HomeMy WebLinkAbout01-08-10,~I~O~;ICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES - ~`~-~~~A~~4~IE~~+IT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION _ ,`~, OF Q~DI~CTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ._ _ ~-~~ ~ -•' "' "
HARRISBURG PA 17128-0601
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49 W ORANGE ST
SHIPPENSBURG PA 17257
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 12-28-2009
ESTATE OF MILLER NINA L
DATE OF DEATH 03-04-2009
FILE NUMBER 21 09-0225
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-26-2010
(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 4~
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MILLER NINA LFILE N0.:21 09-0225 ACN: 101 DATE: 12-28-2009
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 91,791.00
2. Stocks and Bonds (Schedule B) (2) .0 0
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 18, 993.82
6. Jointly Owned Property (Schedule F) (6) 23, 703.49
7. Transfers (Schedule G) (7) .0 0
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets (8) 134 , 488.31
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 12.4 7 3.9 3
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,14 2.3 2
11. Total Deductions C11) 13, 616.25
12. Net Value of Tax Return C12) 120,872.06
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 120,872.06
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 12 0.872.06 X 045 = 5,439.24
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 5,439.24
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
04-15-2009 CD011126 271.96 5,200.00
TOTAL TAX PAYMENT 5,471.96
BALANCE OF TAX DUE 32.72CR
INTEREST AND PEN. .00
TOTAL DUE 32.72CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.