HomeMy WebLinkAbout08-03-15 NOTICE OF INHERITANCE TAX :r �'n pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES SION 6
INHERITANCE TffOF DEDUCTIONS AND ASSESSMENT OF TAX
ffOFFICE O F REV-1547 EX AFP (11-14)
PO BOX 280601 (jj �((jj�}
HARRISBURG PA go 060
UU'J1�` � WILLS
DATE 08-03-2015
?015 9JG
3 GM 12 05 ESTATE OF SWARTZ VIRGINIA R
DATE OF DEATH 07-10-2014
GLEFILE NUMBER 21 14-0717
BRENQdIaW AN S' ikEI7h 0 COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-02-2015
MECHANICSBURG PA 17055-6249 (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 VIRGINIA RFILE NO. :21 14-0717 ACN: 101 DATE: 08-03-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 262,647.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 684.80 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) 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) 123,133.49
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 732,986.13
8. Total Assets (8) 1 ,119,451 .42
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 21 ,877.53
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,161 .06
11. Total Deductions (11) 25,038.59
12. Net Value of Tax Return (12) 1,094,412.83
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 1,094,412.83
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) ) .n94.477_a3 X 045 = 49,248.58
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)= 49,248.58
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-09-2014 CDC19773 2,368.42 45,000.00
03-26-2015 CD020407 .00 1,998.58
TOTAL TAX PAYMENT 49,367.00
BALANCE OF TAX DUE 118.42CR
INTEREST AND PEN. .00
TOTAL DUE 118.42CR l
* 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. (`vVv✓)