HomeMy WebLinkAbout11-13-09 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-- r --. NOTICE OF INHERITANCE TAX
BUREAU DF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAx DIVISION "_: OF DEDUCTIONS AND ASSESSMENT OF TAX
PD sox zso6al ,_ _~ ~_..
HARRISBURG PA 17128-0601
qm
.' ~
REV-1547 EX AFP (B1-09)
~.i;~;~ i:3J~~'• ~ ~J f' ~ s ~ ~5 DATE 11-09-2009
ESTATE OF MORRISON LEON C
,~;~__ DATE OF DEATH 12-04-2008
•'~'• FILE NUMBER 21 08-1267
COUNTY CUMBERLAND
SUSAN E LEDERER -, J ~'u ACN 101
5011 LOCUST LN APPEAL DATE: 01-08-2010
HBG PA 17109 (See reverse side cinder 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 MORRISON LEON C FILE N0. 21 08-1267 ACN 101 DATE 11-09-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) 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
cl) 647,000.00
c2) 3,774.60
c3) .00
c4) 885,216.00
c5) 977 , 610.74
I6) .00
c7) 612, 000.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
3,125,601.34
APPROVED DEDUCTIONS AND EXEMPTIONS:
169,267.04
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 8,4 67.7 2
11. Total Deductions (11) 177.734 76
12. Net Value of Tax Return X12) 2,947,866.58
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) 2,4 35,88 2.08
14. Net Value of Estate Subject to Tax C1~) 511,984.50
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) • 00 X 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 501 , 984.50 X 045 _ 22, 589.30
17. Amount of Line 14 at Sibling rate X17) 10,000.00 X 12 _ 1,200.00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due (19)= 23,789.30
TAX CREDITS:
PAYhIENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
02-27-2009 CD010951 1,184.21 22,500.00
09-03-2009 CD011703 .00 105.09
TOTAL TAX CREDIT 23,789.30
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'" (CR), YOU MAV BE DUE ~
e crrnun crr orvrocr crnr nr T~rc rno.. ~~~ ..~~r.,~~..r.,..~..