HomeMy WebLinkAbout05-22-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~-
NOTIC~ OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION -_OF'~.DEf)UCTIDNS AND ASSESSMENT OF TAX
PO BDX 280601
HARRISBORG PA 17128-0601 REV-1547 EX AFP (01-09)
- ~ ~ ~L t"fi ~~• C~ DATE 05-18-2009
ESTATE OF MORRIS ELIZABETH M
^'- DATE OF DEATH 02-15-2008
i ?~" , : , .~ ;.-,- FILE NUMBER 21 08-0323
r' ~, ~;, COUNTY CUMBERLAND
FRANK L MORRIS JR y r'' ACN 101.
821 BRIARWOOD LN APPEAL DATE: 07-17-2009
CAMP H I L L PA 17 011 (See reverse side under Objections)
Amount Remitted C
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 (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MORRIS ELIZABETH M FILE N0. 21 08-0323 ACM 101 DATE 05-18-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE DF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) .00
2. Stocks and Bonds (Schedule B) (2) .00
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00
4. Mortgages/Notes Receivable (Schedule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 3,379.53
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
3,379.53
APPROVED DEDUCTIONS AND EXEMPTIONS:
.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) .00
3,379.53
12. Net Value of Tax Return (12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J:1 C13)
62,338.35
14. Net Value of Estate Subject to Tax (14)
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 (15) • 00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) . 00 X 045 = .00
17. Amount of Line 14 at Sibling rate (17) 23,395.00 X 12 = 2,807.40
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 38,943.36 X 15 = 5,841.50
19. Principal Tax Due C19)= 8,648.90
TAY f DCIIT TC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
05-10-2008 (0009700 412.17 7,831.19
09-30-2008 (0010389 .00 405.54
TOTAL TAX CREDIT 8,648.90
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 ~
r
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S:t, NO PAYMENT IS REQUIRED. ~....
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED A.°i A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)