HomeMy WebLinkAbout01-26-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
:_-,r:nr~-:-,'n ~ql-;r.F~_-Of __INHERITANCE TAX
, '.'APPR!AtsEJ~ENt:,,)!\LU)WANCE OR DISALLOWANCE
OFDEDUCTIONS AND ASSESSMENT OF TAX
'*
DATE 01-23-2007
ESTATE OF MILLIKEN JOHN B
DATE OF DEATH 07-15-2006
FILE NUMBER 21 06-0649
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-24-2007
( See reverse side under Objections)
Amount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS ~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MILLIKEN JOHN B FILE NO. 21 06-0649 ACN 101 DATE 01-23-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
7i'i117 J"~J 26
t..vu Ai'~.
PM /: 3/
JAMES D BOGAR
BOGAR & HIPP LAW
1 W MAIN ST
SHIREMANSTOWN
Cl I'" I ,'"' ,-
, ~::-'it, ()j-
ORI' ",, "'--' ~ "IIR~
CU\ ;1~-r-1/:'\! ':- i),::\~:,";'
OFCS
PA 17011
REV-1547 EX AFP <06-05)
TAX RETURN WAS: (X) ACCEPTED AS FI LED
CHANGED
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. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
S. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
If an assess.ent was issued previously, lines 14, 15 and/or 16. 17. 18 and 19 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lS. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
C S:
NOTE:
DATE
10-11-2006
11-20-2006
REC IPT
NUMBER
CD007300
CD007458
DISCDUN (+
INTEREST/PEN PAID (-)
537.08
.00
<l5)
<l6)
<l7)
<lS)
(D
(2)
(3)
(4)
(5)
(6)
(7)
140,000.00
55,842.77
.00
.00
12.230.51
107,246.08
19,258.00
(S)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
334,577.36
(9)
<l0)
29,072.45
1.537.91
ell)
<l2)
<l3)
<l4)
30.t;lO.3t;
303,967.00
.00
303,967.00
.00 X
303,967.00 X
.00 X
.00 X
00
045 =
12 =
15 =
.00
13,678.52
.00
.00
13,678.52
<l9)=
AMOUNT PAID
10,204.43
2,937.01
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
13,678.52
.00
.00
.0
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FDR CALCULATION DF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)