HomeMy WebLinkAbout06-09-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 IX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 06-09-2014
ESTATE OF MILLER DOROTHY I
DATE OF DEATH 05-14-2013
FILE NUMBER 21 13-0569
COUNTY CUMBERLAND
MORGENTHAL ROGER M ACN 101
4431 N FRONT ST 3RD APPEAL DATE: 08-08-2014
HARRISBURG PA 17110 (See reverse side under Objections)
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 l--
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MILLER DOROTHY IFILE NO. :21 13-0569 ACN: 101 DATE: 06-09-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 317,000. 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 408,510.31 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule L) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/MiSC. Personal Property (Schedule E) (5) 37,495.53
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (e) 763,005.84
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 39.241 .24
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 354.88
11. Total Deductions (11) 39,596. 12
12. Net Value of Tax Return (12) 723,409.72
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 4.000.00
14. Net Value of Estate Subject to Tax (14) 719,409.72
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or,.b9 will
reflect figures that include the total of all returns assessed cbo date.
ASSESSMENT OF TAX: 00 X 6A C>
c_ >
15. Amount of Line 14 at spousal rate (15)
]17.609J7 �'
16. Amount of Line 14 taxable at lineal rate (16) X 045-:= [-, 3 ,28.3.
17. Amount of Line 14 at sibling rate (17) .00 X 1-� x-1.100
18. Amount of Line 14 taxable at collateral rate (18) 2,000 .00 X 15 (.r, -1 800.
19. Principal Tax Due 1J1V 589. 1i
TAX CREDITS: r'> O
PAYMENT RECEIPT DISCOUNT
AMOUNT PAID i (V M
DATE NUMBER INTEREST/PEN PAID (-)
08-05-2013 CD017977 1 ,629. 17 33,000.0 Qy N
CDC ,T
TOTAL TAX PAYMENT 34,629. 17
BALANCE OF TAX DUE 2,045.73CR
INTEREST AND PEN. .00
TOTAL DUE 2,045.73CR
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. \\