HomeMy WebLinkAbout06-26-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
• ' -J0'fI'EE`:_OF•rINHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES `APPR'AISEM$NT;"ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION +;- (IF IYEAUCTI~NS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
2~~4,~~ ~~ ~~ '; ( ~ DATE 06-22-2009
ESTATE OF MILLER LUCILLE K
CLE~~~~~ DATE OF DEATH 11-02-2008
(3RPN,AN'S CtJtJRT FILE NUMBER 21 08-1097
r~r-~.~~~~~-~ r.1 QR COUNTY CUMBERLAND
ANTHONY L DELUCA C'U~t'- ' '~'~ "~' ~~~ ~ ACN 101
113 FRONT ST APPEAL DATE: 08-21-2009
Po BOX 358 (See reverse side under Objections)
BOILING SPRINGS PA 17007 Amount Remitted r
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG 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 LUCILLE K FILE N0. 21 08-1097 ACN 101 DATE 06-22-2009
TAX RETURN WAS: C 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) .00 NOTE: To insure proper
2 Stocks and Bonds (Schedule B) (2) 34,960.00 credit to your account,
. submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E} ~5} 24 0,175.2 3
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 61,732.18
B. Total Assets Ig} 336,867.41
APPROVED DEDUCTIONS AND EXEMPTIONS: 24,938.83
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) I10) 1.098.41
11. Total Deductions X11) 26 .037 _ 24
12. Net Value of Tax Return C12} 310,830.17
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
310,830.17
14. Net Value of Estate Subject to Tax I14)
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
r w rnrnrre.
c15) • 00 X 00 = . 00
c16) .00 X 045 _ .00
c17) 155,415.D8 X 12 = 18,649.81
cla) 155,415.09 X 15 = 23,312.26
c19)= 41,962.07
PAYMENT
DATE R CEIPT
NUMBER DISCOUNT (+)
INTERESTIPEN PAID C-)
AMOUNT PAID
01-30-2009 CD010843 2,098.10 39,863.97
TOTAL TAX CREDIT 41,962.07
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.)