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HomeMy WebLinkAbout09-30-13 NOTICE OF INHERITANCE TAX Pennsylvania BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (03-13) PO BOX 280601 HARRISBURG PA 17128-0601 �. F;ECO.17"-r) 0 F DATE 09-23-2013 ESTATE OF MILLER JAMES W DEATH DATE OF 30 I 1? vU n FILE NUMBER 21 12-1279 CRAMER WI Li1'Z.AM;';E COUNTY CUMBERLAND ACN 101 14 N MAIN ST ORPH NS' COUiRT APPEAL DATE: 11-22-2013 CHAMBERSBURG CUM6Efe_Z17.20.1 �824P� (See reverse side under Objections) d Ct(LA U Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT-ALONG-THIS-LINE --- RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS--4 REV-1547 EX AFP (02-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: MILLER JAMES WFILE NO. :21 12-1279 ACN: 101 DATE: 09-23-2013 TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 92,288.00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, . 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper Portion of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment. 5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 45,664.67 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) . 00 8. Total Assets (8) 137.952.67 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 22.285.56 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5.303.22 11. Total Deductions (11) 27,588.78 12. Net Value of Tax Return (12) 110,363.89 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 110.363.89 NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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 OD = . 00 16. Amount of Line 14 taxable at lineal rate (16) 110 ,363 F19 X 045 = 4,966.38 17. Amount of Line 14 at sibling rate (17) - DN X 12 = .00 18. Amount of Line 14 taxable at collateral rate C18) .00 X 15 = .00 19. Principal Tax Due (19)= 4,966.38 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 01-11-2013 CDO17038 236.84 4,500 .00 07-12-2013 CDO17869 .00 229.54 TOTAL TAX PAYMENT 4,966.38 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 FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.