HomeMy WebLinkAbout01-22-07
01-15-2007
BEER
02-22-2006
21 06-0201
CUMBERLAND
101
APPEAL DATE: 03-16-2007
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
~~~~~~~f,N!~E,F~~EVENUE
. ti(.QI'ftE'-'DGJ ltiA~iftlf~~j;E TAX
APPRAIsa~~f.!A~l~WANq~-~ DISALLOWANCE
OF DEDUCTIONs. 'AND ASSES.SMENT OF TAX
CHARLES E SHIELDS III
6 CLOUSER RD
MECHANICSBURG PA 17055
2007 J.4N 22 A!1rJAtrfiS
ESTATE OF
CLERK OF DATE OF DEATH
ORPHAN'S C:JUftfLE NUMBER
" ('CQ11lo1TY
ACN'
.
REV-15~7 EX AFP (06-05)
KERMIT
J
TO:
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BEER KERMIT J FILE NO. 21 06-0201 ACN 101 DATE 01-15-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
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) 14,332.90 X DO = .00
16. Amount of Line 14 taxable at Lineal/Class A rate Cl6) .00 X 045 = .00
17. Amount of Line 14 at Sibling rate Cl7) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate ClS) .00 X 15 = .00
19. Principal Tax Due Cl9)= .00
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)
S. Total Assets
(D
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
32.565.00
.00
.00
(S)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
10.
11.
12.
13.
14.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
17,932.10
(9)
ClO)
300.00
ell)
Cl2)
Cl3)
Cl4)
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
32,565.00
18.?~? 10
14,332.90
.00
14,332.90
TAY ~Rl=nIT~:
PAYMENT I(ECnf>T DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (_)
11-17-2006 CD007451 .00 70.00
TOTAL TAX CREDIT 70.00
BALANCE OF TAX DUE 70.00CR
INTEREST AND PEN. .00
TOTAL DUE 70.00CR
* 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.)