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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r#D~pE OF INHERITANCE TAX
RECOR(lGHJI~~~', ALLOWANCE OR DISALLOWANCE
"'C('iC'T':P. rt: ~"'~~IONS AND ASSESSMENT OF TAX
HI...\.lJ t. I Vi "Il_,-,,,
2001 NOY 16 PH I: 34
THOMAS S BECKLEY
BECKLEY & MADDEN
212 N 3RD ST
HBG
CLERK OF
ORPHAN'S COURT
CUMBERlAND CO., PA
PA 17101
11-12-2007
HENNE
05-03-2007
21 07-0508
CUMBERLAND
101
APPEAL DATE: 01-11-2008
( See reverse side under Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
*'
REV-1547 EX AFP (06-05)
RICHARD
H
TO:
~~!_~~y~~_!~!~-~!~~------~---~~!~!~-~~~~~-~~~!!~~-~~~-!~~~-~~~~~~!_-~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HENNE RICHARD H FILE NO. 21 07-0508 ACN 101 DATE 11-12-2007
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/Pa~tne~ship Inte~est (Schedule C)
4. Mo~t9ages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty (SChedule E)
6. Jointly Owned P~ope~ty (Schedule F)
7. T~ansfe~s (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~al Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mo~t9age Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Retu~n
13. Cha~itable/Gove~nmental Bequests; Non-elected 9113 T~usts (Schedule J)
14. Net Value of Estate SUbject to Tax
If an assess.ent was issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal ~ate
16. Amount of Line 14 taxable at Lineal/Class A ~ate
17. Amount of Line 14 at Sibling ~ate
18. Amount of Line 14 taxable at Collate~al/Class B ~ate
19. P~incipal Tax Due
NOTE:
DATE
07-30-2007
08-31-2007
+
INTEREST/PEN PAID (_)
2,250.00
.00
NUMBER
CD008470
CD008621
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
760.970.28
.00
.00
103.919.13
.00
196,081.23
(8)
NOTE: To insu~e P~ope~
c~edit to yOU~ account.
submit the Uppe~ po~tion
of this fo~m with yOU~
tax payment.
1,060,970.64
Ji8.91i7.RR
1,002,012.76
500.00
1,001,512.76
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
(15)
(16)
(17)
(la)
.00 X 00 =
1,001,512.76 X 045=
.00 X 12 =
.00xI5=
(19)=
(9)
(10)
56,283.92
.00
45,068.07
.00
.00
45,068.07
45,068.07
.00
.00
.00
2.673.96
(11)
(12)
(13)
(14)
AMOUNT PAID
42,750.00
68.07
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)