HomeMy WebLinkAbout07-01-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~CC r -~`~'~ N~YICE OF INHERITANCE TAX
4r,C~A9~'RA-I~Ej~ENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - F h' }~)
PO BOX 280601 `"t e 'r i aF,~~ CTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 ~'~-a,~~~~ W
REY-1547 EX AFP C06-D5)
Z~~ ~` _ ` ~~ '~ ~~) DATE 06-30-2008
ESTATE OF SPIER LOUISE L
DATE OF DEATH 01-22-2008
~~~~ " FILE NUMBER 21 08-0123
FRANCIS A ZULLI M,~ ~.,~ ACNNTY lO1BERLAND
WION ETAL W APPEAL DATE: 08-29-2008
l 0 9 L O C U S T S T (See reverse side under Objections )
HBG PA 17101 Asount Ree:itted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
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 C03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SPIER LOUISE L FILE N0. 21 08-0123 ACN 101 DATE 06-30-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00 NOTE: To insure proper
2. Stooks and Bonds (Schedule B) (2) .00
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) I3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) I4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 151 , 751.37
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) .00
e. Total Assets fig) 151 , 751 .37
APPROVED DEDUCTIONS AND EXEMPTIONS:
11,689.91
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 11 .689.91
12. Net Value of Tax Return C12) 140,061.46
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Sch edule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 140, 061 .46
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 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
rex roenrre.
C15) .00 X 00 _ .00
c16) .00 X 045. .00
C17) .00 X 12 _ .00
c18) 140,061.46 X 15 21,009.22
I19)= 21,009.22
PA ME
DATE RECEIPT
NUMBER ISCOUN C+
INTEREST/PEN PAID C-)
AMOUNT PAID
04-14-2008 CD009553 1,050.46 19,958.76
TOTAL TAX CREDIT 21,009.22
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 S1, NO PAYMENT IS REQUIRED. ~
FOR CALCULATIDN 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.)