HomeMy WebLinkAbout06-05-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES A'P.PRAISfMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION _ - - - OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ,- ,
HARRISBURG PA 17128-0601 -
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TAYLOR P ANDREW~L~ -, ~~,
78 W PEMFRET ST
CARLISLE PA 17013
REV-1547 EX AFP (01-09)
DATE 06-02-2009
ESTATE OF SHARP MICHAEL C
DATE OF DEATH 09-23-2008
FILE NUMBER 21 08-1015
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-01-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~-
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REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHARP MICHAEL C FILE N0. 21 08-1015 ACN 101 DATE 06-02-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
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
10. Debts/Mortgage Liabilities/Liens (Schedule
11. Total Deductions
12. Net Value of Tax Return
(1) .00 NOTE: To insure proper
(2) 285, 094.51 credit to your account,
(3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
(5) 15,525.41
(6) .00
(7) .00
(B) 300,619.92
16,617.58
(Schedule H) (9)
I) (l0) 1,814.23
C11) 18.431 -81
(12) 282, 188.11
00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13)
14 Net Value of Estate Subject to Tax C14) 282, 188.11
.
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 assess ed to date.
ASSESSMENT OF TAX:
15.. Amount of Line 14 at Spousal rate (15) • 00 X 00 = . 00
16.. Amount of Line 14 taxable at Lineal/Class A rate (16) 282, 188.11 X 045 = 12, 698.46
17'. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
lEl. Amount of Line 14 taxable at Collateral/Class B ra te C18) • 00 X 15 = . 00
19. Principal Tax Due (19)= 12,698.46
. ~ ~. _
~~`PAYMENT~
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
12-18-2008 CD010657 634.92 12,093.77
TOTAL TAX CREDIT 12,728.69
BALANCE OF TAX DUE 30.23CR
INTEREST AND PEN. .00
TOTAL DUE 30.23CR
^ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, ND PAYMENT IS REQUIRED. \
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
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