HomeMy WebLinkAbout06-06-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
„[~OTZ E QF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES Aaad~a~~s-~~~~,LA~LaWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION --0f.,,I~EDUCTIO,~IS, f1ND ASSESSMENT OF TAX
PU BOX 280601 ~ I.,_~.J'~_; ,:._,. ~,~
HARRISBURG PA 17128-0601 `` REV-1547 EX AFP C06-05)
,~~~~ ~~~ ~~ ~~ }2. 2„pATE 06-03-2008
~ STATE OF MILLER JR WILLIAM C
DATE OF DEATH 12-09-2007
(,~ ~~?}`( QF FILE NUMBER 21 07- 1146
QRF~IQ~~i~~. C'C)t.)RT COUNTY CUMBERLAND
GREGORY M KERWIN (J~t~,,",?"""~' •,"', !~~~, p~ ACN 101
KERWIN & KERWIN - APPEAL DATE: 08-02-2008
4245 ROUTE 209 (See reverse side under Objections)
ELIZABETHVILLE PA 17023 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 E~
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MILLER JR WILLIAM C FILE N0. 21 07-1146 ACN 101 DATE 06-03-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) ,0 0 credit to your account,
.0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 38,711.50
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 38,711.50
APPROVED DEDUCTIONS AND EXEMPTIONS: 4,342.04
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1.270.62
11. Total Deductions C11) 5,612.66
12. Net Value of Tax Return (12) 33, 098.84
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 33, 098.84
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:
•00 00 .00
15. Amount of Line 14 at Spousal rate C15) X =
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 33,098.84 X 045= 1,489.45
17. Amount of Line 14 at Sibling rate (17) • 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00
19. Principal Tax Due C19)= 1,489.45
TAY f D CTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
02-21-2008 CD009339 68.42 1,300.00
03-28-2008 CD009470 .00 121.03
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 1,489.45
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. ~vl_ 'i
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)