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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL'TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-26-2005
SWEENEY
12-27-2004
21 05-0018
CUMBERLAND
101
APPEAL DATE: 02-24-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
9Y!_~~9~~_!~~~-~~~~------~---~~!~!~_~9~~~_~9~!!9~_E9~_!9~~_~~99~~~__~____________________
REV-1S47 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
BARBARA A FILE NO. 21 05-0018 ACN 101
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. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
"'-1
SEAN M SHULTZ ESQ
KNIGHT 8 ASSOCS
11 ROADWAY DR STE B
CARLISLE PA
17013
ESTATE OF
SWEENEY
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
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
101,378.13
70,871.22
.00
(8)
REV-1547 EX AFP (06-05)
BARBARA
A
(9)
(10)
5,731.78
DATE 12-26-2005
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
172,249.35
16.579 15
155,670.20
.00
155,670.20
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
10.847.37
(11)
(12)
(13)
(14)
.00 X 00 = .00
155,670.20 X 045 = 7,005.16
.00 X 12 = .00
.00 X 15 = .00
(19)= 7,005.16
KI:l;I:.Lt'1 l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-04-2005 ...... CD005868 .00 101. 92
INTEREST IS CHARGED THROUGH 01-10-2006 TOTAL TAX CREDIT 101.92
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 6,903.24
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 103.20
TOTAL DUE 7,006.44
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)