HomeMy WebLinkAbout05-02-08
21 08-0185
CUMBERLAND
101
APPEAL DATE: 07-04-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
.
BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
n;-rJ-nr1\:-("\ rlcf.'('C ,"<: NOTICE OF INHERITANCE TAX
TAXe:~\./..hu _U \,)III~,')t.Pp.RAISEMENT, ALLOWANCE OR DISALLOWANCE
~:'.~i'\:CF= (C'. \,\/'1 \~F DEDUCTIONS AND ASSESSMENT OF TAX
t ';L\Jr,,)![~ r VI t~n...t..."'",
1008 HAY -2 PH 12: 30
DATE
ESTATE OF
DATE OF DEATH
JAN
J L
845
HBG
CLERK OF
ORPHAN'S COURT
L BROWN CUMBERL~ND CO, PA
BROWN & ASSOC
SIR THO~AS CT 12
PA 17109
FILE NUMBER
COUNTY
ACN
05-05-2008
MCQUAID
11-20 -2007
REV-1547 EX AFP (06-05)
BETTY
K
TO:
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 MCQUAID BETTY K FILE NO. 21 08-0185 ACN 101 DATE 05-05-2008
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
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of !hh 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
TAX RETURN WAS: ( ) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
2. Stocks and Bonds (Schedule B)
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
(9)
(10)
NOTE:
(15)
(16)
(17)
(18)
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
02-20-2008
DISCOUNT (+)
INTEREST/PEN PAID (-)
193.86
RECEIPT
NUMBER
CD009331
( X) CHANGED
.00
2,843.10
.00
.00
.00
3,766.56
84,593.41
(8)
3,388.10
1,000.00
.00 X 00 =
86,814.97 X 045 =
.00 X 12 =
.00 X 15 =
AMOUNT PAID
3,683.26
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
PAYMENT MUST BE MADE BY 08-20-2008*.
SEE ATTACHED NOTICE
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
91,203.07
(11)
(12)
(13)
(14)
4.388 10
86,814.97
.00
86,814.97
(19)=
.00
3,906.67
.00
.00
3,906.67
3,877.12
29.55
.00
29.55
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
/'l
i
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. L--,(
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE ~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
"10
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
INHERITANCE TAX
EXPLANA TION
OF CHANGES
FILE NUMBER
REVIEWED BY
Betty K McQuaid
Deborah Washington
ACN
2108-0185
101
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
H B-3 Reduced to $2843.10. Family exemption can only be claimed against assets subject to will
or intestacy.
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