HomeMy WebLinkAbout11-08-10NOTICE OF INHERITANCE TAX pe'11t1S~/~Vf~t11a ~
BUREAU OF INDIVIDUAL TAXES AP~PR;AISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE ;'
INHERITANCE TAX DIVISION OF ~1.~I~UTrTI~O,MS }qND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601 !~ ,,-~
HARRISBURG PA 17128-0601 ~ ~ ~,~;,.j ~r-~ ~.,f ;,.;{ ! `j
DATE 11-01-2010
~~~~ ~~~ _$ ~~ ~~ 3~ ESTATE OF SPOTTS DOROTHY F
DATE OF DEATH 08-18-2009
CLE~rC ~;.= FILE NUMBER 21 10-0728
~~P~~,~w~~ ;~Qt~RT COUNTY CUMBERLAND
ROGER B IRWIN ~. 1~tii~'=C; , ., .,, ,.~.. ~~ ACN 101
60 W POMFRET ST ~ APPEAL DATE: 12-31-2010
C A R L I S L E P A 17 013 (See reverse side under Ohjections )
Amount Remitted
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 E- -------------------
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRATSEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SPOTTS DOROTHY FFILE N0.:21 10-0728 ACN: 101 DATE: 11-01-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) tl) •~ 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
.0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •~ ~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 31 , 449.71
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers tSchedule G) C7) .0 0
8. Total Assets c8) 31 , 449.71
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 11.312.2 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,6 54.4 5
11. Total Deductions cll) 12, 9b6. 70
12. Net Value of Tax Return C12) 18,483.01
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 18,483.01
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 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 C15) .0 0 X 0 0 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 18 .483 _ Ol X 045 = 831.74
17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= $31.74
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
08-26-2010 CD013270 9.15- 840.98
TOTAL TAX PAYMENT 831.83
BALANCE OF TAX DUE .09CR
INTEREST AND PEN. .00
TOTAL DUE .09CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~~j