HomeMy WebLinkAbout06-29-07
06-25-2007
SWARTZ
07-24-2006
21 06-0716
CUMBERLAND
101
APPEAL DATE: 08-24-2007
( See reverse side under Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
; ",r-r'(j"fl.,t'fi oti,-ttfrtftiHI;RIT ANCE TAX
Al!iPQ.AtlsEW,v jL'l:.GIotANCE OR DISALLOWANCE
P'ti]~ttcp-t-.9NS/,.~.N~;ASSESSMENT OF TAX
WILLIAM R KAUFMAN
STE B
940 CENTURY DR
MECHANICSBURG
2001 JUN 29 PH I: PfTE
ESTATE OF
DATE OF DEATH
CLERK OF FILE NUMBER
ORPHAN'S COURT COUNTY
CU~/rril! ':0 ~~CN
ESQ
PA 17055
'*
REV-1547 EX AFP (06-05)
MARGUERIT L
TO:
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS ~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SWARTZ MARGUERIT L FILE NO. 21 06-0716 ACN 101 DATE 06-25-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
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)
S. Total Assets
(l)
(2)
(3)
(4)
(S)
(6)
(n
.00
.00
.00
.00
5.114.00
13.00
.00
(S)
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)
ClO}
5,018.00
33.074.00
(11 )
Cl2}
Cl3)
Cl4}
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
5,127.00
~R.09?no
32,965.00-
.00
32,965.00-
NOTE: If an assess.ent was issued preViously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of !ll. returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate ClS} .00 X DO .00
16. Amount of Line 14 taxable at Lineal/Class A rate Cl6} .00 X 045 = .00
17. Amount of Line 14 at Sibling rate Cl7} .00 X 12 = .00
lS. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due Cl9}= .00
C TS:
A N R T AMOUNT PAID
DATE NUMBER (-)
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
.00
.00
.00
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. (',
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)