HomeMy WebLinkAbout03-05-12NOTI(`!~~,/Q~J'~,,,~,~N~~1LE~Jt~jI TANC~E}, TAX pennsylvania ~-
BUREAU OF INDIVIDUAL TAXES APPRAISEMENTb+~-Y1LC~~16Rynljy'I~~C4Mi SALLOWANCE DEPARTME NT OF REVENUE
INHERITANCE TAX DIVISION DF DEDUCTII{r~F'~itAN11; AS$t~;~~6QAENT OF TAX REV-1547 IX AFP (12 -11)
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HARRISBURG PA 17128-0601
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ESTATE OF LACKEY BETTY J
Ct.ERK~oF DEATH 07-05-2011
~R~'~i~l.`~~S C NUMBER 21 11-0771
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WILLIAM H LACKEY ~~~~~~~~~ ~ h~a~l A M A 101
35 LONGVIEW DR APPEAL DATE: 04-28-2012
MECHANICSBURG PA 17050-2722 (See reverse sid¢under Objections)
Anount Renitted
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CARLISLE PA 17013
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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: LACKEY BETTY JFILE N0.:21 11-0771 ACN: 101 DATE: 02-28-2012
TAX RETURN WAS: C X ) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bones (Schedule B) Ib 5,641.63 <retlit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schetlule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schetlule E) (5) 45,431.01
6. Jointly Owned Property (Schedule F) (6) 24,398.19
7. Transfers (Schedule G) (7) .00
B. Total Assets (e) 75.470.83
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Casts/Misc. Expanses (Schetlule H) (9) 10.186.50
10. Debts/Mortgage Liabilities/Liens (Schedule I7 (10) 256.56
11. Total Deductions (11) 10,443.06
12. Net Value of lax Return (12) 65,027.77
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject tq Tax C14) (>5,027.77
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 aY Spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 6F.097.77 X 045 = 2,926.25
17. Amount of Line 14 at Sibling rate (17) .00 X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B rata CIS) .00 X 15 = .00
19. Principal Tax Due (19)= 2,926.25
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
09-13-2D11 CD014955 146.31 2,779.94
TOTAL TAX PAYMENT 2,926.25
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
• IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE E
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDF_ OF THIS FORM FOR INSTRU CTIONS...