HomeMy WebLinkAbout06-22-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
DAVID H STONE ESQ
414 BRIDGE ST
NEW CUMBERLAND
NOTICE OF INHERITANCE TAX
,~LLOWANCE OR DISALLOWANCE
~r'~`[''~ ~~`" E~~~(~NS AND ASSESSMENT OF TAX
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CUT ALONG THIS LINE -) RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHEETS WALTER SFILE N0.:~1 n9-nI7R OCNe InI neTr~. nc_iQ_~ni~
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
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)
pennsylvania .~ ,. `,
DEPARTMENT OF REVENUE
REV-1547 IX AFP (12-11)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
taX payment.
c8) 572,595.28
C9) 64.020.09
clo) 586.524.05
11. Total Deductions C11) 650,544.14
12. Net Value of Tax Return X12) 77,948.86-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 77,948.86-
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 (15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _00 x 045 = .00
17. Amount of Line 14 at Sibling rate (17) _0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 - .00
19. Principal Tax Due C19)= .00
TAX CREDITS:
PAYMENT RECEIPT I DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
TOTAL TAX PAYMENT .00
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
cl) .00
~2) 13,949.12
~3) 155, 000.00
c4) .00
c5) 1,425.00
~6) 359,207.10
~7) 43, 014.06
nr ~`1 ir1tS ~i7 ":."." ^'°' DATE 06-18-2012
ESTATE OF SHEETS WALTER S
DATE OF DEATH 01-19-2009
r.
4~ ~` FILE NUMBER 21 09-0128
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D~l ip'`I~~ r ~ ~+~,~ v '"'' ` COUNTY CUMBERLAND
~jUIYiUCI'~L~u'i~l C~., ~A ACN 101
APPEAL DATE: 08-17-2012
PA 17 0 7 0 - 19 2 7 ( See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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