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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
:':;-":1': r:'~Tt.cE.OF INHERITANCE TAX
'APPRA!SE,M'E'kT', ALLOWANCE OR DI SALLOWANCE
~~ DEDVc~tONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
REV-1547 EX AFP (06-05)
DATE 07-02-2007
ESTATE OF WILDING BRENDA H
DATE OF DEATH 10-11-2006
FILE NUMBER 21 06-0945
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
2001 JUL 13 Pri 12: 35
JAMES D BOGAR
BOGAR & HIPP LAW OFCS
1 W MAIN ST
SHIREMANSTOWN PA 17011
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,
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WILDING BRENDA H FILE NO.21 06-0945 ACN 101 DATE 07-02-2007
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1- Real Estate (Schedule A) (1) 365,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 141,725.29 credit to your account,
. DO submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 36,458.99
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 351,816.58
8. Total Assets (8) 895,000.86
APPROVED DEDUCTIONS AND EXEMPTIONS: 60,320.11
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5.322.66
11. Total Deductions (11) 6J;.64? 77
12. Net Value of Tax Return (12) 829,358.09
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 829,358.09
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) . DO X DO = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 802,858.09 X 045 = 36,128.61
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) 26,500.00 X 15 - 3,975.00
19. Principal Tax Due (19)= 40,103.61
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-10-2007 CD007673 1,962.81 37,293.33
05-02-2007 CD008103 . DO 847.47
TOTAL TAX CREDIT 40,103.61
BALANCE OF TAX DUE .00
INTEREST AND PEN. . DO
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUEd'\.-"
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)