HomeMy WebLinkAbout09-09-10__ __ ~_.
it FC1STEr\ OF ~^iLLS Gr ~~,~j6P~e,~ri..e~ COL~:vTY, P;~ ~~SYL~V ~,~1?.
lvame of Decedent:
Date o: D_ath: ~ Ol~ ~~ File i`iul::ber:_~o Q~„~
n••••-,.~..~ ~.. D.. (1 !'` D.J~ !. 17 T ra...~rt tn~ f~11:~~:nr.a tz~itl~ r_c~~p; t fn ~QTT'•,~P.`in. !? t~~Z 2~i7?i:~t?Stl'3tlt~l? Of
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tine above-ca;~tioned estate:
p ........ ILiJl
1. State whether administration of the estate is com lete :............ des ~ No
2. if the answei is Iv'o, state when the personal representative
reasonably believes tl;at the administration will be col;;plete:
3. If the airswer to I~'o..l is YES, state the followin;: !,
a. Did the personal representative file a f nal~accoilat with the Court? ....... Y~s ~ No
b. The separate Orphans' Court No. (if any) for the personal
representative's account is:
c. Did the personal representative slate an account ~ 1
IIIfO1Tl;al!y to the parties in il;t~rest? .:....... "~~ ~ ~ o
(~~Copies of receipts, releases, joinders and approvals of formal or informal account maybe .
filed with the Clerlc of the Orphans' Court and maybe a~ ached to tltis report.
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1~40TICE OF INHERITANCE TAX
BUREAU DF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
H1IRRISBURG PA 17128-0601
NANCY.J WAGENHEIM
308 REDWOOD ST
HBG PA 17109
pennsyLvania ~
DEPARTMENT OF REVENUE
REY-1547 EX AFP C12-09)
DATE 06-28-2010
ESTATE DF SPAHR ISABELLE M
DATE OF DEATH 09-21-2008
FILE .NUMBER 21 08-0978
COUNTY CUMBERLAND ',
ACN 101
APPEAL DATE: 08-2'~-2010
(See reverse side under Objejetians )
Awount Restitted ~ ' ~
MAKE CHECK PAYABLE AND REMIT~PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013 ii
CUT ALONG THIS LINE ~ __RETAIN_LOWER_PORTION FOR YOUR RECORDS- ~ --'
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SPAHR ISABELLE MFILE N0.:21 08-0978 ACM: 101 'IDIVTE: 06-28-2010
TAX RETURN WAS: CX) ACCEPTED AS FLLED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 !NOTE: To ensure proper
(2) .00 ~~icreldit to your account,
2. Stocks and Bonds CSchadula B) sudmit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) '00 ~Iof this fors with your
4. Mortgages/Notes Receivable CSchadula D) C4) •00 Itax Payment.
5. Cash/Bank Deposits/Misc. Personal Property CSch~dule E) C5) 758.37
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers CSchadula G) (7) .0 0
8. Total Assets CB) ~ 758.37
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Costs/Misc. Expenses CSchadula H) (g) 57.00 '
10. Debts/Mortgage Liabilities/Liens CSchadula I) C10) .00
11. Total Deductions C11) ~ ~ 57.00
12. Nat Value of Tax Return (12) 701.37
13. Charitable/Governwental Bequests; Non-elected 9113 Trusts CSchadula J) C13)
14. Net Value of Estate Subject to Tax C14) ~ ~ 701.3 7
NOTE: If an assess~ent 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 C15) .00 7( 00 I= .00
16. Amount of Lino 14 taxable at Lineal/Class A rate C16) 741.37 X 045 = 31.56
17. Amount of Line 14 at Sibling rata C17) _DO X 12 I= .0 0
18. Amount of Lina 14 taxable at Collateral/Class B rata C18) .00 X 15 ~= .D 0
19. Principal Tax Due C19~= 31.5 6
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
01-11-2010 (0012221 .00 9.21
03-30-2010 (0012545 1.06- 43.61
TOTAL. TAX PAYMENT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
i
51.76
20.20CR
' .00
20.20CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT CqR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FOR FOR INSTRUCTIONS.
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