HomeMy WebLinkAbout01-23-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~ ~- ~ N,QJI_C,E OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ppp~J-~SEltENf, ALLOWANCE OR DISALLOWANCE
INHERITANCE 7AX DIVISION ; + ,OF'D~j)UCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ,. ,e_,. , ! ~ ',
HARRISBURG PA 17128-0601 ~ REV-1547 EX AFP (12-OS)
~~~~ ~~ ~~ D ~~_ ~~ DATE 01-19-2009
ESTATE OF SPERO WILLIAM C
DATE OF DEATH 12-01-2007
~~-~~~ (}~- FILE NUMBER 21 08-0355
~~~~~`~~'* ~ ~~L1~~ COUNTY CUMBERLAND
H ANTHONY ADAMS C~11 ~~ _ ' `~~"' Qr~ ACN 101
STE 3 APPEAL DATE: 03-20-2009
49 W ORANGE ST (See reverse side under Objections)
SHIPPENSBURG PA 17257 Amount Remitted
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 C12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SPERO WILLIAM C FILE N0. 21 08-0355 ACN 101 DATE 01-19-2009
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)
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)
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.
13.
14.
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts
Net Value of Estate Subject to Tax
(Schedule J) C13)
(14)
00
25,996.62
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 (15) • 00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 25,996.62 X 045_ 1,169.85
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)- 1 , 169 .85
IAA I.RtLLIJ'
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
09-29-2008 CD010343 .00 1,169.85
BALANCE OF UNPAID INTEREST/PENALTY AS OF o9-su-ZUUs
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL D
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL D
e aGGiiNn_
I1) .00 NOTE: To insure proper
~2) .00 credit to your account,
O 0 submit the upper portion
C3) . of this form with your
C4) .00 tax payment.
c5) 17 ,185.87
c6) 10,206.74
c7) .00
c8) 27,392.61
1,395.99
C9)
clo) .00
C11) 1.395.99
c12) 25,996.62
TOTAL TAX CREDIT 1,169.85
BALANCE OF TAX DUE .00
INTEREST AND PEN. 6.29
TOTAL DUE 6.29
UE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
UE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
cFF REVERSE SinE OF THIS FORM FOR INSTRUCTIONS.)