HomeMy WebLinkAbout10-01-10NOTICE~OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ ~ ~ AP~1~~4.I$LM~~T~ `ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION k ` DF.,~DED11¢TTONS AND ASSESSMENT DF TAX
PO BOX 280601 ~ •• •-` ~ ~-~ ' ~'' - • -
HARRISBUR6 PA 17128-0601
~~ ~ Q QCT - I Pi~~ ~~: ~ ~
a? If ~r ~ v L.,'~.1 V ~ i
CRAIG A MORROW SR~~-;~~ -~L_~°~~.t_,`~~.~~,.. ~.. ; t-~,
106 GRANT ST
ENOLA PA 17025-2528
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP t12-09) t
DATE 09-27-2010
ESTATE OF MORROW JR FLOYD A
DATE OF DEATH 05-14-2010
FILE NUMBER 21 10-0532
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-26-2010
(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-LIKE- - ~ - RETAIN LOWER-PORTION-FOR-YOUR-RECORDS- F-- --
- - - - - -- - - - - - - - - - -
REV-1547 EX AFP C12-09~ NOTICE DF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MORROW JR FLOYD AFILE N0.:21 10-0532 ACN: 101 ----------------
-
OR
DATE: 09-27-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate tSchedule A) C1) 160,814.00 NOTE: To ensure proper
2. Stocks and Bonds tSchedule B) t2) .0 0 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) t3) . of this form with your
4. Mortgages/Notes Receivable tSchedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 52,513.94
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets t8) 213,327.94
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) t9) 11.6 29.5 0
10. Debts/Mortgage Liabilities/Liens tSchedule I) t10) 41 , 802.13
11. Total Deductions ' C11) 53,431.63
12. Net Value of Tax Return C12) 159,896.31
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax t14) 159,896.31
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 t15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 59 , A96 _ 31 X 045 = 7, 195.33
17. Amount of Line 14 at Sibling rate t17) _ 00 X 12 - . 00
18. Amount of Line 14 taxable at Collateral/Class B rate t18) .0 0 X 15 = .0 0
1R. Principal Tax Due t19 )= 7, 195.33
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT t+)
INTEREST/PEN PAID (-)
AMOUNT PAID
06-25-2010 CD012992 359.77 b,835.56
TOTAL TAX PAYMENT 7,195.33
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
~,---
. I rte/