HomeMy WebLinkAbout12-05-07
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
PCr\QDf)f:T\ ('.~IJWllt~,!iF INHERITANCE TAX
':.1,', IA'f>F>ftAt-SEI1IWT ,'-'ALLOWANCE OR DISALLOWANCE
f;:t\::(:T~f, ~li:llJq~~~~~s AND ASSESSMENT OF TAX
*'
REV-1547 EX AFP (06-05)
MARIELLE F HAZEN
HAZEN ELDER LAW
2000 LINGLESTWN
HBG
CLER!\ OF
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-20-2007
MORELLI
09-20-2006
21 06-0905
CUMBERLAND
101
APPEAL DATE: 01-19-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
ALVEZIO
J
2001 OEe ~5 PH 12: 35
RD 20
PA 17110
TO:
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MORELLI ALVEZIO J FILE NO. 21 06-0905 ACN 101 DATE 11-20-2007
T AX 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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
55,774.62
.00
.00
5,588.60
.00
1,202,184.06
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1,263,547.28
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
(9)
(10)
37,515.00
14,271.90
(11)
(12)
(13)
(14)
1i1 .786 90
1,211,760.38
1,202,184.06
9,576.32
12.
13.
14.
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 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
16. Amount 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
T CR ITS:
PAYM NT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
(15) 9,576.32 X 00 .00
(16) .00 X 045 = .00
(17) .00 X 12 = .00
(18) .00 X 15 = .00
(19)= .00
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)