HomeMy WebLinkAbout07-01-08 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~(('''~~
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INHERITANCE TAX DIVISION
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ALLOWANCE
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HARRISBURG PA 17128-0601 ~,
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REY-1547 EX AFP (06-05)
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ESTATE OF MORRISON (LEE K
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~`(~ FILE NUMBER 21 07-0246
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SANDRA R STITZER COUNTY CUMBERLAND
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WACHOVIA BANK 01
APPEAL DATE: OS-22-2008
P 0 BOX 1102 (See reverse side under Objections)
READING PA 19603 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE --- - ~ R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS ~
REV-1547 EX AFP (03-05) _
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NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MORRISON (LEE K FILE N0. 21 07-0246 ACN 101 DATE 06-23-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 1 , 150 , 935.15 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
.00 of this form with your
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 11.8 03.91
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 3,900.01
e. Total Assets (g) 1,166,639.07
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 4 3,54 8.16
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 12.993.26
11. Total Deductions C11) F:6 . x+41 _ 4
12. Net Value of Tax Return (12) 1 , 110, 097.65
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) (13) 5 09,179.8 9
14. Net Value of Estate Subject to Tax C14) 600,917.76
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 (15) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) • 00 X 045 = . 00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 600,917.76 X 15 _ 90,137.66
19. Principal Tax Due (ly)= 90,137.66
TA C S:
AY NT
DATE R CEI T
NUMBER DISCOUN Ct)
INTEREST/PEN PAID (-)
AMOUNT PAID
05-17-2007 CD008184 4,080.00 77,520.00
11-09-2007 CD008952 .00 8,000
00
03-24-2008 CD009457 13.50- .
551.33
~uiwL ~wx GKELlI 90,137.83
BALANCE OF TAX DUE .17CR
INTEREST AND PEN. .00
TOTAL DUE .17CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. \
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)