HomeMy WebLinkAbout03-21-14 NOTICE OF INHERITANCE TAX W
pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION ,REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 03-24-2014
ESTATE OF SWARTZ MARY E
DATE OF DEATH 10-30-2012
FILE NUMBER 21 12-1171
COUNTY CUMBERLAND
SWARTZ CLARLES W ACN 101
* B APPEAL DATE: 05-23-2014
9210 JONESTOWN RD (See reverse side under Objections)
GRANTVILLE PA 17028-8662 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALONG-THIS-LINE--------► RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS--4
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SWARTZ MARY EFILE NO. :21 12-1171 ACN: 101 DATE: 03-24-2014
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) .00 credit to your account,
.
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion 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) 4,509.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
- 8. Total Assets (8) 4.509.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 3,137. 00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (107 . 00
11. Total Deductions - (11) 3,137.00
12. Net Value of Tax Return (12) 1,372.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1 ,372.00
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' datf". j
ASSESSMENT OF TAX: - o i
15. Amount of Line 14 at spousal rate (15) .DO 00 moo
16. Amount of Line 14 taxable at lineal rate (16) 1 .373-00 $05)3 _ b 74 .
17. Amount of Line 14 at sibling rate (17) -nn ;F�1,20 -
18. Amount of Line 14 taxable at collateral rate (18) .00 XAl (r`r r10 M tt10-0
19. Principal Tax Due A (N)7 - 71 74
TAX CREDITS: '- • O
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID (") O 'rl
DATE NUMBER INTEREST/PEN PAID
11-I8-2013 CD018414 .00 61 . 4 �"� Tr•- m'
03-17-2014 SBADJUST .00 .39 H..A C!i >
D CID
TOTAL TAX PAYMENT 61 .74
BALANCE OF TAX DUE . 00
INTEREST AND PEN. .00
TOTAL DUE .00
x 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.