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NOTICE OF INHERITANCE TAX pennsylvarna ~~ ~~~-::-'
BUREAU OF INDIVIDUAL TAXES APPRA i~t~ OR DISALLOWANCE DEPARTMENT OF REVENUE
~SESSMENT OF TAX REV-1547 EX AFP (12-11)
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INHERITANCE TAX DIVISION .
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PO BOX 280601 '...1..eJ
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HARRISBURG PA 17128-0601
X012 JAPE 25 PM ~: TE 01-16-2012
TATE OF SWANK LOIS H
DATE OF DEATH 01-06-2010
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~JLGFIf\ ~ FILE NUMBER 21 10-0316
ORPHAN'S COURT' COUNTY CUMBERLAND
ALFRED L WHITCOMB ~~nLANC~ ~',(}, ~AACN 101
43 W MAIN ST APPEAL DATE: 03-16-2012
MECHANICSBURG PA 17055 (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 PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SWANK LOIS HFILE N0.:21 10-0316 ACN: 101 DATE: 01-16-2012
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 15 0,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 311,9 77.12
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets cs) 461 , 977.12
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 2.129.77
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 2, 129.77
12. Net Value of Tax Return (12) 459,847.35
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 459,847.35
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 459.847.35 X 045 = 20,693.13
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00
19. Principal Tax Due (19)= 20,693.13
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-26-2010 (0012522 1,034.66 20,000.00
TOTAL TAX PAYMENT 21,034.66
BALANCE OF TAX DUE 341.53(8
INTEREST AND PEN. .00
TOTAL DUE 341.53(8
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. „n
REV-1470 EX (01-10) • ~
~ ' ' pe1111$~/~Val11a INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
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BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
DECEDENT'S NAME FILE NUMBER
Swank, Lois 2110-0316
REVIEWED BY ACN
Justin R. Gilmore 101
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
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