HomeMy WebLinkAbout02-16-10BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
_ ,hO;.IC€ AF INHERITANCE TAX
APPRAISEM`ENt; ALLOWANCE OR DISALLOWANCE
TAXES ., ,OF TJEDUCT~,ONS AND ASSESSMENT OF TAX
SCOTT W MORRISON
PO BOX 232
6 W MAIN ST
NEW BLOOMFIELD
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
~lii~ ~ ? I~ ~ ~ ~ , ~ ~Z DATE 02-08-2010
ESTATE OF BURTNETT JR JOHN B
~,~~C~,;,;~T DATE OF DEATH 11-13-2007
~a€~C' ;`~"+~^T FILE NUMBER 21 07-1151
~~~' f„ ~i; ~j ~,~~~ COUNTY CUMBERLAND
ESQ _ ,_ _ . , i._, _, _,., ~A. ACN 101
APPEAL DATE: 04-09-2010
(See reverse side under Objections)
PA 17068 Amount Remitted
MAKE REG STERA OFB WI A SD REMIT PAYMENT T0:
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE-____ ~ __RETAIN-LOWER_PORTION FOR YOUR_R_E_C_O_RDS-______
'-"--- ALLOWANCE
REV-1547 EX AFP (12-09~DISALLOWANCENOFRDEDUCTIONS ANDRASSESSMENT OF TAX
BFILE N0.:21 07-1151 ACN: 101
ESTATE OF: BURTNETT JR JOHN
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED ___
OR
DATE: 02-08-2010
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)
C1)
~Z)
C3)
(4)
C6)
17)
260,193.40
69,304.56
.00
.00
63,256.42
,0 0
.00
(8)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
92,754.38
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11
12
13
14
~y) 38 -6
clo) 124,771.68
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Subject to Tax
cll) 163,398.06
clz) 229,356.32
c13) .00
c14) 229,356.32
Net Value of Estate
16 17 18 and 19 wil
NOTE: If an assessment 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 , ,
of ALL returns assessed to date
f Line 14 taxable at Collateral/Class B rate
18. Amount o
19. Principal Tax Due
TAX CREDITS: DISCOUNT c+)
PAYMENT RECEIPT
INTEREST/PEN
PAID (-)
DATE NUMBER G44.16-
8-12-2009
0,919.
00 - .00
045 = 10,321.03
12 = .00
15 = .00
c19)= 10,321.03
TOTAL TAX PAYMENT 10,324.92
BALANCE OF TAX DUE 3.89CR
INTEREST AND PEN. .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
~..., rwi r~ii eTiON OF ADDITIONAL INTEREST.
TOTAL DUE 3.89CR
AFREFUND.DSEEIREVERSECSIDEAOFATHISEFORM FOR)INSTRUCTIONS,DUE
' 00 X
c15)
(16) 22 9 ;F:6.32_ X
X17) .00 X
.00 )(
C18)
AMOUNT PAID