HomeMy WebLinkAbout02-11-11_ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~~-~~~~-~~A;'I;~~~;~ ~, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ t` 't)'F~~,E~ED~I (TIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ ~-~f'~ R. ` ~ ~,_ ~ ~ ~:'_.R,,,+1
HARRISBURG PA 17128-0601
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CLERK ~'
JAMES D BOGAR U~w'E'~-•' ~~~~~ ~~.1 ~.~.1„ ply,
ONE WEST MAIN ST
SHIREMANSTOWN PA 17011
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(2) .00
(3) .00
c4) .00
(5? 182, 004 .59
(6) .00
(7) 97, 022.17
CUT ALONG THIS LINE -~ RETAIN LOWER PORTION FOR YOUR RECORDS ~-
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REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MORRIS CHARLES DFILE N0.:21 10-0683 ACN: 101 DATE: 02-07-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) 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)
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pennsylvania ~
DEPARTMENT OF REVENUE ;
REV-1547 EX AFP (12-10)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8) 279,026.76
(9) 7 5 , 554.38
clo) .00
11. Total Deductions (11) 15,554.38
12. Net Value of Tax Return (12) 263,472.38
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 263,472.3$
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 (15) 195,247.28 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 68.?7S_l0 x 045 '= 3,070.13
17. Amount of Line 14 at Sibling rate (17) _0 0 X 12 _ .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 _ .0 0
19. Principal Tax Due (19)= 3, 070.13
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
07-08-2010 CD013032 147.94 2,810.92
11-18-2010 CD013667 .00 111.27
DATE 02-07-2011
ESTATE OF MORRIS CHARLES D
DATE OF DEATH 04-28-2010
FILE NUMBER 21 10-0683
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-08-2011
(See reverse side under Ob~iections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT _ 3,070.13
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 FORIN FOR INSTRUCTIONS.
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