HomeMy WebLinkAbout05-15-09 _ _ COMMONWEALTH OF PENNSYLVANIA
-' gE~'ARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES - APPRAISfi4ENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
PO BOX 280601 OF DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 "~ " j _" •^ ;- A7 REV-1547 EX AFP (01-09)
DATE 0'i-11-2009
ESTATE OF MORRISON BEVERLY A
DATE OF DEATH 09-07-2008
FILE NUMBER 2]l 08-1058
` COUNTY CUMBERLAND
ROGER B IRWIN ACN 101
60 W POMFRET ST APPEAL DATE: 07-10-2009
CARL I SL E PA 17 013 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, P~1 17013
CUT ALONG THIS LINE _ ~1 R_ETA_IN LOWER POR_TION
FOR YOUR RECORDS ~
REV-1547 EX AFP CO1-09 _
_ _______________
) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MORRISON BEVERLY A FILE N0. 21 08-1058 AC:N 101 DATE 05-11-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
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
13. Charitable/Governmental Bequests;
14. Net Value of Estate Subject to Tax
C1) 160,000.00 NOTE: To insure proper
(2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) 820.50
c6) 993.52
cn .00
~$) 161,814.02
25,186.42
(9)
clo) 180.14
(11) 7~.366.~6
clz) 136,447.46
Non-elected 9113 Trusts (Schedule .~) C13) .00
c14) 136,447.46
NOTE: If an assessment was issued previously, lines 14, 15 and./or 16, 17, 18 and 19 will
reflec t 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 0 0 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 136,447'.46 X 045= 6,140.14
17. Amount of Line 14 at Sibling rate X17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 _ .00
19. Principal Tax Due c19)= 6, 140.14
TAY (`D CiITTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
12-04-2008 CD010596 307.01 5,833.13
TOTAL TAX CREDIT 6,140.14
BALANCE OF T.AX DUE .00
INTEREST ANII PEN. .00
TOTAL DUIE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 51, 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.) `JJ