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COMMONWEALTH OF PENNSYLVANIA
DEPA~TMENT OF REVENUE
r:'"" Den (\!:CtM)"~' OF INHERITANCE TAX
KtOJR 1A1*~1s'EM , ALLOWANCE OR DISALLOWANCE
REG\STEff~fbW~tjONS AND ASSESSMENT OF TAX
DATE 11-12-2007
ESTATE OF SHETROM MARTIN R
DATE OF DEATH 04-30-1995
FILE NUMBER 21 07-0773
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-11-2008
( See reverse side under Objections)
A.ount Re.lttedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~~!_~~~~~_!~!~-~!~~------~---~~!~!~-~~~~~-~~~!!~~-~~~-!~~~-~~~~~~!_-~--------------------
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHETROM MARTIN R FILE NO. 21 07-0773 ACN 101 DATE 11-12-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
2001 NOV 16 PH I: 34
MARY E SHETROM
311 BEAVER AVE
ENOLA
CLERK OF
ORPHAN'S COURT
CUM8ERUND CO.. PA
PA 17025
*'
REV-lS47 EX AFP (06-05)
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
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/Pa~tne~ship Inte~est (Schedule C)
4. Mo~tgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty (Schedule E)
6. Jointly Owned P~ope~ty (Schedule F)
7. T~ansfe~s (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~al Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Retu~n
13. Cha~itable/Gove~nmental Bequests; Non-elected 9113 T~usts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: 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. Amount of Line 14 at Spousal ~ate
16. Amount of Line 14 taxable at Lineal/Class A ~ate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collate~al/Class B ~ate
19. P~incipal Tax Due
+
INTEREST/PEN PAID (-)
NUMBER
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
15,000.00
.00
.00
.00
100.00
.00
.00
(8)
15,100.00
NOTE: To insu~e p~ope~
c~edit to your account,
submit the uppe~ po~tion
of this fo~m with yOU~
tax payment.
(9)
CIa)
11,700.00
.00
CI1)
CI2)
CI3)
CI4)
] ] .700 00
3,400.00
.00
3,400.00
CIS) 3,400.00 X 00 .00
(16) .00 X 06 = .00
CI7) .00 X 00 = .00
(18) .00 X 15 = .00
CI9)= .00
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
( IF TOTAL DUE IS LESS THAN tl, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)