HomeMy WebLinkAbout12-21-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~ - c :~,\ !'c'-:~~{Sf OF INHERITANCE TAX
~P~ISE~ENT, ALLOWANCE OR DISALLOWANCE
,. OFDEDUC!IONS AND ASSESSMENT OF TAX
DATE 12-17-2007
ESTATE OF SPANGLER ARIETTA M
DATE OF DEATH 05-28-2007
FILE NUMBER 21 07-0576
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-15-2008
( See reverse side under Objections)
Amount Remittedl 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 SPANGLER ARIETTA M FILE NO. 21 07-0576 ACN 101 DATE 12-17-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
" --(' '); D!A \: 05
'F'i,lll,.\ ,. I I.,
!~ t!:,..1 ~ ..._' ,-..,1 -
GERALD J SHEKLETSKI
STONE ETAL
PO BOX E
NEW CUMBERLAND PA 17070
REV-1547 EX AFP <06-05)
TAX RETURN WAS: (X) ACCEPTED AS F I LED
RESERVATION CONCERN INS 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)
S. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
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 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
IS. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CR DITS:
PAYMENT
DATE
08-13-2007
09-14-2007
II.
lZ.
13.
14.
Total Deductions
Net Value of Tax Return
NOTE:
RECEIPT
NUMBER
CD008537
CD008685
DISCOUNT (+)
INTEREST/PEN PAID (-)
263.16
.00
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
) CHANGED
(ll
(Z)
(3)
(4)
(S)
(6)
(7)
118,160.00
.00
.00
.00
12,424.92
44,401.00
.00
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
(S)
174,985.92
(9)
ClO)
9,666.67
10,915.00
ell)
( lZ)
Cl3)
Cl4)
"D.~81 .67
154,404.25
.00
154,404.25
ClS)
Cl6)
Cl7)
ClS)
.00
154,404.25
.00
.00
.00
6,948.19
.00
.00
6,948.19
X 00
X 045 =
X 12 =
X 15 =
Cl9)=
AMOUNT PAID
5,000.00
1,685.04
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
6,948.20
.01CR
.00
.01CR
DU~
( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)