HomeMy WebLinkAbout07-13-07
07-09-2007
MCCURDY
01-07-2007
21 07-0037
CUMBERLAND
101
APPEAL DATE: 09-07-2007
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRIS8URG PA 17128-0601
"T-r'"'\D",cn ('C':I('!,!Ol'~:CE OF INHERITANCE TAX
i-<".).,;'U'lAPP'RANlEMl:NT, ALLOWANCE OR DISALLOWANCE
(oF. ~~bUCTIONS AND ASSESSMENT OF TAX
~.); i \ i:
2001 JUL 13 PM I: 44
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
DANIEL D MCCURDY
1646 LOWELL LN
NEW CUMBERLAND
CLERK OF
ORPHAN'S COURT
rbll' f1.-;COl:;! t,' PA,
~l"J;. \_.~ .~
PA 17070
*'
REV-1547 EX AFP <06-05)
DANIEL
D
TO:
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REY:is47-Ex-AFP-C03:osj-NoTlcE-OF-INHERITANCE-TAX-APPRAISEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCCURDY DANIEL D FILE NO. 21 07-0037 ACN 101 DATE 07-09-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 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/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CR ITS:
PAYM NT
DATE
05-09-2007
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule 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 G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
26,661.23
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
9,133.89
.00
(11 )
(12)
(13)
(14)
NOTE:
(15)
(16)
(17)
(18)
.00 X
17,527.34 X
.00 X
.00 X
RECEIPT
NUMBER
CD008147
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
AMOUNT PAID
788.73
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
26,661.23
9.133 89
17,527.34
.00
17,527.34
00
045 =
12 =
15 =
.00
788.73
.00
.00
788.73
(19)=
788.73
.00
.00
.00
( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
A ~!;~UNn_ !::~~ ~~v~~!::~ !::Tn~ nl:' TIolTC:: 1:'""" 1:'"" TIol"T""...TTn..." ,