HomeMy WebLinkAbout04-30-12TICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAX'~~~ ` APP~Y-~S~ ENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~-~:`- - ~ ~ O~; -I~€pUCTI ONS AND ASSESSMENT OF TAX
PO BOX 260601 `- -~
HARRISBURG PA 17128-0601
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/'gyp CLERK,. ~~F
JOHN M EAK.INCI~~'~'~~` `' ~ ,! ~~,~
MARKET SQUARE BLDG
MECHANICSBURG PA 17055
(1) .00
(2) 929,312.51
(3) .00
(4) .00
C5) 523, 163.99
C6) .00
(7) .00
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS F-
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SPONSLER WILLIAM KFILE NO.:~I lI-n94~ er_N~ Inl nerF. nr._~z_~ni~
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
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)
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-15~i7 EX AFP (12-1ll
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8) _ 1,452,476.50
C9) 77.326.9
(lo) 4,614.82
11. Total Deductions (11) 81,941.74
12. Net Value of Tax Return C12) 1,370,534.80
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 342,63 3.70
14. Net Value of Estate Subject to Tax C14) 1 , 027, 901.10
NOTE: If an assessment was issued previously, li nes 14, 15 and/or 16, 17, :L8 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 - .OU
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _
.00 x 045 .OU
17. Amount of Line 14 at Sibling rate C17) _
_00 X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) _
1,027,901.10 X 15 154,185.16
19. Principal Tax Due (19)= 154, 185.16
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMOUNT PAID
10-26-2011 CD015122 7,709.26 146,475.91
TOTAL TAX PAYMENT 154,185.17 _
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
DATE 04-23-2012
ESTATE OF SPONSLER WILLIAM K
DATE OF DEATH 08-31-2011
FILE NUMBER 21 11-0945
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-22-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CC:R), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS..