HomeMy WebLinkAbout04-09-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
. "... NOTICE OF INHERITANCE TAX
~~PRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXEt>
INHERITANCE TAX DIVISION
PO lOX 280'01
HARRIS8URG PA 17128-0'01
~\M\':50
ZaGl ~.PR - 9 nil
'*
REV-15Q7 EX AFP (0'-05)
DATE 04-09-2007
ESTATE OF MORROW JOYCE A
DATE OF DEATH 07-24-2006
FILE NUMBER 21 06-0709
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-08-2007
( See reverse side "IIder Objectiolls)
A.ount Re.lttedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONS THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP COS-05} NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MORROW JOYCE A FILE NO. 21 06-0709 ACN 101 DATE 04-09-2007
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SUSAN H CONFAI~U\':-'- " ! i
REAGER & ADLER
2331 MARKET ST
CAMP HILL PA 17011
TAX RETURN WAS: (X) ACCEPTED AS F I LED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/AdM. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern.ental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
If an assess.ent was Issued previously, lines
reflect figures that Include the total of ~
ASSESSMENT OF TAX:
15. A.ount of Line 14 at Spousal rate
16. A.ount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
NOTE:
Cl)
(2)
(3)
(4)
(5)
(6)
(7)
257,000.00
138.984.42
.00
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
16 .277.26
883.43
90,403.01
(8)
503,548.12
(9)
ClO)
38,779.90
15,916.87
ell)
Cl2)
Cl3)
Cl4)
Ji6.ta9ta 77
448,851.35
.00
448,851.35
14, 15 and/or 16. 17, 18 and 19 will
returns assessed to date.
Cl5)
(U)
Cl7)
(18)
.00 x 00 ..
448,851.33 x 045..
.00 x 12 ..
.00 x 15 ..
Cl9)..
.00
20,198.31
.00
.00
20,198.31
NUMBER
CD007329
CD007742
+
INTEREST/PEN PAID (-)
973.68
.00
AMOUNT PAID
18,500.00
724.65
DATE
10-20-2006
01-25-2007
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 20,198.33
BALANCE OF TAX DUE .02CR
INTEREST AND PEN. .00
TOTAL DUE .02CR
( IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) .