HomeMy WebLinkAbout06-08-15 NOTICE OF INHERITANCE TAX pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TA p(; ^ CF - �, F DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280601 �� J E Q
HARRISBURG PA 1PZBO. 0O � ELL S
1-2
"37 DATE 06-02-2015
u U fI ESTATE OF SWARTZ MARY L
DATE OF DEATH 06-04-2013
((����?? C�-'-- FILE NUMBER 21 13-0700
MCKNIGHk7r,� MATTHEW
C46 F A ACN COUNTY CUMBERLAND
101
60 ERET ST APPEAL DATE: 08-01-2015
CARLISLE PA 17013-3347 (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
REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SWARTZ MARY LFILE NO. :21 13-0700 ACN: 101 DATE: 06-02-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 844,500.00 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) 2 5,64 2.24
6. Jointly Owned Property (Schedule F) (6) 117,500.00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 987,642.24
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)_ 55,4 91 .4 9
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 212,275.94
11. Total Deductions (11) 267,767.43
12. Net Value of Tax Return (12) 719,874.81
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 719,874.81
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) 719-R74-R1 X 045 = 32,394.37
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)= 32,394.37
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
08-20-2013 CDO18044 1,052.63 20,000.00
01-20-2015 CD020140 52.63- 11 ,394.37
BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-21-2015 TOTAL TAX PAYMENT 32,394.37
BALANCE OF TAX DUE .00
INTEREST AND PEN. 246.84
TOTAL DUE 246.84
* 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. \`(}