HomeMy WebLinkAbout02-01-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 260601
HARRISBURG PA 17128-0601
MICHAEL E MORRISON
5703 HAMPTON DR
LONG GROVE IL
NOTICE OF INHERITANCE TAX
APPRAISEM~ENT OWANCE OR DISALLOWANCE
•~~,~~~~~~AND ASSESSMENT OF TAX
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60047
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 01-26-2010
ESTATE OF MORRISON ELVIN J
DATE OF DEATH 04-18-2009
FILE NUMBER 21 09-0387
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-27-2010
(See reverse side under Objections)
ABtount Renitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SpUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~1 RETAIN LOWER PORTION FOR YOUR RECORDS
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE -----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MORRISON ELVIN JFILE N0.:21 09-0387 ACN: 101 DATE: 01-26-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 24, 319.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (e) 24 , 319.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) .00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 8 69.00
11. Total Deductions C11) 869.00
12. Net Value of Tax Return C12) 23,450.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 23,450.00
NOTE: If an assess~ent was issued previously,
reflect figures that include the total
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
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
(15) .00 x 00 .00
(16) 23.450 _ oo x 045 = 1, 055.00
(lB) .00 x 15 .00
(19)= 1,055.00
rn,neni Ktutlri DiSGOUNT C+) I AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
07-15-2009 CD011503 52.75 1,017.00
TOTAL TAX PAYMENT 1,069.75
BALANCE OF TAX DUE 14.75CR
INTEREST AND PEN. .00
TOTAL DUE 14.75CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU
FOR CALCULATIDN OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.