HomeMy WebLinkAbout08-28-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r~('r:;:::rIF' "', (\- . ,',,... " NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ,.."" ,.../, ul APPl{A!ISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
'*
REV-1547 EX AFP (06-05)
DATE 08-27-2007
ESTATE OF URQUHART GLADYS B
DATE OF DEATH 04-29-2007
FILE NUMBER 21 07- 0444
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-26-2007
( See reverse side under Objections)
Amount Re.ittedl 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 ~
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF URQUHART GLADYS B FILE NO. 21 07-0444 ACN 101 DATE 08-27-2007
2a07 AUG 28 ,t\l, /, II: h
, 2~
r:: C:JK nr~
OF1P~Z"!':::' ,""
ANDREW P BAI NW'bGE
FOREMAN & FOREMAN
112 MARKET ST
HBG PA 17101
TAX RETURN WAS: (X) ACCEPTED AS FI LED
CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
Stocks and Bonds (Schedule B)
(I)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
62,669.33
.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
62,669.33
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)
3,945.21
44.86
(11)
(12)
(13)
(14)
3.990.07
58,679.26
.00
58,679.26
If an assess.ent 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
C
A N
DATE
06-22-2007
T
NOTE:
CE
NUMBER
CD008322
+
INTEREST/PEN PAID (-)
440.09
(IS) .00 X 00 .00
(16) .00 X 045 = .00
(17) .00 X 12 = .00
(18) 58,679.26 X 15 = 8,801.89
(19)= 8,801.89
AMOUNT PAID
8,361.80
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 8,801.89
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED. ~1
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE\../{)
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)