HomeMy WebLinkAbout07-05-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
MATTHEW A MCKNIGHT
60 W POMFRET ST
NOTICE OF INHERITANCE TAX pennsylvan~a ~-: ~ T'
T,,r ,~ NCE OR DISALLOWANCE DEPARTMENT OF REVENUE
APP fib''; ~';;-~
~~~ nL~7Z;~~ ASSESSMENT OF TAX REV-1547 IX AFP clz-lo)
~.; .
CLERK OF
O~P~IA~i`S COURT
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-20-2011
SWEGER SHIRLEY A
11-17-2010
21 11-0309
CUMBERLAND
101
APPEAL DATE: 08-19-2011
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
RETAIN LOWER PORTION FOR YOUR
______ -RECORDS F"~ ____
-- ___________
CUT ALONG THIS LINE -__ ~ _________________ _____
OF INHERITA
R CE OR
O
A
REV-1547 EX AFP C12-10~ NOTICE
ASSES
UCTIONS AND
DISALLOWANCE OF DED TAX
OF
SMENT
AFILE N0.:21 11-0309
ACN: 101 DATE:
06-20-2011
ESTATE OF: SWEGER SHIRLEY
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED 0N: ORIGINAL RETURN
60,000.00 NOTE: T
o ensure proper
C1?
Real Estate (Schedule A)
1 .0 0 credit to your account,
.
C2)
2. Stocks and Bonds (Schedule B) submit
.0 0
f this the upper portion
form with your
C3)
Closely Held Stock/Partnership Interest (Schedule C)
3 o
.0 0 tax payment.
.
C4)
Mortgages/Notes Receivable (Schedule D)
4 .0 0
.
Cash/Bank Deposits/Misc. Personal Property (Schedule E) (6)
5 2,7 9 8.6 5
.
Jointly Owned Property (Schedule F)
6 ,0 0
C7)
.
7. Transfers (Schedule G) C8) 62,7.98.65
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 14,6
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
9
1U) 5,8 91.6 0
.
C
10. Debts/Mortgage Liabilities/Liens (Schedule I) 20,506.26
C11)
42,292.39
11. Total Deductions C12)
12. Net Value of Tax Return C13)
mental Bequests; Non-elected 9113 Trusts (Schedule J) .0 0
2 9 2.3 9
4 2
13. Charitable/Govern C14) ,
14. Net Value of Estate Subject to Tax 1$
15 and/or 16, 17, and 19 Will
lines 14,
NOTE: If an assessment was issued previously,
f ALL retu
rns assessed to date.
reflect figures that include the total o
ASSESSMENT OF TAX:
(15) .00 X 00 = .00
15. Amount of Line 14 at Spousal rate
t Lineal/Class A rate
-0 0 x 04 5 = , 00
Amount of Line 14 taxable a
16
C1~) 4 292 Z~ X 12 = 5, 075.09
.
17. Amount of Line 14 at Sibling rate , 00 X 15 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) (19)= 5,0 7 5.0 9
19. Principal Tax Due
TAX CREDITS: DISCOUNT (+)
RECEIPT
AMOUNT PAID
PAYMENT
DATE NUMBER INTEREST/PEN PAID C-)
075.09
5
.00
04-13-2011 CD014299
,
TOTAL TAX PAYMENT 5,075.09
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" CCR), YOU MAY BE DU ~~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.