HomeMy WebLinkAbout05-04-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PD BOX 28D601
HARRISBURG PA 17128-0601
TERRY SWARTZ
100 SWARTZX LN
BLAIN
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-~ _-_ r`~ .-;-, I~OT1CE -OF. INHERITANCE TAX
r
`-APP'RAISFMENT; ALLOWANCE OR DISALLOWANCE
- OF'DEDUCTI;ONS'AND ASSESSMENT OF TAX
REV-1547 EX AFP CO1-09)
~~~~ FI~ _~ ~~ ~~n: 3 ~ DATE 04-27-2009
ESTATE OF CARR HELEN
DATE OF DEATH 08-05-2008
v~f-k~`~'-~~ FILE NUMBER 21 08-0874
~~'a'-lt,l'+ ,''~~'r'i CUMBERLAND
C~ ~it _ ' ~~~.'. ~'~ ACNNTY 101
APPEAL DATE: 06-26-2009
PA 170 06 (See reverse side under Objections)
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 (~
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REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CARR HELEN FILE N0. 21 08-0874 ACN 101 DATE 04-27-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANI;ED
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)
8. Total Assets
t;l) 178,674.00 NOTE: To insure proper
(2) .00 credit to your account,
~3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
c5) 44,238.00
c6) .00
~7) .00
~$) 222, 912.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
14,220 .00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 709 .00
11. Total Deductions (11) 14.929.00
207,983.00
12. Net Value of Tax Return (12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14 Net Value of Estate Subiect to Tax C14) 207,983.00
.
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 assess ed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) •00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 207,983.00 X 045 = 9,359.24
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 _ .00
19. Principal Tax Due Clg)= 9,359.24
TAY CRFT)TTSe
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT F'AID
11-24-2008 CD010552 .00 9,359.24
TOTAL TAX CREDIT 9,359.24
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00 ~„
TOTAL DI1E .00 I
^ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN l~1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED /1S A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)