HomeMy WebLinkAbout07-06-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*~ ;~:^•,-,,-,;_„~ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ ... .AH,~RpI~IV'iC; =altLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION '~ ~ D~plJ~~'i~Okg AND ASSESSMENT OF TAX •
PO BOX 280601 ~ ' ,~;~ ~+• i~ ., REV-1547 EX AFP (01-09)
HARRISBURG PA 17128-0601 ,~
DATE 06-29-2009
OQ9 JUL -6 ~M (~; O~ ESTATE OF SHANABROOK JOHN W
DATE OF DEATH 05-17-2008
trt,. ~ FILE NUMBER 21 08-0836
QF~~~ ~W~ COUNTY CUMBERLAND
DAVID W REAGER CUN~BL{~~A,~~D ~~ ~~ ACN 101
REAGER & ADLER APPEAL DATE: 08-28-2009
2331 MARKET ST (See reverse side under Objections)
CAMP HILL PA 17011 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 OF TAX
ESTATE OF SHANABROOK JOHN W FILE N0. 21 08-0836 ACN 101 DATE 06-29-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) 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
C1) .00 NOTE: To insure proper
(2) .00 credit to your account,
00 submit the upper portion
(3) . of this form with your
C4) .00 tax payment.
(5) .00
(6) .00
(7) 193,255.45
($) 193,255.45
APPROVED DEDUCTIONS AND EXEMPTIONS: 25,964.38
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6.530.71
11. Total Deductions (I1) 37.495.09
12. Net Value of Tax Return (12) 160,760.36
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 160,760.36
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
(15)
00 X
(16) 160,760.36 X
cln .00 X
(1a) • 00 x
00 _ .00
045= 7,234.22
12 _ .00
15 _ .00
c19)= 7,234.22
,~~
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
08-13-2008 CD010133 361.71 7,000.00
TOTAL TAX CREDIT 7,361.71
BALANCE OF TAX DUE 127.49CR
INTEREST AND PEN. .00
TOTAL DUE 127.49CR
^ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REpUIRED.
FOR CALCULATION OF ADDITIDNAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~''