HomeMy WebLinkAbout11-30-12RECQRDED 4FF1CE OF'
RE61~-~~~a~s~~~-~ OF INHERITANCE TAX ~ Pennsylvania
BUREAU OF INDIVIDUAL TAXES E , ALLOWANCE OR DISALLOWANCE
(1 OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
POHBOXT280601~ DIVISION t(~~~ ~ ~ U ~ O ~~ 1 + ~ ~ REV-1547 IX AFP C09-12)
HARRISBURG PA 17126-0601 ((~} (~
CLERK Oi=
ORPHANS' CGL'RT
CUMBERLAND CD., PA
DAUNE P STONE
8 N BALTIMORE ST
DILLSBURG PA 17019-1210
DATE 12-03-2012
ESTATE OF LUCKENBAUGH RICHARD C
DATE DF DEATH 11-28-2011
FILE NUMBER 21 11-1341
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-01-2013
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON6_ THIS LINE -----~--> R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F- _
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LUCKENBAUGH RICHARD (FILE N0.:21 11-1341 ACN: 101 DATE: 12-03-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) 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)
C1) .0 0 NOTE: To ensure proper
C2) .0 0 credit to your account,
(3) .0 0 submit the upper portion
of this form with your
C4) .00 tax payment.
C5) 45, 735.93
C6) 61 , 955.00
c7) .00
Cs) 107,69D.93
C9) 12,783.7
C10)- .00
11. Total Deductions (11) 12,783.75
12. Net Value of Tax Return 94
907
18
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (12) ,
.
00
14. Net Value of Estate Subject to Tax X13) .
C14) 94,907.18
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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) 94,907.18 X 00 = .00
16. Amount of Line 14 taxable at lineal rate C16) n n x 04 5 = .00
17. Amount of Line 14 at sibling rate (17) -n 0 X 12 = .0 0
18. Amount of Line 14 taxable at collateral rate C18) .00 X 15 = .0 0
19. Principal Tax Due
TAX CREDITS: C19)= .00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+]
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX PAYMENT .00
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 DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.