HomeMy WebLinkAbout06-12-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
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~ ~ ~~~ tlFOTICE OF INHERITANCE TAX
u~ i~J~~.-F~ ~{PI~'A,,t$E?1ENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIDNS AND ASSESSMENT OF TAX
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MURREL R WAITERS
54 E MAIN ST
MECHANICSBURG
PA 17055
REV-1547 EX AFP (01-09)
DATE 06-08-2009
ESTATE OF SPAHR JEAN B
DATE OF DEATH 10-31-2008
FILE NUMBER 21 08-1257
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-07-2009
(See reverse side under Objections)
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 CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SPAHR JEAN B FILE N0. 21 08-1257 ACN 101 DATE 06-08-2009
TAX RETURN WAS: (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) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) ,00 credit to your account,
OD submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) ~3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. CashlBank Deposits/Misc. Personal Property (Schedule E) C57 8,300.00
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .D 0
8. Total Assets fig) 8,300.00
APPROVED DEDUCTIONS AND EXEMPTIONS: 369.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 369.00
7, 931 . DO
12. Net Value of Tax Return C12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13)
7,431.00
14. Net Value of Estate Subject to Tax (14)
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:
7,931.00 00 .00
15. Amount of Line 14 at Spousal rate C15) X =
16. Amount of Line 14 taxable at Lineal/Class A rate C16) •00 X 04 5 = .0 0
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) .DO X 15 = .00
19. Principal Tax Due C19)= .00
rwv roc~r~rTC .
PAYMENT
DATE RECEIPT
NUMBER DISCOUN (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)