HomeMy WebLinkAbout01-25-12NOTICE OF INHERITANCE TAX pE?11115~/~Va111a ; ~`;'
BUREAU OF INDIVIDUAL TAXES ~~~~~J~/,,~'` , ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION [~ f ~ '~1F'.IIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-11)
PO BOX 280601 i 4~C7itJ # [. "S rJt ~ 11~~j
HARRISBURG PA 17128-0601
C~12JAN25 ~M'~33 DATE 01-16-2D12
L F1 GJ 1-i~ J ESTATE OF TOCKET NEILO J
~~yy C~ppv~ ~C DATE OF DEATH 06-13-2011
v~.Lru~ Lrr FILE NUMBER 21 11-0844
QRPHAN~S Ct?URT COUNTY CUMBERLAND
DAVID J LENOX E~_.~~ND ~„ ~ ACN 101
BALTIMORE ST APPEAL DATE: 03-16-2012
D I L L S B U R G P A 17 019 (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 f- --------------
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REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TOCKET NEILO JFILE N0.:21 11-0894 ACN: 101 DATE: 01-16-2012
TAX RETURN WAS: OO ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •DO NOTE: To ensure proper
.00 credit to your account,
2. Stocks and Bonds (Schedule B) (2)
.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) .DO tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 2,217.15
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) ~7) 42,650.14
8. Total Assets (8) 44,867.29
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses [Schedule H) ~q) 1.398.4 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,68 9.05
11. Total Deductions C11) 4, 087.52
40,779.77
12. Net Value of Tax Return (12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 40 , 779.77
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) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 4D . 779 _ 77 x 045 = 1 , 835.09
17. Amount of Line 14 at Sibling rate (17) _n0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due C19)= 1,835.09
TAX CREDITS:
P DATE T I NUMBER I INTEREST/PEN PAID (-) I AMOUNT PAID
PAYMENT MUST BE MADE BY 03-13-2012*.
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 1,835.09
INTEREST AND PEN. .00
TOTAL DUE 1,835.09
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE DF THIS FORM FOR INSTRUCTIONS.
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