HomeMy WebLinkAbout02-0414
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~ BUREAU OF INDIVIDUAL TAXES
\'INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT~ ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
JAMES D BOGAR ESQ
1 W MAIN ST
SHIREMANSTOWN
'02
,jUi~ 1 0
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-04-2002
SPONDURIS
07-29-2001
21 02-0414
CUMBERLAND
101
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,\...1 . '~.i I
'*
REY-l547 EX AFP (Ol-02l
BERTHA
L
PA HUll
Ctll
Allount RelliUed
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE~ PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=i5'4-j-EX--AFP-roY:02Y-NoYicE--OF-YtiHEifiTiti.fci-YA'irA"PPRA"isEifENT~--ALi-owiti.fci-OR-------------- ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SPONDURIS BERTHA L FILE NO. 21 02-0414 ACN 101 DATE 06-04-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
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)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
U)
(2)
(3)
(4)
(S)
(6)
(7)
.00
.00
.00
.00
19,084.93
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
nO)
5~464.00
101. 24
(11)
(2)
(3)
(4)
NOTE: I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ALL
ASSESSMENT OF TAX:
lS. Allount of Line 14 at Spousal rate (lS)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
NOTE: To insure proper
credit to your account~
subllit the upper portion
of this forll with your
tax paYllent.
19~084.93
5.565 24
13~519.69
.00
13~519.69
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
13~519.69 X 045 =
.00x 12 =
.OOX 15 =
(9)=
.00
608.39
.00
.00
608.39
TAX CREDITS:
.-.......... ".......... T+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-25-2002 CDOOlll3 .00 608.39
TOTAL TAX CREDIT 608.39
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED~ SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $l~ NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A ..CREDIT" (CR) ~ YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
JAMES D BOGAR ESQUIRE
1 W MAIN STREET
SHIREMANSTOWN, PA 17011
------~- fold
ESTATE INFORMATION: SSN: 165-16-7769
FILE NUMBER: 2102-0414
DECEDENT NAME: SPONDURIS BERTHA L
DATE OF PAYMENT: 04/25/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 07/29/2001
NO. CD 001113
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $608.39
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: JAMES D BOGAR ESQUIRE
CHECK# 519
SEAL
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
$608.39
MARY C. LEWIS
REGISTER OF WILLS
{/v
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Bertha L. Sponduris
Date of Death: July 29, 2001
wi 11 No.' .
.:U - 0 :.L - '-\ li.\
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes x No
2. If the answer is No, state when the personal
. representative reasonably believes that the administration will be
complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No x
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did t.he pers.o.nal representative state an
account informally to the parties in interest? Yes x No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
r-.
Date: "i\'l."'\l'-'2-
,--..,
James D. B r, Esquire
Name (Please. type or print)
One West Maln St.
Shiremanstown, PA 17011
Address
WI
C--J
-~
p
J.-
(717) 737-8761
Tel. No.
. -
..-....1" ..
,.-: -......
Capacity: Personal Representative
(MAH:rmf/AM3)
x Counsel for personal
representative