HomeMy WebLinkAbout04-16-10M~~~~~ r0_F_ .~.[~1F~,~RITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRA+`~`S,~M~~~f,G' ~,~tll`L['A~1/tt~tCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF ~~C;~1.~NS ~'~N~'` ASSESSMENT OF TAX
PO BOX 280601 ~ ` '
HARRISBURG PA 17128-0601
DAVID R MORRISON
DAVID R MORRISON K ASSO
600A EDEN RD
pennsyLvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
~Q#Q ~P~ ~ ~ ~ ~~: ~}~ATE 04-12-2010
ESTATE OF WARD HELEN C
v~~~~ ~~ DATE OF DEATH 07-17-2009
{~P~I~'~ v~~R~ FILE NUMBER 21 09-0684
~ ~~~;°'~+~ ~~;,t~ ~~1 !~ COUNTY CUMBERLAND
~~z~:~::_ ,_.., !_r l_,~, ; r~, ACN 101
LANCASTER PA 17601
APPEAL DATE: 06-11-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE-----~--- RETAIN LOWER-PORTION FOR YOUR
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: WARD HELEN (FILE N0.:21 09-0684 ACN: 101 DATE: 04-12-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) 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) 25, 710.00 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 33,300.14
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) 167, 000.00
8. Total Assets C8) 226 , 010.14
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 19.6 31.7 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 16 7.7 6
11. Total Deductions C11) 19, 799.48
12. Net Value of Tax Return C12) 206,210.66
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) (13) .00
14. Net Value of Estate Subject to Tax C14) 206,210.66
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
C15) .00 x 00 = .00
C16) 206.21n.66 x 045 = 9,279.48
c17) . oo x 12 = . 00
C18) .00 X 15 = .00
c19)= 9,279.48
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
10-13-2009 CD011858 118.42 2,250.00
10-30-2009 CD011932 .00 6,911.06
TOTAL TAX PAYMENT 9,279.48
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. T