HomeMy WebLinkAbout10-01-10NOTICE OF INHERITANCE TAX pennsyLvania ~ ~
,P fhA7#1~-E~M~NT~,~`~t}~OWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ,- ~~, n
INHERITANCE TAX DIVISION
0~,_~D.E~ItCT~'', Nt AND ASSESSMENT OF TAX REV-1547 EX AFP clz-o9~
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PO BOX 280601 ~ _ '~
HARRISBURG PA 17128-0601 `` " ~ `-~ , `~~ `` • "'
Z~R~ ~~•~ _ ` ( I~~ ~~: ~~~ DATE 09-27-2010
! i ESTATE OF MILLER ELIZABETH J
DATE OF DEATH 10-01-2009
~~ ~R,~~ ~.:'r FILE NUMBER 21 09-1087
dRF~lt~,iv ~J ~-.~,.,~~~~~ COUNTY CUMBERLAND
L REX BICKLEY ESQ ~~~ "'=~;~", , ''~~fj ~ (~;I,'' , } fa, ACN 101
114 SOUTH ST APPEAL DATE: 11-26-2010
H B G P A 17101 (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 --- --i --RETAIN-LOWER PORTION-FOR-YOUR-RECORDS- E- --- ---------------
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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 ELIZABETH JFILE N0.:21 09-1087 ACN: 101 DATE: 09-27-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED 0N: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •~ ~ NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1 , 213, 620.00 credit to your account,
.0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •~ ~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 66, 679.00
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 1 , 280 , 299.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 15,5 4 9.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 11,843.00
11. Total Deductions C11) 27,392.00
12. Net Value of Tax Return (12) 1 , 252, 907.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 1 , 252, 907.00
NOTE: If an assessment was issued previously, lines 14, 15 and/or lb, 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 t15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate t16) 1 S?.907 _ 00 X 045 = 56, 380 .82
17. Amount of Line 14 at Sibling rate (17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 56, 380 .82
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
06-28-2010 CD012989 .00 56,380.82
TOTAL TAX PAYMENT 56,380.82
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" (CR), YOU MAY BE DUE
FDR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.:~~