HomeMy WebLinkAbout03-31-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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ORS
~~
CHRISTOPHER E RICEu4 r,;., ~~
MARTSON LAW OFCS
10 E HIGH ST
CARLISLE PA~17013
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
' '' - ~GNQTICE OF INHERITANCE TAX
'APRRA'FS~N$NT, ALLOWANCE OR DISALLOWANCE
J,{_~„`1„'. ._` ~bF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP CO1-09)
DATE 03-30-2009
ESTATE OF LAUGHMAN LARRY L
DATE OF DEATH 02-12-2008
FILE NUMBER 21 08-0181
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-29-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
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REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _ _____________
REV-1547 EX AFP CO1-097 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LAUGHMAN LARRY L FILE N0. 21 08-0181 ACN 101 DATE 03-30-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 103,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) ,00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 11.520.00
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
e. Total Assets (g) 114,520.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
C9) 13,312.42
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 120.8 94.31
11. Total Deductions (11) 1 ~4.706.7~
12. Net Value of Tax Return (12) 19,686.73-
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (lG) 19,686.73-
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 (15) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) •00 X 04 5 _ .00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due (19)= .00
TAY PDCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT Ct)
INTEREST/PEN PAID (-) AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. ~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)