HomeMy WebLinkAbout11-09-07
I
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTIeE 01" INHERITANCE TAX
'APP~AISE~ENT. A(LOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
.
11-05-2007
MORRISON
12-11-2006
21 07-0030
CUMBERLAND
101
APPEAL DATE: 01-04-2008
( See reverse side under Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
?J DATE
.- ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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c. :.,: l'i'
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OG'
ROGER B IRWIN ESQ
IRWIN & MCKNIGHT
60 W POMFRET ST
CARLISLE PA 17013
REV-1547 EX AFP (06-05)
LEE
C
TO:
~~!_~~~~~_!~!~-~!~~------~--_!~!~!~-~~~~!_~~!!!~~-~~!-!~~!_!~~~!~!_-~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MORRISON LEE C FILE NO. 21 07-0030 ACN 101 DATE 11-05-2007
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~al Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mo~tgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Retu~n
13. Cha~itable/Gove~nmental Bequests; Non-elected 9113 T~usts (Schedule J)
14. Net Value of Estate Subject to Tax
TAX RETURN WAS: (X) ACCEPTED AS FILED
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/Pa~tne~ship Inte~est (Schedule C)
4. Mo~tgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty (Schedule E)
6. Jointly Owned P~ope~ty (Schedule F)
7. T~ansfe~s (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(9)
ClO)
) CHANGED
159,900.0D
7 .176. 76
.00
.00
4.776.72
.00
.00
(8)
NOTE: To insu~e p~ope~
c~edit to you~ account,
submit the uppe~ po~tion
of this fo~m with you~
tax payment.
171,853.48
25,153.77
99.510.66
(11)
Cl2)
Cl3)
Cl4)
l?tI.&tI>tI tI~
47,189.05
.00
47,189.05
NOTE: If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of Ab.b. returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal ~ate Cl5) .00 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A ~ate Cl6) 47,189.05 X 045 = 2,123.51
17. Amount of Line 14 at Sibling ~ate Cl7) .00 X 12 = .00
18. Amount of Line 14 taxable at Collate~al/Class B ~ate Cl8) .00 X 15 = .00
19. P~incipal Tax Due Cl9)= 2,123.51
r.a.y CIo!FLJ. S'
~~v~, l+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-29-2007 CD008602 .00 2,123.51
TOTAL TAX CREDIT 2,123.51
BALANCE OF TAX DUE .OD
INTEREST AND PEN. .00
TOTAL DUE .00
1I IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $I, NO PAYMENT IS REQUIRED. ?b
FOR CALCULAT ON 0 A I I A " "
I
F DD T ON L INTEREST.
IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)