HomeMy WebLinkAbout10-01-13 COMMONWEALTH OF PENNSYLVANIA REV-1162 EXI 11-961
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.280601
HARRISBURG,PA 1 71 28-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
No, ca 018197
SWARTZ DAVID L
3465 TUSCARORA PATH
LOYSVILLE, PA 17047
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
-------- fob
101 t $79.04
ESTATE INFORMATION: SSN: 192-32-3160
FILE NUMBER: 2112- 1140
DECEDENT NAME: SWARTZ HAROLD W
DATE OF PAYMENT: 10/01/2013
POSTMARK DATE: 10/01/2013 f
COUNTY: CUMBERLAND
DATE OF DEATH: 10/16/2012
TOTAL AMOUNT PAID: $79.04
REMARKS: RECEIPT TO ATTY
CHECK# 138
INITIALS: WZ
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
I
NOTICE OF INHERITANCE TAX r pennsytvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (83.13)
PO BOX 208601
HARRISBURG PA 17128-0601 RECEIVE
DATE 09-10-2013
ESTATE OF SWARTZ HAROLD W
SCI"rp 12 2013 DATE OF DEATH 10-16-2012
FILE NUMBER - 21 12-1140
IRWIN&McKNIGHT COUNTY CUMBERLAND
MILLER DOUGLAS G iAWOFFICES ACM 101
60 W POMFRET ST APPEAL DATE: 11-09-2013
_ CARLISLE PA 17013-3243 (See reverse side uuder.Objections)
Amount Remitted--^— ,
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE - --b- RETAIN LOWER PORTION FOR YOUR RECORDS 4-
--------------------`-- ------"---'-'--'--------"-^--^--------------"-----------------
REY-1547 EX AFF CO2-135 NOTICE OF INHERITANCE TAX AFPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX --'" - - --
ESTATE OF: SWARTZ HAROLD WFILE NO. :21 12-1140 ACN: 101 DATE: 09-10-2013
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 883,447.04 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Panne rshfp Int®rest (Schedule C) (3) . of this form with your
4. Mottgages/Notes Receivable (Schedule D) (4) .00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 197,455.35
6. Jointly Owned Property (Schedule-F) (6) 122,233.37
7. Transfers (Schedule G) (7) 14,283.53
8. Total Assets (8) 1 .217,41.9.29
APPROVED DEDUCTIONS AND EXEMPTIONS:
9, Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 90.384.62
10. Debts/Mortgage Liabilities/Liens (Schedule Z) (10) 10,065..00
11. Total Deductions (11) 100,449.62
12. Net Value of Tax Return (12) 11116,969.67
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchodulo J) (13) 501000.00
14. Net Value of Estate Subject to Tax (14) 1,066,969.67
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."Amo4nt"of Line 14 at spousal rate - (15) - -"365;380.09 X'-00 - _ t00
- '16. Amount of Line 14 taxable at lineal rate (16) 7n1 .SR9.r,R X 045 31,571.53
17. Amount of Line 14 at sibling rate (17) -00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 31,571.53
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT <+} AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
01-07-2013 CDO17015 11500.0 28, 00.00
07-02-2013 CDO17831 .00 1,492.95
INTEREST IS CHARGED THROUGH 09-25-2013 TOTAL TAX PAYMENT 31,492.95
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 78.58
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .46
TOTAL DUE 79.04
• IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT ICE), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.