HomeMy WebLinkAbout10-13-06
10-17-2006
MIKULA
12-11-2005
21 06-0791
CUMBERLAND
101
APPEAL DATE: 12-16-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PY!_~~9~~_!~}~-~}~~------~---~~!~!~_~9~~~_~9~!!9~_~9~_!9~~_~~~9~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
HElEN J FILE NO. 21 06-0791 ACN 101 DATE 10-17-2006
TAX RETURN WAS: ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'::lCf'JfflR~Cf ".gf:-:;Q1HElITANCE TAX
APPRAISEHE8t1LA~LQHlNCE OR DISALLOWANCE
OF:~,;I~[I'~O~ AND ~SESSttENT OF TAX
I'" - .', ii '
JACQUELINE VERNEY ESQ
44 S HANOVER ST
CARLISLE
Z006 OCT /3 At111 :~~=TE OF
DATE OF DEATH
CLEr{( OF FILE NUMBER
ORr')H.N\I':::; ('1:: jD-I' COUNTY
. ',_J ,j ~_~ \,..r I l ,
CU~,W~'" ~CN
PA 17013
ESTATE OF MIKULA
*'
REV-1547 EX AFP (06-05)
HElEN
J
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
.00 X 00 = .00
81,900.00 X 045 = 3,685.50
.00 X 12 = .00
.00 X 15 = .00
Cl9)= 3,685.50
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. ttortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/ttisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
Cl)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
.00
.00
81.900.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/ttisc. Expenses (Schedule H) (9)
10. Debts/ttortgage Liabilities/Liens (Schedule I) (10)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
.00
.00
(11)
(12)
(13)
Cl4)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
81,900.00
00
81,900.00
.00
81,900.00
TAX CREDITS:
. .._, ,,~..~.. . l+J AttOUNT PAID
DATE NUttBER INTEREST/PEN PAID (-)
09-08-2006 CDOO7187 .00 3,426.70
INTEREST IS CHARGED THROUGH 11-01-2006 TOTAL TAX CREDIT 3,426.70
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 258.80
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 2.53
TOTAL DUE 261.33
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYttENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU ttAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORtt FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
INHERITANCE TAX
EXPLANA TION
OF CHANGES
REVIEWED BY
ITEM
SCHEDULE NO.
G 1
Mikula, Helen J.
FILE NUMBER
Daniel Heck
2106-0791
101
ACN
EXPLANATION OF CHANGES
The value of the real estate is increased from $76,148.96 to $81,900.00 as the result of that
the settlement costs are not allowable deductions when the real estate was transferred
and retained by a life estate, as the real estate transfers at the decedent's date of death.
ROW
Page 1