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HomeMy WebLinkAbout05-20-14 NOTICE OF INHERITANCE TAX 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) PD BOX HARRISBURG S BURGPA 17128-,3b,RECORDED OFFICE OF REGIS ER OF WILLS DATE 05-19-2014 ESTATE OF SWIGERT MARY J 2019 iRRY 20 PM 12 10 DATE OF DEATH 12-02-2010 FILE NUMBER 21 10-1224 CLLE'.; K 0F COUNTY CUMBERLAND DANIELS ESQORPttAfiJAOI}SRT ACN 101 STE 205' r��� APPEAL DATE: 07-18-2014 1 W HIGH s4UMBEPLANCI CO., PA (See reverse side under Objections) CARLISLE - PA 17013-2951 Amount Remittedi— � 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- REY-1547 EX AFP C08-133 NOTICE 4F INHERITANCE TAX APPRAI5EMENT> ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: SWIGERT MARY JFILE NO. :21 10-1224 ACN: 101 DATEt 05-19-2014 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 152,900.00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) 344,459.26 credit to your account, 00 submit the upper Portior S. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) 'Q0 tax payment. S. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 67,987.67 6. Jointly Owned Property (Schedule F) (6) 100 7. Transfers (Schedule G) (7) 135,848.33 8. Total Assets (8) 701 ,195.26 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 14,075.74 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 8., 104. 18 ll. Total Deductions (11) 22,179.92 12. Net value of Tax Return (32) 679,015.34 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 679,015.34 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) .DO X 00 = .00 16. Amount of Line 14 taxable at lineal rate (16) 6,74.015-;4 X 045 = 30,555.69 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)= 30,555.69 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (*) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 03-02-2011 CD014 70 11052.63 20,000,00 09-09-2011 CDO14943 .00 7,400.00 10-04-2013 CDO18206 131 .75- 2,234.81 05-12-2014 SBADJUST .00 4.07 TOTAL TAX PAYMENT 30,555.69 BALANCE OF TAX DUE .00 INTEREST AND PEN. •00 TOTAL DUE .00 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. NOTICE OF INHERITANCE TAX 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) PD BOX HARRISBURG S BURGPA 17128-,3b,RECORDED OFFICE OF REGIS ER OF WILLS DATE 05-19-2014 ESTATE OF SWIGERT MARY J 2019 iRRY 20 PM 12 10 DATE OF DEATH 12-02-2010 FILE NUMBER 21 10-1224 CLLE'.; K 0F COUNTY CUMBERLAND DANIELS ESQORPttAfiJAOI}SRT ACN 101 STE 205' r��� APPEAL DATE: 07-18-2014 1 W HIGH s4UMBEPLANCI CO., PA (See reverse side under Objections) CARLISLE - PA 17013-2951 Amount Remittedi— � 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- REY-1547 EX AFP C08-133 NOTICE 4F INHERITANCE TAX APPRAI5EMENT> ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: SWIGERT MARY JFILE NO. :21 10-1224 ACN: 101 DATEt 05-19-2014 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 152,900.00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) 344,459.26 credit to your account, 00 submit the upper Portior S. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) 'Q0 tax payment. S. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 67,987.67 6. Jointly Owned Property (Schedule F) (6) 100 7. Transfers (Schedule G) (7) 135,848.33 8. Total Assets (8) 701 ,195.26 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 14,075.74 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 8., 104. 18 ll. Total Deductions (11) 22,179.92 12. Net value of Tax Return (32) 679,015.34 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 679,015.34 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) .DO X 00 = .00 16. Amount of Line 14 taxable at lineal rate (16) 6,74.015-;4 X 045 = 30,555.69 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)= 30,555.69 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (*) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 03-02-2011 CD014 70 11052.63 20,000,00 09-09-2011 CDO14943 .00 7,400.00 10-04-2013 CDO18206 131 .75- 2,234.81 05-12-2014 SBADJUST .00 4.07 TOTAL TAX PAYMENT 30,555.69 BALANCE OF TAX DUE .00 INTEREST AND PEN. •00 TOTAL DUE .00 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.