HomeMy WebLinkAbout01-20-06
01-24-2006
FLURIE
06-07-2005
21 05-0523
CUMBERLAND
101
APPEAL DATE: 03-25-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
9Y!_~~9~~_!~!~_~!~~______~___~!!!!~_~~~!~_~~~!!~~_~~~_y~~~_~!~~~~!__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JESSE L FILE NO. 21 05-0523 ACN 101
BUPEAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.. c- n NOTICE OF INHERITANCE TAX
~~"RAISEMEIirtI. ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
!' !,'
"i!' r':;
.,..1 l i I ;.,'......
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
, '::- I.~'
,.
(~ ...
CHARLES F CHENOT IIIi,tSQ
PO BOX 250
NEW BLOOMFIELD
PA 17068
ESTATE OF
FLURIE
.
REV-1547 EX AFP (06-05)
JESSE
L
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
DATE 01-24-2006
SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. ~ointly Owned Property (Schedule F)
7. Transfers (Schedule G)
S. Total Assets
(l)
(2)
(3)
(4)
(S)
(6)
(7)
.00
311.929.42
.00
.00
17.941.37
.00
107,900.52
(S)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule ~)
14. Net Value of Estate Subject to Tax
(9)
(l0)
31,177.37
8.768.75
(lU
(l2)
(l3)
(l4)
NOTE: I~ an assessment was issued previoUSly, lines
re~lect ~igures that include the total o~ ALL
ASSESSMENT OF TAX:
IS. Amount of Line 14 at Spousal rate (IS)
16. Amount of Line 14 taxable at Lineal/Class A rat. (16)
17. Amount of Line 14 at Sibling rate (17)
IS. Amount of Line 14 taxable at Collateral/Class B rate (IS)
19. Principal Tax Due
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
437,771 .31
39.946 1?
397,825.19
36,240.58
361,584.61
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
144,962.34 X 045 =
107,900.52 X 12 =
108,721. 75 X 15 =
(l9)=
.00
6,523.31
12,948.06
16,308.26
35,779.63
TAX CREDITS:
"'''Y"I:NI ",c'-c~r l+J AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
09 02 2005 CD005766 1,736.84 33,000.00
11-09-2005 CD005988 .00 723.46
PAYMENT MUST BE MADE BY 03-07-2006-. TOTAL TAX CREDIT 35,460.30
BALANCE OF TAX DUE 319.33
INTEREST AND PEN. .00
TOTAL DUE 319.33
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. I \
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE \
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) ",-
REV-1470 EX (6-88)
~ '* INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FilE NUMBER
Jesse L. Flurie 2105-0523
REVIEWED BY ACN
Sheila Megonnell 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
G Transfers are taxable outright to the beneficiary before determining residue.
ROW
Page 1