HomeMy WebLinkAbout02-27-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
`j NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ r'"`,j ~^'[~~~13~~NT ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION -' ' ,, .O F. 31EDU,CT30NS AND ASSESSMENT OF TAX
PO BOX 280601 i ,'~ ~< ~
HARRISBURG PA 17128-0601 w s ._. .. REV-1547 EX AFP (01-09)
~~~9 ~~~ ~7 ~~ }}: ( ~ DATE 02-24-2009
ESTATE OF MILLER DEAN W
DATE OF DEATH 02-10-2008
C~~~~ (1i FILE NUMBER 21 08-0299
0~~~-(~~'~Y',j J~}~~T COUNTY CUMBERLAND
DAVID H STONE ESQ Cll"~~"~r'~~ ,r~,r,.~-~ `~;"} ~A ACN 101
STONE ETAL APPEAL DATE: 04-25-2009
414 BRIDGE S T (See reverse side under Objections )
NEW CUMBERLAND PA 17070 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALON_6 THIS LINE _ ~ R_ETA_IN LOWER PORTION FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MILLER DEAN W FILE N0. 21 08-0299 ACN 101 DATE 02-24-2009
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) (1) 6 5,0 00.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 24,64 7.14 credit to your account,
.00 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) 59,4 76.34
6. Jointly Owned Property (Schedule F) (6) 10,203.34
7. Transfers (Schedule G) (7) .00
8. Total Assets (e) 159,326.82
APPROVED DEDUCTIONS AND EXEMPTIONS: 24,895.56
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 8.4 0
11. Total Deductions (11) 24.901.96
12. Net Value of Tax Return (12) 134,422.86
13. Charitable/Governmental Bequests; Non-sleeted 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subieet to Tax (14) 134,422.86
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 C15) •00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 134,422.86 X 045 = 6,049.03
17. Amount of Line 14 at Sibling rate C17) •00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 = .00
19. Principal Tax Due (19)= 6,049.03
~~`PAYMENT~
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
05-09-2008 (0009703 289.47 5,500.00
11-06-2008 (0010500 .00 259.56
TOTAL TAX CREDIT 6,049.03
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 S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)