HomeMy WebLinkAbout02-20-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIYISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
WILLIAM P DOUGLAS
43 W SOUTH STREET
P 0 BOX 261
CARLISLE
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
..-;;tfp,T~;~CL~.RF;~!1'8Fi'ER'ITANCE TAX
AP~RArSEiA'~Nx,~'ALL`OWANCE OR DISALLOWANCE
OF.~_~~b.UGTIONS 411YD ASSESSMENT OF TAX
•- r~T REV-1547 EX AFP CO1-09)
Z~09FE~ 20 A~111~z'*E 02-16-2009
ESTATE OF SHEETS DIANE
DATE OF DEATH 09-24-2008
~~-~~~ ~~~, FILE NUMBER 21 08-0992
O~PI~~~,I~ ~ ~`~`~RT OUNTY CUMBERLAND
(~~,1' r~~ - ~ ,~,,`~! ~N 101
APPEAL DATE: 04-17-2009
(See reverse side under Objections)
PA 17013 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALON_6 THIS LINE _ ~ R_ETA_IN LOWER PORTION FOR YOUR RECORDS E~ _ _______________
REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHEETS DIANE FILE N0. 21 08-0992 ACN 101 DATE 02-16-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stoeks and Honds (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
~1) 170,000.00 NOTE: To insure proper
C2) 5,613.29 credit to your account,
submit the upper portion
C3) .00 of this form with your
~y) .00 tax payment.
c5) 23,222.34
c6) 2, 385.21
~7) 254,328.20
cB) 455,549.04
APPROVED DEDUCTIONS AND EXEMPTIONS: 23,266.26
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .OD
11 . Total Deductions X11) 23 • 266 _ 26
432,282.78
12. Net Value of Tax Return C12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13)
432, 282.78
14. Net Value of Estate Subject to Tax I14)
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:
00
00
.00
15. Amount of Line 14 at Spousal rate C15) • =
X
16. Amount of Line 14 taxable at lineal/Class A rate (16) 432,282.78 X 045 = 19,453.00
17. Amount of Line 14 at Sibling rate (17) •00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 = .00
19. Principal Tax Due cl9)= 19,453.00
~~ PAYM NT~~
DATE RECEIPT
NUMBER ISCOUN C+)
INTEREST/PEN PAID C-) AMOUNT PAID
12-19-2008 (0010667 972.63 18,480.00
02-09-2009 SBADJUST .00 .37
TOTAL TAX CREDIT 19,453.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 41, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)