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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRIS8URG, 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
n______ fold
ESTATE INFORMATION: SSN: 180-26-6686
FILE NUMBER: 2106-0363
DECEDENT NAME: SHELLENBERGER SHIRLEY 0
DATE OF PAYMENT: 05/13/2008
POSTMARK DATE: 05/13/2008
COUNTY: CUMBERLAND
DATE OF DEATH: 04/17/2006
NO. CD 009720
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $ 11 8.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: RECEIPT TO ATTORNEY
CHECK# 2861
SEAL
INITIALS: AJW
RECEIVED BY:
REGISTER OF WILLS
$11 8.00
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
BUREAU 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-1547 EX AFP (06-05)
03-03-2008
SHELLENBERGER
04-17-2006
21 06-0363
CUMBERLAND
101
APPEAL DATE: 05-02-2008
( See reverse side under Objections)
Amount Remitted I /I? ,r.Jl) I
MAKE CHECK PAYABLE AND REMIT P~ENT TO:
REGISTER OF WILLS 0 ~
CUMBERLAND CO COUItf;<!B'USE 3: (~.'
CARLISLE, PA 17013.~fQ ~:;:,
: '~'" r '-'-,
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-00> s,.'i\1 - . .;-'~
- --. - -- - - - - -- - - - - - - - - - - - - - - - - - - - -. - - -- - - - - - - - - - - - - - - - - - ---- - - - - - - - - - - - ___......;.n _ _..t.:L _ _ ";;;;'. _ _';'_
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWAN~EjOF (' C)
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX'QO -C ,--::; \
ESTATE OF SHELLENBERGER SHIRLEY D FILE NO. 21 06-0363 ACN 10I,S~l;-E ~-03<20.Qe
- :.-j - ) i"~'
~ U'I'
t.'
MURREL R WALTERS
54 E MAIN STREET
MECHANICSBURG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
SHIRLEY
D
PA 17055
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
NO. 01
.00
946.48
.00
.00
.00
.00
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8)
946.48
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)
ClO)
.00
.00
(11)
Cl2)
(3)
(4)
.00
946.48
.00
226,760.69
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 !bh 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:
(15)
(6)
(7)
(18)
.00 X 00 .00
.00 X 045 = .00
121,461.20 X 12 = 14,575.35
105,299.49 X 15 = 15,794.92
(19)= 30,369.27
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-13-2007 CD0084DO 1,015.65- 31,384.92
11-28-2007 CD009023 43.57- 43.57
BALANCE OF UNPAID INTEREST/PENALTY AS OF 11-29-2007 TOTAL TAX CREDIT 30,369.27
BALANCE OF TAX DUE .00
INTEREST AND PEN. 11 7.98
TOTAL DUE 11 7.98
* 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 DUE <;;..rJ
A R!;:I=UNn_ ~~J: gS::\IC'D~[:' C!Tnt:" "'~ .,..1...... __....u --- -_.~--