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NOTICE OF INHERITANCE TAX pennsylvan~a ~
+- ~PPR+#~;'~`~ lVT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ' ~, !_ ~~ j~l ~ ~"
INHERITANCE TAX DIVISION ... (1F .~. D CTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601 :1_~ ~ ' ~~ ~ ~' "' ~ ~~~' ~i' ~ '
HARRISBURG PA 17128-0601
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HAROLD SIRWIN Q~~~~~~{~<i~v~ :~~ ~;
64 S PITT ST
CARLISLE PA 17013
DATE 12-13-2010
ESTATE OF LAIRE ELEARNOR J
DATE OF DEATH 03-02-2010
FILE NUMBER 21 10-0236
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-11-2011
(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 ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LAIRE ELEARNOR JFILE N0.:21 10-0236 ACN: 101 DATE: 12-13-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RET URN
1. Real Estate (Schedule A) C1) 128,500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 124,585.84 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 111 , 371.53
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 69, 645.39
8. Total Assets (8) 434 , 102.76
APPROV ED DEDUCTIONS AND EXEMPTIONS:
4. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 31,4 8 9.2 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,3 9 7.0 5
11. Total Deductions (11) 32,886.31
12. Net Value of Tax Return C12) 401,216.45
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 401 , 216.45
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflec t 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 (16) _0 D x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate (17) 120.849.42 X 12 = 14 , 501.93
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 280,367.04 X 15 = 42,055.Ob
19. Principal Tax Due (19)= 56,556.99
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
06-02-2010 CD012837 1,447.37 27,500.00
10-06-2010 CD013460 .00 19,270.97
INTEREST IS CHARGED THROUGH 12-28-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 48,218.34
BALANCE OF TAX DUE 8,338.65
INTEREST AND PEN. 23.85
TOTAL DUE 8,362.50
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
C
REV-1470 EX (Ot-10)
i ~
~ pennSy~Van~a INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
R 1 1 8-0601
DECEDENT'S NAME FILE NUMBER
Eleanor J. Laire 2110-0236
REVIEWED BY ACN
Sheila Megonnell 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
G 2 Transfers are taxable outright to the beneficiaries before determining residue.
J 12 thru I Changed tax rate from 12 percent to 15 percent since nieces and grandnephews are
7 collateral beneficiaries.
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