HomeMy WebLinkAbout08-15-08 COMMONWEALTH OF PENNSYLVANIA
r DEPARTMENT OF REVENUE
_ + ~. .~_~-,r-NOT.I6f OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~
AP~I~A:IS~NE~NT, ALLOWANCE OR DISALLOWANCE
INHfckITANCE TAX DIVISION
PO BOX 280601 OF DF~,DUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 ~ - ~"' ~ REY-1547 EX AFP CD6-05)
~~}~~ ~~~~ ~ ~~ ~~ ~ ~ 33 DATE 08-18-2008
ESTATE OF MORRIS ELIZABETH M
DATE OF DEATH 02-15-2008
+ , ,-,r
~; F~tit'~..+ FILE NUMBER 21 08-0323
QR~';Jr~~ ~ , ~~~~~~~ COUNTY CUMBERLAND
FRANK L MORRIS JR ~ ~ 'I`~ ' _` ~~,A. ACN 101
C~
821 BRIARWOOD LN , APPEAL DATE: 10-17-2008
CAMP H I L L PA 17 011 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALON_6 THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS (-~
REV-1547 EX AFP (03-05~ _ _______________
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MORRIS ELIZABETH M FILE N0. 21 08-0323 ACN 101 DATE 08-18-2008
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
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
cl) .00
c2) 9 , 315.85
c3) .00
c4) .00
c5) 13.496.04
I6) . 00
cn 42,188.63
C8)
c9) .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
65,000.52
Ilo) 6,041.70
C11) 6.041 _ 70
I1z) 58,958.82
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax
c14) 58, 958.82
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 X15) •00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) •00 X 04 5 = .00
17. Amount of Line 14 at sibling rate X17) 20,015.47 X 12 _ 2,401.86
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) 38,943.36 X 15 _ 5,841.50
19. Principal Tax Due I19)= 8,243.36
rex rorntre.
PAYM NT
DATE RECEI T
NUMBER SCOU (+)
INTEREST/PEN PAID (-) AMOUNT PAID
05-10-2008 CD009700 412.17 7,831.19
TOTAL TAX CREDIT 8,243.36
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-7470 EX (8-88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
ENTS NAME
Elizabeth M. Morris
BY
2108-0323
Destiny S.R.Brown
~~~~ 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
E ~ 2 ~ Accepted additional assets.
INHERITANCE TAX
EXPLANATION
OF CHANGES
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