HomeMy WebLinkAbout09-08-09COMMONWEALTH OF PENNSYLVANIA
-~?~P~1,RTMENT OF REVENUE
,. -,
~~~ t~ .. ~ ~} 'YJ-T~ECE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES f--~~ AFP~RQI'S'#,MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~_-41~~«''~'Ok'~DED~O~T~IONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
Zp04 SEP -8 A3i 9~ 2Q
STEPHANIE KLEINFELT
KEEPER ETAL
635 N 12TH ST
LEMOYNE PA 17043
REV-1547 EX AFP CO1-09)
DATE 08-31-2009
ESTATE OF SHEARER BRANDON E
DATE OF DEATH 08-13-2008
FILE NUMBER 21 08-1135
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-30-2009
(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 YDUR RECORDS !- _ _______
-------------------- -------------------------------------
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHEARER BRANDON E FILE N0. 21 08-1135 ACN 101 Herr nR-~1_~nno
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
~cc~crtvwi iun ~.uIVGtKIV1NG FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To i
2.
Stocks and Bonds (Schedule B)
(2)_
3.332.0 3 nsure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
00 of this form with your
(4] . tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) 1,622.71
7. Transfers (Schedule G) (7) 1 , 541.98
8. Total Assets (g) 6,496.72
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 6,184.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions
C11) 6.184.00
12. Net Value of Tax Return (12) 312.72
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax
c14) 312.72
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflec t figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) 289.05 X 00 __ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 _ .00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 23.67 X 15 _ 3.55
19. Principal Tax Due 3
55
reY rocnrTC. c19)= .
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
04-02-2009 CD011070 .00 3.55
TOTAL TAX CREDIT 3.55
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
^ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE C_)
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)