HomeMy WebLinkAbout06-06-11_. , _, _ __
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
II~L I~~NS AND ASSESSMENT LOF WTAX E
2Ei1I JtlN -6 n~ IZ: I
Ct.Clln. VF
ORPHAN`S COURT
SCOTT W MORRISO~' ~..A~ (~,(~
(, W MAIN ST
PO BOX 232 PA 17068
NEW BLOOMFIELD
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 IX AFP (12-10)
DATE 05-30-2011 JEFFREY 0
ESTATE OF SEES
DATE OF DEATH 02-16-2010
FILE NUMBER 21 10-0217
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-29-2011
( See reverse side under Objections )
Amount Reaitted
MAKE RE ISTER OFB WI A SD REMIT PAYMENT T0:
1 COURTHOUSE SQUARE
CARLISLE PA 17013
C_UT ALON6_-THIS-LINE ~ RETAIN-LOWER PORTION FOR-YOU_R__RE_C_O_RDS- E"'___________________
- ----" -~ ALLOWANCE OR
REV-1547 EX AFP (12-10) NOTICE OF INHERITANCE TAX APPRAIi~MEN ACN: 101
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT' OF TAX DATE: 05-30-2011
iGFFREY OFILE N0..21 10-02
ESTATE OF: SEES - ) ACCEPTED AS FILED
TAX RETURN WASc ( X
ORIGINAL RETURN
APPRAISED VALUE OF RETURN BASED ON:
1. Real Estate (Schedule A)
2, Stocks and Bonds (Schedule B)
3, Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Weceivable (Schedule D)
5, Cash/Bank Deposixs/Misc. Personal Property (Schedule E)
(,, Jointly Owned Property (Schedule F)
7, Transfers CSchedWle G)
( ) CHANGED
,00 NOTE: To ensure proper
(L)
00 credit to your account,
(2) . submit the upper Portion
.00 of this form with your
(3) .00 tax payment.
C4)
43,589.99
(5) .00
(6) ,DO
(7)
43 589.99
(B)
g, Total Assets
5.790.24
APPROVED DEDUCTIONS AND EXEMPTIO ~ 2 096.10
s/Adm. Costs/Misc. Expenses (Schedule H) (U)
9. Funeral Expenses
bilities/Liens (Schedule I)
i (1
7,816.34
a
10. Debts/Mortgage L (11) 35,773.65
11. Total Deductions c12)
(13) , p0
12. Net Value of Task Return
ental Bequests; Non-elected 9113
Trusts (Schedule J
(14) 35 773,65
13. Charitable/Govefnm
Net Value of Estate Subiect to Tax
4
15 and/or 16, 17, 18
and 19 wil
.
1
assessaent was issued previously, lines 14,
ALL returns assessed to da e •
an
NOTE: If
s that include the total
of
00
reflect figure . 00 x 00 -
ASSESSMENT OF TAX:
'14 at Spousal rate c15)
_0o x 045 =
(16) , 00
15. Amount of Line
f Line 14 taxable at Lineal/Class A rate _
7) 9A 61 8.97 x 12 3,434.27
16. Amount o
14 at Sibling rate (1
154.73 X 15 =
7 1 , 073.21
,
17, Amount of Line
(19)=
t Collateral/Class B rate (LB) 4,507.48
Lg, Amount of Line 14 taxable a
19, Principal Tax Due
TAX CREDITS: DISCOUNT (+) AMOUNT PAID
PAYMENT (RECEIPT
.NUMBER INTEREST/PEN PAID (-) 4 8
DATE 54 .84 -
_~a-9011 C~014219
TOTAL TAX PAYMENT 4,528.21
BALANCE OF TAX DUE 20.73CR
.00
INTEREST AND PEN. 20.73CR
TOTAL DUE
* FORPCALCULATIONAOF ADDITIONAL INTERESTRSE
AF REFUND.DSEEIREVERSECSIDEAOFATHISEFORM FOR)INSTRUCTIONS DUE