HomeMy WebLinkAbout10-28-13 NOTICE OF INHERITANCE TAX ^7 wN: 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 (08-13)
PO Box 288601 [[
HARRISBURG PA 17128-0601 �d'-`f" � - ri-�^•: (':'
�'!"!`,": , .` i" ,•�- ' DATE 10-28-2013
ESTATE OF MILLER BETTY L
L i:J ' i ; DATE OF DEATH 05-14-2013
FILE NUMBER 21 13-0638
- - COUNTY CUMBERLAND
GLEASON THOMAS G P ACN 101
STE 3 APPEAL DATE: 12-27-2013
49 W ORANGE ST CJ�"""'""' - • - (See reverse side under Objections)
SHIPPENSBURG PA 17257-1813 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 +-
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REY-1547 EX AFP {08-13} NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MILLER BETTY LFILE NO. :21 13-0638 ACN: 101 DATE: 10-28-2013
TAX RETURN WAS: IX) ACCEPTED AS FILED C 3 CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 90,500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2)
.00 credit to your account,
00 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) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 16,539.54
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (e) 107.039.54
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule N) (9) 13,684. 18
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4,350.62
11. Total Deductions (11) 18,034.80
12. Net Value of Tax Return (12) 89'004.74
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 89,004.74
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, IS 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 00 = 100
16. Amount of Line 14 taxable at lineal rate (16) 94.nn4-74 X 045 = 4,005.21
17. Amount of Line 14 at sibling rate (17) - 00 X 12 = .DO
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 = .00
19. Principal Tax Due Cl9)= 4,005.21
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
DB-13-2013 CDO18012 200.26 3,804.95
TOTAL TAX PAYMENT 4,005.21
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE . DO
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-
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