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HomeMy WebLinkAbout12-29-14 RECORDED OFFICE OF REGIS ,1ILLS J—'7 NOTICE OF INHERITANCE TAX pennsyLvania BUREAU OF INDIVIDW Tff AP�,,PAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE INHERITANCE TA�TNI 2 q1bDEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-140 PO BOX 280601 HARRISBURG PA 17128-0601 CLU, OF DATE 12-29-2014 ORPHANS' C 0 ESTATE OF MILLER ARLENE G CUMn�ERLA DATE OF DEATH 12-02-2013 FILE NUMBER 21 13-1334 COUNTY CUMBERLAND FLOWER THOMAS E ACN 101 FLOWER LAW LLC APPEAL DATE: 02-27-2015 10 W HIGH ST (See reverse side under Objections) CARLISLE PA 17013-2922 Amount Remittedl 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 +— ii-V:-liz-7--Ei--AFP--C-1-1---14-)-NOTICE--O-F--INHERITANCE-TAX--APP-R-Aii-E-M-ENi-,--ALLOWANCE-O-R--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: MILLER ARLENE GFILE NO. :21 13-1334 ACN: 101 DATE: 12-29-2014 TAX RETURN WAS: ( X) ACCEPTED AS FILED C CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 700,000.00 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 Interest (Schedule C) (3) . of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 225,474.34 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) 68,389.53 8. Total Assets (8) 993,863.87 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 29,347.60 10. Debts/Mortgage Liabilities/Liens (Schedule 1) C10) 641 ,89 11. Total Deductions Cil) 29,989.49 12. Net Value of Tax Return (12) 963,874.38 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) '00 14. Net Value of Estate Subject to Tax (14) 963,874.38 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) 94A.974-AR x 045 = 43,374.35 17. Amount of Line 14 at sibling rate (17) .00 x 12 = .00 18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00 19. Principal Tax Due (19)= 43,374.35 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID 02-26-2014 CDO18821 2,168.72 44,500.00 TOTAL TAX PAYMENT 46,668.72 BALANCE OF TAX DUE 3,294.37CR INTEREST AND PEN. .00 TOTAL DUE 3,294.37CR 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. Os"