HomeMy WebLinkAbout02-19-10NOTI,QE_.DF,,.INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL raxES APPRAi'SEMENT, AL'kOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION DF DED.UCTrONS~'.AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 280601
HARRISBURG PA 17128-0601 ~~ ~ ~ REV-1547 EX AFP (12-09)
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RICHARD C SNELBAKER C~ ~'~~~~ ~_, ?' ~`'
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SNELBAKER & BRENNEMAN
44 W MAIN ST
MECHANICSBURG PA 17055
DATE 02-15-2010
ESTATE OF SWARTZ RUTH
DATE OF DEATH 11-30-2008 M
FILE NUMBER 21 09-0043
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-16-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~-")--RETAIN
LOWER POR
TION
FOR YOUR
-
_
_
REV-1547 EX AFP (12-09~ NOTICE OF INHERITANCE RECORDS ~'-~
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--
TAX APPRAISEME
DISALLOWANCE OF DEDUCTIONS AND NT, ALLOWANCE
----------------
OR
ASSESS
ESTATE OF: SWARTZ RUTH MENT OF TAX
MFILE N0.:21 09-0043 ACN: 101 DATE:
02-15-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C )
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN CHANGED
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B) C1) •0 0 NOTE: To ensure
Proper
C2)
3. Closely Held Stock/Partnership Interest (Sched
l •00 credit to your account,
u
e C)
C3)
4. Mortgages/Notes Receivabl •0 ~ submit the upper portion
e (Schedule D)
C4)
5
~~ of this form with
Your
. Cash/Bank Deposits/Misc. Personal Property (Sched
l ~ tax payment.
u
e E) (5)
6. Jointly Owned Property (Schedule F) •00
7. Transfers (Schedule G) C6) 95, 184. $7
(7) 675.00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: (8) 95,859 87
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
(9)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
14 1 77
(lo) .00
11. Total Deductions
12. Net Value of Tax Return (11) 14,512.77
13. Charitable/Governmental Bequests; Non-elected 9113 Tr
t (12) 81,34 7.10
us
s (Schedule
14. Net Value of Estate Subject to Tax J)
(13) •00
NOTE: If an assessment was issued previously
li (14) 81,347 10
,
nes 14,
reflect figures that include the tot
l 7 and 19 will
a
of ALL returns
ASSESSMENT OF TAX: assessed to
d at
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate (15) •00 X 00 = .00
c16) RI •
17. Amount of Line 14 at Sibling rate ~`7 In x 045 = 3,660.62
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due • ~~ x 15 = . 00
TAX CREDITS: (19)= 3,660.62
'^ "'°"' RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
OS-25-2009 CD011656 .00
3,660.6
TOTAL TAX PAYMENT
3,660.62
BALANCE OF TAX DUE
.00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUB;
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTinuc }_
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