HomeMy WebLinkAbout07-21-14 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE BF( i� DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 REV-1547 a AFP (08-13)
HARRISBURG PA 17128-0601
DATE 07-21-2014
ESTATE OF MILLER SR RICHARD B
DATE OF DEATH 10-17-2011
FILE NUMBER 21 11-1203
DAVIS ESQ HAMILTON C COUNTY CUMBERLAND
ACN
20 E BURD ST APPEAL DATE: 09-19-2014
PO BOX 40 (See reverse side under Objections)
SHIPPENSBURG PA 17257-1328 Amount Remitted r- �iI
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -_- --i RETAIN LOWER PORTION FOR YOUR RECORDS (i
REV-1547 EX AFP CO8-13? NOTICE OF INHERITANCE TAX APPRAZSEMEN'L ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MILLER SR RICHARD BFILE NO. :21 11-1203 ACN: 101 DATE: 07-21-2014
TAX RETURN WAS: OO ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 100,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 4,769.00 credit to your account,
3. Closely Hold 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/Misc. Personal Property (Schedule E) (5) 14,860.28
6. Jointly Owned Property (Schedule F) (6) 570.50
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) 120.1199.78
APPROVED DEDUCTIONS AND EXEMPTIONS: _ __
T'r
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 16.718.20 'S�
(- {7"
10. Debts/Mortgage Liabilities/Liens (Schedule I) (1g) 61 .441 .16
11. Total Deductions {11)La,.<: _. 7859.-4 �
12. Net Value of Tax Return (12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13)(-}�; �,- • OU -r
14. Net Value of Estate Subject to Tax (1431 4240.
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 Wnd/or 19-wilt
reflect figures that include the total of all returns assessed to date. 0'
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) 14,013.47 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 2R-026-95 X 045 = 1,261 .21
17. Amount of Line 14 at sibling rate (17) .nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 1 ,261 .21
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-11-201 CDO18882 .00 1,261.21
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-12-2013 TOTAL TAX PAYMENT 1,261 .21
BALANCE OF TAX DUE . 00
INTEREST AND PEN. 24.51
TOTAL DUE 24.51
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. �\