HomeMy WebLinkAbout01-06-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT I ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
01-03-2006
SWARTZ
01-20-2005
21 05-0108
CUMBERLAND
101
APPEAL DATE: 03-04-2006
( See reverse side under Objections)
~aunt Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLEI PA 17013
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REy:is4,-ix-AFP-ioi:osi-NOTicE-oF-iNHEiiTANCE-TAX-APPRAiiEMENT:-ALLOWANCi-oi---------------
DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
REBECCA M FILE NO. 21 05-0108 ACN 101
BUREAU OF INDIVIDuAl.;rTi)fE~CT"\
INHERITANCE TAX DIVISION' ',' -.' -. "
PO BOX za0601
HARRISBURG PA 17128-0601'
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CLEFi~< elF
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LINDA L~DIERG
PNC BANK~NA
PO BOX 308
CAMP HILL
PA 17011
ESTATE OF SWARTZ
'*'
REV-1547 EX AFP (06-05)
REBECCA
M
TAX RETURN WAS: (X) ACCEPTED AS FILED
DATE 01-03-2006
( ) CHANGED
If an assessment was issued previausly, lines 14, 15 and/ar 16, 17, 18 and
reflect figures that include the tatal of ALL returns assessed ta date.
ASSESSMENT OF TAX:
15. '-aunt of Li~ 14 at Spousal rate (15)
16. ABount of Line 14 taxable at Lineal/Class A rate (16)
17. '-ount of Li~ 14 at Sibling rate (17)
18. A.ount of Li~ 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
T .
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R_l Estate (Schedula A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
S. CashlBank Deposits/Misc. Personal Property (Schedule E)
6. Jointly OWned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. Costs/Misc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Lians (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Cheritable/Governnental Bequ8sts; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
NOTE:
DATE
04-15-2005
10-19-2005
NUHBER
CD005206
CD005912
INTEREST/PEN PAID (-)
21625.00
.00
(1)
(2)
(3)
(4)
(5)
(6)
(7)
1041000.00
.00
.00
.00
66.833.50
.00
354.521.88
(8)
(9)
lIO)
231915.15
13.240.31
(11)
(12)
(13)
lI4)
(Schedule J)
.00 X
.00 X
4841068.92 X
41131. 00 X
AtIOUNT PAID
491875.00
61207.92
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credi t to your account I
subRit the upper portion
of this fora with your
tax payaant.
5251355.38
~7.11i5 41'>
488.199.92
.00
4881199.92
19 will
00 =
045 =
12 =
15 =
.00
.00
58.088.27
619.65
581707.92
(19)=
581707.92
.00
.00
.00
. IF PAID AFTER DATE INDICATED I SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $11 NO PAY"ENT IS REQUIRED. f\
IF TOTAL DUE IS REFLECTED AS A "CREDlr' (CR)I YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)