HomeMy WebLinkAbout02-02-15 f J NOTICE OF INHERITANCE TAX pennsytvarna
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX Q-1-7 REV-1547 EX AFP (11-14)
PO BOX 280601 - -D
60601 (�
HARRISBURG FFA EO� VeQ..t� OFFICE I
V!ILLS
DATE 02-02-2015
?015 i EU 9 C1 20 ESTATE OF SPANGLER ROBERT T
J L Ii DATE OF DEATH 04-22-2014
FILE NUMBER 21 14-0515
CLE GF COUNTY CUMBERLAND
GOOD LESQ( r, MI,NPY S
STE FFtiti .J v i ACN 101
STc'HILLS' DR APPEAL� (See reverse TE: 04-03-2015
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22ide under Objections)
HARRISBURG PA 17112 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT- THIS LINE --♦ RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS--4—
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REV-1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SPANGLER ROBERT TFILE N0. :21 14-0515 ACN: 101 DATE: 02-02-2015
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1,9 36.00
6. Jointly Owned Property (Schedule F) (6) 99,433.04
7. Transfers (Schedule G) (7) 23,952.36
8. Total Assets (8) 125,321 .40
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 12,981.50
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 37,088.51
11. Total Deductions (ll) 50,070.01
12. Net Value of Tax Return (12) 75,251 .39
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 75,251 .39
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 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) -nn 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) 75,251 .39 X 15 = 11,287.71
19. Principal Tax Due (19)= 11,287.71
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
09-16-2014 CDO19684 .00 7,664.85
INTEREST IS CHARGED THROUGH 02-17-2015 TOTAL TAX PAYMENT 7,664.85
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 3,622.86
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 7.72
TOTAL DUE 3,630.58
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.
REW%70 EX(01-10)
1pennsytvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES DLN14173302
PO Box 280601
HARRISBU8- 60
DECEDENT'S NAME FILE NUMBER
Robert T. Spangler 2114-0515
REVIEWED BY ACN
Brown Agent 95 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
I,
The value of the charitable bequest has been disallowed. The decedent did not contain
a Will for specific bequest to the charity.
G 1 The IRA is fully taxable as the decedent was over the age of 591/2.
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