HomeMy WebLinkAbout04-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
„NOTICE, OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ARf~i~A'iSEM~MTj ~aQWq~i~E OR DISALLOWANCE
INHERITANCE TAX DIYISION ~ ~
PO BOX 280601 OF D$aU6F~IONS,~IND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 .. -~ ~~ ' --.. REY-1547 EX AFP CO1-09)
209 ~;PP E 3 ~~ IO~ ~~TATE OF MILLER2009 DORIS M
DATE OF DEATH 01-14-2008
~',~{-(~}~ (;~ FILE NUMBER 21 08-0195
Q~;~~-`r-(~G'' '!,~)i~P~ COUNTY CUMBERLAND
SHAUN E OTOOLE CI I', ~ ~ ~~ ~,r rr r, CN 101
401 N 2ND ST v;~ ~~ ~~ ~`"' ~f~ APPEAL DATE: 06-12-2009
HBG PA 17101 (See reverse side under Objections)
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 RECORDS ~ --------------
-----------------------------------------------------------------------------
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MILLER DORIS M FILE N0. 21 08-0195 ACN 101 DATE 04-13-2009
TAX RETURN WAS: (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
(1) .00 NOTE: To insure proper
(2) .00 credit to your account,
00 submit the upper portion
C3) . of this form with your
(4) .00 tax payment.
(5) 200.19
(6) .00
(7) .00
(8) 200.19
10,584.94
C9)
(lo) .00
(11) 10.584.94
c12) 10,384.75-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 10,384.75-
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
TAY /`DCTTTC.
(15) • 00 X
(16) .00 X
(17) .00 X
(18)
.00 X
00 = .00
045. .00
12 _ .00
15 _ .00
(19)= .00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)