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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
nC('(\Qnr:r. nq:~lq~':OF INHERITANCE TAX
"-i..V"~"~'JI;~ItA'r'~~ll&~. ALLOWANCE OR DISALLOWANCE
r~;E(]i: i ,_:~t.DEJ1tilcrj;ONS AND ASSESSMENT OF TAX
DATE 11-26-2007
ESTATE OF SHAMRO JOSEPH W
DATE OF DEATH 06-14-2007
FILE NUMBER 21 07-0632
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-25-2008
( 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 +-
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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 SHAMRO JOSEPH W FILE NO. 21 07-0632 ACN 101 DATE 11-26-2007
2001 DEe ~5 PM 12: 33,
REV-1547 EX AFP (06-05)
JACQUELINE M
44 S HANOVER
CARLISLE
CI Erif< CF
Or'lP'_!~"!'C' r',:\ JRT
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VERNEY ClY. -"h
ST
PA 17013
TAX RETURN WAS: (X) ACCEPTED AS F I LED
) CHANGED
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)
8. Total Assets
(lJ
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
162,044.29
.00
.00
NOTE: To insure proper
credit to your account,
submit the Upper portion
of this form with your
tax payment.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
(8)
162,044.29
10.
11.
12.
13.
14.
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
(9)
CIO)
10,947.62
.00
(11)
CI2)
CI3)
CI4)
10.947 6'/
151,096.67
.00
151,096.67
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 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
TA C DITS:
PA M NT
DATE
09-10-2007
RECEIPT
NUMBER
CD008652
DISCOUNT (+)
INTEREST/PEN PAID (_)
764.93
CIS) .00 X DO .00
(16) 37,774.17 X 045 = 1,699.83
CI7) 113,322.50 X 12 = 13,598.70
(18) .00 X 15 = .00
CI9)= 15,298.53
AMOUNT PAID
14,533.60
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 15,298.53
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( 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.)