HomeMy WebLinkAbout09-19-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NC.TrC~ OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES gppRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION Of .DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 2806(11
HARRISBURG f'A 17128-0601 REV-1547 EX APP (06-05)
~`,"~~,~~;' ~~ },?;:1.;,~ DATE 09-15-2008
ESTATE OF SWARTZ RAY S
DATE OF DEATH 08-10-2007
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FILE NUMBER 21 07-0788
~~ ~~ ~ `~~ ~•,, COUNTY CUMBERLAND
MARIELLE F HAZEN L"~ " ACN 101
HAZEN ELDER LAW APPEAL DATE: 11-14-2008
2000 LINGLESTOWN RD (See reverse side under Objections)
HBG PA 17110 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER PORTION FOR YOUR RECORDS t-- _ ________ _
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX-APPRAISEMENT, ALLOWANCE OR -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SWARTZ RAY S FILE N0. 21 07-0788 ACN 101 DATE 09-15-2008
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN $ASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1) 612,500.00 NOTE: To insure proper
(2) 1,305,615.95 credit to your account,
C3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
cs) 491 , 326.70
c6) .00
n) 419,206.78
{$) 2,828,649.43
APPROVED DEDUCTIONS AND EXEMPTIONS:
44,332.57
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) 44 .3~ . ~7
12. Net Value of Tax Return C12) 2, 784, 316.86
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) (13) 2,365,110.08
14. Net Value of Estate Sub]ect to Tax {14) 419,206.78
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 (15) 419,206.78 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 = .00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .0 0
19. Principal Tax Due {19). .00
TAY rornrre.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
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 C
- .+~r•~~.~., Orr orvrocr crnr nc 7NTS FnRM FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
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COMMONWEALTH OF PENNSYLVANIA
DEPP,RTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NP,ME
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
Ray Swartz 2107-0788
REVIEWED BY ACN
H. McClintock 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
F '1&2 Items held as tenants in common were moved to Schedule A, making the assets a part of
the probate estate.
Only items owned as joint with right of survivorship are to be reported on Schedule F.
Amounts in trust being deferred have been moved to line 13 of the return.
The return has been adjusted.
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