HomeMy WebLinkAbout01-31-11NOTICE OF INHERITANCE TAX
`-TAPF!RAr$EMENT~, ('~~4LLOWANCE OR DISAL pennsylvan~a ~ ~
BUREAU OF INDIVIDUAL TAXES _ LOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ,O-F' DEDUCT~Ir(~N$ AND ASSESSMENT OF TAX
PO BOX 280601 REV-1547 IX AFP C12-10)
HARRISBURG PA 17128-0601 ~ -` - '~
ALL; ~ DATE 01-25-2011
ESTATE OF SPOTTS MELVIN L
~~ ~ 1,,, r.,y DATE OF DEATH 05-07-2010
`-'- "' FILE NUMBER 21 10-0580
~~' ~'~~ I ~ ~`~ ~ ' ~`I.~' ~ COUNTY CUMBERLAND
R MARK THOMAS ESQ ~ ~"~;°., -~-~ - ~~ '' -y°-~ ACN
~~... , _~ __, ~ ~ ~ ~ 101
101 S MARKET ST APPEAL DATE: 03-26-2011
M E C H A N I C S B U R G P A 17 0 5 5 (See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -- --~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F- _
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE 0F: SPOTTS MELVIN LFILE N0.:21 10-0580 ACN: 101 DATE: 01-25-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED 0N: ORIGINAL RETURN
1. Real Estate tSchedule A) C1) .0 0
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 4,8 34.8 7
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets
C8) 4 , 834.87
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)-_ 1 41 0 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 8 3 9.4 6
11 . Total Deductions C11) 2, 080 .52
12. Net Value of Tax Return C12) 2, 754.35
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts tSchedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 2, 754.35
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)_ 7.7 54 S X 04 5 =
123.95
17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 =
.00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due
t19)= 123.95
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
12-01-2010 CD013730 .00 123.95
TOTAL TAX PAYMENT 123.95
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 REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.