HomeMy WebLinkAbout05-26-15 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVItSIONC r I t�� �� REV-1547 EX AFP (11-14)
HARRISBUPO BOX I7128-6 01 1
DATE 05-25-2015
?01(j F! 26 PM 12 50 ESTATE OF SWARTZ LEWIS D
J to U DATE OF DEATH 10-23-2013
C�t r - C FILE NUMBER 21 13-1217
COUNTY CUMBERLAND
r R; T ACN 101
�i7� ik3T QUEEN STREET APPEAL DATE: 07-24-2015
HAMBERSBURG PA 17201 (See reverse side under Objections)
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
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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 LEWIS DFILE NO. :21 13-1217 ACN: 101 DATE: 05-25-2015
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) 46,514.00 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) 401,539.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 1,324,572.00
8. Total Assets (8) 1,772,625.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 94,8 26.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,570.00
11. Total Deductions (11) 97,396.00
12. Net Value of Tax Return (12) 1,675,229.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1,675,229.00
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 date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) 00 1 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 1 ,47R.229-nn X 045 = 75,385.00
17. Amount of Line 14 at sibling rate (17) - nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .0 0
19. Principal Tax Due (19)= 75,385.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-21-2014 CDO18679 3,600.00 68,400.00
01-16-2015 CD020132 .00 3,385.00
BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-17-2015 TOTAL TAX PAYMENT 75,385.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. 49. 13
TOTAL DUE 49. 13
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. v