HomeMy WebLinkAbout04-04-08
BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX ,~80601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,-,--r,.orp"' f\Cq('~ ("'{;' NOTICE OF INHERITANCE TAX
TAXE~L),,)rll),,J.) ',)11 ~~ISEMENT, ALLOWANCE OR DISALLOWANCE
t'rr'\("lfln (\:,... ':':"ldF'"jDEDUCTIONS AND ASSESSMENT OF TAX
'""',[V+'.) : ",,;1' \)' ' '.L_'_
REV-1547 EX AFP (06-05)
DATE 03-31-2008
ESTATE OF SPAYD JOHN A
DATE OF DEATH 05-27-2007
FILE NUMBER 21 07-0579
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-30-2008
( 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 +--
REY:is47-Ex-AFP-C03:osj-NoTIcE-OF-INHERITANCE-TAX-APPRAISEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SPAYD JOHN A FILE NO. 21 07-0579 ACN 101 DATE 03-31-2008
2008 APR -4 PM ,: 48
En'j C\r
CL J-\, \ .Jr
ORPHAN'S COUR1
DOUGLAS G MILL~~J!'.ESQ: p nt'" Pf\
IRWIN & MCKNIGHT
60 W POMFRET ST
CARLISLE PA 17013
TAX 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 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)
(D
(2)
(3)
(4)
(5)
(6)
(7)
144,900.00
295,644.34
.00
.00
48,519.57
16,589.01
915,511.91
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8.
Total Assets
1,421,164.83
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
(9)
ClO)
56,758.24
9,488.99
ClD
Cl2)
Cl3)
Cl4)
66./47./3
1,354,917.60
.00
1,354,917.60
13.
14.
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of Abh 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'
Cl5) 37,486.86 X 00 .00
(6) 1,317,430.74 X 045 = 59,284.38
(7) .00 X 12 = .00
(8) .00 X 15 = .00
Cl9)= 59,284.38
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-27-2007 CD008595 2,631.58 50,000.00
01-11-2008 CD009165 .00 6,320.16
INTEREST IS CHARGED THROUGH 04-15-2008 TOTAL TAX CREDIT 58,951.74
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 332.64
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 3.07
TOTAL DUE 335.71
*
IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
4 ~j:'~lltdn C::C'C' DC'\IC'DC!'C' C!'TY"U'" ,...,- ........- ---.. --- ---~--
D~