HomeMy WebLinkAbout04-24-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17126-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-,~ N41I,CE,AF.._INHERITANCE TAX
APPRAISEME~FT,~ALLOWANCE OR DISALLOWANCE
~pF.DEP,uCT'IONS;ANp ASSESSMENT OF TAX
209 ~I~R ~~a ~~ !2~
ROBERT C
26 W HIGH
CARLISLE
PA 17013
ATE 04-20-2009
STATE OF MILLER JOAN E
DATE OF DEATH 09-04-2008
FILE NUMBER 21 08-0971
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-19-2009
(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 CO1-097 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MILLER JOAN E FILE NO. 21 08-0971 ACN 101 DATE 04-20-2009
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) C1) 164,304.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) ~ C2) 543.20
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .DO tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 15,060.67
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) I7) 140,343.17
8. Total Assets fig) 320,251.04
APPROVED DEDUCTIONS AND EXEMPTIONS:
19,572.75
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 10 2.48 5.09
11. Total Deductions I11) 1??.0+7.84
12. Net Value of Tax Return X12)
198,193.20
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) •00
14. Net Value of Estate Subject to Tax (ly) 198, 193.20
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) 198, 193.20 X 045 = 8, 918.69
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due C19)= 8,918.69
TAY f QCTTTC.
PA MENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
11-12-2008 (0010523 436.84 8,300.00
12-23-2008 (0010687 .00 181.85
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
~..~~.7 Y R i~ /~r- 1- -
OR ~ ~ ~ti ~+~~-
SAIDIS ESQ C~s `~;` `"'` +~ n~
ST
TOTAL TAX CREDIT 8,918.69
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 ,.
( IF TOTAL DUE LS LESS THAN S1, NO PAYMENT IS RE4UIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) V