HomeMy WebLinkAbout12-19-11~-~ , NOT~~•C~.Ei~ OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES , -RPFiRA~S~M~C+~T~ "ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION I . ,_ _QF DEDU~T~ON$ AND ASSESSMENT OF T,AX
PO BOX 280601
HARRISBURG PA 17128-0601
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JAMES H TURNER ESQ `"
4701 NORTH FRONT STREET
HARRISBURG PA 17110
c7) 37 , 020 .22
CUT ALONG THIS LINE --') RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SPOTTS KENNETH EFILE N0.:21 11-0274 ACN: 101 DATE: 12-12-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
C
2.
Stocks and Bonds (Schedule B) 1) .0 0 NOTE: To ensure proper
3.
Closely Held Stock/Partnership Inter
t ( (2) 00
,~_ credit to
your account,
es
Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
5.
Cash/Bank Deposits/Misc. Personal Property (Schedule E) [4)
(5) .00
2'e',260.59 tax payment.
6. Jointly Owned Property (Schedule F)
(6) 250.00
7. Transfers (Schedule G)
8. Total Assets
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;
14. Net Value of Estate Subject to Tax
,_-
pennsylvania'~` ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
c8) 59 , 530 81
c9)- T, 8 ~n
cloy- 16,096 84
Non-elected 9113 Trusts (Schedule J)
NOTE: If an assessment was issued previously, lines 14, 15
reflect figures that include the total of ALL return
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal t
cll) 23,378.34
cl2) 36, 152.47
c13) .00
t14) 36, 152 47
and/or 16, 17, 18 and 19 will
s assessed to date.
16
Amount
f
L ra a C15) , 00 X
.
o ine 14 taxable at Lineal/Class A rat
17. Amount of
Line 14 at Sibling e
rate C16)_ ~6 I~i9 c.~ X
C17) ~0 X
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 00
19. Principal Tax Due .. X
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
08-24-2011 CD014885 ., ..
~6
00 = .00
045 = 1,626.86
12 = .00
15 = .00
c19)= 1 , 626.86
TOTAL TAX PAYMENT 1,626.86
BALANCE OF 'TAX DUE .00
INTEREST AND PEN.I .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FDR CALCULATION OF ADDITIONAL INTEREST.
TOTAL DUE ~ .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
A REFUND. SEE REVERSE SIDE OF" THIS FORM FOR INSTRUCTIONS.
DATE 12-12-2011
ESTATE OF SPOTTS KENNETH E
DATE OF DEATH iD2-22-2011
FILE NUMBER .Z1 11-0274
COUNTY CUMBERLAND
ACN :L O 1
APPEAL DATE: 02-10-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF~ WILLS
1 COURTHOUSE SQUARE
CARLISLE P'A 17013