HomeMy WebLinkAbout12-08-14 NOTICE OF INHERITANCE TAX rl-L— pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAXREV-1547 EX AFP (08-13)
PO BOX 280601 RDED OFFICE OF
HARRISBURG PA 17128-0601 RECO
REGISTER OF WILLS DATE 12-01-2014
2014 DrC 8 pill 12 25: ESTATE OF SPENARD LIONEL i
L DATE OF DEATH 04-01-2013
CLERK OF FILE NUMBER 21 13-0410
GINGRIC OFtRM&ttJ'NGM)URT COUNTY CUMBERLAND
ACN 101
STE 203 CUMBERLAND CO., PA APPEAL DATE: 01-30-2015
5006 E T R I N D L E RD (See reverse side under Objections)
MECHANICSBURG PA 17050-3651 Amount Remittedi
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE —0, RETAIN LOWER PORTION FOR YOUR RECORDS 4—
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REV-1547 E k-AFP
(08-I3) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SPENARD LIONEL JFILE NO. :21 13-0410 ACN: 101 DATE: 12-01-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
I. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
S. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc, Personal Property (Schedule E) (5) 5,064.05
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .00
8. Total Assets 5,064,05
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 16,371.08
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 18,001 .30
11. Total Deductions (11) 34,372.08
12. Net Value of Tax Return (12) 29,308.33-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 409,538.07
NOTE: If an assessment was issued Previously, Lines 14, 15, 16, 17, IS and/or 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 = .00
16. Amount of Line 14 taxable at lineal rate (16) -00 x 045 = .00
17. Amount of Line 14 at sibling rate (17) .00 x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 409,538.07 x 15 = 61,430.71
19. Principal Tax Due (19)= 61,430.71
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
06-21-2013 CDO17776 3,071.54 63,974.86
08-21-2014 REFUND .00 1,439.25-
TOTAL TAX PAYMENT 65,607*15
BALANCE OF TAX DUE 4,176.44CR
INTEREST AND PEN. .00
TOTAL DUE 4,176.44CR
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.