HomeMy WebLinkAbout08-15-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX( 11-961
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SHIELDS CHARLES EDWARD III ESQ
SIX CLOUSER ROAD
MECHANICSBURG, PA 17055
nnnn fold
'ESTATE INFORMATION: SSN: 183-12-1108
FILE NUMBER: 2107-0555
I DECEDENT NAME: ORR LYMAN H
DA TE OF PAYMENT: 08/15/2007
I POSTMARK DATE: 08/11/2007
[
I COUNTY: CUMBERLAND
I DATE OF DEATH: 10/20/2006
i
NO. CD'008545
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $182.62
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: SUSAN E BRAND
CHECK# 2607
SEAL
INITIALS: OM
RECEIVED BY:
REGISTER OF WILLS
$182.62
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-:-::-'R01'1&E("OF INHERITANCE TAX
APPRAi'~~~EN.r..._,hCtoWAl(C~ OR DISALLOWANCE
OF PEp'u~rj'l~s':'ANI)'jASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
20D7 Aue 15 . " DATE
v AM I J ~~TE OF
DATE OF DEATH
on C~ER{( OF: FILE NUMBER
c/. rpH,yf>j',C: (V\I/:"'T COUNTY
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08-06-2007
ORR
10-20-2006
21 07-0555
CUMBERLAND
101
APPEAL DATE: 10-05-2007
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND R~MIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CHARLES E SHIELDS III
6 CLOUSER RD
MECHANICSBURG PA 17055
.)1
REV-15~7 EX AFP (06-05)
LYMAN
H
TO:
CUT ALONG THIS LINE ..... RETAIN LOWER PORTION FOR YOUR RECORDS +-
REY:is47-EX-AFP-C03:0s3-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANC~-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ORR LYMAN H FILE NO. 21 07-0555 ACN 101 DATE 08-06-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
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)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule EJ
6. Jointly Owned Property (Schedule FJ
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3J
(4)
(5)
(6)
(7)
.00
.00
.00
.00
6,672.00
2,684.09
32,052.56
(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)
1,179.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
41,408.65
1.179 nn
40,229.65
.00
40,229.65
NOTE: If an assessment was issued previouslY, lines 14, 15 and/or 16, 17, 18 and 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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Li~e 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
.00
(11)
(12)
(13)
(14)
(15) .00 X 00 .00
(16) 40,229.65 X 045 = 1,810.33
(17) .00 X 12 = .00
US) .00 X 15 = .00
(19J= 1,810.33
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-06-2007 CD008256 .00 1,628.98
INTEREST IS CHARGED THROUGH 08-21-2007 TOTAL TAX CREDIT 1,628.98
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 181.35
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1.27
TOTAL DUE 182.62
* 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 DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
CHARLES E. SHIELDS, III
ATTORNEY-AT-LAW
6 CLOUSER ROAD
Corner ofTrindle and Clouser Roads
MECHANICSBURG, PA 17055
GFDRGE M. HOUCK
(1912-1991)
TELEPHONE (717) 766-0209
FAX (717) 795-7473
August 10, 2007
Register of Wills
Cumberland County Court House
1 Court Square
Carlisle, PA 17013
Re: Estate of Lyman H. Orr
Docket No.: 21-07-0555
Dear Register of Wills:
Please find enclosed Check No. 2607, in the amount of $182.62 for the Inheritance Tax
balance due with along with interest. I am also enclosing for your ready reference and
convenience a copy of the Notice of Inheritance Tax Appraisement dated August 6,2007.
'.
Thank you for your kind attention to this matter.
Very truly yours,
~f,PP4/
Charles E. Shields, III
Attorney-At-Law
CES/mjj
Enclosures
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