HomeMy WebLinkAbout95-0511REV-1547 EX AFP (12-95)
COMMONWEALTH OF PENNSYLVANIA A(;N 1 0 1
DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APpRAISEMENT, ALLOWANCE OR DISALLOWANCE
DEPT. 280601 OF DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG, PA 17128-0601 DATE 08-IZ-96
ESTATE OF SPEAR ROBERT E FILE N0. 21 95-0511
DATE OF DEATH 06-22-95 ~ COUNTY CUMBERLAND
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS. MAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
MURREL R WALTERS III ESQ REGISTER OF WILLS
54 E MAIN ST CUMBERLAND CO COURT HOUSE
MECHANICSBURG PA 17055 CARLISLE, PA 17013
Amount Remitted
CUT ALONG THIS LINE
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- - RETAIN LOWER PORTION FOR YOUR RECORDS r
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF 7AX
ESTATE OF SPEAR ROBERT E FILE N0. 21 95-0511 ACN 101 DATE OS-12-96
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1l .00
2. Stocks and Bonds (Schedule B) (2) .0 0
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00
4. Mortgages/Notes Receivable (Schedule D) (47 .0 0 '
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 24,29 5.30
6. Jointly Owned Property (Schedule F) (6) 4, 197.19
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) _ 28,492.49
APPROVED DEDUCTIONS AND EXEMPTIONS:
7,660.25
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) ,
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10l 7,03 4.78
11. Total Deductions (11) 4.695. D~
12. Net Value of lax Return (12) 13,797.46
13. Charitable/Governmental Bequests (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14)
13,797.46
NUfE: if an assessment was issued previously, lines 14, 15 andior 16, 17 and 1J3.will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15 . Amount of L ine 14 at Spousal rate (15 ) . 0 0 X . 0 0_ . 0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 13, 797 .46 X . 06. 827 .85
17. Amount of Line I4 taxable at Collateral/Class 8 rate (17) •00 X .1 5. .00
18. Principal Tax Due (18) 827 • 85
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST (-) AMOUNT PAID
04-26-96 AA112784 7.16- 827.85
INTEREST IS CHARGED FROM 04-27-96 TO 08-20-96
AT THE RATES APPLICABLE AS OUTLINED ON 7HE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT 820.69
BALANCE OF 7AX DUE 7.16
INTEREST AND PEN. .21
TOTAL DUE 7.37
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
. orniun ccc REVERSE SiOE OF THIS FORM FOR INSTRUCTIONS.)