HomeMy WebLinkAbout12-02-05
11-28-2005
SPONSLER
01-28-2005
21 05-0135
CUMBERLAND
101
APPEAL DATE: 01-27-2006
(See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
9~r_~~9~~_r~!~_~!~~----__~___~g!~!~_~9~g~_~9~!!9~_f9~_Y9y~_~g~9~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
N R FILE NO. 21 05-0135 ACN 101
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INOIVIDii#jC~i'E~D c:reE (':c APPRAIS~~~~~~ ~~L~::~~~T~:C~I~:~LOWANCE
INHERITANCE TAX DIVISION --. OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 :
HARRISBURG PA 17128-0601
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LU'_,:;,j ~:,'- ;.J - _
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L_. oj'
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
J ROBERrTSTAUFFER
MARKET SQUARE BLDG
MECHANICSBURG PA 17055
ESTATE OF
SPONSLER
REV-1547 EX AFP (06-05)
N
R
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
.00 X 00 = .00
.00 X 045 = .00
100.00 X 12 = 12.00
300,157.83 X 15 = 45,023.67
(19)= 45,035.67
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)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
85,000.00
.00
.00
.00
247.390.13
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
32,132.30
.00
(1lJ
(12)
(13)
(14)
DATE 11-28-2005
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
332,390.13
32.13;;> 30
300,257.83
.00
300,257.83
.----. {+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-04-2005 CD005157 2,105.26 40,000.00
09-15-2005 CD005795 .00 3,044.67
TOTAL TAX CREDIT 45,149.93
BALANCE OF TAX DUE 114.26CR
INTEREST AND PEN. .00
TOTAL DUE 114.26CR
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
)J-
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. c:;
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
~
REV-147Q EX (6-88)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
Ruth N Sponsler
FILE NUMBER
Deborah Washington
ACN
2105-0135
101
REVIEWED BY
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
J A-1 Siblings are taxable at the rate of 12% for dates of death on or after 07-01-2000.
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
ROW
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