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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
10-18-2005
GRUBB
12-22-2004
21 05-0008
CUMBERLAND
101
APPEAL DATE: 12-17-2005
( 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~~_!~~~_~~~~______~___~~!~!~_~g~~~_~g~!!g~_~g~_!g~~_~~~g~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
RUTH L FILE NO. 21 05-0008 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDl1A(I'AXES:'"',
INHERITANCE TAX DIVISION'
PO BOX 280601
HARRISBURG PA 17128-0601
r;"':-
'-""""1
''; 'l_
JOHN A ROE ESQ
2520 DOEHNE RD
HBG
PA 17110
ESTATE OF
GRUBB
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)
.00
130,844.74
.00
.00
93.223.11
914.25
.00
(8)
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. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
30,485.00
.00
(11)
(12)
(13)
(14)
(9)
(10)
REV-1547 EX AFP (06-05)
RUTH
L
DATE 10-18-2005
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
224,982.10
30.485 00
194,497.10
.00
194,497.10
NOTE: 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 (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
.00 X 00 = .00
194,497.10 X 045 = 8,752.37
.00 X 12 = .00
.00 X 15 = .00
(19)= 8,752.37
,-,n ",::n (+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-18-2005 .....,CD005099 315.79 6,000.00
07-15-2005 -""""CD005576 .00 2,452.37
TOTAL TAX CREDIT 8,768.16
BALANCE OF TAX DUE 15.79CR
INTEREST AND PEN. .00
TOTAL DUE 15.79CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, 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.)