HomeMy WebLinkAbout12-08-08BUREAU OF INDIVIDUAL. TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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- ' `~~,_";,~.~ l.' ~ ' 'NOTICE OF INHERITANCE TAX
"AP.P,Rb~LS''EMENT, ALLOWANCE OR DISALLOWANCE
,._. - ~-- ~-' OE"DEDUCTIONS AND ASSESSMENT OF TAX
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CHERYL C SIMPSON ~~
16 CURTIS DR
EAST BERLIN PA 17316
REV-1547 EX AFP C06-05)
DATE 12-01-2008
ESTATE OF CRITCHLEY JR LUTHER F
DATE OF DEATH O:1-05-2008
FILE NUMBER 2:L 08-0038
COUNTY CIMBERLAND
ACN 101
APPEAL DATE: 01-30-2009
(See reverse side under Objections)
Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP X03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CRITCHLEY JR LUTHER F FILE N0. 21 08-0038 A(:N 101 DATE 12-01-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
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
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;
14. Net Value of Estate Subject to Tax
C1) 81,000.00 NOTE: To insure proper
C2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
C5) 39,886.66
c6) 154,626.41
cn 271,925.17
CB) 547,438.24
11,723.52
C9)
Clo) 3,829.85
C11) l~i.~+rii. 7
clz) 531,884.87
Non-elected 9113 Trusts (Schedule J~) (13) •00
c14) 531,884.87
NOTE: If an assessment was issued previously, lines 14, 15 and,/or 16, 17, 18 and 19 will
reflec t figures that include the total of ALL returns assess ed to date.
ASSESS MENT 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 C16) 531 , 884• . 87 X 045 = 23, 934.82
17. Amount of Line 14 at Sibling rate C17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due c19)= 23, 934.82
rex rocnTrc.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
08-22-2008 CD010177 .00 23,934.82
TOTAL TAX CREDIT 23,934.82
BALANCE OF T,AX DUE .00
INTEREST ANDI PEN. .00
TOTAL DU'E .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
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