HomeMy WebLinkAbout07-17-06
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_,.oTICE ~~ JttHERITANCE TAX
t<~.H~QtflNCE OR DISALLOWANCE
'c.~,;,~~,\ ~ ASSESSMENT OF TAX
!:~~F.f=,.,1l",: \ ~:.~~'\ ~.)\~'~'rj".. \...:
3 lATE
lOGo JUL \ 1 ~M \ \: ~STATE OF
DATE OF DEATH
i'; ES':\ OF FILE NUIGER
OR-::-"~" 1\ \':-~ ('(~\, ~P.\, '" COUNTY
~,,- ::" "'.' ,- ~ ~ c;:\ACN
CUI".
07-17-2006
MORRISON
02-24-2006
21 06-0208
CUMBERLAND
101
APPEAL DATE: 09-15-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS 4-
iEV:is47-Ei-AFP-ioi:osj-NOYiCE-OF-iNHEiiYANCE-YAi-APpiAisEMENY:-ALLOWANCE-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MILDRED E FILE NO. 21 06-0208 ACN 101 DATE 07-17-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
I~ an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and
reflect ~igures that include the total ~ ~ returns assessed to date.
ASSESSMENT OF TAX:
IS. bOW1t of Line 14 at Spou_l rete (IS)
16. A.uunt of Line 14 texeble at Lineel/Class A rete (16)
17. AIIount of Line 14 et Sibling rate (17)
18. AIIount of Line 14 texeble at Collateral/Cless B rete (18)
19. Principal Tax Due
STEPHEN J HOGG ESQ
STE 101
19 S HANOVER ST
CARLISLE
PA 17013
ESTATE OF MORRISON
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Raal Estat. (Schedul. A)
2. Stocks end Bonds (Schedule B)
3. Closely Held Stock/Pertnership Intarest (Schedule C)
4. HortlllegeslNotes Receiveble (Schedule D)
S. CashlBenk DepositslHisc. Personal Property (Schedul. E)
6. Jointly Owned Property (Schedule F)
7. Trensfars (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/"isc. Expenses (Schedule H)
10. Debts/Hortgege Liebilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tex Return
13. Cheriteble/GoYer~tal Bequests; Non-elected 9113 Trusts
14. Net Value of Estete Subject to Tex
NOTE:
DATE
05-22-2006
NUHBER
CD006723
INTEREST/PEN PAID (-)
32.94
PAYMENT MUST BE MADE BY 11-24-2006~.
(lJ
(2)
(3)
(4)
(S)
(6)
(7)
.00
.00
.00
.00
8.403.25
.00
.00
(8)
'*
REV-1S47 EX AFP (06-05)
MILDRED
E
(9)
llo)
2,455.03
NOTE: To insure proper
credit to your eccOW1t,
subIIi t the upper portion
of this fo,... with your
tex pay...,t.
8,403.25
2.&33 ~7
5,769.68
.00
5,769.68
19 will
00 =
045 =
12 =
15 =
.00
.00
.00
865.45
865.45
(Schedule J)
178.54
lllJ
(12)
(13)
(14)
(19)=
TOTAL TAX CREDIT 658.89
BALANCE OF TAX DUE 206.56
INTEREST AND PEN. .00
TOTAL DUE 206.56 ~
( IF TOTAL DUE IS LESS THAN 11, NO PAY"ENT IS REQUIRED. 9-
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU "AY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FO~ FOR INSTRUCTIONS.)
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00 X
.00 X
.00 X
5,769.68 X
AItOUNT PAID
625.95
REV-1470 EX (6-88)
. .
-
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
Mildred E Morrison
FILE NUMBER
Deborah Washington
ACN
2106-0208
101
REVIEWED BY
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
ROW
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