HomeMy WebLinkAbout10-19-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
F[C:'"' ~-~,r-~NOTIC(OF{-t~HERITANCE TAX
-APPRAlSEI1ENT, ALLOWANCE OR DISALLOWANCE
.OF DEmUCnON.S AND ASSESSMENT OF TAX
Frll?: 29 DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-16-2007
SWEEZY
11- 05-2006
21 06-0995
CUMBERLAND
101
APPEAL DATE: 12-15-2007
( See rellerse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
zon7 OCT I S
DANIEL D WORLEY
WORLEY & WORLEY
101 E PHILA ST
YORK
CM::'~ I '~
CJ
ESQ
PA 17401
'*
REV-1547 EX AFP (06-05)
JOHN
L
TO:
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SWEEZY JOHN L FILE NO. 21 06-0995 ACN 101 DATE 10-16-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
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)
11. Total Deductions
12. Net Value of Tax Return
13.
14.
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
166,000.00
279.475.75
.00
.00
38.717.26
.00
.00
(8)
(9)
(10)
99,382.30
105.840.34
(11)
(12)
(13)
(14)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
rAY CREDITS:
PAYMENT
DATE
02-02-2007
NOTE:
RECEIPT
NUMBER
CDoo7766
ulSCOUN I (+)
INTEREST/PEN PAID (-)
1,148.49
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(15)
(16)
(17)
(18)
. DO X
179,768.58 X
. DO X
99,201. 79 X
DO =
045 =
12 =
15 =
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
484,193.01
~or;.~~~.l>4
278,970.37
.00
278,970.37
.00
8,089.58
.00
14,880.26
22,969.84
25,148.49
2.178.65CR
.00
2,178.65CR
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. (. I
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
(19)=
AMOUNT PAID
24,000.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE