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HomeMy WebLinkAbout07-30-07 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 2B0601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX "";Cr/1lop;p:~r~~E.MJ:NT, ALLOWANCE OR DISALLOWANCE - 'O'F' D!DlICTIONS AND ASSESSMENT OF TAX 2007 JUL 30 PN I: 25 '* REV-1547 EX AFP (06-05) DATE 07-23-2007 ESTATE OF UZEMACK PATRICIA G DATE OF DEATH 01-19-2007 FILE NUMBER 21 07-0082 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 09-21-2007 ( See reverse side under Objections) A.ount Remittedl 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 +- ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF UZEMACK PATRICIA G FILE NO. 21 07-0082 ACN 101 DATE 07-23-2007 CLEr~'}\ Or: ORPJ-it\~\i'C; r'J' GERALD J SHEKLETW;VES/t' . ',.:..IC upr . STONE ETAL P':i PO BOX E NEW CUMBERLAND PA 17070 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 Abh 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 TA CR DITS: AY ENT DATE 04-13-2007 05-14-2007 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 4. Mortgages/Notes Receivable (Schedule D) (4) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 238,000.00 24,494.15 .00 .00 139,980.27 106.57 75,641.78 (8) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) (0) 62,372.81 .00 (1) (2) (3) (4) 10. II. 12. 13. 14. Debts/Mortgage Liabilities/Liens (Schedule I) Total Deductions Net Value of Tax Return Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Net Value of Estate Subject to Tax NOTE: (5) (6) (7) (18) .00 379,954.79 .00 35,895.17 X 00 X 045 = X 12 = X 15 = RECEIPT NUMBER CD008021 CD008162 DISCOUN (+) INTEREST/PEN PAID (-) 1,052.63 .00 AMOUNT PAID 20,000.00 1,429.65 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. 478,222.77 ~?37?*Rl 415,849.96 .00 415,849.96 (9)= .00 17,097.97 .00 5,384.28 22,482.25 22,482.28 .03CR .00 .03CR ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)