HomeMy WebLinkAbout09-07-12NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TaxES AP~~r~-~ ANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION DEPARTMENT OF REVENUE
Po aox zao6ol ~..fC~~~j'~O~~D ASSESSMENT OF TAX REV-1547 EX AFP Clz-11)
HARRISBURG PA 17128-0601
A`fi~~ S~~ -7 f}~'~: 3~1 DATE 09-03-2012
ESTATE OF SPONG KATHLEEN M
DATE OF DEATH 07-14-2011
~"`"'''' FILE NUMBER 21 11-0806
ORf'HA~'~!'S i~Gi+ ~ T
PAUL D DAGGS ESQ CUM~RLAfVp CO., pq ACNNTY CUMBERLAND
STE 100 101
APPEAL DATE: 11-02-2012
13 O W C H U R C H S T (See reverse side under Objections )
DILLSBURG PA 17019-1278 Amount Remitted~-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --! RETAIN LOWER PORTION FOR YOUR RECORDS E- _ _
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REV-1547 EX AFP (12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
--------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SPONG KATHLEEN MFILE N0.:21 11-0806 ACN: 101 DATE: 09-03-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 137,600.00
2. Stocks and Bonds (Schedule B) NOTE: To ensure proper
C2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
C4) 10, 000.00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 5 0,970.62
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) 135, 062.46
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: CB) _333,633 08
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) - .670 67
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 9.8 99.64
11. Total Deductions
12• Net Value of Tax Return C11) 31,570.31
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts C13~
(Sched
l 30 2,062.77
14. Net Value of Estate Subject to Tax u
e J) .00
c14) 302.062.77
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17
reflect figures that include the total
of ALL ,
,
returns
and 19 will
ASSESSMENT OF TAX: assessed to d to
15. Amount of Line 14 at Spousal rate C15) .00
00 =
16. Amount of Line 14 taxable at Lineal/Class A rate C16) X
307
06 • 00
17. Amount of Line 14 at Sibling rate .
? 77 x 045 = 13,592.82
18.
Amount of Line 14 taxable at Collateral/Class B ra Clr)
te C18) oa x 12 =
.00
15 - .00
19. Principal Tax Due x
- .00
TAX CREDITS: C19?= 13,592.82
^'^~^' RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-)
04-27-2012 CD015900 14.48-
08-27-2012 SBADJUST .00
AMOUNT PAID
,6
.O1
TOTAL TAX PAYMENT 13,592.82
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 DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.