HomeMy WebLinkAbout09-09-13 N07ICE OF INHERI7ANCE TAX � pennsylvania
BUREAU oF INDIVIDUAL TAXES APPRAISEMENT. ALLOWANCE OR DISALLOWANCE 'i� DEPARTMENTOFREVENUE
INXERITANCE TAX OIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 . REV4547 f7( AFP (0343)
Hl�RRIS6UR6 PA 17128-0601
..-. -�-� �� � � DATE 09-10-2013
�;f: . , . ,.� , _ . _.., ESTATE OF MORNIN6STAR DONALD E
DATE OF DEATH OL-15-2013
' � FILE NUMBER 21 13-0145 �
._ ... . _ , �:� - ,.�
COUNTY CUMBERLAND
STEPHEN �D 'TILE��/ �,.. ACN 101
5 SOUTH HANOVE'12 St� " APPEAL DATE: 11-09-2013
CARLISLE �'Z.i�r�;?,�'��PA 'Y'�tl-1�13307 (SeereversesideunderObj¢ctions)
��Jrf;��'��L�\�-v'� '�'-' , 'd� Awount Re�itted
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON6 THIS LINE 1 RETAIN LOWER PORTION FOR YOUR RECORDS F
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REV-1547 EX AFP CO2-13) NOTICE OF INHERI7ANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUC7IONS AND ASSESSMENT OF TAX
ESTATE OF: MORNINGSTAR DONALD EFILE N0. :21 13-0145 ACN: LO1 DATE: 09-10-2013
TAX RETURN WAS: ( X) ACCEPTED AS F2LED ( 7 CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORI6INAL RETURN
1. Real Estate (Schedule A) C1) •�0 NOTE: To ensur• proper
2. Sto<ks and Bonds (Schetlule H) �Z� 336�738.00 cretlit to your account.
.00 submit tha uooer porkion
3. Closaly Held Stack/Partnersh3p Interest (SChedule C) �3) of this form with your
4. Mortgages/NOtes Receivable CScheEUle D) (4) •00 tax payment.
5. Cash/Hank Deposits/MSse. Personal Property (Schadule E) (5) 31+8�2.00
6. JolnYly Owned Property CSehetlule P) �6� 16�714.21
7. Transfers CSChedule G) ��� 192�7�3.00
� e. ToFal Assats (g) 578.027.21
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Atlm. Costs/Misc. Expenses <SChetlule H) �q� 21 .350.00
10. Debts/MOrt9a9e Liabilities/LSens CSchedule I) (10) 5.558.00
11. ToYal Detlu<tions (11) 26•9�8.00
12. Nak Value of Tax Return �lZ� 551�119.21
13. Charitable/GOVernmental Bequests; Non-ele<ted 9113 Trusts (S<hetlule J) �ly� -00
14. Net Value of EsiaYe Subject to Tax �ly� 551.119.21
NOTE: If an assess�ent was issued previously, Lines 14, 15, 16. 17. 18 and/or 19 will
reflect fipures that include the total of all returns assessetl to date.
ASSESSMENT OF 7AX:
15. Amouni oF Line 14 at spousal rate (15) •00 X 00 - � .00
16. Amount of Line 14 Yaxable at 11nes1 rake (16) r'F� •> > 0-�� X 045 = 24,800.36
17. Amount of Line 14 at sibllnB rate � C17) -�0 X 12 - .00
18. Amount of Line 14 taxabla aY <ollateral rate C18) .00 X 15 = .00
19. Prineipal Tax Due �19�= 24,800.36
TAX CREDITS:
PAVMENT kECEIPT DISCOUNT (+7 pMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-21-2013 CD017348 1,240.02 24,000.00
TOTAL TAX PAYMENT 25,p40.02
BALANCE OF TAX DUE 439.66CR
INTEREST AND PEN. .00
TOTAL DUE 439.66CR
� IF PAID AFTER DATE INDICATED. SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE�\f��
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. �`����
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