HomeMy WebLinkAbout05-09-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-,.Zrf rf~ ~~r '•~"•i,,: ~" 1~ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TA~ESr 1 -'`-1i APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION .,-r ; is r
PO BOX 280601 '+ ~ ,~ ,~ OF DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601
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BARLEY SNYDER
126 E KING ST
LANCASTER PA 17602
REV-1547 EX AFP (06-05)
DATE 05-05-2008
ESTATE OF MILLER ROY R
DATE OF DEATH 06-15-2007
FILE NUMBER 21 07-0689
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-04-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
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
ESTATE OF MILLER ROY R FILE N0. 21 07-0689 ACN 101 DATE 05-05-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) 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)
8. Total Assets
(1) .00 NOTE: To insure proper
(2) .00 credit to your account,
(3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
c5) 12,508.03
I6) . 00
to 2,280,814.10
I8) 2,293,322.13
APPROVED DEDUCTIONS AND EXEMPTIONS:
40,408.25
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 12.229.4 5
11. Total Deductions I11) ~?.67.70
12. Net Value of Tax Return X12) 2,240,684.43
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 2,240,684.43
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 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/Class A rate C16) 2,240,684.43 X 045 = 100,830.80
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due I19)= 100,830.80
TAY rQrnrTe.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
09-05-2007 CD008645 4,612.50 87,637.50
03-04-2008 CD009374 .00 8,580.80
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 100,830.80
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REpUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)