HomeMy WebLinkAbout03-05-12NOTICE OF INHERITANCE TAX
~~~~`"'`7~-I~WANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~ •~. ~ ~ ~i1lE~'IA~NS~AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION ~, ~.., 4, ,1
PO BOX 280601 ~ +~'~' - ~~ -'
HARRISBURG PA 17128-0601
LYNNE SHELLENBERGER
108 N LOCUST LN
?`t@2 ~P -5 F~412~ 44
C! ERA: ~=
ORPHr;v'S ~OUF,T
MECHANICSBURG PA 17050-1658
(1) .00
(2) .00
(3) .00
c4) .00
(5) 12,906.17
(6) .00
(7) 4, 140 .51
CUT ALDN_G THIS LINE --~ RETAIN LOWER PORTION__FOR_YOUR_RECORDS_ E--'___________________
REV-1547 EX AFP C12-11~DISALLOWANCENOFRDEDUCTIONS ANDRASSESSMENT'AOFOTAXCE OR
ESTATE OF: SHELLENBERGER BARRY LFILE N0.:21 10-1064 ACN: 101 DATE: 02-28-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
r-
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
($) 17.046.68
(9) 9,218.50
(lo) .00
9,218.50
(11)
11. Total Deductions 7,828.18
12.
Net Value of Tax Return (12)
C13)
.00
13 Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
. (14) 7,828.18
14. Net Value of Estate Subject to Tax
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 a nd 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX: 828.18 X 00 =
7 .00
15. Amount of Line 14 at Spousal rate (15)
6) ,
OQ X 045 =
.0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C1 -
(17) .~0 X 12 = .00
17 Amount of Line 14 at Sibling rate
.
18
Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
. (19)= .00
19. Principal Tax Due
TAX CREDITS:
PADATE T RN UMBER I INTEREST/PEN PAID (-) ~ AMOUNT PAID
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST' AND PEN. .00
TOTAL DUE .00
DATE 02-28-2012
ESTATE OF SHELLENBERGER BARRY L
DATE OF DEATH 09-27-2010
FILE NUMBER 21 10-1064
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-28-2012
(See reverse sr'de under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE: SQUARE
CARLISLE PA 17013
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTEII AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.