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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,- '~, lfo,t1e~' q1=:INHERITANCE TAX
Af>PRAfSE1lENT', At.LOWANCE OR DISALLOWANCE
'<OF DEI?Ud\:qNS AND ASSESSMENT OF TAX
'*
REV-1547 EX AFP (06-05)
Pi112: 34 DATE 12-31-2007
ESTATE OF WAGNER LEE W
DATE OF DEATH 12-21-2006
FILE NUMBER 21 06-1140
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-29-2008
( See reverse side under Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -to RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WAGNER LEE W FILE NO. 21 06-1140 ACN 101 DATE 12-31-2007
78"(\ !J f.' j
it,1 It"; ,'r.. -1.-1.
.... : ~,,::,: "" r., ': ,
DAVID W REAGER
REAGER & ADLER
2331 MARKET ST
CAMP HILL
PA 17011
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
Transfers (Schedule G)
Cl)
(2)
(3)
(4)
(5)
(6)
(7)
162,900.00
206,373.19
.00
.00
93,854.97
35,190.08
118,724.94
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Total Assets
617,043.18
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}
32,525.01
2,271 .82
(ll)
Cl2)
Cl3}
Cl4}
34.79&.83
582,246.35
1,546.00
580,700.35
If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of !hh 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
CR TS:
PA ME T
DATE
02-16-2007
09-18-2007
NOTE:
Cl9}=
.00
26,131.52
.00
.00
26,131.52
Cl5)
Cl6}
Cl7)
(18)
.00 X
580,700.35 X
.00 X
.00 X
00
045 =
12 =
15 =
ECEIPT
NUMBER
CD007814
CD008704
COUNT (+)
INTEREST/PEN PAID (-)
1,052.63
.00
AMOUNT PAID
20,000.00
5,078.92
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 26,131.55
BALANCE OF TAX DUE .03CR
INTEREST AND PEN. .00
TOTAL DUE .03CR
( 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.)