HomeMy WebLinkAbout11-23-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES _ _APPRAI~EMENT, ALLOWANCE OR DISALLOWANCE ,'" -~ -
[NHERI7ANCE 7AX DIVISION ' + gF BEDUCTIONS AND ASSESSMENT OF TAX
'0 BOX 280601
HARRISBURG PA 17128-0601 -
REV-1547 EX AFP (01-09)
`~j~!~L~~L3 ~~~. ~~ DATE 11-16-2009
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ESTATE OF HAAS DOROTHY M
i ~ j~.. DATE OF DEATH 09-16-2008
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~~~~,~, -, ~,:,~~~~~ FILE NUMBER 21 08-0953
^i ~ PA COUNTY CUMBERLAND
ROBERT W MORRIS I1~~ - ACN 101
ROBERT M MORRIS K CO APPEAL DATE: 01-15-2010
(See reverse side under Objections)
PO BOX 68
NEW BLOOMFIELD PA 17068 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 ~
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REV-1547 EX AFP CO1-09 -
~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HAAS DOROTHY M FILE N0. 21 08-0953 ACN 101 DATE 11-16-2009
TAX RETURN WAS: (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
C1) .00 NOTE: To insure proper
(2) 211,107.64 credit to your account,
.00 submit the upper portion
C3) of this form with your
(G) .00 tax payment.
(5) 9 , 067.51
C6) 24,907.81
(7) .00
[s) 245, 082.96
APPROVED DEDUCTIONS AND EXEMPTIONS: 24,798.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) 24.798-00
220,284.96
12. Net Value of Tax Return C12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
220,284.96
14. Net Value of Estate Subject to Tax C14)
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 assess ed to date.
ASSESSMENT OF TAX:
.0 0
00
.00
15. Amount of Line 14 at Spousal rate C15) =
X
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 220,284.96 X 045 9,912.82
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
C19). 9,912.82
19. Principal Tax Due
I HA I.R C.Ll 1 J -
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
12-15-2008 CD010645 495.64 9,500.00
11-09-2009 REFUND •00 82•82-
TOTAL TAX CREDIT 9,912.82
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( LF TOTAL DUE IS LESS THAN $1, 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.)