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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"\"'",:r- "j ~fCEOF INHERITANCE TAX
/, 'ip~~rSE~NT,' ALLOWANCE OR DISALLOWANCE
OF-DEDlICTIONS AND ASSESSMENT OF TAX
'*
DATE 04-02-2007
ESTATE OF SHIVELY JR HARRY W
DATE OF DEATH 06-24-2006
FILE NUMBER 21 07-0045
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-01-2007
( See reverse side ,,"der Objectiolls)
A.ount Re.lttedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~~!_~~~~~_!~!~_~!~~______~___!~!!!~_~2~~!_~2!!!2~_~2!_!2~!_!~~2!~!__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHIVELY JR HARRY W FILE NO. 21 07-0045 ACN 101 DATE 04-02-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO lOX 210'01
HARRISBURG PA 17128-0'01
2001 APR - 9 AN 1\: 49
DAVID A WION ESQ
WION ETAL
109 LOCUST ST
HBG
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PA 17101
REV-1547 EX AFP (0'-05)
T AX RETURN WAS: (X) ACCEPTED AS F I LED
( ) CHANGED
RESERVATION CONCERNINQ 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)
,. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern.ental Bequestsl Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
.00
3.005.22
.00
.00
5.061.19
1.229.92
6,800.00
(8)
(l)
(2)
(3)
(4)
(5)
(,)
(7)
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax pay.ent.
16,096.33
(9)
elO)
2,981.80
512.07
(11)
el2)
el3)
el4)
~.69~ 87
12,602.46
.00
12,602.46
NOTE: If an assess.ent was Issued previously, lines 14, 15 and/or 1', 17, 18 and 19 will
reflect figures that Include the total of 6ll. returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate el5) .00 X 00 .. .00
U. Allount of Line 14 taxable at Lineal/Class A rate (16) 12,602.46 X 045.. 567.11
17. Amount of Line 14 at Sibling rate el7) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 .. .00
19. Principal Tax Due el9)" 567.11
'\"AX .
....--, . (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-11-2007 CD007695 .00 567.11
.
TOTAL TAX CREDIT 567. 11
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED. SEE REVERSE [ IF TOTAL DUE IS LESS THAH ", HD PAYHENT 'S REDH'RED. ~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)