HomeMy WebLinkAbout03-22-13 COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.280601
HARRISBURG,PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
N0. CD 017362
O'ROURKE LORI V
418 PINE ROAD
MT HOLLY SPRINGS, PA 17065
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
----"'- fold
101 $17.65
ESTATE INFORMATION: SSN:
FILE NUMBER: 2111 -0887
DECEDENT NAME: O'ROURKE VIVIAN M
DATE OF PAYMENT: 03/22/2013
POSTMARK DATE: 03/21/2013
COUNTY: CUMBERLAND
DATE OF DEATH: 08/14/2010
TOTAL AMOUNT PAID: $17.65
REMARKS: RECEIPT TO ATTY
CHECK# 163
INITIALS: DMB
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
NOTICE OF INHERITANCE TAX , pennsyLvania
BUREAU OF INDIVIDUAL TAXES DEPARTMENT ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
OADUJCII JS AND ASSESSMENT OF TAX _._...
INHERITANCE TAX DIVISION tti,-
r, REV-1547 EX AFP (09-12)
PO BOX 280601 ' �^S�J , }
HARRISBURG PA 17128-0601 V j'
v DATE 03-11-2013
ESTATE OF OROURKE VIVIAN M
� '' , DATE OF DEATH 08-14-2010
0P"3r �+ FILE NUMBER 21 11-0887
��±±11��11�� i COUNTY CUMBERLAND
CHARLES E SHIErHWSERLA,`Jpl i,3 ACN 101
6 CLOUSER RD APPEAL DATE: 05-10-2013
MECHANICSBURG PA 17055-9751 (See reverse side under Objections)
Amount Remitted-
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG- -
THIS LINE ---- -� RETAIN LOWER PORTION FOR YOUR RECORDS--♦--
--------- ---- ---- A
- ---------------------------------------- ----------------------
REV 1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, LLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: OROURKE VIVIAN MFILE NO. :21 11-0887 ACN: 101 DATE: 03-11-2013
TAX RETURN WAS: ( X) ACCEPTED"AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) . 00 credit to your account,
submit the upper portior
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) (5) 650.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 256,747.27
S. Total Assets (8) 257,397.27
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 9,097.54
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00
11. Total Deductions (11) 9,097.54
12. Net Value of Tax Return (12) 248,299.73
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 248,299.73
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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) 43,424.59 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) ?n4.R7r, 14 X 045 = 9,219.38
17. Amount of Line 14 at sibling rate (17) _n 0 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 9,219.38
TAX CREDITS:
PAYMENT ---k-ECEIPT1 DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
02-24-2012 CD015631 . 00 183.51
07-17-2012 CDO16265 305.26- 9,341 .13
BALANCE OF UNPAID INTEREST/PENALTY AS OF 07-18-2012 TOTAL TAX PAYMENT 9,219.38
BALANCE OF TAX DUE .00
INTEREST AND PEN. 17.65
TOTAL DUE 17.65
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
CHARLES E. SHIELDS, III
ATTORNEY-AT-LAW
6 CLOUSER ROAD
Corner of Trindle and Clouser Roads
MECHANICSBURG,PA 17055
GEORGE M.HOUCK TELEPHONE (717) 766-0209
(1912-1991) FAX (717) 795-7473
March 21, 2013
Register of Wills
Cumberland County Court House
1 Courthouse Square
Carlisle, PA 17013
Re: Estate of Vivian M.O'Rourke
No.21-11-0887
Dear Register of Wills:
Please find enclosed Check No. 163 in the amount of$17.65 for the interest and penalty
due as per the attached Notice of Inheritance Tax Appraisement, Allowance or Disallowance of
Deductions and Assessment of Tax.
Thank you for your kind attention to this matter.
Very truly yours,
G• ,
Charles E. Shields, III
Attorney-At-Law
CES/mjj
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