HomeMy WebLinkAbout03-05-10NOTICE OF INHERITANCE TAX Pennsylvania '` ~ ~ '
BUREAU OF INDIVIDUAL TaxES -,.AP,P.RAI~E~~T-, ;-ALLOWANCE OR DISALLOWANCE ~
INHERITANCE TAX DIVISION ` DEPARTMENT OF REVENUE ~
PO BOX 260601 OF 'IIEDUCT'I~~S AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 REV-1547 EX AFP (12-09)
^;~~~ yr~s~ _~ i~ ~~: ~~ DATE 02-23-2010
f..~~~ €:;~a, ESTATE OF MILLER
CATHERINE L
~,r n_ DATE OF DEATH 09-18-2008
~~~~'i FILE NUMBER 21 08-1D63
JOANNA MILLER r, ~ 'mss COUNTY CUMBERLAND
1ST FLR '..._.. ~'^ ~ . ACN 101
5 E MARBLE ST APPEAL DATE: 04-24-2010
MECHANICSBURG PA 17055 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
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 CATHERINE LFILE N0.:21 08-1063 ACN: 101 DATE: 02-23-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B) (1) 60,360.00 NOTE: To ensure proper
3. Closely Held Stock/Partnership Interest (Schedule C) C2) .00 credit to your account,
(3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with
(4) Your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1,045.00 tax payment.
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G) (6) .00
(7) 318, 047.38
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: (B) 379,452 40
9. Funeral Expenses/Adm C
10. osts/Misc. Expenses (Schedule H)
Debts/Mortga
e Li (9)_ 7 0 79 ~n
g
abilities/Liens (Schedule I)
(lo) 33,085 72
11. Total Deductions
I2. Net Value of Tax Return (11) 40, 165.22
13. Charitable/Governmental Bequests; Non-elect
d (12) 339,2$7,18
14. e
9113 Trusts
Net Value of Estate Subject to Tax (Schedule J)
C13) •00
NOTE: If an assessment was issued previously
li (14) 339,287.18
,
nes
reflect figures that include the tot
l 14,
~
7 and 19 will
a
of ALL
ASSESSMENT OF TAX: returns assessed
to
d to
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate (15) 'DD X 00 = .00
17. Amount of Line 14 at Sibling rate (16) ~;9 • 7A7 ] R x 045 = 15, 267.92
18. Amount of Line 14 taxable at Collateral/Class B
19. rate (18)
Principal Tax Due
• DD X 15 =
. 00
TAX CREDITS: (19)= 15,267.92
~HTI'IC IYI RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
08-11-2009 CD011603 112.95-
15,734.
TOTAL TAX PAYMENT
15,621.34
BALANCE OF TAX DUE 353.42CR
INTEREST AND PEN. .00
TOTAL DUE 353.42CR ,.
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE ~(
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS- !!!)))