HomeMy WebLinkAbout07-27-15 NOTICE OF INHERITANCE TAX pennsytvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 17128-o6o, RECORDED OFFICE OF
REGISTER OF WILLS DATE 07-20-2015
ESTATE OF MINNICH ANN D
HIS JUL 27 PM 2 09 DATE OF DEATH 06-23-2014
FILE NUMBER 21 14-0667
CLEkv 'IF COUNTY CUMBERLAND
BRENNEMAN E S RO R F H MTS- C R.N T ACN 101
44 W MAIN B1� -5- APPEAL DATE: 09-18-2015
MECHANICS K�MBE��A"�5�jP 624 P,; (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 ANN DFILE NO. :21 14-0667 ACN: 101 DATE: 07-20-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 366,512.26 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) (2) .00 credit to your account,
24
3. Closely Held Stock/Partnership Interest (Schedule C) (3) ,489.20 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 105,761. 15
6. Jointly Owned Property (Schedule F) C6) 10,029.58
7. Transfers (Schedule G) (7) 254,019. 12
8. Total Assets (8) 760,811.31
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 25,330.64
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 27,830.60
11, Total Deductions (11) 53,161 .24
12. Net Value of Tax Return (12) 707,650.07
15. Charitable/Governmental Requests; Non-elected 9115 Trusts (Schedule J) (15) .0 0
14. Net Value of Estate Subject to Tax (14) 707,650.07
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) 7n7.A13n_n7 x 045 = 31,844.25
17. Amount of Line 14 at sibling rate (17) .00 x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 31,844.25
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-23-2014 CDO19708 1,052.63 20,000.00
04-13-2015 CD020495 18.58- 10,844.25
TOTAL TAX PAYMENT 31,878.30
BALANCE OF TAX DUE 34.05CR
INTEREST AND PEN. .00
TOTAL DUE 34.05CR
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.