HomeMy WebLinkAbout11-29-10NOTICE OF INHERITANCE TAX pennsylvan~a ~
BUREAU OF INDIVIDUAL TAXES APPRA`I~MENT, -AL-LOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS bND ASSESSMENT OF TAX REV-1547 EX AFP t12-09)
PO BOX 280601 ~__ _ _
HARRISBURG PA 17128-0601 ""
~~~~ ~~~~~~ ~~ ~l'~~ '~' ~ `~ ESTATE OF MILLER2010 JOHN F
DATE OF DEATH 04-13-2010
_~*~" Efi{~ ~,~ FILE NUMBER 21 10 - 0513
~~' ~ ~-M1 l~ ~ ~'` ~~+ `~ COUNTY CUMBERLAND
STANLEY A SMITH CU`H r-' ~ '' `' ~ '`~^ ACN 101
- _. - ~ ;:
1 S MARKET SQ APPEAL DATE: 01-14-2011
P 0 BOX 114 6 (See peverse side under Objections )
HBG PA 17108-1146 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 t12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MILLER JOHN FFILE N0.:21 10-0513 ACN: 101 DATE: 11-15-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 55, 668.31 credit to your account,
.0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 3 5 4.2 0
6. Jointly Owned Property (Schedule F) C6) 16,630.80
7. Transfers (Schedule G) C7) 81 , 519.31
8. Total Assets C8) 154, 172.62
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 19.0 78.8 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 94 4.9 5
11. Total Deductions C11) 20, 023.80
12. Net Value of Tax Return (12) 134, 148.82
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 134, 148.82
NOTE: If an assessment was issued previously, lines 14, 15 andtor 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) 1 ?4 , 1 4$ . A? x 045 = 5, 586.70
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 C18) 10,000.00 X 15 = 1,500.00
19. Principal Tax Due (19)= 7, 086.70
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
07-08-2010 CD013041 352.63 6,700.00
07-22-2010 CD013086 .00 34.07
TOTAL TAX PAYMENT 7,086.70
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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