HomeMy WebLinkAbout03-16-15 NOTICE OF INHERITANCE TAX pennsytvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ZV DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BOX 28BJ6S1�L! v L
HARRISBURG'PA 17128-0601 j
DATE 03-16-2015
?PISC 1❑ 16 C%M 12 51 ESTATE OF MILLER VIRGINIA L
1 DATE OF DEATH 08-07-2014
FILE NUMBER 21 14-1042
sooCOUNTY CUMBERLAND
WI �ZK.I ROSALIE P ACN 101
f R?kNT ST APPEAL DATE: 05-15-2015
1109 GRANT BLDG (See reverse side under Objections)
PITTSBURGH PA 15219-2213 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-- --------------
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REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MILLER VIRGINIA LFILE NO. :21 14-1042 ACN: 101 DATE: 03-16-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) 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) (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) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .0 0
6. Jointly Owned Property (Schedule F) (6) 32,202.89
7. Transfers (Schedule G) C7) 485,489.23
8. Total Assets (8) 517,692. 12
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 6,751.41
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 10,757.83
11. Total Deductions (11) 17,509.24
12. Net Value of Tax Return (12) 500,182.88
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 500,182.88
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) .001X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) - nn x 045 = .00
17. Amount of Line 14 at sibling rate (17) nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 500,182.88 X 15 = 75,027.43
19. Principal Tax Due (19)= 75,027.43
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-31-2014 CD019869 3,751.37 71,276.06
TOTAL TAX PAYMENT 75,027.43
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. ��(1