HomeMy WebLinkAbout08-06-12NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES ~.(~~j }~~~~~ ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION l.l~J'1 _ NS AND ASSESSMENT OF TAX
PO BOX 280601 [~[n ,~ 4) REV-1547 EX AFP C12-11)
HARRISBURG PA 17128-0601 ItCl7-t)fj,.~• ,^~ <<!;rf~~C
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ESTATE OF SWENSON
EVA M
DATE OF DEATH 05-01-2011
'.,.__`•,'a, ~.,- FILE NUMBER 21 11-0552
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NATHAN C WOLF ESpp~~
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~ ACN 101
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10 W HIGH ST APPEAL DATE: 09-28-2012
CARLISLE PA 17013-2922 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT AL
------ ONG THIS LINE -----~ RETAIN LOWER POR
-------------- ------------- TION FOR YOUR RECORDS E--
REV-15
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47 EX AFP C12-11) NOTICE OF INHERITANCE _ ___
---- _
TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTI ONS AND ASSESSMENT OF TAX
ESTATE OF: SWENSON EVA MFILE N0.:21 11-0552 ACN: 101 DATE: 07-30-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1)
00
2.
Stocks and Bonds (Schedule B) .
NOTE: To ensure proper
C2) 3,905.16 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
C4)
00
5. .
tax payment.
Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 10,038.58
6. Jointly Owned Property (Schedule F) C6) 7,4 95.4 7
7. Transfers (Schedule G) C7) 64, 167.48
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: C8) 85,606.69
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg)_ 19.9 8.9~
10. Debts/Mortgage Liabilities/Liens [Schedule I) C10) 1.58 5.36
11. Total Deductions C11) 21,524.31
12. Net Value of Tax Return C12) 64,082.38
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax ~ C14) _ 64, 082.38
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 t
d
ASSESSMENT OF o
ate.
TAX:
15. Amount of
16. Amount of
17. Amount of
18. Amount of
19. Principal
TAX CREDITS: Line
Line
Line
Line
Tax 14
14
14
14
Due at Spousal
taxable at
at Sibling
taxable at rate
Lineal/Class A rate
rate
Collateral/Class B rate (15)
C16) 6
C17)
(18) .00 X
4.n87.38 x
_~0 X
.0 0 X 00 =
045 =
12 =
15 =
C19)= .00
2,883.70
.00
.00
2,883.70
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
08-01-2011 CDO.14786 123.b8 2
350
00
04-17-2012 CD015863 2.56- .
,
443.24
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 2,914.36
BALANCE OF TAX DUE 30.66CR
INTEREST AND PEN. .00
TOTAL DUE 30.66CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. (~