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BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
TAXES APPR'gS~~ikEN7„ ;~L~WANCE OR DISALLOWANCE
~bF D~EDIIG'TLDN~, (pND `ASSESSMENT OF TAX
REV-1547 EX AFP (01-09)
DATE 06-22-2009
?~~9 ~~~ fi ~ ~~ ~~ '~1~STATE OF SWAUGER EARL L
DATE OF DEATH 10-24-2007
FILE NUMBER 21 08-0342
C',h~~'~ ~'~ COUNTY CUMBERLAND
THERESA L SHADE WIX ~~~,' fti ~ ~ ~L~~T ACN 101
Cl,~~~'~' ~ `~'~ ~'n, Fp, APPEAL DATE: 08-21-2009
WIX ETAL "
4705 DUKE ST (See reverse side under Objections)
HBG PA 17109 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 POR_TION__FOR_YOUR_RECORDS_ ~ ___________________
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SWAUGER EARL L FILE N0. 21 08-0342 ACN 101 DATE 06-22-2009
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
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
(1) .00 NOTE: To insure proper
C2) .00 credit to your account,
submit the upper portion
C3) •00 of this form with your
C4) .00 tax payment.
C5) 100,000.00
(6) .00
(7) .00
(B) 100, 000.00
APPROVED DEDUCTIONS AND EXEMPTIONS: 8,747.69
9. Funeral Expenses/Adm. Costs/Misc. Expenses [Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens [Schedule I) (10) 6+152.88
5Z
11. Total Deductiohs (11) 4.9n(1.
85, 099.43
12. Net Value of Tax Return (12) .00
13. Charitable/Governmental Bequests; Non-elected 4113 Trus ts [Schedu le J) C13) g 5,099.4 3
14. Net Value of Estate Subject to Tax C14)
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: Op 00 .00
t
l C15) , X _
15. Amount of Line ra
e
14 at Spousa 00 045 _ .00
l/Class A rate
t Li C16)
.
X
16. Amount of Line nea
14 taxable a 43
099
85 12 10,211.93
17. Amount of Line 14 at Siblins rate (17) .
,
00 X =
15 .00
llateral/Class B rate
t C C18) . X =
18. Amount of Line o
14 taxable a 10, 211.93
19. Principal Tax Due (19)=
TAX CR D 15•
PAY EN
RECEIPT
ISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
12-06-2008 WRITEOFF .00 264.69
01-23-2009 (0010806 81.20- 10,295.09
TOTAL TAX CREDIT 10,213.89
BALANCE OF TAX DUE 1.96CR
INTEREST AND PEN. .00
TOTAL DUE 1.96CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
-V-1470 EX (G88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
NAME
Earl L. Swauger
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
Sheila Megonnefl
SCHEDULE I NO.
E
E
101
EXPLANATION OF CHANGES
Interest is effective 12/07/2008.
Interest is abated in the amount of $264.69 from the delinquent date 07/24/2008 to
12/06/2008, the date of receipt of the proceeds of litigation.
2108-0342
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