HomeMy WebLinkAbout07-09-10~~~~_ ~~, ~~~T~ .. OF INHERITANCE TAX
~~,° t_~I~f~RA~fi.EM~ Tt~'~'ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES n., ~
INHERITANCE TAX DIVISION ~ b~~ D~-D'~.~t~DNS AND ASSESSMENT OF TAX
PO BOX 280601 ~~` '`~ - ~~ ~ `~
HARRISBURG PA 17128-0601
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C ROY WEIDNER JR ~'-''` -_^ - =~'y _~. ~ ~ .
JOHNSON DUFFIE
PO BOX 109
LEMOYNE PA 17043-0109
C1) 153,500.00
C2) .00
c3) .00
C4) .00
c5) 59,487.68
C6) .00
c7) 63, 877.56
CUT ALONG THIS LINE _ ~ --RETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ __________ ____
REV-1547 EX AFP-C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MILLIKEN JAMES WFILE N0.:21 09-1075 ACN: 101 DATE: 0'7-05-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
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)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
Pennsylvania ~
DEPARTMENT OF REVENUE a
REV-1547 IX AFP C12-09) 7
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 276 , 865.24
cg) 22 , 997.53
clo) 5,627.58
C11) 28,625.11
11. Total Deductions C12) 248, 240.13
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
Subject to Tax
t
t
f E
t V
l (14) 248, 240.13
14. a
e
ue o
s
Ne
a
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 C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) ?48 ,?40.13 x 045 = 11, 170.81
17. Amount of Line 14 at Sibling rate C17) _ 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 11,170.81
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
01-21-2010 CD012273 500.00 9,500.00
04-14-2010 CD012617 .00 1,170.81
DATE 07-05-2010
ESTATE OF MILLIKEN JAMES W
DATE OF DEATH 11-07-2009
FILE NUMBER 21 09-1075
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-03-2010
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 11,170.81
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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.
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