HomeMy WebLinkAbout08-28-07 (2)
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)
A.ount 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 (03-05) 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
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
:~:r'(:Jr,c-" (\~. ,',- ,.NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES- ,'" ,_.1".1, "J! '~P,'lfA!l:SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ,
HARRISBURG PA 17128-0601
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'UVI t1 '0 ~ ';Jf .;" Li..,.i
(I C'~iV nr~
v _L..._ ;' \ '-."
OPI:>,-"',I'I'~'
',ii ; L"''..''.;....;
ANDREW P BAIN~~GE
FOREMAN & FOREMAN
112 MARKET ST
HBG PA 17101
*'
REV-1547 EX AFP (06-05)
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
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 ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal ~ate
16. Amount of Line 14 taxable at Lineal/Class A ~ate
17. Amount of Line 14 at Sibling ~ate
18. Amount of Line 14 taxable at Collate~al/Class B ~ate
19. Tax Due
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
62,669.33
.00
.00
(8)
Stocks and Bonds (Schedule B)
Closely Held Stock/Pa~tne~ship Inte~est (Schedule C)
Mo~tgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty (Schedule E)
Jointly Owned P~ope~ty (Schedule F)
T~ansfe~s (Schedule G)
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~al Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mo~tgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Retu~n
13. Cha~itable/Gove~nmental Bequests; Non-elected 9113 T~usts (Schedule J)
14. Net Value of Estate SUbject to Tax
(9)
(10)
3,945.21
44.86
(11)
(12)
(13)
(14)
NOTE:
(15)
(16)
(17)
(18)
.00
.00
.00
58,679.26
X 00
X 045 =
X 12 =
X 15 =
A
DATE
06-22-2007
C
NUMBER
CD008322
C
INTEREST/PEN PAID (-)
440.09
AMOUNT PAID
8,361.80
NOTE: To insu~e p~ope~
c~edit to yoU~ account,
submit the uppe~ po~tion
of this fo~m with yoU~
tax payment.
62,669.33
3.990.07
58,679.26
.00
58,679.26
(19)=
.00
.00
.00
8,801.89
8,801.89
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.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.