HomeMy WebLinkAbout02-19-13 (2)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PU BO% 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX ~ Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVEN UE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (09-12)
RECORD~O OFFICE OFDATE oz-ll-zo13
REGiSTr~: OF 'F':'ILLS ESTATE OF SPEARING JEFFREY L
99 C (~ ~ DATE OF DEATH 06-27-2012
~1J ~E~ 19 '-~~' 1 ~ 3~OUNTYUMBER CUMBERLAND
JACQUELINE A KELLY
STE 12 CLERK OF ACM APPEAL DATE: 04-12-2013
845 SIR THOMAS CT ORPHANS' COURT (See reverse side under Objections)
HARRISBURG PA 17 ~~AND CO., PAAwount Re^ittea
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 (~-~
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SPEARING JEFFREY LFILE N0.:21 12-0768 ACM: 101 DATE: 02-L1-2D13
TAX RETURN WAS: (X7 ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchetlula A) (1) •00 NOTE: To ensure proper
2. stocks and Bonds (Schedule B) (2) 1,551.32 ere dit to your account.
00 submit the upper portion
3. Clpsaly Held Stock/Partnership Into rest (Schedule C) (3) . of this form with ypur
4. Mortgages/Notes Receivable (Schedule D) C47 •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSChetlule E) (5) 10,869.83
6. Jointly Owned Property (Schedule F) (67 .00
7. Transfers (Schedule G) (77 257, 192.26
e. Total Assets (8) 269,613.41
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expense 5/Atlm. Costs/Misc. Expenses (Schedule H) (9) 11.214.71
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1.206.44
11. Total Ded uc Lions (11) 12x421.15
12. Net Value pf Tax Return (127 257,192.26
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (lg7 .00
14. Net Value pf Estate Subject to Tax (147 257,192.26
NOTE: If an assesswent was issued previously, Lines 14, 15, 16, 17. 18 andlor 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
16. Amount of Line 14 taxablo at lineal rate
17. Amount of Lina 14 at sibling rate
18. AmpunY of line 14 taxable at collateral rate
19. Principal Tax OUe
TAX CREDITS:
n5) •00 x 00 - .00
ns) nn x 045 = .00
(v) .Dn x 12 - .00
(1B) 257,192.26 x 15 = 38,578.84
(19)= 38,578.84
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (t)
INTEREST/PEN PAID (-) AMOUNT PAID
11-26-2012 CD016841 .00 216.64
11-26-2012 CD016844 .DO 12,642.98
11-26-2012 CD016845 .DO 12,859.61
11-28-2012 CD016843 .00 12,859.61
TOTAL TAX PAYMENT 38,578.84
BALANCE OF TAX DUE .00
INTEREST AND PEN. .DO
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 FOR INSTRUCTIONS. y~q
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