HomeMy WebLinkAbout10-31-06
U-09-2006
MORELOCK
05-25-2006
21 06-0755
CUMBERLAND
101
APPEAL DATE: 12-08-2006
( See reverse side under Objections)
AIIount RRittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE1 PA 17013
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR
DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
HILDA N FILE NO. 21 06-0755 ACN 101 DATE 10-09-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
.,
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171ZB-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,.."rNf)tlCE OF INHERITANCE TAX
RC('Oi1f)!=j)8f*i'DEItENT 1 ALLOWANCE OR DISALLOWANCE
\!...u ,'. - (1W,,~~U(:TIONS AND ASSESSI1ENT OF TAX
200fl Gel 3 \
At" \0: 22
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
THOMAS E flOWER
SAlOIS ETAL
2109 MARKET ST
CAMP HILL
CLERK Or ,.
Ono\-\MYS r, OUll. ,,\
n, , .' ,.c ,.." ,-, ot..
C\\~.F1.,n- ,'\ " ,.
....... \\,(
PA 17011
ESTATE OF MORELOCK
'*
REV-1S47 EX AFP (06-0S)
HILDA
N
I~ an asses..ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
r~lect ~igures that include the total o~ ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Anount of Line 14 at Spousal rate (15)
16. Anount of Line 14 taxable at Lineal/Class A rate (16)
17. A.uunt of Line 14 at Sibling rate (17)
18. A.ount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closel~ Held Stock/Partnership Interest (Schedule C)
4. I1ortgageslNotes Receivable (Schedule D)
5. Cash/Bank Deposits/l1isc. Personal PrDPert~ (Schedule E)
6. JOint1~ Owned Propert~ (Schedule F)
7. Transfers (Schedule In
8. Total As_ts
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
2.194.25
.00
941848.85
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/A~. Costs/l1isc. Expanses (Schedule H)
10. Debts/l1ortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Gover~ntal Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
21265.00
(9)
(10)
.00
(11)
(12)
(13)
(14)
(Schedule J)
NOTE:
.00 X
.00 X
.00 X
941778.10 X
AItOUNT PAID
131515.98
DATE
08-24-2006
INTEREST/PEN PAID (-)
71 0 . 84
NUI1BER
CD007144
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to ~DUr accountl
sUD.it the upper portion
of this for. with ~DUr
tax PBYIHM't.
971043.10
2.26~ 00
941778.10
.00
941778.10
00 =
045 =
12 =
15 =
.00
.00
.00
141216.72
141216.72
(19)=
141226.82
10.10CR
.00
10.10CR
. IF PAID AFTER DATE INDICATED 1 SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $11 NO PAYI1ENT IS REQUIRED. C')
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR) 1 YOU MY BE DUE 7)
A REFUND. SEE REVERSE SIDE OF THIS FORI1 FOR INSTRUCTIONS.)
REV.1470 EX (6-88)
.
.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENrS NAME
REVIEWED BY
ITEM
SCHEDULE NO.
Hilda N. Morelock
Destiny S.R.Brown
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
ACN
EXPLANATION OF CHANGES
Total on Schedule H was not correctly carried forward to recapitulation page.
ROW
2106-0755
101
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