HomeMy WebLinkAbout11-29-10 (2)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-Ob01
RICHARD K MILLER JR
775 S HUMER ST
NOTICE OF INHERITANCE TAX
APP~I-~~SEM,~I~,T,,- ~4LL.OWANCE OR DISALLOWANCE
~OF DE~UCTIbM~ tAI~ID ASSESSMENT OF TAX
,-
ice,
ENOLA PA 17025
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-091
DATE 11-15-2010
ESTATE OF MILLER HELEN L
DATE OF DEATH 12-16-2008
FILE NUMBER 21 09-0150
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-14-2011
(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 _ -~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS f-~- _
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE 0F: MILLER HELEN LFILE N0.:21 09-0150 ACN: 101 _______________
OR
DATE: 11-15-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 142, 300 .98 NOTE: To ensure proper
2 Stocks and Bonds (Schedule B) C2) .Q 0 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) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets (8) 142, 300 .80
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 5,2 7 8.6 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 90 , 830.73
11. Total Deductions C11) 96, 109.38
C12) 46, 191.60
12.
13. Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 46, 191.60
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 (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 46 . 197 . b0 X 045 = 2, 078.62
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 ?= 2, 078.62
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
03-16-2010 CD012480 .00 2,078.62
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-17-2010
TOTAL TAX PAYMENT 2,078.62
BALANCE OF TAX DUE .00
INTEREST AND PEN. 47.33
TOTAL DUE 47.33
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIDNAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FDRM FOR INSTRUCTIONS.