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~~_~~,~~~~;,~~= ~ pennsyLvania ~
BUREAU OF INDIVIDUAL TAXES ~" ~I .'i_1 ~ ti ~rCE OF INHERITANCE TAX
INHERITANCE TAX DIVISION (~ `~"~PP~~±~BN~NT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
PO soot 2B0601 ~'"G`~"'~ ~ ~~ 0~-''DE'U IONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP C12-D9)
HIIRRISOURG PA 17120-0601 JOINTLY HELD OR TRUST ASSETS
~fl~~ JuN 24 P~ ~~% X10 DATE 06-14-2010
ESTATE OF MOPRTON KATHERINE P
DATE OF DEATH 12-31-2009
CLERK Or FILE NUMBER 21 10-0515
(( 0~~`~ CRT COUNTY CUMBERLAND
JEAN A NICHOt~~~`~~~~~`1^ t'? ~~ SSN/DC 138-18-9048
ACN 10115761
33 TANNERY ROAD APPEAL BY DATE:08-13-2 10
D I L L S B U RG PA 17 019 (See reverse side under Objectlo s)
A~ount Remitted
MAKE CHECK PAYABLE AND REM T PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE ~~
CARLISLE PA 17013
CUT ALONG THIS. LINE y RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1548-EX AFP C12-09)----------------------------------- ----------------~-- -.-----------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE• 06-14- 0~0
ESTATE OF:MOPRTON KATHERINE P DATE OF DEATH:12-31-2009
COUNT~Y:CUMBERLAND
FILE NO.: 21 10-0515 S.S/D.C. NO.: 138-18-9048 AC~1: 10115761
TAX RETURN WAS: C ) ACCEPTED AS FILED CX) CHANGED SEE ATTACHED NOTICE
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: WACHOVIA BK NA ACCOUNT NO.: 11480
TYPE OF ACCOUNT: C )SAVINGS C)0 CHECKING ( )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 06-11-1982
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
2 907.02
X 0.500
1,453.51
- 694.92
758.59
x .15
113.79
NOTE: TO ENSURE PROP R CREDIT TO
YOUR ACCOUNT, UBMIT THE
UPPER PORTION F THIS NOTICE
WITH YOUR TAX AYMENT TO THE
REGISTER OF WI LS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE T0:
"REGISTER OF W LLS, AGENT."
I
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
05-17-2010 CD012757 .00 58.20
rr-rn~n~ nu,l 6t 17ALt IfY lU-o1-2010*. TOTAL TAX PAYMENT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
58.20
55.59
.00
55.59
* IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
~ ~
REV-1170 EX (01-10)
~ penns~lvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
- _ _ _ PO Box 280801
INHERITANCE TAX
EXPLANATION
OF CHANGES
KATHERINE P MORTON FILE Nu BER
REVIEWED BY 21 ~ 0_05'15
Robin Graff AcN
SCHEDULE ITEM 10115761
NO. EXPLANATION OF CHANGES
The deduction for travel expenses has been disallowed. The execut r or administrator of
the estate is the only person entitled to claim these expenses in conj nction with the
administration of the estate.
ORIGINAL
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