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Home My WebLink About07-17-09r BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE .+;~; ~, ,r °•, ,710T`I"CE , OF INHERITANCE TAX ' ~'., AP~RRAI~EMENT; ALLOWANCE OR DISALLOWANCE ~~_ (~~ DEDIVCTIOMS AND ASSESSMENT OF TAX . _ . I i i .. 2~~9 JUL - ~ PM 12.~ 38 ORPC~E~ ~~ ~0~'~~T~ KEITH 0 BRENNEMAN (~~'~^ '~.'_~~ ~.-~ 'A' SNELBAKER >3< BRENNEMAN PO BOX 318 MECHANICSBURG PA 17055 REV-1547 EX AFP CO1-09) DATE 07-06-2009 ESTATE OF TURNER GEORGE M DATE OF DEATH 02-11-2008 FILE NUMBER 21 08-0161 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 09-04-2009 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ---) RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF TURNER GEORGE M FILE N0. 21 08-0161 ACN 101 DATE 07-06-2009 TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE 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 E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets I1) 210,000.00 NOTE: To insure proper C2) •00 credit to your account, .00 submit the upper portion C3) of this form with your C4) .00 tax payment. c5) 4, 198.89 c6) .00 I7) 71,836.89 c8) 286,035.78 APPROVED DEDUCTIONS AND EXEMPTIONS: 16,943.43 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 8.638.42 11. Total Deductions C11) ~~'•r'g) •gr' 260,453.93 12. Net Value of Tax Return (12) .00 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .I) (13) 260,453.93 14. Net Value of Estate Subject to Tax C14) 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 C15) 74,411.89 X 00 = .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 186,041?. 04 X 045= 8,371.89 17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 = .00 19. Principal Tax Due C19)= 8,371.89 Twv rrrnrrc. PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 02-20-2009 CD010928 .00 8,321.32 INTEREST IS CHARGED THROUGH 07-21-2009 TOTAL TAX CREDIT 8,321.32 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF T'AX DUE 50.57 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 139.91 TOTAL DUE 190.48 * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN ~il, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) REV-1470 EX (6-88) r 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 George M. Turner 2108-0161 REVIEWED BY ACN Destiny S.R.Brown 101 ITEM EXPLANATION OF CHANGES SCHEDULE NO. The value of the estate has been adjusted as the result of the correction of an error in arithmetic. Row Page 1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE „~';.;` ~'-` `•N1j7~I'CE~QF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES _ _~Ap:PRAISEMFNT,`ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION y 0~',IfEpUGTIONS AND ASSESSMENT OF TAX PO BOX 280601 - HARRISBURG PA 17128-0601 JOEL R ZULLINGER ZULLINGER DAVIS PC 14 N MAIN ST STE 200 CHAMBERSBURG PA ~~4 ~~L ( ~ ~~ {~~ ~~7 CLE~~4 C~= ~q:~l '~,\i'~ ~ i I ~ i~, - L ,i~-~ two _. 17201 REY-1547 EX AFP (D1-09) DATE 07-13-2009 ESTATE OF GOOHART GEORGE C DATE OF DEATH 06-04-2008 FILE NUMBER 21 08-0685 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 09-11-2009 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS E~ ------------------------------------------------------------------------------------------- REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, .ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF GOOHART GEORGE C FILE N0. 21 08-0685 ACN 101 DATE 07-13-2009 TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMEN TAL RETURN N0. O1 1. Real Estate (Schedule A) (1) 130,514.71 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) 3,22$,37 credit to your account, submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) (3) •00 of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 14 8,343.43 6. Jointly Owned Property (Schedule F) (6) 1,48 3.05 7. Transfers (Schedule G) (7) 48,878.08 s. Total Assets (g) 332,447.64 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11 12 13 14 Total Deductions Net Value of Tax Return 25,582.61 (9) (lo) 4.343.83 C11) 29.926.44 (12) 302,521.20 Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .1) (13) .00 Net Value of Estate Subject to Tax (14) 302,521.20 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 C15) 16. Amount of Line 14 taxable at Lineal/Class A rate C16) 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 TAY CRFTITTS~ .00 x 00 _ .00 302,52:L.20 X 045_ 13,613.46 .00 X 12 _ .00 .00 x 15 _ .00 (19)= 13,613.46 PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID 08-14-2008 CD010146 607.50 11,542.50 02-10-2009 CD010897 .00 1,399.72 03-26-2009 CD011045 .00 63.74 07-06-2009 SBADJUST .00 .19 TOTAL TAX CREDIT 13,613.46 BALANCE OF l"AX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU~ A REFUND. SEE REVERSE SIDE DF THIS FDRM FOR INSTRUCTIONS.) COMMONWEALTH OF PENNSYLVANIA ' DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES APPRAISE'MCNT rX,LLO~,ICt~,£±'OR`'DISALLOWANCE INHERITANCE TAX DIVISION OF DED11.,I.Q.T„TONS_~7\N~D'.AS~SE'SSMENT OF TAX PO BOX 280601 rj,..., _ _, ~.} , ~~ HARRISBURG PA 17128-0601 ~-,- ~ _ ,_. ~ REV-1547 EX AFP (01-09) DATE 07-20-2009 ~~~~ `~~~ i / PI~i~,r~~ OF OIRTON ALLEN S DATE OF DEATH 06-28-2008 ~~~~~ ~ FILE NUMBER 21 08-0757 Q,"~„L`~--',L~'~f'~ r ~~}IQ dNTY CUMBERLAND TAYLOR P ANDREWS ESQ Cl t~'.^ ~ -~ ;,,](~~, 101 ANDREWS ~ JOHNSON ~ ~ '~- "~• APPEAL DATE: 09-18-2009 78 W POMFRET ST (See reverses~ideunderObjections) CARLISLE PA 17013 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE -~ RETAIN LOWER PORTION FOR YOUR RECORDS F- ------------------------------------------------------------------------------------------- REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENI' OF TAX ESTATE OF ORTON ALLEN S FILE N0. 21 08-0757 ACN 101 DATE 07-20-2009 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHAPIGED SEE ATTACHED NOTICE 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 E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets C1) .00 c2) 246 , 072.83 c3) .00 c4) .00 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. I5) 114_, 654.41 c6) 16, 152.82 C7) .00 cs) 376,880.06 APPROVED DEDUCTIONS AND EXEMPTIONS: 39,900.40 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 579.78 11. Total Deductions X11) 40.480.18 12. Net Value of Tax Return C12) 336,399.88 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) •0 0 14. Net Value of Estate Subject to Tax (14) 336,399.88 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 Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due rex r~rnrTC. c15) 16, 152.82 X C16) 320,24'7.06 X (17) • 00 X (18) .00 X 00 _ .00 045_ 14,411.12 12 _ .00 15 = .00 c19)= 14,411.12 PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 09-24-2008 (0010307 651.32 12,375.00 11-23-2008 (0010930 .00 1,380.30 07-13-2009 SBADJUST .00 4.57 TOTAL TAX CREDIT 14,411.12 BALANCE OF T'AX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN +>1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED /'\S A "CREDIT" (CR), YOU MAY BE DUFr., n~ A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)\Y}'~ REV-1470 EX (6-8A~ ` INHERITANCE TAX COMMONWEALTH OF PENNSYLVANIA EXPLANATION DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME FILE NUMBER Allen S. Orton 2108-0757 REVIEWED BY ACN Sheila Megonnell 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES H B_3 Per Section 3121 of 1994 Act, effective January 30, 1995 the family exemption was increased to $3,500. Row Page 1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE -. ;~Nf?TL6ErOf-.INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES APRRdI$EM£~IT'I1L(;OWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION %OF.D~DULfIONg:AND ASSESSMENT OF TAX PO BOX 280601 ri., _, _ HARRISBURG PA 17128-0601 _ ~~ ~ `` REV-1547 EX AFP (01-09) ~~~~ ~~~' ~ ~ ~~ ~~~ 3~STATE OF TAYLOR2009 DOROTHY G DATE OF DEATH 08-06-2008 C~~~ ~ ~i= ~ 1 ~, ~,n ~ FILE NUMBER 2:L 08-0996 Q~~` ~' ''~~~ COUNTY CUMBERLAND HAROLD S IRWIN III G~i "_ ~ '~', N. ACN 101 64 S PITT ST APPEAL DATE: 09-11-2009 CARL I SL E PA 17 013 (See reverse side under Objections) Amount Remitted) MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND (:0 COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE --1 RETAIN LOWER PORTION FOR YOUR RECORDS ~- ------------------------------------------------------------------------------------------- REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF TAYLOR DOROTHY G FILE N0. 21 08-0996 At;N 101 DATE 07-13-2009 TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) C2) ,00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1,50 0.00 6. Jointly Owned Property (Schedule F) (6) 45,500.00 7. Transfers (Schedule G) (7) .00 e. Total Assets (e) 47, 000.00 APPROVED DEDUCTIONS AND EXEMPTIONS: 12,069.38 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 999.10 11. Total Deductions (11) 1.068.48 12. Net Value of Tax Return (12) 33,931.52 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 33,931.52 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 (15) .00 X 00 __ .00 16. Amount of Line 14 taxable at Lineal/Class A rate C16) •00 X 045 = .00 17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 33, 931 .52 X 15 _ 5, 089.73 19. Principal Tax Due (19)= 5,089.73 Tex rornrTC. PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID 02-09-2009 CD010876 .00 5,014.68 02-09-2009 CD010877 .00 75.05 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT 5,089.73 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D A REFUND. SEE REVERSE SIDE OF THIS FDRM FOR INSTRUCTIONS. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE - ~ -,N OT LC, E, OF, INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES •AP~PRAIS£MI:N7,,,ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION '',`01=''I7~EAUGT,xONS AND ASSESSMENT OF TAX PO BOX 280601 ~~_ : w, • HARRISBURG PA 17128-0601 ~~ `~ `` REV-1547 EX AFP CO1-09) ~~~g J~~ ~ ~ ~~ ~~: ~~ DATE 07-13-2009 ESTATE OF HENSEL FRANCES M DATE OF DEATH 0!~-25-2008 /~ G!~~~~v`- FILE NUMBER 2:L 08-1105 -.~E)Rr COUNTY CIMBERLAND MARL I N D STEALER Cj ! _ _• ~;'^: ~Cr~ ACN 101 619 MOUNTAIN ST APPEAL DATE: 09-11-2009 ENOLA PA 17025 (See reverse side under Objections) Amount Remittedl~ MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS t'- __________________ ------------------------------------------------------------------------- REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT' OF TAX ESTATE OF HENSEL FRANCES M FILE N0. 21 08-1105 ACN 101 DATE 07-13-2009 TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHAPIGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets fig) .00 APPROVED DEDUCTIONS AND EXEMPTIONS: •00 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) L0. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00 11. Total Deductions (11) -00 12. Net Value of Tax Return C12) .00 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) C13) .00 14. Net Value of Estate Subject to Tax C14) .00 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 (15) • 00 X 00 _ . 00 16. Amount of Line 14 taxable at Lineal/Class A rate C16) •00 X 04 5 = .00 17. Amount of Line 14 at Sibling rate C17) •0 0 X 12 _ .00 18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 15 _ .00 19. Principal Tax Due ~lq)= .00 TAY CRFTITTR PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID 02-10-2009 CD010881 .00 158.70 ~ IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX (:R EDIT 158.70 BALANCE OF 1-AX DUE 158.70CR INTEREST AND PEN. .00 TOTAL DUE 158.70CR C IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED ,AS A "CREDIT" CCR), YOU MAY BE DUfr ~D A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) \O~•