HomeMy WebLinkAbout09-09-14 NOTICE OF INHERITANCE TAX i pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX - ----
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601, RECORDED OFFICE OF
REGISTER OF WILLS DATE 09-09-2014
ESTATE OF MILLER JOHN B
2014 SEp 9 pill 2 59 DATE OF DEATH 09-04-2010
FILE NUMBER 21 11-0729
MK OF COUNTY CUMBERLAND
WEBBER JR ESQ RIC&9D L ACN 101
126 E KING ST ORPHANS' COURT APPEAL DATE: 11-08-2014
SHIPPENSBURG Cots RLi fi26 Ftk (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
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MILLER JOHN BFILE NO. :21 11-0729 ACN: 101 DATE: 09-09-2014
TAX RETURN WAS: ( JO ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 67,500.00 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 Interesk (Schedule L) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 2,350 .00
6. Jointly Owned Property (Schedule F) (6) 13,600 . 00
7. Transfers (Schedule G) (7) . DO
8. Total Assets (8) 83.450.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 14, 171 .75
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 10 .787.95
11. Total Deductions (11) 24,959.70
12. Net Value of Tax Return (12) 58,490.30
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 58,490 .30
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 = . 00
16. Amount of Line 14 taxable at lineal rate (16) 99-9G r.- 1F X 045 = 1,316. 03
17. Amount of Line 14 at sibling rate (17) 99 .941,- 1F X 12 = 3,509.42
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 4,825.45
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 09-24-2014 TOTAL TAX PAYMENT . 00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 4,825.45
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 477.99
TOTAL DUE 5,303.44
x 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. `�