HomeMy WebLinkAbout11-30-09NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES APPF~ ~ Ts:;~A~L"¢OiW1`~-NCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION d~'~1lE~Y~d,NS,:~AgFD ASSESSMENT OF TAX REV-1547 EX AFP C10-09)
PU BOX 280601 °--+'~ ^ ' •a•.y~`
~~ r-'-~ i
HARRISBURG PA 17128-06D1 i 1"_'~~~'~} ~ ~-+ ~ '"~ ~~
~~~9 ~d~ 3fl PM `2~ 40DATE 11-23-2009
ESTATE OF SPATZER RUTH V
DATE OF DEATH 09-18-2008
DAVID Q~~~'S ~~U~1 FILE NUMBER 21 09-0221
_ COUNTY CUMBERLAND
W DELUGE D ~ ~~ ~ t'n 101
JOHNSON DUFFIE CU~~~~''-~ ~--`~"~~~ ~'~'~' p' ACN
APPEAL DATE: 01-22-2010
PO BOX l 0 9 (See reverse side under Objections)
LEMOYNE PA 17043 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 4- ____
REV-1547 EX AFP (10-091 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SPATZER RUTH VFILE N0.:21 09-0221 ACN: 101 DATE: 11-23-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,0~ credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .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) (5) 4 2,96 9.90
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (B) 42, 969.90
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g)_ 5,527.21
10. Debts/Mortgage Liabilities/Liens (Schedule I) (LO) 885.55
11. Total Deductions C11) 6,412.76
12. Net Value of Tax Return (12) 36,557.14
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 3 7.14
14. Net Value of Estate Subject to Tax (14) 1 .000.00
NOTE: If an assessment was issued previously,
reflec t fimures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
DATE NUMBER INTEREST/PEN PAID C-)
06-08-2009 CD011335 .00
C15) .00 X
C16) nn x
u7) . nn x
(ls) 1,000.00 x
AMOUNT PAID
150.00
00
045 = . 00
12 = .00
15 150.00
(19)= 150.00
TOTAL TAX PAYMENT 150.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUFF-.~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~~`(