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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NonCE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
_ OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 02-18-2008
ESTATE OF LEHMAN GRACE E
DATE OF DEATH 02-01-2007
FILE NUMBER 21 07-0163
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-18-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ..... RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LEHMAN GRACE E FILE NO. 21 07-0163 ACN 101 DATE 02-18-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B060 1
HARRISBURG PA 1712B-D601
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EDGAR R LUHN
E R LUHN III
480 DOUBLING
NEWVILLE
III
LAW OFFC
GAP RD
PA 17241
REV-1547 EX AFP (06-05)
T AX RETURN WAS: (X) ACCEPTED AS F I LED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stoc~, 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)
11.
12.
13.
14.
Total Deductions
Net Value of Tax Return
CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
61,105.00
.00
.00
(8)
61,105.00
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
(9)
(10)
11,497.00
.00
(11)
(12)
(13)
(14)
]1.497.DD
49,608.00
.00
49,608.00
Net Value of Estate Subject to Tax
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
11-02-2007
02-11-2008
NOTE:
RECEIPT
NUMBER
CDo08912
SBADJUST
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
.00
(15)
47,108.00 X
2,500.00 X
.00 X
.00 X
.00
113.00
.00
.00
113.00
00
045 =
12
15
(16)
(17)
(19)=
AMOUNT PAID
113.00
.02
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
113.00
.00
.00
.00
~.
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE E
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.