HomeMy WebLinkAbout10-06-14 NOTICE OF INHERITANCE TAX ,pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX7 REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 10-06-2014
ESTATE OF SWARTZ ROBERT C
DATE OF DEATH 02-28-2014
FILE NUMBER 21 14-0274
COUNTY CUMBERLAND
PORTER ESQUI GEORGE W ACN 101
909 E CHOCOLATE AVE APPEAL DATE: 12-05-2014
HERSHEY PA 17033-1216 (See reverse side under Objections)
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— --------------
REV-1547 EX AFP COS-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SWARTZ ROBERT CFILE NO. :21 14-0274 ACN: 101 DATE: 10-06-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) 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) 140,889.17 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 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) .00
6. Jointly Owned Property (Schedule F) (6) 89,058.94
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) 229,948. 11
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 8,77 0.19
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1 ,323.12
11. Total Deductions (11) 10,093.31
12. Net Value of Tax Return (12) 219,854.80
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (15) 00
14. Net Value of Estate Subject to Tax (14) 219,854.80
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) •00 X 00 = •00
16. Amount of Line 14 taxable at lineal rate (16) 21 9.RR4_R(1 X 045 = 9,. 493.47
17. Amount of Line 14 at sibling rate (17) nn X 1 Z�= 0 0
18. Amount of Line 14 taxable at collateral rate (18) .00 X ISi =C>19. Principal Tax Due ( rl) 93 7�>
TAX CREDITS: _—Z3
PAYMENT RECEIPT DISCOUNT co
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
05-28-2014 CDO19215 300.82 5,715.49
i R} rte- r n
PAYMENT MUST BE MADE BY 11-28-2014*. TOTAL TAX PAYMENT 6,016.31
BALANCE OF TAX DUE 3,877.16
INTEREST AND PEN. .00
TOTAL DUE 3,877.16
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.