HomeMy WebLinkAbout09-28-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
_AE~ARTMENT OF REVENUE
- ~`~
-'NOTICE OF INHERITANCE TAX
APPRAI$EM~NT, ALLOWANCE OR DISALLOWANCE
- ~GF b~bUCTIONS AND ASSESSMENT OF TAX
Zd~9 SEA ~8 C'~ ~~ ~~
r, -
CI.~:P;l< ~ f-
a-,__ - - ;, ?P,
TRICIA D NAYLOR ~li
T D NAYLOR LAW OFFICE
104 S HANOVER ST
CARLISLE PA 17013
REV-1547 EX AFP (01-09)
DATE 09-21-2009
ESTATE OF MORGAN TONYA E
DATE OF DEATH 06-25-2005
FILE NUMBER 21 05-0871
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-20-2009
(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 F- --------------
-----------------------------------------------------------------------------
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MORGAN TONYA E FILE N0. 21 05-0871 ACN 101 DATE 09-21-2009
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
(1) .00 NOTE: To insure proper
~2) .00 credit to your account,
00 submit the upper portion
C3) . of this form with your
~4) .00 tax payment.
c5) 120 , 638.20
c6) .00
cn .00
IB) 120,638.20
APPROVED DEDUCTIONS AND EXEMPTIONS:
14,478 .37
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage liabilities/Liens (Schedule I) (10) 3.000 .00
11 . Total Deductions C11) ) ~ • 478 -;7
12. Net Value of Tax Return (12) 103, 159.83
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 103, 159.83
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) 66,579.92 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 36,579.91 X 045 = 1,646.09
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) •00 X 15 _ .00
19. Principal Tax Due (19)= 1,646.09
TAY 1'Q (TIT TC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
02-17-2009 CD010908 346.89- 2,800.00
--- -
TOTAL TAX CREDIT 2,453.11
BALANCE OF TAX DUE 807.02CR
INTEREST AND PEN. .00
TOTAL DUE 807.02CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( 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 DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)