HomeMy WebLinkAbout04-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NQT~C~ OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES r '-'r.r
INHERITANCE TAX DIVISION I _,' ~ ~ +~RP,RA~&EME~NT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 QF DfiDUC~,IONS AND ASSESSMENT OF TAX
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S E LEDERER LAW OFC~''`
5011 LOCUST LANE
HARRISBURG PA 17109
REY-1547 EX AFP (01-09)
DATE 04-13-2009
ESTATE OF MORRISON WALTER T
DATE OF DEATH 08-27-2007
FILE NUMBER 21 07-0950
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-12-2009
(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 ALONG THIS LINE ~-- RETAIN LOWER PORTION FOR YOUR RECORDS ~-- --------------
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REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MORRISON WALTER T FILE N0. 21 07-0950 ACN 101 DATE 04-13-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 18,216.56
credit to your account.
3 C 00 submit the upper portion
. losely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 25,965.15
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 155,430.59
8. Total Assets fig) 199, 612.30
APPROVED DEDUCTIONS AND EXEMPTIONS:
18,220.61
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 123.981.31
11. Total Deductions C11) 142.201.92
12. Net Value of Tax Return C12) 57,410.38
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) (13) .00
14. Net Value of Estate Subject to Tax C14) 57,410.38
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 C15) 4,811.38 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 52,599.00 X 045 = 2,366.96
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 15 _ .00
19. Principal Tax Due Cly)= 2, 366.96
TAY f`D (TIT TC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
11-26-2007 CD009020 118.35 2,248.61
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 2,366.96
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN S1. 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.)