HomeMy WebLinkAbout09-18-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
it ~ ;i~rofi-ILL OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES t „t ppRRAIS1~NENT•, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ;CSF~,.DEWW.CTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~"" -"' ` -`
HARRISBURG PA 17128-0601 REV-1547 EX AFP CQ1-09)
Z~~~ ~~~ { 8 C~P'I ~~~ 26 DATE 09-15-2009
ESTATE OF SHUEY EDWARD F
DATE OF DEATH 03-21-2008
CtE, ,t,
~~p;~yii F ~, ~- ~Ll~i FILE NUMBER 21 08-0414
r,~,~: ~ COUNTY CUMBERLAND
(PAUL BRADFORD ORR ~-i ~' ` ~~' ACN 101
PAUL ORR LAW OFCS APPEAL DATE: 11-14-2009
50 E H I GH ST (See reverse side under Objections)
CARLISLE PA 17013 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 E-
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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 SHUEY EDWARD F FILE N0. 21 08-0414 ACN 101 DATE 09-15-2004
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) ,QO credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 157,349.96
6. Jointly Owned Property (Schedule F) C6) .00
7. 'Transfers (Schedule G) (7) .0 0
8. Total Assets C8) 157,349.96
APPROVED DEDUCTIONS AND EXEMPTIONS: 23,072.33
4. 1=uneral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. ]Debts/Mortgage Liabilities/Liens (Schedule I) C10) 35,874 .96
11. Total Deductions C11) 58.447-29
C12) 98,402.67
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax Cly) 98,402.67
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 assess ed to date.
ASSESSMENT OF TAX:
32,472.88
00
.00
15. Amount of Line 14 at Spousal rate C15) =
X
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 65, 929.79 X 045 = 2, 966.84
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .00
19. Principal Tax Due C19)= 2,966.84
{,1A V{~L=y1 \ J
PAYMENT
DATE
RECEIPT
NUM$ER
DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
04-07-2009 CD011082 .00 2,966.84
BALANCE OF UNPAID INTEREST/PENALTY AS OF 04-OS-2009 TOTAL TAX CREDIT 2,966.84
BALANCE OF TAX DUE .00
INTEREST AND PEN. 45.12
TOTAL DUE 45.12
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REpUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE