HomeMy WebLinkAbout07-28-14 (3) e NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
'B �[�\�i'f UREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
PO BOX 288602 REV-1547 IX AFP (08-13)
HARRISBURG PA 17128-0601
DATE 07-28-2014
ESTATE OF MILLER ROY L
DATE OF DEATH 10-01-2013
FILE NUMBER 21 13-1068
COUNTY CUMBERLAND
VERNEY ESQ JACQUELINM ACN 101
44 S HANOVER ST APPEAL DATE: 09-26-2014
CARLISLE PA 17013-3306 (See reverse side underObjecdons)
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--
REY-1547 EX AFP CO8-13)_NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MILLER ROY LFILE NO. :21 13-1068 ACN: 101 DATE: 07-28-2014
TAX RETURN WAS: ( ) ACCEPTED AS FILED I X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 186,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
S. 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) 21,803.47
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 281 ,595.88
E. Total Assets CBJ 489.399.35
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Adm. Costs/Mist. Expenses (Schedule H) (g) 14,221. 18
10. Debts/Mortgage Liabilities/Lions (Schedule I) (10) 225.96
11. Total Deductions (11) 14,447.14
12. Net Value of Tax Return (12) 474,952.21
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 474,952.21
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 00 = 100
16. Amount of Line 14 taxable at lineal rate (16) 474.952.21 x 045 = 21 ,372.85
17. Amount of Line 14 at sibling rate (17) . nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate C18J .00 X 15 = .00
19. Principal Tax Duo (1 )= 21,372,85
TAX CREDITS: CCO r• .x7
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-) �
03-18-2014 ED018899
Co
,a... a
Y
INTEREST IS CHARGED THROUGH 08-12-2014 TOTAL TAX PAYMENIP
AT THE RATES APPLICABLE AS OUTLINED ON THE IRALANCE OF TAX DUE IF671.82
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 43.64
TOTAL DUE 12,715.46
v 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.
REV-1470 EX(01-10)
2 t 2 t pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
116661 jLa-0601
DECEDENT'S NAME FILE NUMBER
MILLER ROY L 2113-1068
REVIEWED BY ACN
Bloom Agent ID 097 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
G Annuity is 100 percent taxable.
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