HomeMy WebLinkAbout03-05-07
IUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO lOX 210&01
~RRISIURG PA 17121-0'01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
(iillr;F r,fOTICE OF INHERITANCE TAX
-, ,(P'.pMt"Spt'ENT, ALLOWANCE OR DISALLOWANCE
" I "OF, Q!1.DuCTIONS AND ASSESSHENT OF TAX
'*
02-27-2007
MILLER
06-14-2005
21 05-0570
CUMBERLAND
101
APPEAL DATE: 04-28-2007
( See reverse side under Objections)
A.ount Re.Ittedl J
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 +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
DAVID A FILE NO. 21 05-0570 ACN 101
20D1 M^R -5 P'1 I: /9
REV-1547 EX AFP (0'-05)
('LER, v. l" c:
v ,,\ I,
ORPH-iI"'S ('(II 'RT
. ',1"\ .,; \.. '~jl,......l;1 I
JOSEPH D BUCKLE~lf'.~~r-, ' P."\
J D BUCKLEY LAW OFCS
1237 HOLLY PIKE
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
DAVID
A
PA 17013
ESTATE OF
MILLER
DATE 02-27-2007
TAX RETURN WAS: (X) ACCEPTED AS F I LED
( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN lASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and londs (Schedule I)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule D)
5. Cash/lank Deposlts/Hlsc. Personal Property (Schedule E)
6. JoIntly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
{ll
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
NOTE: To Insure proper
credit to your account,
sub.It the upper portion
of this for. with your
tax pay.ent.
24,034.13
.00
.00
(8)
24,034.13
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. Costs/Hlsc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charltable/Govern.ental lequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(lO)
11 ,448.82
26,735.42
NOTE: If an assess.ent was Issued prevIously, lInes 14, 15 and/or 16, 17, 11 and 19 wIll
reflect figures that Include the total of 6bl returns assessed to date.
ASSESSNENT OF TAX:
15. A.ount of Line 14 at Spousal rate (IS)
16. A.ount of Line 14 taxable at Lineal/Class A rate (16)
17. A.ount of Line 14 at Sibling rate (17)
18. A.ount of Line 14 taxable at Collateral/Class I rate (18)
19. Principal Tax Due
(ll)
(l2)
(l3)
(l4)
~R . 1 R4 . ::J4
14,150.11-
.00
14,150.11-
.00 X 00 = .00
.00 X 045. .00
.00 X 12 . .00
.00 X 15 . .00
(l9). .00
AMOUNT PAID
DATE
NUMIER
+
INTEREST/PEN PAID (-)
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN t1, NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY IE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)