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DATE 08-06-2007
ESTATE OF SPOONER ROBERT B
DATE OF DEATH 09-26-2006
FILE NUMBER 21 06-1078
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-05-2007
( 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 SPOONER ROBERT B FILE NO. 21 06-1078 ACN 101 DATE 08-06-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280&01
HARRISBURG PA 17128-0&01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r',':,'<'(!pi'\C; "r:v~OnCE OF INHERITANCE TAX
',- ' . -AfI~RAtSEKENT, ALLOWANCE OR DISALLOWANCE
__;O:F'DEDUCTIONS AND ASSESSMENT OF TAX
2007 AUG I 0 Atil1: 18
CLERK OF
ORPH~'~"'C' f'O( 'RT
, _~ ~~r }.. ,.:Yt; IJ \.) V\~) ,
M RA YBACK Cu., ,-,", o^
,'-',
AVE
PA 16801
JAMES
102 E COLLEGE
STATE COLLEGE
.
REV-1547 EX AFP (0&-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 ALL 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 M
DATE
06-04-2007
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
8,178.00
225,035.46
.00
589,668.01
(8)
Stocks and Bonds (Schedule B)
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
10.
II.
12.
13.
14.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
4,055.89
(9)
(10)
2.156.00
(11)
(12)
(13)
(14)
NOTE:
(15)
(16)
(17)
(18)
.00 X
816,669.58 X
.00 X
.00 X
CE T
NUMBER
CD008237
36,750.13
+
PAID (-)
.00
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
822,881.47
'<.?11.R9
816,669.58
.00
816,669.58
00
045 =
12 =
15 =
.00
36,750.13
.00
.00
36,750.13
(19)=
36.750.13
.00
.00
.00
( IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQUIRED.