HomeMy WebLinkAbout11-28-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96}
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SHELLENBERGER DENNIS R
POBOX 394
LEWISBERRY, PA 17339
--.----- fold
ESTATE INFORMATION: SSN: 180-26-6686
FILE NUMBER: 2106-0363
DECEDENT NAME: SHELLENBERGER SHIRLEY 0
DATE OF PAYMENT: 11/28/2007
POSTMARK DATE: 11/28/2007
COUNTY: CUMBERLAND
DATE OF DEATH: 04/17/2006
NO. CD 009023
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $43.57
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$43.57
REMARKS: RECEIPT TO ATTORNEY
CHECK#1151
SEAL
INITIALS: AJW
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
BU~EAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-I547 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 Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
REv:is47-Ex-AFP-C03:osj-NoTlcE-OF-INHERITANCE-TAX-APPRAISEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHELLENBERGER SHIRLEY D FILE NO. 21 06-0363 ACN 101 DATE 10-01-2007
MURREl R WALTERS
54 E MAIN ST
MECHANICSBURG PA 17055
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
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/Hotes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
132,839.24
.00
.00
.00
101,802.07
15,215.23
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
S.
Total Assets
(8)
249,856.54
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
(9)
ClO)
18,786.00
5.256.33
Cl1)
Cl2)
Cl3)
(14)
24.04?33
225,814.21
. 00
225,814.21
12.
13.
14.
Het Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
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 Ahh 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
11. Amount of Line 14 at Sibling rate
IS. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
(15) .00 X 00 .00
Cl6) .00 X 045 = .00
Cl7) 120,514.72 X 12 = 14,461.77
(IS) 105,299.49 X 15 = 15,794.92
(19)= 30,255.69
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN 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
BALANCE OF TAX DUE .00
INTEREST AND PEN. 43.57
TOTAL DUE 43.57
* IF PAID AFTER DATE INDICATED, SEE REVERSE
( IF TOTAL DUE T~ I ~~~ TU^~ ~1
REV-1470 EX (6-88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128.0601
DECEDENT'S NAME
REVIEWED BY
ITEM
SCHEDULE NO.
Shirley D Shellenberger
Deborah Washington
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
ACN
EXPLANATION OF CHANGES
F 1 &2 These are taxable outright to the beneficiary before determining residue.
n~Ir::II\JJl.1
2106-0363
101
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