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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
*'
DATE 06-05-2007
ESTATE OF HECKERT KATHRYN J
DATE OF DEATH 01-04-2007
FILE NUMBER 21 07-0100
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-04-2007
( See reverse side flllder Objectiolls)
A.ount Re.lttedl 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 HECKERT KATHRYN J FILE NO. 21 07-0100 ACN 101 DATE 06-05-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO lOX 280&01
HARRISBURG PA 17128-0601
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REV-1547 EX AFP (06-05)
( ) CHANGED
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. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/lank 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. 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
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 ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14
16. Amount of Line 14
17. Amount of Line 14
18. AMount of Line 14
19. Principal Tax Due
NOTE:
at Spousal
taxable at
at Sibling
taxable at
rate
Lineal/Class A rate
rate
(1)
(2)
(3)
(4)
(5)
(6)
(7)
56,802.40
.00
.00
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1.380.00
340.03
.00
(8)
58,522.43
(9)
(10)
6,458.10
53&.5&
F..996 F.F.
51,527.77
.00
51,527.77
(11)
(12)
(13)
(14)
(15)
(16)
(17)
(18)
.00 X
51,527.77 X
.00 X
.00 X
00 ..
045..
12 ..
15 ..
.00
2,318.75
.00
.00
2,318.75
Collateral/Class I rate
(19).
DATE
04-03-2007
NUMBER
CD0079&3
+
INTEREST/PEN PAID (-)
115.94
AMOUNT PAID
2,202.81
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
2,318.75
.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 D E
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.