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NOTICE OF INHERITANCE TAX pennsylvan~a ~- ~
~.~. ~,,, ~. _ ~~~ SEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAIt"~~~5 ,!"~ ~ `"~~+ 'i. ~~,ODEDUCTION$ AND ASSESSMENT OF TAX REV-1547 IX AFP clz-lo)
INHERITANCE TAX DIVISION -,,, -
_ ~ i t
PO BOX 280601 , ;'_',..' ~ _,~„~1
HARRISBURG PA 17128-0601
DATE 03-28-2011
SHIVELY G
`~' ~:-~ 4 -°~ ~~~"~3 ,~j~ ~ L ESTATE OF DAVID
DATE OF DEATH 05-19-2010
CL~~~` ~~- FILE NUMBER 21 1.0-0537
Q~PN~,~!'~ i1~'tJ~T COUNTY CUMBERLAND
WM D SCH~~.t,_~'''~,~) ~~;(,~, dA, ACN APPEAL DATE,: 05-27-2011
12 4 W HARRISBURG S T ( See reverse side under Objections )
DILLSBURG PA 17019
Amount Remitted(
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE 'SQUARE
CARLISLE PA 17013
_ THIS _LINE _ ~ R_ETA_IN LOWER PORTION_ FOR YOUR_R_E_COR_DS_ ~__'____________________
CUT ALONG
REV-1547 EX AFP C12-10~ NOTICE OF INHOFRDEDUCTIONS ANDRASSESSMENTAOFOTAXCE OR
DISALLOWANCE
DAVID GFILE N0.:21 10-0537 ACN: 101 DATE: 03-28-2011
ESTATE OF: SHIVELY
TAX RETURN WAS: Cx) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
C1) 91,350.00 NOTE: To ensure proper
1. Real Estate (Schedule A) .0 ~ credit to your account,
C2) submit the upper portion
2. Stocks and Bonds (Schedule B)
(3) '~ ~ of this form with your
3. Closely Held Stock/Partnership Interest (Schedule C) C4) .0 0 tax payment.
4. Mortgages/Notes Receivable (Schedule D) 2, 521.06
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C6) .0 0
6. Jointly Owned Property (Schedule F) C7) 573,$33.10
7. Transfers (Schedule G) 667,704.1b
C8)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 26,762.80
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C1U) 3 7 6 5.16
10. Debts/Mortgage Liabilities/Liens (Schedule I) 30,527.96
C11)
11. Total Deductions C12) 637, 176.20
12. Net Value of Tax Return (13) .0 0
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C14) b 3 7,17 b.2 0
14. Net Value of Estate Subject to Tax 1$ and 19 Will
lines 14, 15 and/or 16, 17,
NOTE: If an assessment was issuedpreviouslY,
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX: .00 X 00 = .00
C15)
b72.9
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 637.1 7[i . 20 X 025 28 ~ . 00
C17)
17. Amount of Line 14 at Sibling rate . ~~ X 15 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) (19)= 2 $,6 7 2.9 3
19. Principal Tax Due
TAX CREDITS: DISCOUNT (+)
PAYMENT RECEIPT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
1,433.65 28,500.00
08-02-2010 CD0131b4
TOTAL TAX PAYMENT 29,933.b5
BALANCE OF TAX DUE 1,260.72CR
INTEREST AND PEN. .00
TOTAL. DUE 1,2b0.72CR
* 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.