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HomeMy WebLinkAbout12-21-07 12-17-2007 MILLER 02-02-2007 21 07-0410 CUMBERLAND 101 APPEAL DATE: 02-15-2008 ( See reverse side under Objections) Amount Remittedl I MAKE CHECK PAYABLE AND REMIT PAYMENT REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE "'.- "(Y', " r: ;-,N.tltT$::of, -:{ N HER I TAN CE TAX :-' i~I:APPR;AJ SE'H~N+\"ACioWANCE OR DI SALLOWANCE l:';,Q51 ~E,D~crHQNS"AND ASSESSMENT OF TAX ZOOI DEe 2 I PH I: 02 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN Cl r:T'I/ ',"c .t"'i'\ 1,)1 ODf"'"'IL! ,~, ~', !.' i \I-! ;,i '" PHYLLIS J MARISKOVIC CU'" 5246 DEERFIELD AVE MECHANICSBURG PA 17050 IRT P:'l. * REV-1547 EX AFP (06-05) LYNN B TO: CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ------------------------------------------------------------------------------------------- REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MILLER LYNN B FILE NO. 21 07-0410 ACN 101 DATE 12-17-2007 TAX RETURN WAS: (X) ACCEPTED AS F I LED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 11.297.50 1,250.00 291,588.37 (8) 2. Stocks and Bonds (Schedule B) 3. 4. 5. 6. 7. 8. Closely Held Stock/Partnership Interest (Schedule C) Mortgages/Notes Receivable (Schedule D) Cash/Bank Deposits/Misc. Personal Property (Schedule E) Jointly Owned Property (Schedule F) Transfers (Schedule G) Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. 10. II. 12. 13. 14. 12,093.46 .00 Cl1) Cl2) Cl3) Cl4) Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Debts/Mortgage Liabilities/Liens (Schedule I) Total Deductions Net Value of Tax Return (9) Cl 0) Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Net Value of Estate SUbject to Tax NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 304,135.87 1:;1.093.46 292,042.41 .00 292,042.41 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of !hh 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 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due Cl5) .00 X 00 .00 Cl6) .00 X 045 = .00 Cl7) 292,042.41 X 12 = 35,045.09 Cl8) .00 X 15 = .00 Cl9)= 35,045.09 TAX CRI='DITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 04-27-2007 CD008087 1,752.25 36,925.00 TOTAL TAX CREDIT 38,677.25 BALANCE OF TAX DUE 3,632.16CR INTEREST AND PEN. .00 TOTAL DUE 3,632.16CR * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED. r'l IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~ A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)