HomeMy WebLinkAbout07-15-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
rrr~,~ f1R'Ai ~$` ALLOWANCE OR DISALLOWANCIc
s~r_:.. ~.~ _:~y ~ ~~~
,.Qtr DEDibC~TdONS AND ASSESSMENT OF TAX
CLERK n
ORPHA'N'S CO~;RT
WAYNE F SHADE E~~Ut~".''E~~~''I`<~ 1~r1.. ~~~
53 W POMFRET ST PA 17013
CARLISLE
pennsylvania ~ i
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
DATE 07-12-2011 J
SPICKLER JR JOHN
ESTATE OF
DATE OF DEATH 08-29-2010
FILE NUMBER 21 10-0922
COUNTY CIIMBERLAND
ACN 101
APPEAL DATE: 09-10-2011
(See reverse side under Objections )
Amount Remitted
MAKE REG STER YOFB WI AND REMIT PAYMENT T0:
1 COURTHOUSE SQUARE
CARLISLE PA 17013
-------
C_UT ALONG THIS-LINE __ ~ __RETAIN_LOWER-PORTION_FOR.YOUR-RECORDS_________________
ALLOWANCE OR
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMEN ,
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE: 07-12-2011
~nuN JFILE N0.:21 10-0922 ACN: 101
ESTATE OF: SPICKLtrt ~R ~ ) CH~4NGED
~cTnoN wAS: CX) ACCEPTED AS FILED
ORIGINAL RETURN
APPRAISED VALUE OF RETURN BASED ON:
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
C1) 107,4 •77 NOTE: To ensure proper
- credit to your account,
C2) -~00 submit the upper portion
C3) -~~ of this form with your
00 tax payment.
C4) -~~
C5) _48,1_ 7
C6) -~
~$) 155 659.80
g. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: I~Oq~,17
ses/Adm. Costs/Misc. Expenses (Schedule H) lU) ~ 57 55
9. Funeral Expen C
bilities/Liens (Schedule I)
i -
16,350.72
a
10. Debts/Mortgage L C11) 139,309.08
11. Total Deductions C12)
C13)
5 420.00
12. Net Value of Tax Return Non-elected 9113 Trusts (Sche
nmental Bequests; dule J) (14) 13 3 889.08
13. Charitable/Gover
f Estate Subject to Tax
17, 18
16
and 19 wil
14. Net Value o
as issued previously, lines 14,
t ,
15 •and/or
da e •
w
an assessmen
NOTE: If
include the total of ALL ret
urns; ass
reflect figures that 00 X 00 00
ASSESSMENT OF TAX: C15)
t Spousal rate nf1 X 045 =
~"+~- .00
C16)
15. Amount of Line 14 a
al/Class A ra e
14 taxable at
~~- X 12 = .00
~a~e
C 17 )
16. Amount of Line
14 at Sibling ,
_
~ X 15
88
133 20 , 083.36
17, Amount of Line
llateral/Class B rate C18) ,
~
c19)=
20,083.36
18. Amount of Line 14 taxable at Co
19. Principal Tax Due
TAX CREDITS: DISCOUNT C+) AMOUNT PAID
PAYMENT RECEIPT
R INTEREST/PEN PAID C-)
000.00
16
NUMBE
DATE 842.11 ,
241.28
3
11-05-2010 CD013603 ,00 ,
04-26-2011 CD014361
TOTAL. TAX PAYMENT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
^ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
20,083.39
.03CR
.00
.03CR
AF REFUND.DSEEIREVERSECSIDEAOFATHISEDORM FOR)INSORUCTIONS DU~