HomeMy WebLinkAbout08-15-08 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
I
BUR~'U OF INDIVIDUAL TAXES
INH~TANCE TAX DIYISION
PO BOX 280601
HARRISBURG PA 17128-0601
,~_~.;,NOT.IGE OF INHERITANCE TAX
` r -' ~~ API~f~AIS~ME~NT, ALLOWANCE OR DISALLOWANCE
pF:D~,DUCTIONS AND ASSESSMENT OF TAX
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FRANK L MOIRRIS JR C~~, f ,,. r~, ' rA
821 BRIARWOOD LN
CAMP HILL PA 17011
REV-1547 EX AFP C06-05)
DATE 08-18-2008
ESTATE OF MORRIS ELIZABETH M
DATE OF DEATH 02-15-2008
FILE NUMBER 21 08-0323
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-17-2008
(See reverse side under Objections)
Amount Reaitted
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 PORTION F R YOUR RECORDS ~ _ ---------------
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX AP RAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AN 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
C1) .00 NOTE: To insure proper
~2) 9, 315.85 credit to your account,
C3) 00 submit the upper portion
of this form with your
~y) .00 tax payment.
c5) 13,496.04
C6) .00
~7) 42,188.63
Ce) 65, 000 .52
C9)
00
clo) 6.041.70
(11) 6.041.70
C12) 58,958.82
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
c13) . 00
c14) 58,958.82
NOTE: If an assessment was issued previously, liners 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 Clg) •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 C17) 20,015.47 X 12 2,401.86
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 38,943.36 X 15 = 5,841.50
19. Principal Tax Due C19)= 8,243.36
rex rornrre.
PAYM N
DATE RECEIPT
NUMBER DISCOUNT (+)
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 61, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUB IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1 X70 EX (8-88)
INHERITANCE TAX
' EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
Elizabeth M. Morris FILE NUMBER
2108-0323
REVIEWED BY Destiny S.R.Brown
~! ACN 101
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
E 2 Accepted additional assets.
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