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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
._ , ~'r\r" (ir'l~rc.E OF INHERITANCE TAX
W,"i'"'Oi"^! JlAE.Pli.ffs'&-tllEM, ALLOWANCE OR DISALLOWANCE
:;~;. "-]I-':OF1DliJIjWitrtONS AND ASSESSMENT OF TAX
r'j[\,,}J \ [;'"; \j~ 1 j l.~__._~
*
DATE 03-31-2008
ESTATE OF GRADY MARTHA W
DATE OF DEATH 04-11-2007
FILE NUMBER 21 07-0383
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-30-2008
( 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 GRADY MARTHA W FILE NO. 21 07-0383 ACN 101 DATE 03-31-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2'80601
HARRISBUlRG PA 17128- 0601
1008 APR -I.; PM t: 48
THOMAS M SHORB
STOCK & LEADER
221 W PHILA ST
YORK
CLHiK Or-
OR'" In;' I'C' ('10,,1,1,01
1 r["-;.1 d\ U \,j-, , ,.....1 I ot
' '", (,,-: , : r\
ESQ
600
PA 17401
REV-1547 EX AFP (06-05)
TAX RETURN WAS: (X) ACCEPTED AS F I LED
) 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/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
250,323.17
397,680.94
.00
.00
231,288.89
41,144.08
82,812.70
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6.
7.
8.
Total Assets
1,003,249.78
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13.
(9)
ClO)
66,072.10
1.248.13
Cl1)
Cl2)
Cl3)
Cl4)
67.320.23
935,929.55
.00
935,929.55
14.
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 ~ 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
19. Principal Tax Due
NOTE:
Cl5)
Cl6)
Cl7)
Cl8)
.00 X 00 .00
935,929.53 X 045 = 42,1l6.83
.00 X 12 = .00
.00 X 15 = .00
Cl9)= 42,116.83
TAX CR~DITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-10-2007 CD008381 2,025.00 38,475.00
01-11-2008 CD009156 .00 1,616.83
TOTAL TAX CREDIT 42,116.83
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
\.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. J
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE J
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