HomeMy WebLinkAbout09-18-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
f',[T!"'- J'lQrICE OF INHERITANCE TAX
VYfAfsEHENT 1 ALLOWANCE OR DISALLOWANCE
C-oF.:\D~DvcTIONS AND ASSESSHENT OF TAX
09-12-2006
SHEARER
06-22-2006
21 06-0585
CUMBERLAND
101
APPEAL DATE: 11-11-2006
( See reverse side under Objections)
Mount R_i tted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE1 PA 17013
CUT ALONG THIS LINE ..... RETAIN LOWER PORTION FOR YOUR RECORDS +-
REY:is4'-EX-AFP-ioi:osj-NOTicE-OF-iNHERiTANCE-TAX-APPRAiSEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
EUGENE M FILE NO. 21 06-0585 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2110601
HARRISBURG PA 171211-0601
LGGG
.~. ~ :~.'!i r:
\.",; ~ l.J V
\
JOHNNA J KOPECKY rE$Q
718 ASPEN LN .. "
LEBANON PA 17042
ESTATE OF SHEARER
TAX RETURN "AS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Estata (Schedule A)
2. Stocks end Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule D)
5. Cesh/Benk Deposits/Hisc. Personel Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfars (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/A~. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Cheritable/Governeental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
NOTE:
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
156.870.95
.00
.00
(8)
'*
REV-1547 EX AFP (06-05)
EUGENE
M
(9)
(10)
91173.80
DATE 09-12-2006
NOTE: To insure proper
crni t to your eccount 1
subllit the upper portion
of this fo~ with your
tax peyaent.
1561870.95
Q.?QQ 4Q
1471571.46
.00
1471571.46
If an assess.ent 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. AIIount of Line 14 at Spousel rate (15)
16. Aeount of Line 14 taxable at Lineal/Class A rate (16)
17. A.ount of Line 14 at Sibling rate (17)
18. A.ount of Line 14 taxeble at Collateral/Class B rate (18)
19. Principal Tax Due
DATE
08-02-2006
NU1BER
CD007044
INTEREST/PEN PAID (-)
332.04
· IF PAID AFTER DATE INDICATED 1 SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(Schedule J)
125.69
(11)
(12)
(13)
(14)
.00
61640.72
.00
.00
61640.72
61640.73
.01CR
.00
.01CR
~
.00
1471571.46
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
( IF TOTAL DUE IS LESS THAN tll NO PAYtlENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR) 1 YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
(19)=
AMOUNT PAID
61308.69
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE