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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-,r- ~,An""rll i\'TV'''' AN-OTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ,"!d.i,)n!JtL ...)lA1P~JQdSl;:MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF'DJ;:DUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
i,,;....'..}
REV-1547 EX AFP (06-05)
DATE 04-14-2008
ESTATE OF WAGNER STEPHEN J
DATE OF DEATH 10-03-2006
FILE NUMBER 21 06-1035
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06 -13 - 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
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 WAGNER STEPHEN J FILE NO. 21 06-1035 ACN 101 DATE 04-14-2008
2008 APR I I PM I: 0 I
CLERK OF
ORPHAN'S COURT
MICHAEL CHEREW~F~n'/'..\'[': , PA
M CHEREWKA LAW OFFICES
624 N FRONT ST
WORMLEYSBURG PA 17043
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
95,940.00
10,125.00
.00
.00
350.00
14,702.24
.00
(8)
2. Stocks and Bonds (Schedule B)
3.
4.
5.
6.
7..
8 "
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)
Transfers (Schedule G)
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
(9)
CIa)
14,179.78
.00
(11 )
CI2)
CI3)
CI4)
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
121,117.24
14.179.78
106,937.46
.00
106,937.46
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 ~ 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'
CIS) 106,173.31 X 00 .00
CI6) 764.15 X 045 = 34.39
CI7) .00 X 12 = .00
CIS} .00 X 15 = .00
CI9)= 34.39
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-11-2008 CDo09169 1.44- 71.49
TOTAL TAX CREDIT 70.05
BALANCE OF TAX DUE 35.66CR
INTEREST AND PEN. .00
TOTAL DUE 35.66CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. r'\~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" {CR}, YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
Wagner, Stephen J.
FILE NUMBER
REVIEWED BY
Justin R. Gilmore
ACN
2106-1035
101
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
Total on Schedule Band F were not correctly carried forward to recapitulation page.
F
4
One-half of this one-third joint account is taxable to the son, the rest is to the spouse.
ROW
PaCJe 1