HomeMy WebLinkAbout09-24-10-~r,r.,~.~ .;_ NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES ~ ,;,
INHERITANCE rAx nrv1S1oN ~~-' OF DEDW~TIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ ~`' ~ -' "' ' - ' ~~ ~ . ,. „
HARRISBURG PA 17128-0601
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DEPARTMENT OF REVENUE
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REV-1547 IX AFP C12-09)
DATE 09-20-2010
ESTATE OF ORLOWSKY JAMES M
DATE OF DEATH 04-18-2010
FILE NUMBER 21 10-0503
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-19-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALONG THIS-LINE----- -~ --RETAIN-LOWER-PORTION-FOR YOUR- RECORDS- ~ -- ----------
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE -------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ORLOWSKY JAMES MFILE N0.:21 10-0503 ACN: 101 DATE: 09-20-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 300, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,Q Q credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 477,569.47
6. Jointly Owned Property (Schedule F) (6) 232, 846.03
7. Transfers (Schedule G) C7) 51 , 694.49
8. Total Assets cB) 1 , 062 , 109.99
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 5 0,5 3 4.3 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 112,844.52
11. Total Deductions (11) 163,378.82
12. Net Value of Tax Return C12) 898,731.10
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedul e J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 898,731.10
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
TAX CREDITS:
(15) .00 X 00 = .00
(16) 898.731.10 x 045 = 40,442.90
c17) _ 00 x 12 = . 00
C18) .00 X 15 = .00
(19)= 40,442.90
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
07-07-2010 CD013029 1,129.10 21,452.92
PAYMENT MUST BE MADE BY 01-18-2011*.
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 22,582.02
BALANCE OF TAX DUE 17,860.88
INTEREST AND PEN. .00
TOTAL DUE 17,860.88
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS ?~
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