HomeMy WebLinkAbout03-26-12ss~~{~~NyOTI_CE O~~Fnn INHERITANCE TAX Pennsylvania ~~~~~
BUREAU OF INDIVIDUAL TAXES A~~C'C~~^~~'1TC~r~~~}bWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ,~* e (J~~h ~I~t1AND ASSESSMENT OF TAX REY-1547 EX AFP (12-11)
PO BOX 280601 ~'_~~ ,~~ ,
HARRISBURG PA 17128-0601
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a....{~r~~ ~U i i ~.' i.# DATE 03-19-2012
ESTATE OF TUCKER LINDA M
C~Cr~f\ v` DATE OF DEATH 05-01-2011
~'Ai~ ~~,~-,~ it-r FILE NUMBER 21 11-0587
AARON C JACKSON ESQ C~i~'v~`5=i'~~ ;.~;;' '. r_-~ ~-,~
JG ~;., , COUNTY CUMBERLAND
111 NORTH FRONT STREET ACN 101
APPEAL DATE: 05-18-2012
P O B O X 8 8 9 (See reverse side under Objections
HARRISBURG PA 17108-0889 -
Amount Remitted
~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT AL
------ ONG THIS LINE ---- ~ RETAIN LOWER POR
-------------- ------------ TION FOR YOUR RECORDS •~
REV-15
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47 EX AFP C12-11) NOTICE OF INHERITANCE _
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TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTI ONS AND ASSESSMENT OF TAX
ESTATE OF: TUCKER LINDA MFILE N0.:21 11-0587 ACN: 101 DATE: 03-19-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00
2.
Stocks and Bonds (Schedule B) NOTE: To ensure proper
C2) ,OQ credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
(4)
00
5. .
tax payment.
Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 2 3,708.39
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) I7) 86,570.47
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: ca) 110.278.86
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q)_ 21.$4 0 ~9
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) __ 4,066.63
11. Total Deductions
12.
Net Value of Tax Return (11) 25,906.95
13. (12) 84,371.91
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14.
Net Value of Estate Subject to Tax C13) .00
(14) __ 84,371.91
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17
18 and 19
reflect figures that include the total
ASSESSMENT OF TA ,
,
will
of ALL returns assessed to date.
X:
15. Amount of Line 14 at Spousal rate C15) 00 00 =
16. Amount of
Line
14
taxable at
Lineal/Class A rate
(16) .
X
74
379 .00
17. Amount of
Line
14
at Sibling
rate .
69 x 045 =
3,347.09
(17) n 0 X 12 =
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 9,992.22 X 15 = 1 498
83
. Principal Tax Due .
TAX CREDITS:
c19)=
4,845.92
• •-•••-•~• Rc~~ari DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
07-29-2011 (0014785 210.53 4,000.00
09-19-2011 (0014984 .00 635.39
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 4,845.92
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. n~
J/ ='