HomeMy WebLinkAbout03-30-15 NOTICE OF INHERITANCE TAX pennSylvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 03-30-2015
RECORDED QTFICR OF ESTATE OF SWARTZ SARA A
WILLS DATE OF DEATH 02-27-2014
REGISTER
FILE NUMBER 21 14-0281
DE3 0 RW 2 lU R COUNTY CUMBERLAND
4 U ACN 101
61�W LOUTHER ST APPEAL DATE: 05-29-2015
CARLISLE GLEE;'% OPA 17013. (See reverse side under Objections)
ORPHANIS' Cti':-:* Amount Remitted
C� 1 -f� x;� ;� '� 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- -- -------------------
REV 1547
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REV-1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SWARTZ SARA AFILE NO. :21 14-0281 ACN: 101 DATE: 03-30-2015
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
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 portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 41,481 .5 0
6. Jointly Owned Property (Schedule F) (6) 7,147.81
7. Transfers (Schedule G) (7) 49,823.34
8. Total Assets (8) 98,452.65
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 11 ,965.92
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 105.51
11. Total Deductions (11) 12,071.43
12. Net Value of Tax Return (12) 86,381.22
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 7,352.52
14. Net Value of Estate Subject to Tax C14) 79,028.70
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) nn x 045 = .00
17. Amount of Line 14 at sibling rate C17) 64.323.67 X 12 = 7,718.84
18. Amount of Line 14 taxable at collateral rate (18) 14,705.04 X 15 = 2,205.76
19. Principal Tax Due (19)= 9,924.60
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-27-2014 CDO19202 263. 16 51000.00
11-21-2014 CDO19955 .00 4,554.23
INTEREST IS CHARGED THROUGH 04-14-2015 TOTAL TAX PAYMENT 9,817.39
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 107.21
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1.21
TOTAL DUE 108.42
* 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. �j
REV-1470 EX(01-10)
pennsylvania INHERITANCE TAX
i DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601HARRISBURG,PA 17128-0601
i
DECEDENT'S NAME FILE NUMBER
Sara A. Swartz 2114-0281
REVIEWED BY ACN
Joseph -Agent#94 I 101
ITEM
SCHEDULE NO. I EXPLANATION OF CHANGES
J Jointly held assets aie taxable outright at the survivor rate before determining residue.
The amount listed for charitable bequests is reduced from $9,139.47 to $7,352.52. Jointly
held and trust assets cannot be used in the computation of the amounts passing to charity
under the provisions of the Will.
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