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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r.-:-'.-,r r'lIOTICE OF INHERITANCE TAX
.' :i~~A'f'~EMENT, ALLOWANCE OR DISALLOWANCE
,OF.JEDUCTIONS AND ASSESSMENT OF TAX
*'
DATE 08-13-2007
ESTATE OF SWENSON DONALD L
DATE OF DEATH 10-08-2006
FILE NUMBER 21 06- 0894
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-12-2007
( See reverse side under Objections)
A.ount Re.itted\ \
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 SWENSON DONALD L FILE NO. 21 06-0894 ACN 101 DATE 08-13-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRIS8URG PA 17128-0601
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PH 12: 08
CLEPK or:
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MARLIN R MCCAL~.&/ESQ"-'., C'.\
M R MCCALEB LAW OFCS
PO BOX 230
MECHANICSBURG PA 17055
REV-1547 EX AFP (06-05)
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
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 ALL 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
C TS:
A
DATE
01-08-2007
06-22-2007
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
Stocks and Bonds (Schedule B)
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.
10.
ll.
12.
13.
14.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
NOTE:
T
(+
INTEREST/PEN PAID (-)
1,973.68
.00
E P
NUMBER
CD007658
CD008321
O)
(2)
(3)
(4)
(S)
(6)
(7)
145,000.00
6,738.90
.00
.00
259,822.90
.00
17,250.00
(8)
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
428,811.80
60,720.35
(9)
nO}
12,741.17
(ll)
(2)
03}
04}
7~.4~1 1;2
355,350.28
70,000.00
285,350.28
OS}
06}
07}
08}
. DO X
.00 X
.00 X
285,350.28 X
DO
045 =
12 =
15 =
.00
.00
.00
42,802.54
42,802.54
09}=
AMOUNT PAID
37,500.00
3,328.86
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
42,802.54
.00
.00
.00
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~ J
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
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