HomeMy WebLinkAbout07-21-14 NOTICE OF INHERITANCE TAX Q pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1547 EX AFP (08-13)
PO BOX 2B0601
HARRISBURG PA 17128-0601
DATE 07-14-2014
ESTATE OF MILLER MARY V
DATE OF DEATH 05-19-2013
FILE NUMBER 21 13-0889
ROGERS ESQ ELYSE E COUNTY CUMBERLAND
ACN
STE 400 APPEAL DATE: 09-12-2014
635 N 12TH ST (See reverse side under Objections)
LEMOYNE PA 17043-1247 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 (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MILLER MARY VFILE NO. :21 13-0889 ACN: 101 DATE: 07-14-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) •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 CSchedule D) (4) • 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 26,348.81
6. Jointly Owned Property CSchedule F) (6) .00
7. Transfers CSchedule G) (7) 2,106,460.35
8. Total Assets (8) 2. 132,809. 16
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 34 .395.74
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 9.351 .44
11. Total Deductions (11) 43,747. 18
12. Net Value of Tax Return (12) 2,089, 061 .98
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax C14) 2,089,061 .98
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 CIS) . 00 X 00 - .00
16. Amount of Line 14 taxable at lineal rate (16) 9.nR9.n61 .9R X Q!�5 j4,007.79
17. Amount of Line 14 at sibling rate (17). -nn X Z(✓_ - j
18. Amount of Line 14 taxable at collateral rate C18) .00 X
19. Principal Tax Due 33
004^74-
TAX CREDITS: z:-;rd n'? n ,
PAYMENT RECEIPT DISCOUNT (+) Co ±' C-D
AMOUNT PAID L C [7i
DATE NUMBER INTEREST/PEN PAID (-) (7
08-13-2013 CD018020 4,700.39 90,000.00
TOTAL TAX PAYMENT 94,700.39
BALANCE OF TAX DUE 692.60CR
INTEREST AND PEN. .00
TOTAL DUE 692.60CR
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 FOR INSTRUCTIONS.