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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
BRIDGET M WHITLEY
FL 6
17 S 2ND ST
HARRISBURG PA 17101
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APPR ~9~ftENT,; A44QW~-NCE OR DISALLOWANCE
O~~D~DI~C`T~DNS-9-WD ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
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DATE 04-09-2012
ESTATE OF WAGNER ROBERT E
DATE OF DEATH 01-27-2011
FILE NUMBER 21 11-0131
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-08-2012
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WAGNER ROBERT EFILE N0.:21 11-0131 ACN: 101 DATE: 04-09-2012
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 80,786.00 NOTE: To ensure proper
(2) .00 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 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) 108,087.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets c8) 188,873.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 26.251.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 16,662.00
11. Total Deductions (11) 42,913.00
C12) 145,960.00
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
Net Value of Estate Subject to Tax
14 (14) 145,960.00
.
NOTE: If an assessment was issued previously, li nes 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) •00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 174.066.00 x 045 = 5,582.97
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 (18) 21,894.00 X 15 = 3,284.10
19. Principal Tax Due (19)= 8,867.07
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-19-2011 CD014345 443.35 9,500.00
TOTAL TAX PAYMENT 9,943.35
BALANCE OF TAX DUE 1,076.28CR
INTEREST AND PEN. .00
TOTAL DUE 1,076.28CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. (e-'/
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REV-1470 EX (01-10)
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~ ~ ~Jet'111$~/~Va111a INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
171 - 601
DECEDENTS NAME FILE NUMBER
Wagner, Robert E. 2111-0131
REVIEWED 8Y ACN
Daniel Heck 101
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
The claim for attorney fees has been reduced from $17,815.00 to $13,250.00. Information
H B-2 submitted did not indicate a demand for extraordinary services. The Department bases its
ruling on the assets filed for inheritance tax purposes, reasonableness, research and
complexity of the estate.
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