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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~'--r:nCfifT' CF~~tJ:o'E OF INHERITANCE TAX
_.. . .AF1PRAJS~Mj<:NT, ALLOWANCE OR DISALLOWANCE
.01' nEOUCnONS AND ASSESSMENT OF TAX
DATE 07-02-2007
ESTATE OF WAGGONER SARA B
DATE OF DEATH 08-13-2006
FILE NUMBER 21 06-0753
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-31-2007
( 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 WAGGONER SARA B FILE NO. 21 06-0753 ACN 101 DATE 07-02-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
Z007 JUL 13 Hi 12: 35
CRAIG A HATCH ESQ
GATES ETAL
1013 MUMMA RD STE 100
LEMOYNE PA 17043
REV-1547 EX AFP (06-05)
TAX RETURN WAS: (X) ACCEPTED AS F I LED
) 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/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
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
NOTE:
(1)
(2)
(3)
(4)
(5)
(6)
(7)
161,900.00
26,517.75
.00
.00
1,205.75
10,765.49
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8)
200,388.99
(9)
CIO)
19,320.60
/0.617.015
179,771. 94
.00
179,771. 94
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of Ahh 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
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
1.296.45
(11)
(12)
(13)
(14)
(15)
(16)
(17)
(18)
.00 X 00 .00
179,771.94 X 045 = 8,089.74
.00 X 12 .00
.00 X 15 .00
(19)= 8,089.74
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-03-2007 CD008121 .00 8,089.74
TOTAL TAX CREDIT 8,089.74
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. I~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE Dud,'
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)