HomeMy WebLinkAbout03-12-10NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - " ~ OF''ICED~OCT'IUI~~~ AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 280601 _ W REV-1547 EX AFP (12-09)
HARRISBURG PA 17128-0601 -- ,('
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DATE 03-15-2010
2f1i0 M9AR i 2 r'i~ 4~ OS ESTATE OF CRITCHLEY DOROTHY E
DATE OF DEATH 06-02-2009
C~~~ y ~jr FILE NUMBER 21 09-0527
DONNA C ABRAHANSEN QRPMI~h'~ COURj COUNTY CUMBERLAND
APT 10 ` n~ ~_ ,~},~~ ~~ QA ACN 101
C~~-` APPEAL DATE: 05-14-2010
85 GRAND CENTRAL AVE (See reverse side under Objections)
LAVALLETTE NJ 08735
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -• --R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS •--
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REV-1547 EX AFP (12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
--------------------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CRITCHLEY DOROTHY EFILE N0.:21 09-0527 ACN: 101 DATE: 03-15-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 125, 000.00
2. Stocks and Bonds (Schedule B) NOTE: To ensure proper
(2) 7,552.00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
(4) • 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 170,317.04
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G)
(7) .00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: (8) 302.869 04
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (y)
1 T.1 1
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(lo) 322.18
11. Total Deductions
12• Net Value of Tax Return (11) 1,633.58
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13~ 301,235.4 6
14. Net Value of Estate Subject to Tax .00
(14) 301,235 46
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 ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount
of
Line 14
taxable at
Lineal/Class A rate (15) .00 X 00 =
.00
17. Amount
of
Line 14
at Sibling
rate (16L 30 1 ~~ ~~ x 045 = 13,555.60
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 00
19. Principal
Tax Due .
X 15
=
.00
TAX CREDITS: (19)° 13,555.60
PAYMENT RECEIPT
DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
-28-2009 CD011691 677 78
12,900.3
TOTAL TAX PAYMENT 13,578.14
BALANCE OF TAX DUE 22.54CR
INTEREST AND PEN. .00
TOTAL DUE 22.54CR ~
* IF PAID AFTER DATE INDICATED, SEE REVERSE `,`
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REV-1470 EX (01-10)
~ pennsylvania
INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
RRI B R PA 17128-0601
DECEDENT'S NAME
Dorothy E. Critchley FILE NUMBER
2109-0527
REVIEWED BY ACN
Sheila Megonnell 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
F 1 The value of the jointly held assets is being stricken from the assessment of this return
since they were previously assessed on 01/16/2009 under ACN 09141413.
F I 2
The value of the jointly held assets is being stricken from the assessment of this return
since they were previously assessed on 11/16/2009 under ACN 09141414.
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