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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
- OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-05-2005
SHEARER
02-12-2005
21 05-0195
CUMBERLAND
101
APPEAL DATE: 02-03-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
9~!_~~9~9_!~!~_~!~~______~___~~!!!~_~g~~~_~g~!!g~_Eg~_yg~~_~~~g~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
RUTH J FILE NO. 21 05-0195 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
('
r' i '0
< I
JENNIFER BHIPP
BOGAR & HIPP LAW
1 W MAIN ST
SHIREMANSTOWN
OFCS
PA 17011
ESTATE OF
SHEARER
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
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
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
95,000.00
.00
.00
.00
1.160.25
2,298.12
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adn. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governnental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE:
(9)
(10)
23,664.29
3.779.00
(11)
(12)
(13)
(14)
REV-1547 EX AFP (06-05)
RUTH
J
DATE 12-05-2005
NOTE: To insure proper
credit to your account,
subnit the upper portion
of this forn with your
tax paynent.
98,458.37
77.443 29
71,015.08
.00
71,015.08
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. Anount of Line 14 at Spousal rate (15)
16. Anount of Line 14 taxable at Lineal/Class A rate (16)
17. Anount of Line 14 at Sibling rate (17)
18. Anount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
.00
71,015.08
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
.00
3,195.68
.00
.00
3,195.68
.....~... ....~.... . [+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-12-2005 '- CD005317 159.78 4,750.00
TOTAL TAX CREDIT 4,909.78
BALANCE OF TAX DUE 1,714.10CR
INTEREST AND PEN. .00
TOTAL DUE 1,714.10CR
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(19)=
pt.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)