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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- ' NOTICE OF INHERITANCE TAX
APpkAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 02-11-2008
ESTATE OF WENGER DOROTHY L
DATE OF DEATH 02-11-2007
FILE NUMBER 21 07-0198
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-11-2008
( 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
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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 WENGER DOROTHY L FILE NO. 21 07-0198 ACN 101 DATE 02-11-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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FOREST N MYERS
F N MYERS LAW OFFICE
137 PARK PL WEST
SHIPPENSBURG PA 17257
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REV-1547 EX AFP (06-05)
T AX RETURN WAS: (X) ACCEPTED AS F I LED
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)
1l.
12.
13.
14.
Total Deductions
Net Value of Tax Return
CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
81,850.00
101,233.28
.00
.00
5,781.09
.00
.00
(8)
(9)
ClO)
9,860.36
131.00
Cl1)
Cl2)
Cl3)
Cl4)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE:
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
188,864.37
9.991.36
178,873.01
.00
178,873.01
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ 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:
Cl5)
Cl6)
Cl7)
Cl8)
.00 X 00 .00
178,873.01 X 045 = 8,049.29
.00 X 12 .00
.00 X 15 = .00
Cl9)= 8,049.29
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-01-2007 CD008897 .00 2,010.00
11-01-2007 CD008896 .00 6,039.29
TOTAL TAX CREDIT 8,049.29
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 DUE~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)