Loading...
HomeMy WebLinkAbout11-02-07 DATE 10-29-2007 ESTATE OF CUSPARD MARION D DATE OF DEATH 04-26-2006 FILE NUMBER 21 06-0388 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 12-28-2007 ( See reverse side under Objections) AMount Re.itted[ 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 CUSPARD MARION D FILE NO. 21 06-0388 ACN 101 DATE 10-29-2007 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX 71 -2 Pi: ,: 05 Cr. .'....'.. )1-,:..,'-- r.! CHRISTINE C WHITE 2097 STONEBRIDGE DR ANN ARBOR MI 48108 l_..".. , . '* REV-15~7 EX AFP (06-05) TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED NOTE: 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 I~ 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 I~ taxable at Collateral/Class B rate 19. Principal Tax Due 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 (ll (2) (3) (4) (5) (6) (7) 90,000.00 .00 .00 .00 24,280.00 2,944.00 5,381.00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. CostS/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) II. 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) (IO) 23,319.00 .00 (Ill (I2) (I3) (I~) NOTE: To insure proper credit to your account, submit the Upper portion of this form with your tax payment. 122,605.00 ?~.~19 nn 99,286.00 .00 99,286.00 (IS) .00 X DO .00 (16) 99,286.00 X 045 = 4,468.00 (I7) .00 X 12 = .00 (I8) .00 X 15 = .00 (I9)= 4,468.00 TAX CQ~nITS: PA~NT RECEIPT DISCOU-NT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 11-13-2007 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 4,468.00 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 284.74 TOTAL DUE 4,752.74 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~ J IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUff'--b A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)