HomeMy WebLinkAbout03-26-10NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES - y.. ~~-~ .
INHERITANCE TAX DIVISION ` --0~ ~_ b~i~U'C'TION$ AND ASSESSMENT OF TAX
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PO BOX 280601 - ~~
HARRISBURG PA 17128-0601 ~`" `'''" ~ `" ` `"' - ` " "
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DAVID J LEDERM¢~JMI!;'ES~! ,' ,, '~'~ }?~,
SHUMAKER WILLIAMS
3425 SIMPSON FERRY RD
CAMP HILL PA 17011
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 03-22-2 10
ESTATE OF LAUGHLI JOHN R
DATE OF DEATH 05-27-2'08
FILE NUMBER 21 08-0'09
COUNTY CUMBERL ND
ACN 101
APPEAL DATE: 5-21-2010
(See reverse side unde Objections)
Amount Remitted ~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUA 'E
CARLISLE PA 170 3
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS_ _ ___ _______________
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REV-1547 EX AFP (12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWA CE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TA
ESTATE OF: LAUGHLIN JOHN RFILE N0.:21 08-0709 ACN: 1 1 DATE: 03-22-2010
TAX RETURN WAS: C X ) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1)
2. Stocks and Bonds (Schedule B) C2)
3. Closely Held Stock/Partnership Interest (Schedule C) C3)
4. Mortgages/Notes Receivable (Schedule D) C4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5)
6. Jointly Owned Property (Schedule F) C6)
7. Transfers (Schedule G) C7)
330,000.0
255.7
.0
.0
17,300.8
.0
.0
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
$) 347,556.59
~ 1) 214,111 .23
~ 2) 133, 445.36
c 3) .00
~ 4) 133,445.36
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) .0 0 X 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1_33.445.36 x 45 = 6, 005.04
17. Amount of Line 14 at Sibling rate C17) .0 0 X 2 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •D 0 X 5 = .0 D
al Tax Due
Princi
19 C19)= 6, 005.04
p
.
TAY f'DCTITTC
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
08-27-2008 CD010199 299.51 5,690.7
09-18-2009 CD011760 .00 14.0
03-15-2010 SBADJUST .00 1.1
TOTAL TAX PAYMENT 6,005.04
BALANCE OF TAX D E .00
INTEREST AND PE '. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CRE DIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS ,FORM FOR INSTRUCTIONS.
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