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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-12-2006
HECKENDORN
09-23-2005
21 05-0877
CUMBERLAND
101
APPEAL DATE: 08-11-2006
( See reverse side under Objections)
Amount Remitted I 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 +--
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
RICHARD L FILE NO. 21 05-0877 ACN 101
HAROLD S IRWIN
IRWIN LAW OFFC
64 S PITT ST
CARLISLE
III
PA 17013
ESTATE OF
HECKENDORN
REV-1547 EX AFP (06-05)
RICHARD
L
DATE 06-12-2006
TAX RETURN WAS:
) ACCEPTED AS FILED
SEE ATTACHED NOTICE
X) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate ISchedule A)
2. Stocks and Bonds ISchedule B)
3. Closely Held Stock/Partnership Interest ISchedule C)
4. Mortgages/Notes Receivable ISchedule D)
5. Cash/Bank Deposits/Misc. Personal Property ISchedule E)
6. Jointly Owned Property ISchedule F)
7. Transfers ISchedule G)
8. Total Assets
(1)
(2)
(3)
(4)
IS)
(6)
(7)
219,000.00
.00
.00
.00
86,172.98
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses ISchedule H)
10. Debts/Mortgage Liabilities/Liens ISchedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts ISchedule J)
14. Net Value of Estate Subject to Tax
27,778.67
1.132.63
Ill)
(12)
(13)
(14)
(9)
(10)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
305,172.98
28.911 30
276,261.68
.00
276,261.68
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 lIS)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS.
.00 X 00 = .00
145,447.69 X 045 = 6,545.15
570.00 X 12 = 68.40
130,243.99 X 15 = 19,536.60
(19)= 26,150.15
.
"........ "..~..~. . I+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID 1- J
12-22-2005 . .1 CDO 06141 326.32 6,200.00
INTEREST IS CHARGED THROUGH 06-27-2006 TOTAL TAX CREDIT 6,526.32
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 19,623.83
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 15.07
TOTAL DUE 19,638.90
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU MAY BE DUE