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NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-12)
PO BOX 280601
HARRISBURG PA 17128-0601 R R DATE 12-24-2012
REG' ESTATE OF SHUMAN WILLIAM R
DATE OF DEATH 09-21-2011
L.1~ k. Li FILE NUMBER 21 11-1036
COUNTY CUMBERLAND
BRUCE D FOREMAN ACN 101
r
FL 6 GL APPEAL DATE: 02-22-2013
112 MARKET ST ORPHANS' C ` 7'k (See reverse side under Objections)
HARRISBURG W`11 , t.~ A Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALONG-THIS-LINE RETAIN LOWER PORTION FOR YOUR RECORDS f-
REV-1547 EX AFP (12-12) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHUMAN WILLIAM RFILE NO.:21 11-1036 ACN: 101 DATE: 12-24-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 190,000 . 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion
.
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 2,874.97 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 503,840.77
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 696,715.74
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 3,680.50
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,971. 76
11. Total Deductions C11) 5,652.26
12. Net Value of Tax Return (12) 691,063.48
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 691,063.48
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 assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) 00, X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 691,063-48,x 045 = 31,097.86
17. Amount of Line 14 at Sibling rate (17) 0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 00 X 15 = .00
19. Principal Tax Due (19)= 31,097.86
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
08-21-2012 CDO16417 .00 31,097.86
BALANCE OF UNPAID INTEREST/PENALTY AS OF 08-22-2012 TOTAL TAX PAYMENT 31,097.86
BALANCE OF TAX DUE .00
INTEREST AND PEN. 155.55
TOTAL DUE 155.55 `
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU '
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. j