HomeMy WebLinkAbout03-15-11BUREAU OF INDIVIDUAL TAXES..
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRA~,SE;MENT, ALLOWANCE OR DISALLOWANCE
OF'DEDUCTIONS AND ASSESSMENT OF TAX
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MARK A MATEYA ESQ - ~~'•
55 W CHURCH AVE
CARLISLE PA 17013
Pennsylvania ; ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
DATE 03-14-2011
ESTATE OF LAIRD EVA M
DATE OF DEATH 05-04-2010
FILE NUMBER 21 10-0489
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
CUT ALONG THIS LINE--- _ -~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _____________
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LAIRD EVA MFILE N0.:21 10-0489 ACN: 101 DATE: 03-14-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 109,900.00
2. Stocks and Bonds (Schedule B) (2) .0 0
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 123,862.17
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .0 0
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets c8) 233, 762.17
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 6 4.611,31
10. Debts/Mortgage Liabilities/Liens (Schedule I:) (10) 3,8 0 8.2 7
11. Total Deductions C11) 68,419.58
12. Net Value of Tax Return C12) 165,342.59
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 165, 342.59
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 6 S . ~4 _ 59 x 045 = 7, 440.42
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)= 7,440.42
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
07-30-2010 CD013135 372.02 8,205.00
TOTAL TAX PAYMENT 8,577.02
BALANCE OF TAX DUE 1,136.60CR
INTEREST AND PEN. .00
TOTAL DUE 1,136.60CR
* 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. .~
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