HomeMy WebLinkAbout07-13-15 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCEDEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ' 'OF`DED:UCTIONS AND ASSESSMENT OF TAX T__
'NREV-1547 EX AFP (11-14)
HARRISBURG PPA 17128-0601 BOX 2RECORDED OFFICE OF
HAA
REGISTER OF �1WiLLS DATE 07-13-2015
ESTATE OF SWENSON ELSIE W
>?015 JAIL 13 PIS 12 09 DATE OF DEATH 06-12-2014
FILE NUMBER 21 14-0633
CLEI C} COUNTY CUMBERLAND
C
WAGGONER CPA yL QtT Y� ACN 101
5006 E TRI v RD �`"', ��}�� i APPEAL DATE: 09-11-2015
MECHANICS B B E UA .`Z l 5A?.3 4 4,y (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- E�
--- ----- ---- ----- --------- ----- ------- --- ---- ------- -----------------------
REV-1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SWENSON ELSIE WFILE NO. :21 14-0633 ACN: 101 DATE: 07-13-2015
TAX RETURN WAS: C 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) 1,117,078.24 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) 156,532.56
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) 675,766.88
S. Total Assets (8) 1 ,949,377.68
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 60,36 6.74
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 15,290.23
11. Total Deductions (11) 75,656.97
12. Net Value of Tax Return (12) 1,873,720.71
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 66 7,4 00.32
14. Net Value of Estate Subject to Tax C14) 1,2-06,320.39
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) .001X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) -nn x 045 = .00
17. Amount of Line 14 at sibling rate (17) 178.193.07 X 12 = 21,383. 17
18. Amount of Line 14 taxable at collateral rate (18) 1,028,127.31 X 15 = 154,219.10
19. Principal Tax Due (19)= 175,602.27
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
09-11-2014 CDO19665 8,550.00 162,450.00
02-25-2015 CD020281 .00 4,602.53
TOTAL TAX PAYMENT 175,602.53
BALANCE OF TAX DUE .26CR
INTEREST AND PEN. .00
TOTAL DUE .26CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE \
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.