HomeMy WebLinkAbout07-17-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISE'~1~~1T ~XsL~OG(E*"OR`'i1ISALLOWANCE
INHERITANCE TAX DIVISION OF DED})~TrYOr1S:,7-NIf,AS`Stf=SSMENT OF TAX
PO BOX 280601 ~'" ~5;'ti`~ REV-1547 EX AFP CO1-09)
HARRIS8UR6 PA 17128-0601 ~ _
~~~~ J~~ ~ ~ P~A~#1~j OF ORTON-2009 ALLEN S
DATE OF DEATH 06-28-2008
~~~'~~ ~~~'FILE NUMBER 21 D8-0757
nn C +`~"' ~t'iQRIdNTY CUMBERLAND
TAYLOR P ANDREWS ESQ Gt ~.. ~^ ~( ~ 101
~ , ~ ~ , ,
ANDREWS K JOHNSON -•'~• APPEAL DATE: 09-18-2009
78 W POMFRET ST (See reverse side under Objections)
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 4~
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REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ORTON ALLEN S FILE N0. 21 08-0757 ACN 101 DATE 07-20-2009
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate {Schedule A3 (1) .00 NOTE: To insure proper
credit to your account,
2. Stocks and Bonds (Schedule B) (2) 246,072.83
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .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) (5) 114,654.41
6. Jointly Owned Property (Schedule F) C6) 16, 152.82
7. Transfers {Schedule G) (7) .00
8. Total Assets {B) 376,880.06
APPROVED DEDUCTIONS AND EXEMPTIONS: 39,900.40
9. Funeral Expenses/Adm. Costs/Misc. Expenses {Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens {Schedule I) C10) 579.78
11. Total Deductions (11) 40.48(1 _ l 8
336,399.88
12. Net Value of Tax Return C12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
336,399.88
14. Net Value of Estate Subject to Tax {14)
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 (153 16, 152.82 X 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate {16) 320,247.06 X 045 = 14,411.12
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 {19). 14,411.12
TAY f D CTfTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-3
AMOUNT PAID
09-24-2008 CDD10307 651.32 12,375.00
11-23-2008 CD010930 .00 1,380.30
07-13-2009 SBADJUST .00 4.57
TOTAL TAX CREDIT 14,411.12
BALANCE OF TAX DUE .DO
INTEREST AND PEN. .DO
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FoR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A ••CREDIT" CCR), YOU MAY BE DUF,,.,~
a aFFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)\.Y,1
REV-1470 EX (6-BA>
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
DECEDENTS NAME
Allen S. Orton
BY
Sheila Megonnell
INHERITANCE TAX
EXPLANATION
OF CHANGES
2108-0757
101
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
H I B-3
Per Section 3121 of 1994 Act, effective January 30, 1995 the family exemption was
increased to $3,500.
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