HomeMy WebLinkAbout11-14-06
J
,
11-13-2006
lEAR
03-08-2006
21 06-0235
CUMBERLAND
101
APPEAL DATE: 01-12-2007
( See reverse side under Objections)
A.aunt 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-1547 EX AFP (03-05) NOTI E OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISAL OWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
l UELLA E FILE NO. 21 06-0235 ACN 101 DATE 11-13-2006
RN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
2006 NO
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
;~nl."":rl:rAP~~tIPT, ALLOWANCE OR DISALLONANCE
::: A'i u.' 4jfIIlED\ll;TIOIlS AND ASSESSMENT DF TAlC
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
*'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 11128-0601
REV-lS41 EX AFP (06-05)
14 PM I: f 2
LOUELLA
E
ROBERT G FREY
FREY & TILEY
5 S HANOVER ST
CARLISLE
ESTATE OF LEAR
RESERVATION CONCERNING FUTUR INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BA ED ON: ORIGINAL RETURN
1. Reel Est.te (Schedule A)
2. Stocks and Bonds (Schedule
3. Closely Held Stock/Partner (Schedule C)
4. ttodgeges/Notes Receivable (Schedule D)
S. C.shlBenk Deposits/"bc. Pe son.l Property (Schedule E)
6. Jointly Owned Property (Sch Ie F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(S)
(6)
(7)
.00
.00
.00
.00
.00
35.195.00
64.401. 00
(8)
NOTE: To insure proper
credit to your .ccount,
sub. it the up~r portion
of this for. with your
t.xpey....,t.
99,596.00
APPROVED DEDUCTIONS AND EX EM TIONS:
9. Funer.l Expenses/Aa. Costs "bc. Expenses (Schedule H)
10. Debtslttortgege Liabilitiesl iens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Cheriteble/Gover~t.l equests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estete Subj t to Tax
(9)
UO)
10,931.00
.00
(1)
(2)
(3)
(4)
10.931 00
88,665.00
.00
88,665.00
19 will
I~ an asses..ent was issued previouslY, lines 14, 15 and/or 16, 17, 18 and
reflect ~igures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
IS. A.ount of Line 14 .t Spous.
16. A.ount of Line 14 taxable .
17. A.ount of Line 14 at Siblin
18. AIIount of Line 14 taxable a
19. Principal Tax Due
NOTE:
(19)=
.00
.00
.00
13,299.75
13,299.75
r.te
Li~al/CI.ss A rate
r.t.
Collater.I/Class B rete
US)
U61
(7)
(8)
.00 X
.00 X
.00 X
88,665.00 X
00 =
045 =
12 =
15 =
DATE
06-01-2006
10-03-2006
NUttBER
CD006769
CD007282
INTEREST/PEN PAID (-)
500.00
.00
AItOUNT PAID
9,500.00
140.00
PAYMENT MUST BE MADE BY 12-08-2006*.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
10.140.00
3,159.75
.00
3,159.75
. IF PAID AFTER DATE INDICATED I SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAY"ENT IS REQUIRED.
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 (8-88)
.
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
Lear, Louella E.
FILE NUMBER
Daniel Heck
ACN
2106-0235
101
REVIEWED BY
ITEM
SCHEDULE NO.
F & G All
EXPLANATION OF CHANGES
These accounts. re taxable to the niece and nephew, there is no monies left to fall into the
residue of the es~tate. No bequests can come out of these jointly held accounts.
H B-3
The claim for the family exemption has been disallowed. The claimant must be a SDouse
or if no SDouse. c Darent or child living in the same household as the decedent as of the
date of death.
ROW
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