HomeMy WebLinkAbout12-22-08
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
SUSAN H CONFAIR
REAGER ~ ADLER
2331 MARKET ST
CAMP HILL
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
rNOTICE bF INHERITANCE TAX
APRRAIS£MENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (06-05)
L~e~~~;~~ `~ ~.~ (; Q8 DATE 12-15-2008
ESTATE OF MILLER PETER
~, ,_~ DATE OF DEATH 12-18-2007
~~!'l ;; ~ ,r FILE NUMBER 2'1 08-0096
)'_ ~ i
~I~' ' ' - - COUNTY CUMBERLAND
101
APPEAL DATE: 02-13-2009
(See reverse ,side under Objections)
PA 17011 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 RECCIRDS ~-__________
--------- --------------
ALLOWANCE OR
REV-1547 EX AFP (03-05~DISALLOWANCENOFRDEDUCTIONS ANDRASSESSMENI
' OF TAX
ESTATE OF MILLER PETER FILE N0. 21 08-0096 ACN 101 nerE 12-1S-~nnR
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHAPIGED SEE ATTACHED NOTICE
Al1U1V I:uNI:EKNiNG FUTURE INTEREST - c~G orvcocr
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 00
2.
Stocks and Bonds (Schedule B)
(2) .
.00 NOTE: To insure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 9,000.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 330,380.24
8. Total Assets (e) 339,380.24
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 11,,749.84
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions
(11) 1 .749.84
12. Net Value of Tax Return 327
630
40
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (12)
(13) ,
.
.00
14. Net Value of Estate Subject to Tax C14) 327, 630.40
NOTE: If an assessment was issued previously, l ines 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 (lg) 327,630.40 00 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 _
X
X 045 = .
.00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 _ .00
19. Principal Tax Due
TAX CREnirs• (19)= .00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
~uIAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.DO
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 51., NO PAYMENT IS REpUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE CiF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
r
COMMONWEALTH OF P=NNSYLVA~'~i,
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME
Peter Miller
REVIEWED BY
-~ITANCE TAX
~-'LANATION
CHANGES
2108-0096
101
EXPLANATION OF CHANGES
FILE NUMBER
UeSt.
ROW
Page 1
Deborah Wasi~irlgton