HomeMy WebLinkAbout01-31-11NOTICE OF INHERITANCE TAX ~ ' ~~~ ~~
pennsylvan~a ~~ ~ ~~,
BUREAU OF INDIVIDUAL TAXES ~~` APPRAIS~~,~#, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~ OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~~ REV-1547 EX AFP (12-10)
HARRISBURG PA 17128-0601 "~ ~`
.~ 9 ! 4..
DATE 01-25-2011
ESTATE OF SHEARER WILLIAM S
;., ,_.~, _
~
~ DATE OF DEATH 0 7 -11 - 2010
~ ~
''
'
'~ ~~ j r ~, ii FILE NUMBER 21 10-0794
i
F.~~
EDMUND G MYERS (~`~ '~ `-' ,,
COUNTY CUMBERLAND
;
,,,, ~., AC N 101
301 MARKET ST APPEAL DATE: 03-26-2011
P O BOX 10 9 (See reverse side under Objections
LEMOYNE PA 17043 -
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT AL ONG THIS LINE ---- --~ R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS E---
REV-15 _
47 EX AFP C12-10~ NOTICE OF INHERITANCE _
_
TAX APPRAISEMENT, ALLOWANCE 0R
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHEARER WILLIAM SFILE N0 .:21 10-0794 ACN: 101 DATE: 01-25-2011
TAX RETURN WAS: C X) ACCEPTE D AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 185, 000
00
2.
Stocks and Bonds (Schedule B) .
NOTE: To ensure proper
C2) 18 0.61 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
(4)
00
5.
Cash/Bank Deposits/Misc. Personal Property (Sched .
tax payment.
ule E) C5) 276,561.74
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: (8) _ 461 , 742.35
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Sched ule H) (9) 1 ;9.~ 9
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 13,679.88
11. Total Deductions
12.
Net Value of Tax Return C11) 29,219.27
13. C12) 432,523.08
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) __ 432,523.08
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total
ASSESSMENT OF of ALL returns assessed to date.
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:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-)
10-07-2010 CD013472 789.47
11-22-2010 CD013697 .00
(15) .00 X 00 = .00
(16) 47.573 Os x 045 = 19,463.54
c17) _ no x 12 = . 00
(18) .00 X 15 = .00
(19)= 19,463.54
AMOUNT PAID
5,000.00
3,674.07
TOTAL TAX PAYMENT 19,463.54
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.