HomeMy WebLinkAbout03-18-13BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128.0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
RECORDED OFFICE OF
REGISTER OF V11LLS
1%3 MRR 18 Pin 8 32
ANDREW H SHAW ESQ
STE 11 CLERK Of
200 S SPRING COURT
CARLISLE CUM 8 &LAT&t6 7AA.
pennsy[vania
DEPARTMENT OF REVENUE,
REV -1547 EX AFP (09 -12)
DATE 03 -11 -2013
ESTATE OF MORROW SUSAN M
DATE OF DEATH 09 -29 -2012
FILE NUMBER 21 12 -1095
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05 -10 -2013
(See reverse side under Objections)
Amount Remittedl � —71
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS t'—
-'___-_'__--'_'_ '_- -----_____-- -____--_______ -_
REV -1547 EX AFP C12 -11J NOTICE qF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MORROW SUSAN MFILE NO.:21 12 -1095 ACN: 101 DATE: 03 -11 -2013
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)
S. Closely Held Stock /Partnership Interest (Schedule C3
4. Mortgages /Notes Receivable (Schedule D)
5, Cash /Bank Deposits /Mist- 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 /Mist. Expenses (Schedule H)
10. Debts /Mortgago Liabilities /Liens (Schedule I)
(1)
66,000.00
NOTE: To ensure proper
i2)
.00
credit to your account,
(12)
00
submit the upper Aortic
C3)
(13)
of this form with your
(4)
.00
tax payment.
384,062.91
324,162.87
{5}
57,609.44
00
(6)
•
.00
(7)
(s)
390,162.87
C97 4..955.39
(10) 1.144.57
11.
Total Deductions
(11)
6,099.96
12,
Net Value of Tax Return
(12)
384,062.91
13,
Charitable /Governmental Bequests; Non - elected 9113 Trusts (Schedule J)
(13)
.00
14.
Net Value of Estate Subject to Tax
(14)
384,062.91
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
16. Amount of Line 14 taxable at lineal rate.
17. Amount of Line 14 at sibling rate
1B. Amount of Line 14 taxable at collateral rate
19. Principal Tax Due
TAX CREDITS:
(15)
.00 X
00 =
.00
(16)
-nn x
045 =
.00
(17)
.00 x
12 _
.00
(is)
384,062.91 X
15 =
57,609.44
(19)=
57,609.44
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT ( +)
INTEREST /PEN PAID C -)
AMOUNT PAID
12-28-2012
CDO16975
2,880.47
54,728.97
I IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 57,609.44
BALANCE OF TAX DUE .00
INTEREST AND PEN. ~�.00
TOTAL DUE .�-`-- -"' .00
IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE Iltz "I
A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.