HomeMy WebLinkAbout03-18-13 NOTICE OF INHERITANCE TAX pennsytvarna !'
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX 2
INHERITANCE TAX DIVISION REV-1547 EX AFP (09-12)
PO BOX 280601
HARRISBURG PA 17128-0601
RECORDED OFFICE OF DATE 03-11-2013
REGISTER OF pI,TILLS ESTATE OF SWENSON DARLENE G
DATE OF'J13 MR 18 AM 8 29 FILE NUMBER TH 281 11-0938
COUNTY CUMBERLAND
NATHAN C WOLF ESQ CLERK OF ACN 101
10 W HIGH ST ORPNA $� COURT APPEAL DATE: 05-10-2013
CARLISLE PA 17RPH9 2 (See reverse side under Objections)
GUMC_ ND 0,0., PA Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE j
CARLISLE PA 17013
CUT ALONG THIS LINE ----
RETAIN
RET AIN LOWER-PORTION FOR Y-OUR RECORDS l -
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'R-E-V-_1_547 EX AFP C12-11) NOTICE -F'-IN-HERITANCE TAX--A-P-PRAISEMENT,
ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SWENSON DARLENE GFILE NO. :21 11-0938 ACN: 101 DATE: 03-11-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 245,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 60,341 .78 credit to your account,
.DO submit the upper Porti0
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax Payment.
S. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 47,545. 15
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 186,071 .91
B. Total Assets (8) 538,958.84
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm, Costs/Mist. Expenses (Schedule H) (9) 32,108.24
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 124,009.81
11. Total Deductions (11) 156,118.05
12. Net Value of Tax Return (12) 382,840.79
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 382,840.79
NOTE: If an assessment was issued Previously, Lines 14, 15, 16, 17, 18 and/or 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) ,OD X DO .00
16. Amount of Line 14 taxable at lineal rate (16) - nn X 045 = .00
17. Amount of Line 14 at sibling rate (17) -On X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 382,840 .79 X 15 = 57,426. 12
19. Principal Tax Due (19)= 57,426. 12
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-23-2011 CDO15248 2,776.32 52,750.00
12-11-2012 CDO16906 .00 1 ,653.69
INTEREST IS CHARGED THROUGH 03-26-2013 TOTAL TAX PAYMENT 57,180.01
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUEJ 246. 11
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 32.81
TOTAL DUE 278.92
* 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 FOR INSTRUCTIONS.