HomeMy WebLinkAbout01-15-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL 7AXE~~" ~,:.AR1l~(~,S~I±FENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF., D~~UCTIONS AND ASSESSMENT OF TAX
PD BOX 280601 ~; ~; ~'_ -.v
HARRISBURG PA 17128-0601 -'""
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JOEL R ZULLIN ^.~~?t_~}~~ CO., ~~
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SUITE 200
CHAMBERSBURG PA 17201
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 01-13-2010
ESTATE OF MILLER JR GEORGE
DATE OF DEATH 01-04-2008
FILE NUMBER 21 08-0079
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-14-2010
(See reverse side under Objections)
Aaount Reaitted
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 ~ --------------
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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 JR GEORGE FILE N0.:21 08-0079 ACN: 101 DATE: 01-13-2010
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) CL) 1,375,000.00 NOTE: To ensure proper
1 , 471 , 025.47 credit to your account,
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) C3) •0 0 submit the upper portion
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) 227,774.74
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) 3.073,800.21
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 98.810.13
L0. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 42.48
11. Total Deductions (11) 98,852.61
12. Net Value of Tax Return C12) 2, 974, 947.60
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 1.7 32,266.75
14. Net Value of Estate Subject to Tax C14) 1,242,680.85
NOTE: If an assesssent was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
(15) .00 X
C16) _ DO X
C17) ~ DO X
C18) 1,242,680.85 X
00 .00
045 = .00
12 = .00
15 = 186,402.13
c19)= 186,402.13
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
12-04-2009 CD012069 .00 131,119.25
INTEREST IS CHARGED THROUGH 01-28-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 131,119.25
BALANCE OF TAX DUE 55,282.88
INTEREST AND PEN. 12,155.75
TOTAL DUE 67,438.63
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION DF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REV-1470 EX (&88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
DECEDENTS NAME
George J. Miller
LE
2108-0079
"~-~~~~~~v~ Bill Lyons IH~N 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
The remainder interest in the Charitable Remainder Unitrust is calculated to be
$1,163,266.75.
INHERITANCE TAX
EXPLANATION
OF~CHANGES
Page 1