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BUREAU OF INDIVIDUAL I-~(~ ~ p ~ ~.
Y'}C>1"ES4 `"FI r_r_ffr ,((~~[ NOTICE OF INHERITANCE TAX
' 74'PB~A~IIS EMENT. ALLOWANCE OR DISALLOWANCE
' ~ pennsylvania
INHERITANCE TAX DIVISION rr ~
~ '~.'4F!~EDUCTIONS AND ASSESSMENT DEPARTM
PO BOX 280601
' OF TAX
'' ENT OF REVENUE
HgRRISBURG PA 1]128-0601 REV-154] EX AFP (09-1D
rr'2P~0'+ I6 PI°! I~ 39
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SUSAN E LETIE"R~~'~`"~D ~~~• PA
5011 LOCUST LN
HARRISBURG PA 17109-4522
DATE 11-12-2012
ESTATE OF MORRISON JEANNETTE
DATE OF DEATH 07-10-2011
FILE NUMBER 21 11-0873
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-11-2013
(See reverse side under Objections)
Aeount Resitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE y RETAIN LOWER PORTION FOR YOUR REC O_RDS F
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MORRISON JEANNETTE FILE N0.:21 11-0873 ACN:
101 DATE: 11-12-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schetlule A)
2. Stocks antl Bonds (Schetlule 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 G7
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Atlm. Casts/Misc. Expenses (Schetlule H7
10. Debts/Mprtgage Liabilities/Liens (Schetlule I)
( 7 CHANGED
(1) 598,500.00
(z) 5,835.56
(3) .00
(4) 498,094.40
(5) 46,164.15
(6) 51,688.11
(7) 1,768,753.86
NOTE: To ensure proper
cretlit to your account,
submit the upper portion
of this form with your
tax payment.
(e) _ ~.969.0~~ 08
c9) 33 586 5n
(107- 7- 86.16
11. Total Deductions
12. Net Valua of Tax Return (11) 166,172.74
13. Charitable/Governmental Bepu ests; Non-elect
d (12) 2'802,863.34
14. Net Value of Estate Subject e
9113
to Tax TrusYS (Schedule J7 (13) 00
NOTE: If an assessment was issued
p
i
l (14) 2.802.863 34
reflect figures that include
the
t ot
l~ l 19 will
a
ASSESS MENT OF TAX: a of
all returns assesse d
to tlater
15. Amount of Line 14 at spousal rate
16.
Amount of Line 14 taxable at
lineal rate C15) ~ pp X 00 - .00
37.
Amount of line 14 at sibling
rata (16) ?•7g9. A6; z. X 045 = 125,993.85
18. Amount of Line 14 taxable at collateral rate
19.
Principal Tax Due
(ls)
3,000.00 x
15 _
~ y50.00
TAX CREDITS: (19)= 12~,4G3.85
DATE I NUMBER I INTEREST/PEN PAID (-) I AMOUNT PAID
IF 9O1 )
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
70 TAL TAX PAYMENT 126,822.19
iALANCE OF TAX DUE 378.34CR
INTEREST AND PEN. .00
TOTAL DUE 378.34CR
IF TOTAL DUE TS REFLECTED AS A CREDIT (CR), YOU MAV BE
A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.