HomeMy WebLinkAbout01-04-11COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 7128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 013852
DUPLICATE
IRWIN HAROLD S III
64 SOUTH PITT STREET
CARLISLE, PA 17013
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
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---------- --------
101 ~ 58,362.50
ESTATE INFORMATION: SSN: 144-24-7723
FILE NUMBER: 2110-0236 ~
DECEDENT NAME: LAIRE ELEANOR JANE ~
DATE OF PAYMENT: 01 /04/201 1 ~
POSTMARK DATE: 01 /04/201 1 ~
COUNTY: CUMBERLAND ~
DATE OF DEATH: 03/02/2010
TOTAL AMOUNT PAID: $8,362.50
REMARKS:
CHECK# 13880
INITIALS: DB
SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
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NOTICE OF INHERITANCE TAX pe1111S~/~YC'~111a ~~~ ~
BUREAU OF INDIVIDUAL TA ,-~,r~{ ;~ ~~y ~MENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~r~w'y'' : ~ ,F;,i ~DUCTIONS AND ASSESSMENT OF TAX REY-1547 IX AFP (12-09)
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PO BOX 280b01 `"i' ,:~ ::t.}.`j
HARRISBURG PA 17128-Ob01 ~~ ~1~•~ ~ Y' `
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DATE OF DEATH 03-02-2010
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~ FILE NUMBER 21 10-0236
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HAROLD SIRWIN ~p~~!~..~`~ 1~,~ , PA
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~ COUNTY CUMBERLAND
ACN 101
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64 S PITT ST
APPEAL DATE: 02-11-2011
C A R L I S L E P A 17 013 (See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E'er'
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CUT ALONG THIS LINE _ ____ _________
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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 RETURN
1. Real Estate (Schedule A) C1) 128,500.00 NOTE: To ensure proper
2 Stocks and Bands (Schedule B) C2) 124,585.84 credit to your account,
. 0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule .
C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property tSchedule E) C5) 111,371.53
b. Jointly Owned Property tSchedule F) (b) .0 0
7. Transfers (Schedule G) (7) 69, 645.39
8. Total Assets cs) 434, 102.76
APPROVED DEDUCTIONS AND EXEMPTIONS:
4. Funeral Expenses/Adm. Costs/Misc. Expenses tSche dule H) (q) 31,4 8 9.2 b
10. Debts/Mortgage Liabilities/Liens (Schedule I) t10), 1 , 397.05
11. Total Deductions C11) 32,886.31
12. Net Value of Tax Return C12) 401 , 216.45
13. Charitable/Governmental Bequests; Non-elected 91 13 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 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 n x 04 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) 120.849.42 X 12 14,501.93
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 280,367.04 X 15 = 42,055.06
19. Principal Tax Due C19)= 56,556.99
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) 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" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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REV-1470 EX (01-10)
~ pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE
: -` EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
DECEDENTS 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.
ORIGINAL Page 1