Loading...
HomeMy WebLinkAbout06-25-07 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX OIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APP~AH"]IJ>.l:liTr", r'+.~-:!lW~N\=E OR DISALLOWANCE OF '-n!20lTCnbN's; ANI) '-ASSESSMENT OF TAX REV-1547 EX AFP (06-05) 'I" BRADLEY L GRIFFIE GRIFFIE & ASSOCS 200 N HANOVER ST CARLISLE PA 17013 DATE 2001 JUN 25 P~\ 3>~iTE OF DATE OF DEATH CU::R\', OF FILE NUMBER ORPHA}~'S cQure~~.NTY CUllY - - "0~ 06-18-2007 GRIFFIE 09-29-2006 21 06-0926 CUMBERLAND 101 APPEAL DATE: 08-17-2007 ( See reverse side under Objections) Amount Remittedl ~ MAKE CHECK PAYABLE AND REMIT PAYMENT DARYL R TO : REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +- ------------------------------------------------------------------------------..------------ REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF GRIFFIE DARYL R FILE NO.21 06-0926 ACN 101 DATE 06-18-2007 TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) {ll .00 NOTE: To insure 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 p,ayment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 9,076.68 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) 9,076.68 APPROVED DEDUCTI ONS AND EXEMPTIONS: 11,540.58 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 14.544.28 11. Total Deductions (11 ) '?6.084 86 12. Net Value of Tax Return (12) 17,008.18- 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 17,008.18- 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 !b.b. 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/Class A rate (16) .00 X 045 = .00 17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00 19. Principal Tax Due (19)= .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ..i. * IF PAID AFTER DATE INDICATED. SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~ FOR CALCULATION OF ADDITI ONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY B D A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ,