HomeMy WebLinkAbout05-17-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
KATHLEEN SHAULIS ESQ
PO BOX 1229
NOTICE OF INHERITANCE TAX
APPRAISEM_EFl,T,~l~,~ ~W,~1,t1CE OR DISALLOWANCE
OIi`'~1?~IiuC~f~~•.AN 3YASSESSMENT OF TAX
r. ~a: e ~ .
1E DATE
ZOId ~-AY I ~ P~! Z' 3riESTATE OF
DATE OF DEATH
~~~~~ ~~ FILE NUMBER
Q~S~H~~~i~ Uf~I~~? COUNTY
C~~" "~~`'~ "'`tC '~~~'' , PA ACN
CARLISLE PA 17013
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
05-10-2010
SHERIDAN DANIEL F
08-09-2009
21 09-0825
CUMBERLAND
101
APPEAL ilATE: 07-09-2010
(See reverse side under Objections)
Amount Remitted~-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~---
REV-1547 EX AFP (12-09~ NOTICE OF INHERITANCE TAX APPR _
AISEMENT, ALLOWANCE _______________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHERIDAN DANIEL FFILE N0.:21 09-0825 ACN: 101 DATE: 05-10-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 265,998.80 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 305,88 6.4 8
6. Jointly Owned Property (Schedule F) (6) 184,470.87
7. Transfers (Schedule G) (7) 95,681.42
8. Total Assets (8) 852,037.57
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 26.844.94
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4,696.8 0
11. Total Deductions C11) 31,541.74
12. Net Value of Tax Return (12) 820,495.83
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 820,495.83
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:
15. Amount of Line 14 at Spousal rate C15) .00 X 0 0 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 820.49 .8~ X 045 = 36,922.31
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 )( 15 - .00
19. Principal Tax Due (19)= 36, 922.31
TAX CREDITS:
PAYMENT RECEIPT DISCDUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
10-22-2009 CD011885 1,842.11 35,000.00
12-17-2009 CD012113 .00 80.26
TOTAL TAX PAYMENT 36,922.37
BALANCE OF TAX DUE .06CR
INTEREST AND PEN. .00
TOTAL DUE .06CR
~ 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 OF THIS FORM FOR INSTRUCTIONS. f`~yl