HomeMy WebLinkAbout04-05-13 NOTICE OF INHERITANCE TAX pennsytvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547-1547 EX X AF REVENUE
INHERITANCE TAX DIVISION � -�- -- RFP (09-12)
PO BOX 280601
HARRISBURG PA 17128-0601
RECORDED OFFICE OF DATE 04-01-2013
REGIS)TER ER GF y H I-S ESTATE OF ORNDORFF KENNETH L
DATE OF DEATH 01-08-2012
3 'II 11 S � C� FILE NUMBER 21 12-0115
COUNTY CUMBERLAND
THOMAS P GLEASON
49 W ORANGE ST CLERK 4,1+'," ACN APPEAL DATE: 05-31-2013
SHIPPENSBURG Pd RhbV4A0G-UR{' (See reverse side under Objections)
CUMBERLAND CO., PA 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 --
--- ----- ---- ---- --------------------------------------------
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ORNDORFF KENNETH LFILE NO. :21 12-0115 ACN: 101 DATE: 04-01-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate [Schedule A) (1) 96,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1 ,007.50 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) 41 ,377.31
6. Jointly Owned Property (Schedule F) (6) 37,254.95
7. Transfers (Schedule G) C7) 420,745.88
8. Total Assets (8) 596,385.64
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 32,619.56
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 19,979.63
11. Total Deductions (11) 52,599. 19
12. Net Value of Tax Return (12) 543,786.45
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 543,786.45
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) . 00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) �;43.7R6.49; X 045 = 24,470.39
17. Amount of Line 14 at sibling rate (17) 00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 .00
19. Principal Tax Due (19) 24,470.39
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
02-06-2013 CDO17142 .00 24,470 .39
BALANCE OF UNPAID INTEREST/PENALTY AS OF 02-07-2013 TOTAL TAX PAYMENT 24,470.39
BALANCE OF TAX DUE .00
INTEREST AND PEN. 242.80
TOTAL DUE 242.80
+ 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. (�