HomeMy WebLinkAbout12-08-06
12-04-2006
SWARTZ
05-26-2005
21 05-0516
CUMBERLAND
101
APPEAL DATE: 02-02-2007
( See reverse side under Objections)
Amount Remitted I 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, ALLONANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARY L FILE NO. 21 05-0516 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
A~~~~~. ALLOWANCE OR DISALLOWANCE
8ECOHD~\~ ~~I~~~~!IONS AND ASSESSHENT OF TAX
,......(;\('1 r \'\ IJ \...-,
h[01\~, ~,
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
. . G
10Ub DEe -8 p~ \2. 0
CLERK Of. R1
CHRIS SHEFFIELD ESQ ORF\-\I\N:S C9\1" I?A
SHEFFIELD LAW FIRM CU~'J\""'"
PO BOX 430
CHAMBERSBURG
PA 17201
ESTATE OF SWARTZ
'*
REV-1547 EX AFP (06-05)
MARY
L
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
DATE 12-04-2006
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total af ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Anount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
..--,.-. . (+j AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
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. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
100.000.00
33.247.93
.00
.00
58.303.99
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
5.389.00
.00
UlJ
(2)
(3)
(4)
NOTE:
.00
.00
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
NOTE: To insure proper
credit to your account.
~it the upper portion
of this for. with your
tax pa~t.
191.551.92
5.389 DO
186.162.92
186.162.92
.00
(19)=
.00
.00
.00
.00
.00
· IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1. NO PAYHENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)