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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,...,_-,-..i....'\'... t",.
"'~ \/~ ,NPTICE OF INHERITANCE TAX
.~PPRAISEMENT, ALLOWANCE OR DISALLOWANCE
!" OF'DEDUCTIONS AND ASSESSMENT OF TAX
2001 J~lN -8 PM 2: 51
*
REV-1547 EX AFP (06-05)
DATE 01-02-2007
ESTATE OF WINGARD WENDELL E
DATE OF DEATH 02-17-2006
FILE NUMBER 21 06-0214
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-03-2007
( See reverse side under Objections)
Amount Remittedl 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
ESTATE OF WINGARD WENDELL E FILE NO. 21 06-0214 ACN 101 DATE 01-02-2007
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I ::~ ,i. { ...: .~.. '.,-' >"':~'l
KEITH 0 BRENNEMA~l!SQ
SNELBAKER & BRENNEMAN
44 W MAIN ST
MECHANICSBURG PA 17055
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of !bh 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
IS. Amount of Line 14 taxable at Collateral/Class B rate
19. Tax Due
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)
S. Total Assets
{lJ
(2)
(3)
(4)
(S)
(6)
(7)
147,900.00
47,778.64
.00
.00
28,500.21
19,643.20
150,748.33
(S)
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
(9)
ClO)
31,177.97
254.60
ell)
Cl2)
Cl3)
Cl4)
NOTE:
ClS)
Cl6J
Cl7)
ClS)
.00
363,137.81
.00
.00
X 00
X 045 =
X 12 =
X 15 =
EC P
NUMBER
CD006684
CD007337
+)
PAID (-)
815.79
.00
AMOUNT PAID
15,500.00
66.20
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
394,570.38
~1 .6~?1i7
363,137.81
.00
363,137.81
Cl9)=
.00
16,341. 20
.00
.00
16,341.20
16 , 381 . 99
40.79CR
.00
40.79CR
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)