HomeMy WebLinkAbout02-06-13NOTICE OF INHERITANCE TAX ~ ~ .~ pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX Drv1s1oN OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (09-12)
PO BOX 280601
HARRISBURG PA 17128-0601
RECO~DFD OFFICE OF DATE 02-04-2013
~E~lS~E~ 4F ~~l~.~S ESTATE OF TUCKER MARTHA S
DATE OF DEATH 11-17-2011
:'tll~ FEB ~ P~1 1 ~~ FILE NUMBER 21 11-1354
COUNTY CUMBERLAND
MARK E HALBRUNER E~~.~tZ!{ Q~' ACN 101
STE 100 APPEAL DATE: 04-05-2013
O R P M A N S COURT (See reverse side under Objections )
1013 MUMMA RD,.uM R
LEMOYNE lVi 'P'A Y7Vr+Q-Y~44QA Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_G_T_HIS_LINE--- _ ~ RETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ ______________
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TUCKER MARTHA SFILE N0.:21 11-1354 ACN: 101 DATE: 02-04-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) .0 0
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) L3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •~~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) ~7) 256, 027.55
8. Total Assets (8) 256 , 027 .55
APPROVED DEDUCTIONS AND EXEMPTIONS:
4. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 6,6 08.8 7
1D. Debts/Mortgage Liabilities/Liens (Schedule I) X10) 126.797.13
11. Total Deductions X11) 133,406.00
12. Net Value of Tax Return C12) 122,621.55
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) X13) .00
14. Net Value of Estate Subject to Tax
c14) 122,621.55
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
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Principal Tax Due
TAX CREDITS:
c15) 32,589.79 X 00 - .00
c16) 90 . n31 . 76 X 045 = 4, 051 .43
c17) _ 00 x 12 = . 00
c18) .00 x 15 = .00
c19)= 4,051.43
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
07-10-2012 CD016246 .00 4,051.43
TOTAL TAX PAYMENT 4,051.43
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. ^n