P H AN S' C9`.:, FILE NUMBER 21 14-0339
CUMBERLAND F COUNTY CUMBERLAND
WOLFE JOH*A A ACN 101
47 W HIGH ST APPEAL DATE: 09-04-2015
GETTYSBURG PA 17325-2119 (See reverse side under Objections)
Amount Remittedi
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 4-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MINNICH JOYCE AFILE NO. :21 14-0339 ACN: 101 DATE: 07-06-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 120,313.65 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (S) 10,054.55
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 130,368. 18
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 16,604.92
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 15,693.33
11. Total Deductions (11) 30,298.25
12. Net Value of Tax Return (12) 100,069.93
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 100,069.93
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) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 300,069-93 x 045 = 4,503.15
17. Amount of Line 14 at sibling rate C17) 00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 4,503. 15
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
03-23-2015 CD020390 32.49- 4,553.15
TOTAL TAX PAYMENT 4,520.66
BALANCE OF TAX DUE 17.51CR
INTEREST AND PEN. .00
TOTAL DUE 17.51CR
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 FOR INSTRUCTIONS.