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COMMONWEALTH OF PENNSYLVANIA *'
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL Tl!l~)Rn:::i' nlT"'F WRAISEIIENT, ALLOlIANCE OR DISALLOWANCE
I_OITAlICE TAX DIVISION - - -~ -> ~--- OF DEDUCTIONS AND ASSESSIIENT OF TAX
PO BOX %80601
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
7(i<"~ C:CO _") DATE 09-05-2005
P'-' ,r.. '2 ESTATE OF HEISEY DOUGLAS
_L '.' .: '.__ ,_._ ~ ,(.. 11 :;:'_" [ . A
DATE OF DEATH 01-16-2005
('.r r::r:''l FILE NUMBER 21 05-0085
'..J!._!.-I',,\
,--","-'- COUNTY CUMBERLAND
DOUGLAS G ~I((ER ESQ ACN 101
IRWIN & MCKNIGHT APPEAL DATE: 11-04-2005
60 W POMFRET ST (See reverse side under Objections)
CARLISLE PA 17013 A.oun~ Re.i~~edl 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 -
REv:is47-Ex-AFP-ioi:osl-NOTICE-OF-INHERITANCE-TAX-APPRAISEMENT:-ALLOWANci-oR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HEISEY DOUGLAS A FILE NO. 21 05-0085 ACN 101 DATE 09-05-2005
TAX RETURN liAS: (X J ACCEPTED AS FILED ( J CHANIlED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estete (Schedul. A) IlJ 225,000.00 NOTE: To insure proper
2. Stocks and Bonds ISch.dul. BJ 12J .00 credit to your accountl
3. Closely Held stock/Partnership Interest (Schedul. C) 13J .00 sulHl.it the upper portion
of this for. with your
4. "ortgages/Notes Receivable (Schedule D) I...J .00 tax p8Y11ent.
5. Cash/Bank Deposits/Hisc. Personal Proped::f (Schedule E) (5J 32.495.69
6. Jointly awned Property (Schedule F) (6J .00
7. Transfers (Schedule G) (7J .00
8. Total A$sei:s (8) 257,495.69
APPROVED DEDUCTIONS AND EXEMPTIONS: 24,529.14
9. Funeral Expenses/Ad.. Costs/Nisc. Expenses (Schedule Hl 19J
10. Debts/Hortgage liabilities/Liens (Schedule Il 1l0J 63.111.41
U. Total D.-Uons Ill] 87.640 51;
12. Net Value of Tax Return 112J 169,855.1'1
13. Charltable/Governa8ntal Bequests; Non-elected 9113 Trusi:s (Schedule J) (13J .00
1.... Net Value of Estate Subject to Tax 11"'J 169,855.14
NOTE: I~ an assessme~ was issued previOUSly, lines 14, lS and,or 16, 17, 18 and 19 will
r.rlect ~igures ~hat include ~he ~o~al Df ALL r~urns assessed ~o date.
ASSESSMENT OF TAX: .00 X 00
IS. ~t of Line 14 at Spousal rate 115J = .00
16. AMount of Line 14 taxable at Lin.al/Cless A rat. 116J 169,855.14 X 045 = 7,643.48
17. Amount of Lin. 14 at Sibling rat. 117J .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate 118J .00 X 15 = .00
19. PrIncipal Tax Due (19J= 7,643.48
T .
DATE NUHBER INTEREST/PEN PAID (-J AllOONT PAID
04-15-2005 CD005208 342. 11 6,500.00
06-20-2005 CD005459 .00 761. 31
PAYMENT MUST BE MADE BY 10-16-2005*. TOTAL TAX CREDIT 7,603.42
~ BALANCE OF TAX DUE 40.06
INTEREST AND PEN. .00
TOTAL DUE 40.06
. IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYIIENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A ''CREDIT" (CRJ, YOO IIAY BE DUE
A REFUND. SEE RJ;VF~I=' C:::Tnc ....,. ..u...... ---.. -~-