HomeMy WebLinkAbout08-08-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES - AppRAISEMENT; ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 '
HARRISBURG PA 17128-0601 ~ "'
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DOUGLAS G MILLER E~,'1 "'' - ~ ^~
IRWIN >3, MCKNIGHT
60 W POMFRET ST
CARLISLE PA 17013
REV-1547 EX AFP CO6-05)
DATE 08-04-2008
ESTATE OF SPAYD JOHN A
DATE OF DEATH 05-27-2007
FILE NUMBER 21 07-0579
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-03-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND C0 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 DF TAX
ESTATE OF SPAYD JOHN A FILE N0. 21 07-0579 ACN 101 DATE 08-04-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE DF RETURN BASED ON: SUPPLEMENTAL RETURN 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,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets fig) 2,334.45
APPROVED DEDUCTIDNS 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) 305.00
12. Net Value of Tax Return (12) 2,029.45
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14)
1,356,947.05
NOTE: If an assessment was issued previously, l ines 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) 1,319,46(1.19 X 045 = 59,375.71
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due c19)= 59,375.71
TAY f DCTIT TC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT F'AID
08-27-2007 (0008595 2,631.58 50,000.00
01-11-2008 (0009165 .00 6,320.16
05-05-2008 (0009663 .00 91.33
06-17-2008 (0009900 .00 247.97
INTEREST IS CHARGED THROUGH 08-19-2008 TOTAL TAX CREDIT 59,291.04
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 84.67
REVERSE SIDE OF THIS FORM INTEREST ANI) PEN. 9 31
TOTAL DIIE 93.98
t
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED A,S A "CREDIT" CCR), YOU MAY BE DUE_ 11
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~J