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HomeMy WebLinkAbout02-29-08 JjlATE 02-26-2008 ESTATE OF SPAHR JOYCE A DATE OF DEATH 03-21-2007 FILE NUMBER 21 07-0368 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 04-26-2008 ( See reverse side under Objections) Amount 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 +- ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SPAHR JOYCE A FILE NO. 21 07-0368 ACN 101 DATE 02-26-2008 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 2B0601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE .' N-OTtCE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX . '1 ij ?J ,. , I') ; -; j [~ : -'JT I R SCOTT CRAMER PO BOX 159 DUNCAN NON ,,.......'1.. I : " PA 17020 * REV-1547 EX AFP <06-05) T AX RETURN WAS: (X) ACCEPTED AS F I LED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bords (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) (1) (2) (3) (4) (5) (6) (7) 187,156.29 110,924.08 .00 .00 32,979.07 .00 .00 8. Total Assets 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 (9) CIO) 37,300.69 1.121.82 (11 ) CI2) (13) CI4) NOTE: NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. (8) 331,059.44 38.4::>::>.1;1 292,636.93 .00 292,636.93 If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of Ahl 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 TAX CREDITS. CIS) CI6) (17) CI8) .00 X 00 .00 .00 X 045 = .00 .00 X 12 .00 292,636.93 X 15 43,895.54 CI9)= 43,895.54 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 11-19-2007 CD008997 .00 43,895.54 TOTAL TAX CREDIT 43,895.54 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 "\ * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN t1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)