HomeMy WebLinkAbout12-08-14 NOTICE OF INHERITANCE TAX i- pennsylvarna
F, APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL AIMROEO OPFIOEDOPIONS AND ASSESSMENT OF TAX REV-1547
X AFP (08-13)INHERITANCE TAX DIVISION REGISTER
yy REV-1547 IX AFP (08-13)
PO BOX 01
HARRISBURGPA17128-0601 REGISTER? LP !HILLS
2019 o�U 1� 12 22 DATE 2014
ESTATE OF MILLERJANET C
CLERK OF DATE OF DEATH 04-04-2014
FILE NUMBER 21 14-0384
ORPHANS COURT COUNTY CUMBERLAND
FINNERTY ES�umWHYIr, Ifih PA
ACN 101
100 PINE ST /1 APPEAL DATE: 01-23-2015
PO BOX 1166 (See reverse side under Objections)
HARRISBURG PA 17108 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS _LINE -� R_ETA_IN LOWER PORTION_ FOR YOUR RECORDS 4— -------------------
REV 154
______________REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MILLER JANET CFILE NO. :21 14-0384 ACN: 101 DATE: 11-24-2014
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
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) (2) 417,205.64 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) A o tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 27,404.45
6. Jointly Owned Property (Schedule F) (6) 50,318.50
7. Transfers (Schedule G) (7) 47,435.27
8. Total Assets (8) 542,363.86
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 14,694. 04
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 9,754.21
11. Total Deductions C11) 24,448.25
12. Net Value of Tax Return (12) 517,915.61
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 8,403.24
14. Net Value of Estate Subject to Tax (14) 509,512.37
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 C16) 447,496- 18 X 045 = 21,037.33
17. Amount of Line 14 at sibling rate (17) -00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 42,016. 18 X 15 = 6,302.43
19. Principal Tax Due (19)=
27,339.76
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-07-2014 CDO19388 .00 25,972.77
PAYMENT MUST BE MADE BY 01-04-2015*. TOTAL TAX PAYMENT 25,972.77
BALANCE OF TAX DUE 1,366.99
INTEREST AND PEN. .00
TOTAL DUE 1 ,366.99
* 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-1170 EX(01-10)
penn$ytvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUALTAXES OF CHANGES DLN14127315
PO Box280601
HARRISBURG,PA JZ12LQU-L—
DECEDENTS NAME FILE NUMBER
Janet C. Miller 2114-0384
REVIEWED BY ACN
Brown Agent 95 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Accepted original return as filed.
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