HomeMy WebLinkAbout03-20-09.._ COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT DF REVENUE
NOTICE~.OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES gpPRA.ESEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ` , ;{,O~:.TIEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP CO1-09)
^~(~~~ ~~~ Za ~~ ~Z~ Z7 -DATE 03-09-2009
ESTATE OF MILLER CHARLES I
CLERK ~~ DATE OF DEATH 02-03-2008
~R~r~w v0UR1 FILE NUMBER 21 08-0164
SHAUN E OTOOLE ~U?~f~"=`;~ -```'~f, ~~~~ ~ ~~ COUNTY CUMBERLAND
i '_i "' ~: ~~ ~ ACN 101
401 N 2ND ST APPEAL DATE: 05-08-2009
HBG PA 17101 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND GO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ --------------
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REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MILLER CHARLES I FILE N0. 21 08-0164 ACN 101 DATE 03-09-2009
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 17 8,585.00 NO7E: To insure proper
credit to your account,
2. Stocks and Bonds (Schedule B) (2) .00
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
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) 14,198.66
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 307,854.65
e. Total Assets (g) 500,638.31
APPROVED DEDUCTIONS AND EXEMPTIONS:
38,205.37
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 276.22
11. Total Deductions C11) 38.481 -~9
12. Net Value of Tax Return C12) 462, 156.72
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 462, 156.72
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 OD = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 462,156.72 X 045 = 20,797.05
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 (lg)= 20,797.05
TAY PDCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
05-OL-2008 (0009646 1,039.85 28,000.00
05-01-2008 (0009647 .00 2,000.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIDNAL INTEREST.
TOTAL TAX CREDIT 31,039.85
BALANCE OF TAX DUE 10,242.80CR
INTEREST AND PEN. .00
TOTAL DUE 10,242.80CR
IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
INHERITANCE TAX
EXPLANATION
OF CHANGES
DECEDENTS NAME FILE NUMBER
Charles I. Miller 2108-0164
Destiny S.R.Brown
101
ITEM
SCHEDULE Np, EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
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