HomeMy WebLinkAbout02-06-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- ,- p1,OTT,CE OF- INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES /ypP,{~I'SE:hi~N~I'1 b~LLOWANCE OR DISALLOWANCE
INHERITANCE TAX OIYISION _~~ DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ;,J~.,_; `~~ , . _ •
HARRISBURG PA 17128-0601 ~ - -~ REV-1547 EX AFP C12-08)
~~~~ C•F~ ~~ ~~~ ~z~ ~ ~ DATE C12-02-2009
t ESTATE OF NIILLER TRENA M
_ DATE OF DEATH Oil-19-2008
'•, Leh ~ ~%'- FILE NUMBER 'e'.1 08-0600
GAP!"~;"~'. •'? ~~~U~~ COUNTY CUMBERLAND
EARL E HERR ,~I ~ " ~ ~t~•. ACN 101
334 SUN RISE DR APPEAL DATE: 04-03-2009
MARTINSBURG PA 16662-0278 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYAIBLE 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--
REV-1547 EX AFP C12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENIf OF TAX
ESTATE OF MILLER TRENA M FILE N0. 21 OS-0600 ACN 101 DATE 02-02-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHA~JGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 15,710.50 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) ,00 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 ISchedule D) (4) 111,,724.36 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 3,17 2.83
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets C8J 134,607.69
APPROVED DEDUCTIONS AND EXEMPTIONS:
.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 17.$47.35
11. Total Deductions (11) 17.847.35
116,760.34
12. Net Value of Tax Return C12)
.00
13. CharitablelGovernmental Bequests; Non-elected 9113 Trusts (Schedule .I) C13)
116,760.34
14. Net Value of Estate Subject to Tax (14)
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 X15) X =
lb. Amount of Line 14 taxable at Lineal/Class A rate (16) 116,76(1.34 X 045 = 5,254.22
17. Amount of Line 14 at Sibling rate (17) .00 X 1 2 = .00
18. Amount of Line 14 taxable at CollaterallClass B rate C18) •00 X 15 _ .00
19. Principal Tax Due c19)= 5,254.22
TAY rRGTITTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT t+)
INTEREST/PEN PAID (-)
AMOUNT PAID
10-16-2008 CD010415 .00 5,254.22
TOTAL TAX CREDIT 5,254.22
BALANCE OF Tl'J<X DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
(,..
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS TNAN S:l, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED A:i A "CREDIT" (CR), YOU MAY BE DUE J
A REFUND. SEE REVERSE SIDE OF THIS FORM FDR INSTRUCTIONS.) ~