HomeMy WebLinkAbout12-17-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601.
HARRISBURG PCB 1712E-0601
- '•"!NaTICE`"OF INHERITANCE TAX
APPRAiSEM~NT; ALLOWANCE OR DISALLOWANCE
OF;AEDUCTIbNS AND ASSESSMENT OF TAX
~I r-r, ~ r'
C :ii
JOHN R MILLER I I I vi ~i ,- ~ ~ . 1 ~~n' - O~~
M]:LLER ETAL
124 N ALLEGHENY ST
BE=LLEFONTE PA 16823
REV-1547 EX AFP (06-05)
DATE 12-08-2008
ESTATE OF HERR JULIA M
DATE OF DEATH 01-20-2008
FILE NUMBER 21 08-0124
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-06-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HDUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~--) RETAIN LOWER PORTION FOR YOUR RECORDS F~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HERR JULIA M FILE N0. 21 08-0124 ACN 101 DATE 12-08-2008
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)
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
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
C1) .0 0 NOTE: To insure proper
C2) .00 credit to your account,
submit the upper portion
(3) .00 of this form with your
C4) .00 tax payment.
I5) 137 , 054.38
c6) .00
c7) .00
~$) 137, 054.38
4,484.58
C9)
clo) 3, 180.80
(11) 7,665.38
c12) 129, 389.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
c13) 1,293.88
c14) 128, 095.12
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
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
c16) 128,095.12 X 045 _ 5,764.28
c17) .00 X 12 = .00
cl8) .00 X 15 = .00
c19)= 5,764.28
I A/~ {r l[GLi1J'
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
09-02-2008 CD010225 .00 5,764.28
TOTAL TAX CREDIT 5,764.28
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
D RFFIINiI_ SFE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)