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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO lOX 280601
HARRISIURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOl'lCE OF INHERITANCE TAX
APPRA[S~M~HT, ALLOWANCE OR DISALLOWANCE
OFn~DUeTIONS AND ASSESSMENT OF TAX
'*
REV-1547 EX AFP (06-05)
DATE 05-28-2007
ESTATE OF HELLER JOEL E
DATE OF DEATH 06-09-2006
FILE NUMBER 21 06- 0638
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-27-2007
( See reverse side under Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~~!_~~~~~_!~!~-~!~~------~--_!!!~!~-~~~!!_~~!!!~~-~~!-!~~!_!!~~!~!_-~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HELLER JOEL E FILE NO. 21 06-0638 ACN 101 DATE 05-28-2007
~.r;n7 p 1.! ~
!~ Lj 0 :~I j i - .
F:: 12: If::;
MURREL R WALTERS
54 E MAIN ST
MECHANICSBURG PA 17055
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/Partnershlp Interest (Schedule C)
4. Mortgages/Notes Recelvable (Schedule D)
S. Cash/Bank Deposlts/Mlsc. Personal Property (Schedule E)
6. Jolntly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
.00
38,596.49
.00
(8)
NOTE: To lnsure proper
credlt to your account,
submlt the upper portlon
of thls form wlth your
tax payment.
38,596.49
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mlsc. Expenses (Schedule H)
10. Debts/Mortgage Llabl1ltles/Llens (Schedule I)
11. Total Deductlons
12. Net Value of Tax Return
13. Charltable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
1l,067.40
.00
(11)
(12)
(13)
(14)
11 III 0;;7 A 60
27,529.09
.00
27,529.09
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:
IS. Amount of Llne 14 at Spousal rate
16. Amount of Llne 14 taxable at Llneal/Class A rate
17. Amount of Llne 14 at Slbllng rate
18. Amount of Llne 14 taxable at Collateral/Class B rate
19. Prlnclpal Tax Due
NOTE:
27,529.09 X 00 .00
.00 X 045.. .00
.00 X 12 .. .00
.00 X 15 .. .00
(19). .00
AMOUNT PAID
(15)
(16)
(17)
(18)
DATE
NUMBER
+
INTEREST/PEN PAID (-)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.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 DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE