HomeMy WebLinkAbout01-20-06
01-24-2006
SWIGERT
02-27-2005
21 05-0256
CUMBERLAND
101
APPEAL DATE: 03-25-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
~~!_~~9~~_!~~~_~!~~______~___!~!~!~_~g~~!_~g!!!g~_~g!_!g~!_!~~g!~~--~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
HELEN L FILE NO. 21 05-0256 ACN 101 DATE 01-24-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
BUREAU OF INDIVIDUAL";rAl(ES
INHERITANCE TAX DIVISIoN, .'
PO BOX 280601
HARRISBURG PA 11128-0601
, -, . '~._'_ f-.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
("< I-
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
(1-"
ROBERT R(,~tACK
LANDIS s' BLACK
36 S HANOVER ST
CARLISLE
PA 17013
ESTATE OF
SWIGERT
'*
REV-1547 EX AFP (06-05)
HELEN
L
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
80.821.63
22.295.47
.00
.00
13.611.47
.00
24.614.57
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
13.225.93
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ Abb returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (IS)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
NOTE:
4.338.08
(11)
(12)
(13)
(14)
.00 X
.00 X
.00 X
123.779.13 X
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
141, 343.14
17 .1;64 01
123.779.13
.00
123.779.13
00 =
045 =
12 =
15 =
.00
.00
.00
18.566.87
18.566.87
(19)=
TAX CREDITS:
.. , n..'~ , .--. (... J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-18-2005 CD005341 500.00 9.500.00
11-23-2005 CD006026 .00 8.190.20
INTEREST IS CHARGED THROUGH 02-08-2006 TOTAL TAX CREDIT 18.190.20
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 376.67
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 4.58
TOTAL DUE 381.25
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. c=;
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (60<18)
'* INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Helen L. Swigert 2105-0256
REVIEWED BY ACN
Destiny S.R.Brown 101
ITEM
SCMEDULE NO. EXPLANATION OF CHANGES
G 2,3 ITF accounts are fully taxable with no exclusions.
,
ROW
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