HomeMy WebLinkAbout10-05-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTtCE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
,.
.
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 11128-0601
. Jl ' ,j ~.;, \ \: 39
REV-1541 EX AFP (06-05)
DATE 10-01-2007
ESTATE OF SHELLENBERGER SHIRLEY D
DATE OF DEATH 04-17-2006
FILE NUMBER 21 06-0363
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-30-2007
( See reverse side under Objections)
Amount Remitted [ ]
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORnON FOR YOUR RECORDS -
-------------------------------------------------------------------------------------------
REV-1S47 EX AFP (03-0S) NOTICE OF INHERITANCE TAX APPRAISENENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHELLENBERGER SHIRLEY 0 FILE NO. 21 06-0363 ACN 101 DATE 10-01-2007
MURREL R WALTERS
54 E MAIN ST
MECHANICSBURG PA 17055
( X) CHANGED
SEE ATTACHED NOTICE
TAX RETURN WAS:
) 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/Mise. Personal Property (schedule E)
6. jointly owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
0)
(2)
(3)
(4)
(5)
(6)
(7)
132,839.24
.00
.00
.00
101,802.07
15,215.23
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
249,856.54
18,786.00
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
(9)
(0)
5,256.33
74.047 ~3
225,814.21
.00
225,814.21
(1)
(2)
(3)
(4)
NOTE. If an assass.ant was issuad praYiOus1Y. 1inas 14. IS and/or ". 17. 1. and " will
reflect figures that include the total of ALL 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
TAX CREDITS'
OS) .00 X 00 .00
(6) .00 X 045 = .00
(7) 120,514.72 X 12 14,461.77
(8) 105,299.49 X 15 15,794.92
(9) = 30,255.69
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
07-13-2007 CD008400 1,129.23- 31,384.92
BALANCE OF UNPAID INTEREST/PENALTY AS OF 07-14-2007 TOTAL TAX CREDIT 30,255.69 I
BALANCE OF TAX DUE .00
INTEREST AND PEN. 43.57
TOTAL DUE 43.57
* 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.)
REV-14<;l EX (6-88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
REVIEWED BY
Shirley D Shellenberger
Deborah Washington
ITEM
SCHEDULE NO.
INHERITANCE TAX
EXPLANA TION
OF CHANGES
FILE NUMBER
ACN
EXPLANATION OF CHANGES
F 1 &2 These are taxable outright to the beneficiary before determining residue.
ROW
2106-0363
101
Page 1