HomeMy WebLinkAbout06-26-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PD BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
.i_ ARPRAIBEMENT,.ALLOWANCE OR DISALLOWANCE
OF~DEDUCTIONS AND ASSESSMENT OF TAX
t._ .. _.
7Ei~~ .~~,~~ G O p~? i ~ ( g
Cl.E~~C OF
o~~~a-v~s eouaT
LISA A DELORENZO~!_~?~_1.+'~YU ;'";~ ,
1118 PINE RD
CARLISLE PA 17015
REV-1547 IX AFP (01-09)
DATE 06-15-20D9
ESTATE OF MILLER PATRICIA J
DATE OF DEATH 04-21-2008
FILE NUMBER 21 08-0502
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-14-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
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 PATRICIA J FILE N0. 21 08-0502 ACN 101 DATE 06-15-2009
TAX RETURN WAS: C 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) 153, 000.00 NOTE: To insure proper
2 Stocks and Bonds (Schedule B) C2) 143, 168.99 credit to your account,
. submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6 6,5 37.18
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 174, 010.34
8. Total Assets CB) 536,716.51
APPROVED DEDUCTIONS AND EXEMPTIONS: 14,382.27
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3.632 .70
11. Total Deductions (11) 18.014.97
518,701.54
12. Net Value of Tax Return C12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14 of Estate Subject to Tax
t V
l
N C14) 518, 701 .54
. e
a
ue
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 (15) • 00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate [16) 518 r 701 .54 X 045 = 23, 341 .57
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
Principal Tax Due
19 c19)= 23,341.57
.
TAY P~G~IT TC.
PAYMEN
DATE RECEIPT
NUMBER DISCOUNT +)
INTEREST/PEN PAID (-)
AMOUNT PAID
07-02-2008 CD009965 1,167.08 23,572.00
TOTAL TAX CREDIT 24,734.08
BALANCE OF TAX DUE 1,347.51(8
INTEREST AND PEN. .00
TOTAL DUE 1,397.51(8
* 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" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)