HomeMy WebLinkAbout05-07-10,._.-~ r ~.,hNHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES AP~~RAI=~fi~l ~~,~ 'VkI`L~WANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION -`-~~;T~Q~s= ;AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
ZOIQ ~~Y -7 ~M 1 i ~ 08
CLEF~K ~~
ORFHA~'~ COURT
ROGER M MORGENTHAL ES
SMIGEL ANDERSON K SACKS
4431 N FRONT ST 3RD F
HARRISBURG PA 17110
cl) 510, 000.00
c2) 38, 672.29
c3) .00
c4) .00
c5) 24,230.31
c6) .00
c7) 114,480.5D
CUT ALONG THIS LINE ~ 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: NAILOR VERNON HFILE N0.:21 09-0217 ACN: 141 DATE: 05-03-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 687 , 383.10
Cg) 40.868.00
clo) 104. ~0
11. Total Deductions (11) 40,972.30
12. Net Value of Tax Return C12) 646,410.80
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 646,410.80
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 646 .410.80 x 045 = 29, 088.49
17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 29, 088 .49
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
11-24-2009 CD012031 .00 29,088.4
DATE 05-03-2010
ESTATE OF NAILOR VERNON H
DATE OF DEATH 02-24-2009
FILE NUMBER 21 09-017
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-02-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMEINT 29,088.49
BALANCE OF TAX DIUE .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.~~