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BUREAU OF INDIVIDUAL Yi4XfS, w -
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'INHERITANCE TAX DIVISION .:-:. ,.... , , ~ ~~~, r ,
PO BOX 280601 ~ -, -',~~ ; ~ ~~ ..
HARRISBURG PA 17128-0601' ""
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
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JOSEPH D UG'KL~Y ~ ~~' ^' ~~
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1237 HOLLY PIKE
CARLISLE PA 17013
REV-1547 EX AFP (06-05)
DATE 12-01-2008
ESTATE OF HEI_LER GLENROY G
DATE OF DEATH 03-19-2007
FILE NUMBER 21 07-0305
COUNTY CUMMBERLAND
ACN 101
APPEAL DATE: 01-30-2009
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -~ RETAIN LOWER PORTION FOR YOUR RECORDS ~-- ______________
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HEELER GLENROY G FILE N0. 21 07-0305 ACN 101 DATE 12-01-2008
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
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
C1) 145,000.00
(2) 41,762.00
c3) .00
c4) .00
(5) 9,233.00
(6) 3,239.00
(7) 480,197.00
(B)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
679,431.00
APPROVED DEDUCTIONS AND EXEMPTIONS: 14,493.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
L0. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 330 .00
11. Total Deductions (11) 14.823.00
664,608.00
12. Net Value of Tax Return (12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule ,I) (13)
664,608.00
14. Net Value of Estate Subject to Tax (14)
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) • 00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 664,608.00 X 045 = 29,907.36
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 = .00
Principal Tax Due
19 (lq). 29,907.36
.
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PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
06-13-2007 CD008286 447.37 8,500.00
07-14-2008 CD010007 .00 151.83
08-19-2008 CD010166 987.68- 22,070.00
TOTAL TAX CREDIT 30,181.52
BALANCE OF i'AX DUE 274.16CR
INTEREST AN:D PEN. .00
TOTAL DUE 274.16CR r~
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN fil, NO PAYMENT IS REQUIRED. ~`
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED .4S A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
INHERITANCE TAX
EXPLANATION
OF CHANGES
DECEDENTS NAME FILE NUMBER
Glenroy Heller 2107-0305
REVIEWED BY ACN
Sandra J Eslinger 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
E 6-8 The proceeds of life insurance policies on the life of the decedent are not subject to tax in
the decedent's estate.
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