HomeMy WebLinkAbout01-08-10NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES ~ `~~. ~~T~',-ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~ .~` ,DE~II ~T~~NS AND ,1SSESSMENT OF TAX REY-1547 EX AFP Q2-09)
PO BOX 280601 ( ~ :iv ~ L"~ :` ~ i . ~~
WIRRISBURG PA 17128-0601
~~~~ ~~~ _8 ~~ ~: ' o DATE 01-04-2010
ESTATE OF SWEIKERT ISABELLE H
DATE OF DEATH 10-11-2008
C~~~t~ ni- FILE NUMBER 21 08-1200
ORPi~4Pti'S <;~1RT COUNTY CUMBERLAND
MARIELLE F HAZEN 1 i,d !-~` ^ ! } i"`~,
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ACN 101
HAZEN ELDER LAW APPEAL DATE: 03-05-2010
2000 LINGLESTOWN RD 2 (See reverse side underpbjeetions)
HBG PA 17110 Awount Rewitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT AL ONG THIS LINE ~! RETAIN LOWER PORTION FOR YOUR RECORDS E~
REV-15 47 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAx
ESTATE OF: SWEIKERT ISABELLE HFILE N0 .:21 08-1200 ACN: 101 DATE: 01-04-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 186,795.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) ~2) 109,092.30 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule .
C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 65,4 24.22
6. Jointly Owned Property (Schedule F) (6) •OQ
7. Transfers (Schedule G) (7) .00
8. Total Assets c8) 361 , 311.52
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) fig) 18.289.04
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,977.10
11. Total Deductions C11) 20,266.14
12. Net Value of Tax Return (12) 341,045.38
13. Charitable/Governmental Bequests; Non-elected 91 13 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 341,045.38
NOTE: If an assesswent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect fiBUres that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X DO = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 341. 045.38 x 045 = 15,347.04
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= 15,347.04
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-08-2009 (0010748 736.84 14,000.00.
07-10-2009 (0011490 .00 610.20'
TOTAL TAX PAYMENT 15,347.04
BALANCE OF TAX DIE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CRE'DIT" CCR), YOU MAY BE DU
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS