HomeMy WebLinkAbout06-29-07
06-25-2007
SHEARER
01-04-2007
21 07-0058
CUMBERLAND
101
APPEAL DATE: 08-24-2007
( See reverse side under Objections)
A.ount Re.ittedl 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 280ii0l
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE"OF INHERITANCE TAX
~p~~~~~r~OW~NCE OR DISALLOWANCE
.o;[";~)tbtmu:iiONlldA~D ASSESSMENT OF TAX
.....1-- ',)
EDMUND G MYERS
JOHNSON DUFFIE
301 MARKET ST
LEMOYNE
DATE
2001 JUN 29 PM I: IlsTATE OF
DATE OF DEATH
CLERK OF FILE NUMBER
ORPHAN'S COURT COUNTY
CUt../?'-")! 'D C~, PA ACN
PA 17043
*'
REV-1547 EX AFP (06-05)
RICHARD
W
TO:
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR ,YOUR RECORDS +-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05J NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHEARER RICHARD W FILE NO. 21 07-0058 ACN 101 DATE 06-25-2007
NOTE: If an assess.ent was issued previouslY, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of Abh returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
S:
(15) 24,372.65 X 00 .00
(16) .00 X 045 = .00
(17) .00 X 12 = .00
(18) .00 X 15 = .00
(19)= .00
AMOUNT PAID
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
.00
.00
.00
.00
28,908.65
.00
.00
(8)
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
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
4,536.00
(9)
(10)
.00
(11 )
(12)
(13)
(14)
o +)
INTEREST/PEN PAID (-)
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
28,908.65
4.1;~I>.no
24,372.65
.00
24,372.65
.00
.00
.00
.00
* 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 D~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ",