HomeMy WebLinkAbout08-07-08COMMONWEALTH OF PENNSYLVANIA
DEPARTPAENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
MILLER DOUGLAS G
60 WEST POMFRET STREET
CARLISLE, PA 17013
-------- told
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ESTATE INFORMATION: ssN: 20~-22-0490
FILE NUMBER: 2107-0579
DECEDENT NAME: SPAYD JOHN A
DATE OF PAYMENT: 08/07/2008
POSTMARK DATE: 08/07/2008
couNTY: CUMBERLAND
DATE OF DEATH: 05/ 27/ 2007
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 ~ 593.98
TOTAL AMOUNT PAID:
REMARKS: RECEIPT TO ATTORNEY
CHECK# 26322
SEAL
INITIALS: AJW
593.98
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REV-1162 EX111-96)
NO. CD 010108
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES
INHERI'iANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 OF DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
DATE 08-04-2008
ESTATE OF SPAYD JOHN A
DATE OF DEATH 05-27-2007
FILE NUMBER 21 07-0579
COUNTY CUMBERLAND
DOUGLAS G MILLER ESp ACN 101
IRWIN & MCKNIGHT APPEAL DATE: 10-03-20D8
6 0 W P O M F R E T S T (See reverse side under Objections )
CARLISLE PA 17013 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _^-i R_ETA_IN LOWER PORTION FOR YOUR RECORDS 4-~
REY-1547 EX AFP (03-05~ _ _____
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SPAYD JOHN A FILE N0. 21 07-0579 ACN 101 DATE OS-04-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED '
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RET URN N0. O1
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 2,334.45 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .D0
6. Jointly Owned Property [Schedule F) C6) .00
7. Transfers (Schedule G) [7) .00
8. Total Assets (g) 2, 334.45
APPROVED DEDUCTIONS AND EXEMPTIONS:
305.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) ;0.00
12. Net Value of Tax Return (12) 2, 029.45
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 1,356,947.05
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 C15) 37,486.86 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1,319,460.19 X 045 = 59,375.71
17. Amount of Line 14 at Sibling rate C17) • DD X ~ r,~ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X ~ _ ~ .0D
19. Principal Tax Due ',"~
[' ' _ X9,3
~-~.. 71
TAX R DITS: _-=- r
n `-
PAYM NT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
08-27-2007 CD008595 2,631.58 50,000.DO>
01-11•-2008 CD009165 .00 6,320.1 '~._>
05-05-2008 CDD09663 .00 91
3
06-17-2008 CD0099D0 .00 .
247.~~=-~
t` G7
~
~~ !
~!
r
~7 'Z7
~-
tV
INTEREST IS CHARGED THROUGH 08-19-2008 TOTAL TAX CREDIT C5t9,291.D4
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 84.67
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 9.31
TOTAL DUE 93.98
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, ND PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF Tarns nuF rc orcic~r~~ •~ - ..-______.