HomeMy WebLinkAbout05-08-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
-; ., ;• r' NpTICE OF INHERITANCE TAX
AP'PRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF~,DEDUCTIONS AND ASSESSMENT OF TAX
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CHARLES E SHIELDSr;~$I r`'
6 CLOUSER RD
MECHANICSBURG PA 17055-9735
REV-1547 EX AFP CO1-09)
DATE Obi-04-2009
ESTATE OF BEER KERMIT J
DATE OF DEATH Oi.'-22-2006
FILE NUMBER 2l. 06-0201
COUNTY CUMBERLAND
ACN 5[I1
APPEAL DATE: 07-03-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT DF TAX
ESTATE OF BEER KERMIT J FILE N0. 21 06-0201 ACN 501 DATE 05-04-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: LITIGATION RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests;
14. Net Value of Estate Subject to Tax
I1) .00 NOTE: To insure proper
~2) .OD credit to your account,
submit the upper portion
C3) '00 of this form with your
(4) .00 tax payment.
C5) 23'.,803.21
C6) .OD
~7) .00
~$) 23,803.21
350.00
C9)
Ilo) .00
(11) 350.00
C12) 23,453.21
Non-elected 9113 Trusts (Schedule J) (13)
(14)
.00
23,453.21
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 (15)
16. Amount of Line 14 taxable at Lineal/Class A rate C16)
17. Amount of Line 14 at Sibling rate C17)
18. Amount of Line 14 taxable at Collateral/Class B rate C18)
19. Principal Tax Due
TAY f DCTTTC.
.00 X
00 X
.00 X
00 _ .oo
045 _ .00
12 = .00
15 _ .00
I19)= . DO
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION DF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF 1fAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 ~'
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
23,453.21 X