HomeMy WebLinkAbout07-06-15 41 4
NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
$UREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
YNHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BOX 280601 •
HARRIMAVDUED0OFFICE OF
REGISTER OF WILLS DATE 07-06-2015
JULESTATE OF MILLER HOWARD F
?015 L 6 PM 3 11 DATE OF DEATH 08-21-2014
FILE NUMBER 21 14-0822
((�� CIF COUNTY CUMBERLAND
rtMI�yC� i r i,_
-.,GEOFFREY G ACN 101
OA N 4T`�KINSON SCHL RD APPEAL DATE: 09-04-2015
tiPA 17015 (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 (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MILLER HOWARD FFILE NO. :21 14-0822 ACN: 101 DATE: 07-06-2015
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( 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) .00 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) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 219,306. 17
6. Jointly Owned Property (Schedule F) C6) 23,840.58
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) 243,146.75
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 4,289.09
10. Debts/Mortgage Liabilities/Liens (Schedule I) CIO) 264.00
11. Total Deductions (11) 4,553.09
12. Net Value of Tax Return (12) 238,593.66
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 238,593.66
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 C15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 238,593-69 X 045 = 10,736.72
17. Amount of Line 14 at sibling rate C17) nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 10,736.72
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-11-2015 CD020231 .00 9,403.75
INTEREST IS CHARGED THROUGH 07-21-2015 TOTAL TAX PAYMENT 9,403.75
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1,332.97
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 6.67
TOTAL DUE 1,339.64
* 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.
. I �
REV-1470 EX(01.10)
pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG. -0
DECEDENT'S NAME FILE NUMBER
Howard F. Miller 2114-0822
REVIEWED BY
C. Moyer ACN
101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The math error on the return has been corrected.
H 133 The family exemption has been disallowed per decedent/beneficiary relationship and
physical address at time of death.
Page 1