HomeMy WebLinkAbout10-06-14 NOTICE OF INHERITANCE TAX pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
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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
DATE 09-29-2014
ESTATE OF MILLER JOSEPH E
DATE OF DEATH 01-27-2014
FILE NUMBER 21 14-0108
COUNTY CUMBERLAND
REED GREGORY R ACN 101
3120 PARKVIEW LN APPEAL DATE: 11-28-2014
HARRISBURG PA 17111-1356 (See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS +-
RiV:-1-5z-7--Ei--AFP--C-0-8--i-3-3-NOTICE--O-F-INHERITANCE--TAX--APP-R-A-Iii-M-E;T-,--ALLOWANCE--O-R---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MILLER JOSEPH EFILE NO. :21 14-0108 ACN: 101 DATE: 09-29-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (5) .
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) . 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 40,476.80
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 40,476.80
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 3,467.28
10. Debts/Mortgage Liabilities/Liens CSchedule 1) (10) 00
11. Total Deductions (11) 3,467.28
12. Net Value of Tax Return (12) 37,009.52
13. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) cis) .0 0
14. Net Value of Estate Subject to Tax (14) 37,009.52
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: rl*,)
15. Amount of Line 14 at spousal rate (15) .00 XC90 = 00
16. Amount of Line 14 taxable at lineal rate (16) 37.nn9_R2 xC�94
6 = --=1 6V5.
17. Amount of Line 14 at sibling rate C17) JIL x,4;FD = e � 0
C
18. Amount of Line 14 taxable at collateral rate (18) .00 X Q - � �� 2
C; ;:Eo 0
19. Principal Tax Due rK
TAX CREDITS: -7 _-3 QD
PAYMENT RECEIPT DISCOUNT :,> C)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
- 83.27 1,600.
04-25 2014 CDO19061 :0-0
09-22-2014 REFUND .00 17_8
M
CD to C1
co `Ti
TOTAL TAX PAYMENT 1,665.43
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
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.