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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
(A~PRAISEMENT, ALLOWANCE OR DISALLOWANCE
. OF DEDUCTIONS AND ASSESSMENT OF TAX
11-07-2005
TROUP
03-13-2005
21 05-0353
CUMBERLAND
101
APPEAL DATE: 01-06-2006
(See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
9~!_~~9~~_!~~~_~~~~______~___~~!~!~_~9~~~_~9~!!9~_~9~_Y9~~_~~~9~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
GLADYS H FILE NO. 21 05-0353 ACN 101 DATE 11-07-2005
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL rAX)SD~rr
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 11128-0601
zr~- 1''1'' I:
r,'"
: il3
("'-
JAMES G MORGAN JR
TUCKER ARENSBERG
PO BOX 889
HBG
PA 17108
ESTATE OF
TROUP
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
164.378.63
.00
.00
99.065.53
.00
.00
(8)
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
NOTE: I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ALL
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
+
DATE
06-07-2005
NUMBER
CD005407
INTEREST/PEN PAID (-)
1,399.80
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
34,895.82
.00
(11)
(12)
(13)
(14)
(9)
(10)
REV-1541 EX AFP (06-05)
GLADYS
H
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
263,444.16
34.895 82
228,548.34
41,909.68
186,639.66
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00
.00
.00
27,995.95
27,995.95
29,999.80
2,003.85CR
.00
2,003.85CR
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. nl'
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE ,<./"
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
. 00 X 00 =
.00 X 045 =
.00 X 12 =
186,639.66 X 15 =
(19)=
AMOUNT PAID
28,600.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
REV-1470 EX (6-68)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
Troup, Gladys H.
FILE NUMBER
Kathy Leo
ACN
2105-0353
101
REVIEWED BY
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
J 3,4,5,
6,8,13
14 16 Specific bequests are taxable outright to the beneficiarylies before determining residue.
, ,
,17, &
20
ROW
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