HomeMy WebLinkAbout07-10-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
- - - ~~' ~~` DEPARTMENT OF REVENUE
~~
,hlOTICE OF INHERITANCE TAX
1 ~;;_, ~ A~PP~YAI6EMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
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ANDREW C SHEELY
127 S MARKET ST
PO BOX 95
MECHANICSBURG
PA 17055
REV-1547 EX AFP (01-09)
DATE 07-06-2009
ESTATE OF LEIGHOW MORRIS H
DATE OF DEATH 03-02-2008
FILE NUMBER 21 08-0261
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-04-2009
(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 _ ~ R_ETA_IN LOWER PORTION FOR YOUR RECORDS H _ _______________
REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LEIGHOW MORRIS H FILE N0. 21 08-0261 ACN 101 DATE 07-06-2009
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)
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
C15)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) '
14. Net Value of Estate Subject to Tax C14) 171,499.06
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
C1) .00 NOTE: To insure proper
C2) 736.00 credit to your account,
.00 submit the upper portion
C3) of this form with your
C4) .00 tax payment.
C5) 70 , 302.57
c6) .00
C7) 107,056.06
~$) 178, 094.63
(9)
6,595.57
C10) . 00
C11) 6.~i9ri.~+7
C12) 171,499.06
00
171,499.06 X
c16) .00 X
C17) . 00 x
Cls) • 00 x
00 _ .00
045 _ .00
12 _ .00
15 _ .00
c19)= . 00
1 MA YI~LLL t
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
TOTAL TAX CREDIT .00
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 S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)