HomeMy WebLinkAbout08-07-06
08-07-2006
FELIX
0:2-25-2006
21 06-0250
CUMBERLAND
lU
APPEAL DJI~TE: 10-06-2006
( 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
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REv:is47-Ex-AFP-coi:osj-NoTlcE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
LAREE C FILE NO. 21 06-0250 AC:N 101 DATE 08-07-2006
TAX RETURN WAS: ) ACCEPTED AS FILED ( X) CHANt.ED SEE ATTACHED NOTICE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'-. ~". "'4,"",; "'-', ,.-' ;--! ,......._ r- ("".
dNOTICfOF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
, r- I
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BRADLEY L GRIFFIE
GRIFFIE & ASSOC
200 N HANOVER ST
CARLISLE
PA 17013
ESTATE OF
FELIX
REV-1547 EX AFP (06-05)
LAREE
C
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)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
18,,853.75
.00
.00
(8)
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 JJI
14. Net Value of Estate Subject to Tax
(9)
(10)
8,1060.90
3.745.36
(11)
(12)
(13)
(14)
NOTE: If an assessment was issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. Amount of line 14 at Spousal rate (15)
16. Amount of line 14 taxable at Lineal/Class A rate (16)
17. Amount of line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
18,853.75
11.806.26
7,047.49
.00
7,047.49
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
,.00 X 00 =
7,047.49 X 045 =
.00 X 12 =
.00 X 15 =
(19)=
.00
317.14
.00
.00
317.14
. .. . n.... KI:.l,;I:..Lt"1 1+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06 16-2006 CD006839 .00 :299.85
PAYMENT MUST BE MADE BY 11-25-2006*. TOTAL TAX CREDIT 299.85
BALANCE OF TAX DUE 17.29
INTEREST AND PEN. .00
TOTAL DUE 17.29
L.-,
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS lESS THAN $1" NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
REV-1470 EX (6-88)
INHERITANCE TAX
EXPLANA TION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
FILE NUMBER
Laree C. Felix
REVIEWED BY
ACN
2106-0250
101
Sheila Megonnell
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
H
Total on Schedule "H" was not correctly carried forward to recapitulation page.
ROW
Page 1