HomeMy WebLinkAbout03-30-15 (2) t NOTICE OF INHERITANCE TAX ' � pennsyLvania
BUREAU OF INDIVI A PRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE `C DEPARTMENT OF REVENUE
Po Box zao6oiKEN � £ �c OF DEDUCTIONS AND ASSESSMENT OF TAX -- REv-1547 Ex AFP (11-I4)
HARRISBURG PA ]([C- &TER iA�� LS
?d1S � p 30 pM 12 v7` DATE 03-30-2015
U li L1 ESTATE OF ORLOWSKY JAMES M
CLEF,",., DATE OF DEATH 04-18-2010
FILE NUMBER 21 10-0503
ORPHANS' COUNTY CUMBERLAND
VER ��,}}�t �;1'�t ri,JACQUELINM ACN 504
44 %1`NiJI/ER ST APPEAL DATE: 05-29-2015
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 RETAIN LOWER PORTION FOR YOUR RECORDS E-
REV-1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ORLOWSKY JAMES MFILE NO. :21 10-0503 ACN: 504 DATE: 03-30-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: LITIGATION RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 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) 301 ,394.40
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) .00
8. Total Assets (8) 301 ,394.40
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 665.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 665.00
12. Net Value of Tax Return (12) 300,729.40
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 300,729.40
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) ;nn •729.4n X 045 = 13,532.82
17. Amount of Line 14 at sibling rate (17) 0 0 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 13,532.82
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-08-2013 CDO17573 .00 57.54
10-28-2014 CDO19848 .00 13,475.28
TOTAL TAX PAYMENT 13,532.82
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUES
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.