HomeMy WebLinkAbout02-10-06
02-13-2006
SWARTZ
04-03-2005
21 05-0350
CUMBERLAND
101
APPEAL DATE: 04-14-2006
( 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
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARTHA E FILE NO. 21 05-0350 ACN 101 DATE 02-13-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
\
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXeS
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
"~ 1....-"-
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
J EDWARD BECK JR
KELLER ETAL
1035 WAYNE AVE
CHAMBERSBURG
PA 17201
ESTATE OF
SWARTZ
REV-1547 EX AFP (06-05)
MARTHA
E
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 OJ
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
Cl)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
10.681.00
.00
.00
(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)
ClO)
10,286.37
13.335.50
(11)
Cl2)
Cl3)
Cl4)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
10,681.00
23.621 87
12,940.87-
.00
12,940.87-
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
NOTE: If an assessment was issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
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
TAX CREDITS.
.OOX 00 =
.00 X 045=
.00 X 12 =
.00 X 15 =
Cl9)=
.00
.00
.00
.00
.00
.
~, .-. n......... (+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)J
.
REV-1470 EX (6-88)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
FILE NUMBER
Martha E. Swartz
REVIEWED BY
ACN
2105-0350
101
Sheila Megonnell
ITEM
SCHEDULE NO.
G 1,2,3
and 5
EXPLANATION OF CHANGES
The Department will directly bill the Beneficiaries, Gregory Swartz, Shawn M. Caldwell and
Kimberly E. Caldwell, for the Accounts and Real Estate on Schedule "G" per the request of
the correspondent.
ROW
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