HomeMy WebLinkAbout08-15-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
THOMAS L WENGER ESQ
WIX ETAL
PO BOX 845
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF.INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS ..AND ASSESSMENT OF TAX
REV-1547 EX AFP C06-05)
?~?~y~ 1~,~~9W. ~ ~ ~~~ # ~ ~~ ESTATE OF BARGER2008 BRIAN J
DATE OF DEATH 02-10-2008
l;;l ~=; ~j~- FILE NUMBER 21 08-0223
Ui~~'f`+''~,I`,''; (;~~'•';,l7 COUNTY CUMBERLAND
UUi ` _ ~'.. ~~, ACN 101
HBG PA 17108
APPEAL DATE: 10-10-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
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 C03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BARGER BRIAN J FILE N0. 21 08-0223 ACN 101 DATE 08-11-2D08
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TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00
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) 54,64 7.25
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets fig) 54,647.25
APPROVED DEDUCTIONS AND EXEMPTIONS:
10,902.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 8 3.334.93
11. Total Deductions C11) 94.236.93
12. Net Value of Tax Return (12) 39,589.68-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) •00
14. Net Value of Estate Subject to Tax (14) 39,589.68-
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 C15) •0 0 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) •0 0 X 045 = .00
17. Amount of Line 14 at Sibling rate (17) •0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 15 _ .00
19. Principal Tax Due (19)= .00
TAY C`QFi1TTS•
PAYMENT
DATE RECEIPT
NUMBER SCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)