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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
',. NOT1C~ OF INHERITANCE TAX
AP~RA.I$EMENT, ALLOWANCE OR DISALLOWANCE
OF DEDl!CTt9NS AND ASSESSMENT OF TAX
DATE 10-16-2007
ESTATE OF HEFFELFINGER LLOYD J
DATE OF DEATH 11- 09-2006
FILE NUMBER 21 06-1027
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-15-2007
( See reverse side under Objections)
A.ount Remittedl 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 HEFFELFINGER LLOYD J FILE NO. 21 06-1027 ACN 101 DATE 10-16-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
"':'
OCT 19
FH !2: 30
ROBERT L KEUCH ESQ
615 DEVONSHIRE DR
CARLISLE PA 17013
TAX RETURN WAS:
) ACCEPTED AS FILED
( X) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
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 !bl 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
TAX C TS:
PA NT
DATE
02-02-2007
07-31-2007
8.
Total Assets
NOTE:
REC I T
NUMBER
CD007771
CDo08476
127,000.00
331,083.13
.00
.00
81,129.25
.00
22,074.49
(8)
(9)
(10)
52,839.16
'*
REV-1547 EX AFP (06-05)
SEE ATTACHED NOTICE
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
561,286.87
(11)
(12)
(13)
(14)
1:;~.n?1:; n4
505,261.83
160,796.84
344,464.99
3.185.88
(15)
(16)
(17)
(18)
.00 X
.00 X
93,146.77 X
251,318.24 X
00
045 =
12 =
15 =
.00
.00
11,177.62
37,697.74
48,875.36
(+)
AMOUNT PAID
(19)=
TOTAL TAX CREDIT 51,294.98
BALANCE OF TAX DUE 2,419.62CR
INTEREST AND PEN. .00
TOTAL DUE 2,419.62CR
( 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.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
38,000.00
11,294.98
REV-1470 EX (6-88) ~
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
FILE NUMBER
REVIEWED BY
Lloyd J. Heffelfinger
Anita McCully
ACN
2106-1027
101
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
Transfers and specific bequests are taxable outright to the transferees and beneficiaries
before determining residue.
ROW
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