HomeMy WebLinkAbout08-20-14 NOTICE OF INHERITANCE TAX � pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 08-18-2014
ESTATE OF ORLOWSKY JAMES M
DATE OF DEATH 04-18-2010
FILE NUMBER 21 10-0503
COUNTY CUMBERLAND
VERNEY ESQ JACQUELINM ACN 101
44 S HANOVER ST APPEAL DATE: 10-17-2014
CARLISLE PA 17013-3306 (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 -0, LOWER PORTION FOR YOUR RECORDS +—REV-1547 EX AFP (08-13)_ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ORLOWSKY JAMES MFILE NO. :21 10-0503 ACN: 101 DATE: 08-18-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 03
1. Real Estate (Schedule A) (1) • 00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) (2) . 00 credit to your account,
00 submit the upper portion
S. Closely Held Stock/Partnership Interest CSchedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) . 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 195,218.49
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) 195.218.49
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 750.00
30. Debts/Mortgage Liabilities/Liens (Schedule I) (10) • 00
11. Total Deductions (11) 750.00
12. Net Value of Tax Return (12) 194,468.49
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1 , 113,373.78
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: ry
15. Amount of Line 14 at spousal rate (15) .00 X 0 Do-XI
16. Amount of Line 14 taxable at lineal rate C16) 1 •113.379-7R X 04&OD 50,101
17. Amount of Line 14 at sibling rate (17) on X 12J��� _
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15Do
19. Principal Tax Due (1G 7. 5[(.0104:-48'J
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID :0
xr■ SUMMARY OF ALL 06 PAYMENTS
04-29-2014 2,022. 14 no
900.82- 55,602.84 c�
TOTAL TAX PAYMENT 56,724. 16
BALANCE OF TAX DUE 6,619.68CR
INTEREST AND PEN. .00
TOTAL DUE 6,619.68CR
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.