HomeMy WebLinkAbout02-28-11NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TA+k~-s 1 _'APfRd~3MMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION _; ;; 0`~; .DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 +~ . _ _ ~ _.. '~
HARRISBURG PA 17128-0601
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RONALD M LA1w~~~S~Q~-%~.,,4`G ., ._ F;' ,
7815 CARLISLE RD
WELLSVILLE PA 17365
C1) .00
C2) .00
C3) .00
(4) .00
(5) 10 , 808.32
(6) 15, 591.17
C7) .00
CUT ALONG THIS LINE --- -- R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~- _ ____________
REV-1547 EX AFP (12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LAIRD WALTER AFILE N0.:21 1o-o~A~ ACN: ini ner~. n7_~,_~n „
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Dwned Property (Schedule F)
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)
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pennsylvan~a ~~ ~ ~~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
C8) 26 , 399.49
(9) 695.00
(lo) .00
11. Total Deductions
C11)
695.00
12. Net Value of Tax Return C12) 25, 704.49
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 25, 704.49
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) 15,591.17 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 0 . 1 1 ~. ~ X 045 = 455.10
17. Amount of Line 14 at Sibling rate (17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 455.10
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
11-24-2010 CD013708 4.05- 470.10
TOTAL TAX PAYMENT 466.05
BALANCE OF TAX DUE 10.95CR
INTEREST AND PEN. .00
TOTAL DUE 10.95CR
* 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.
DATE 02-21-2011
ESTATE OF LAIRD WALTER A
DATE OF DEATH 12-04-2009
FILE NUMBER 21 10-0885
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-22-2011
(See reverse side under Objectr'ons )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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