HomeMy WebLinkAbout05-04-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- NOTICE~OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES pppQ,pISEMENT.,. ALLDWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - ~ ; ppf i7J~12iI;CT.TONS AND ASSESSMENT OF TAX
PD BOX 280601 --
HARRISBURG PA 17128-0601 REY-1547 EX AFP (01-09)
~~g ~i,~ -~} P~ ~~: 3 ~ DATE 04-27-2009
ESTATE OF SWAB JOHN E
~~ Epr ~`~~- DATE OF DEATH 03-17-2008
~'-~~1t'~ ;~.~,,~}~T FILE NUMBER 21 08-0365
Q~~ ~ ~ '~ `' ~ ""~' CUMBERLAND
(~~ ~ rr ~ ^ ~~ COUNTY
DAVID W KNAUER vJ1 ' ~ - ~"' ~~` ACN 101
KNAUER & ASSOCS APPEAL DATE: 06-26-2009
411A E MAI N ST (See reverse side under Objections)
MECHANICSBURG PA 17055 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS H'
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REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SWAB JOHN E FILE N0. 21 08-0365 ACN 101 DATE 04-27-2009
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) (1) 23 3,50 0.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) 5,082.00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) ~~ submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) 7,64 7.00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 27,318.0 0
6. Jointly Owned Property (Schedule F) (6) 30,232.00
7. Transfers (Schedule G) (7) 11,487.00
s. Total Assets CB) 315,266.00
APPROVED DEDUCTIONS AND EXEMPTIONS: 19,273.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (LO) 40 0.00
11. Total Deductions C11) 19.673.00
12. Net Value of Tax Return C12) 295,593.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 5 2,000.00
14. Net Value of Estate Subject to Tax C14) 243,593.00
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 C15)
16. Amount of Line 14 taxable at Lineal/Class A rate C16)
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
TAY f DCi1TTC.
.00 X
243,593.00 X
00 X
00 _ .00
045_ 10,962.00
12 .DO
15 _ .00
c19)= 10,962.00
PAYM NT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT F'AID
12-09-2008 (0010622 .00 10,962.00
TOTAL TAX CREDIT 10,962.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DIIE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. 1
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED A,S A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
.00 X