HomeMy WebLinkAbout12-22-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.- - M~71CE OF-INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
4lF DEUUCTIO~S,AND ASSESSMENT OF TAX
~ ~ I
r-~ f , ~ I l~, T
Cr~~ ~ : ,
P;',,
RICHARD C SNELBAKER ES~`.?
SNELBAKER & BRENNEMAN
PO BOX 318
MECHANICSBURG PA 17055
REV-1547 EX AFP C06-05)
DATE 12-15-2008
ESTATE OF MORROW PAUL M
DATE OF DEATH 11-30-2007
FILE NUMBER 21 07-1128
COUNTY CUMBERLAND
ACN l Oi 1
APPEAL DATE: 02-13-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND i~0 COURT HOUSE
CARLISLE, P.A 17013
~ RETAIN LOWER PORTION FOR YOUR
_________ REC(IRDS E"' ___
____.._____--_----- ___________
CUT ALONG THIS LINE ________________
R
R
N ALLOWANCE OR
'
ASSES
DEDUCTIONS AND
REV-1547 EX AFP (03-05~DISALLOWANCE
OF ~ OF TAX
SMEN
12-15-2008
PAUL M FILE N0. 21 07-1128
101 DATE
ACN
ESTATE OF MORROW
C X) CHANGED SEE ATTACH ED NOTICE
TAX RETURN WAS: ( ) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
l) .00 NOTE: To insure proper
c
1. Real Estate (Schedule A)
C2) .00 credit
t to your account,
the upper portion
~
2. Stocks and Bonds (Schedule B) (3) ~ submi
.00 of thi s form with your
Closely Held Stock/Partnership Interest (Schedule C)
3 -_
.00 tax pa yment.
.
C4)
Mortgages/Notes Receivable (Schedule D)
4 [,$,728.73
.
sh/Bank Deposits/Misc. Personal Property (Schedule E) C6)
C _
.00
a
5.
Jointly Owned Property (Schedule F)
6 2]L7,661.69
.
(7)
7. Transfers (Schedule G) C8) 266,390.42
g. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 9,075.67
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
1U) ?,$20.22
C
10. Debts/Mortgage Liabilities/Liens (Schedule I) (11) 11 .89.89
254,494.53
11. Total Deductions C12)
12, Net Value of Tax Return
/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (14) .00
254,4 94.53
13. Charitable
14. Net Value of Estate Subject to Tax
7
~
a
and 19 will
date,
to
assessed
ta1~of1ALL returns
NOTE: If a
1t
P
t
s
o
the
that include
figumes
ect
refl
ASSESSMENT OF TAX:
c15)
te
l .00 X 00 = .00
25
452
11
ra
15. Amount of Line 14 at Spousa 254,494.53 X 045 - .
,
16. Amount of Line 14 taxable at Lineal/Class A rate (16) ~ ~Q X 12 - .00
cln
Amount of Line 14 at Sibling rate
17
,QQ X 15 .00
.
18. Amount of Line 14 taxable at Collateral/Class B rate C18) X19)_ 11,452.25
19. Principal Tax Due
PAYMENT ~"" " INTEREST/PEN PAID C-)
DATE NUMBER
473.68
02-20-2008 CD009315 .00
08-29-2008 CD010211 .00
12-08-2008 REFUND
AMOUNT PAID
9,000.00
2,002.25
23.68-
TOTAL TAX CREDIT 11,452.25
BALANCE [IF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
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.)
~ 4
REV-1470 EX (6-88)
~~ ir~J ~ _ ANCE TAX
~~%~
_._ .. ~ ~~NATION
COMMONWEAL IJIA
DEPARTM~- 'F _ .7ANGES
BUREAU OF IC "~. -
PC
HARRISBU'. -
- ___ _. _
DECEDENTS NAME
~-. ,. ~. ;vlorrc.r
REVIEWED BY - - - - -
~:::.:„y S.R.6r;;wn
FILE NUMBER
2107-1128
ACN 101
ITEM
SCHEDULE NO. XPLANATION OF CHANGES
F ~ 1 ~~ :... :Trent w~ .; will joint ow,~~~~r~~:::eparately.
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