HomeMy WebLinkAbout11-05-12NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXESr `! "r ~ T, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~~~`~~~'-~'r~~IONS AND ASSESSMENT OF TAX
PO BOX 280601 ~'~ '- ~~ ~ C
HARRISBURG PA 17126-0601 ~'~ ~ ~ ~ ~~-~ '-4 ~
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ROBERT G FREY O~~r~4~ rid V,~t'T
5 S HANOVER ST~'u~~S~~~.~~vu C~." PA
CARLISLE PA 17013-3307
~ Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP (09-12)
DATE 10-29-2012
ESTATE OF MORRISON ROBERT L
DATE OF DEATH 07-15-2011
FILE NUMBER 21 11-0853
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-28-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---) RETAIN LOWER PORTION
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX
DISALLOWANCE OF DEDUCTIONS
ESTATE OF: MORRISON ROBERT LFILE N0.:21 FOR YOUR RECORDS ~
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APPRAISEMENT, ALLOWANCE
AND ASSESSMENT OF TAX
11-0853 ACN: 101 --------------
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OR
DATE: 10-29-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2)
93, 265.00
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E ) (5) 35,226.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) I7) .00
8. Total Assets C8) 12$.491.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H ) ~q) .00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions C11) .0 0
12. Net Value of Tax Return C12) 128,491.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 128, 491.00
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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) 128,491.00 X 00 - .00
16. Amount of Line 14 taxable at lineal rate C16) -~~ x 045 = .00
17. Amount of Line 14 at sibling rate C17) -~~ X 12 = .00
18. Amount of Line 14 taxable at collateral rate C18) .00 X 15 = .00
19. Principal Tax Due C19)= .00
TAX CREDITS:
P DATE T I NUMBER I INTEREST/PEN PAID (-) ( AMOUNT PAID
TOTAL TAX PAYMENT .00
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 FOR INSTRUCTIONS.