HomeMy WebLinkAbout07-17-09 (2)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-
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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.
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