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HomeMy WebLinkAbout02-24-10REV-1162 EX(11-961 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT THE SHIP UNIVERSITY FOUNDATION INC 1871 OLD MAIN DRIVE SHIPPENSBURUG, PA 17257 ACN ASSESSMENT CONTROL NUMBER fold ESTATE INFORMATION: FILE NUMBER: DECEDENT NAME: DATE OF PAYMENT: POSTMARK DATE: COUNTY: DATE OF DEATH: SSN: 179-12-3134 2108-0079 MILLER GEORGE J JR 02/24/2010 02/22/2010 CUMBERLAND 01/04/2008 TOTAL AMOUNT PAID: REMARKS: CHECK# 277 SEAL INITIALS: CJ RECEIVED BY: NO. CD 012379 AMOUNT 567,438.63 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS Pennsylvania ~ NOTICE OF INHERITANCE TAX AppRA~,~E,,MENT~~AL~OWANCE OR DISALLOWANCE R~ 154x7 E~OPREiEN09E OF ``'Ir~DUCTtbNS-'ANA ~('S~ESSMENT OF TAX BUREAU OF INDIVIDUAL TAXES , INHERITANCE TAX DIVISION ~{_,.~- _, ~•. , PO BOX 260601 i -,4.~~:~• ~ .~i ~ ~,:. .. ~...,_ .: NARRISBURG PA lnza-ocol DATE 01-13-2010 GEORGE qpptt [C~ pp t~ TATE OF MILLER JR LUi~ I"~D 24 PM lZ' ~~E OF DEATH 01-04-2008 FILE NUMBER 21 08-0079 ~~tp~pp~'LE~F{ ~~ COUNTY CUMBERLAND Vn~}'~~ts +~~i,~~j ACN 101 JOEL R ZULLINGER ' APPEAL DATE: 03-14-2010 14 N MAIN STREET ~M~`~~r``a~' ~`~•• P~, (See reverse side under 06jechorts) SUITE 200 pA 17201 Amount Remitted CHAMBERSBURG MAKE CHECK PAYABLE AMD REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ...~ --RETAIN.LOWER_PORTI~N-FOR-YOUR_~?~~~ALLOWA-F1CE OR C__UT_-ALONG-THIS_LINE___ REV-1547 EX AFP (12-09] NOTICE OF INHERITANCE TAX AOP8 R0079 MEN , DISALLOWANCE OF DEDUCTIONS AND ASSESSMENA N F TAOX DATE: 01-13-2010 GEORGE FILE N0.:21 ESTATE OF: MILLER JR ~ ) CHANGED SEE ATTACHED NOTICE Twv nFTURN WAS: C ) ACCEPTED AS FILED X ORIGINAL RElurcn APPRAISED VALUE OF RETURN BASED ON: 1. Real Estate (Schedule A) 2, Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) (Schedule E) 5, Cash/Bank Deposits/MiscCSchedulelFPropertV 6. Jointly Owned Property 7. Transfers (Schedule G) B. Total Assets APPROVED DEDUCTIONS AND EXEMPMiONSExpenses (schedule H) tt) 1,375,000.00 NOTE: To ensure proper 1 , 471 , 025.47 credit to your account , t2) 00 submit the upper Portion of this form with your t3) ,00 tax payment. (4) c5) 227,774.74 ,00 t6) , 00 t7) tB) 3 073 800.21 t9) 98 8l U • 1~ 42.48 9. Funeral Expenses/Adm. o (Schedule I) C10) 98,852.61 Debts/Mortgage Liabilities/Liens tll) 974,947.60 2 10. C12) , ~5 11. Total Deductions Net Value of Tax Return Non-elected 9113 Tru tlg} sts (Schedule J) C14) 1,242 690,85 12. 13. Charitable/Governmental Bequests; Subject to Tax 17~ 16 lB and 19 W 111 14. Net Value of Estate 17. issued previously, , n85 14, 15 and/Or assessed to d ate' NOTE: If an assessment was that include the total of ALL returns 00 reflect figures .00 x 00 = ASSESSMENT OF TAX: Line 14 at Spousal rate a t15) .00 x 045 = t16) .00 .0 D 15. Amount of unt of line t4 taxable at Lineal/Class A ra t17) . 00_ x 12 18 6,402.13 16. Amo 17, Amount of Line 14 at Sibling rate l/Class B rate 15 ~ 1,242,680.85 x C1 B) C19)= 186,402.13 Amount of Line 14 taxable at Collatera lg, 19. Princlpal Tax Due TAX CREDITS: CEIPT DISCOUNT C+) AMOUNT PAID RE PAYMENT NUMBER INTEREST/PEN PAID C- DATE , 00 _n~-2009 CD012069 INTEREST IS CHARGED THROUGH 01-28-2010 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM * FORPCALCULATIONAOF ADDITIONAL INTERESTRSE , TOTAL TAX PAYMENT 131,119.25 BALANCE OF TAX DUE 12,155.75 INTEREST AND PEN• 67,~ 3 TOTAL DUE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR). YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. N p n /~/I- ~ ~ ~ n W O N { ~ ~ /~ •'/N I~ r /~• N QN > O ~WU I ~ ~'~ a G ~{' N ~ ,,i ~ ~ ~ ~N ~ s~~tn~n O o o ~ SSt/1a 182114 031210S321d W V ~ O OC W ~~ ~~ E. f'`~ ~~ ?~ -Ll .,~ r ~ N ` T C •~ O `V ~ C a ~ ~ yyC ~ ~' O.~ a a L t'"7 N N W 0 N 0 x ~ ~~ ~ o .-+ .-i U O '-i 1~ •rl ~--~ ~ U C, w a o v ~+ c~ v a~ ~ ~ ~ ~ m a~ •~ .~ ~ ~ N ~ cC ~i U U F--_ C1~. f~' ~~~ ~ ~ ~~ ,,cc~~ O ~ V i ~y wdk l~x i*: c~ '~'~, f+.P ~~ ,~. .~.. .~.t ., t .}