HomeMy WebLinkAbout03-15-11BUREAU OF INDIVIDUAL tAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPR-AISEMENT, ALLOWANCE OR DISALLOWANCE
OF ,•DEDUCTIONS AND ASSESSMENT OF TAX
GEORGE F DbW6LAS•,III_ ESQ, ~;.
354 ALEXANDER SPRING RD
CARLISLE PA 17013
~1) 160,690.00
C2) 37, 633.22
c3) .00
c4) .00
c5) 7,537.48
c6) 10,584.12
C7) 46, 110 .81
CUT ALONG THIS LINE----- ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F-- _ _______________
REV-1547 EX AFP (12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LAIRD CATHERINE LFILE N0.:21 ~n-n4~7 ACN: ini nerF. nz_ic_~n „
TAX RETURN WAS: C X) 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 Owned 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)
DATE 03-14-2011
ESTATE OF LAIRD CATHERINE L
DATE OF DEATH 04-12-2010
FILE NUMBER 21 10-0427
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-13-2011
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
cs) 262,555.63
C9) 31 , 849.33
clo)__ 1 , 729.95
11. Total Deductions (11) 33,579.28
12. Net Value of Tax Return (12) 228, 976.35
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 228,976.35
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 C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 7?8.976 _ 3S x 045 = 10, 303.94
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 rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 10,303.94
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
07-01-2010 CD013009 421.05 8,000.00
07-01-2010 CD013010 52.63 1,000.00
01-06-2011 CD013863 .00 830.26
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 10,303.94
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE: DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS,.
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