HomeMy WebLinkAbout02-28-11~.
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_NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES R.F ~,~i~~~-~~,LS~~~I~' ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~Of, DED1'1~Q~IONS AND ASSESSMENT OF TAX
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PO BOX 280601 j i~ `;; ; i :~ ., ~,; ~ . ~ _.:..lJ
HARRISBURG PA 17128-0601
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JEFFREY R BOSWEL~;~.:_...'~~i.-.'~~; _~ '.,,'~~ , i
315 N FRONT ST
HARRISBURG PA 17101
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
DATE 02-21-2011
ESTATE OF VANVOORHEES FRED L
DATE OF DEATH 10-Ob-2006
FILE NUMBER 21 Ob-0887
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-22-2011
(See reverse side under Objections
Amount Remitted -~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
RETAIN-LOWER_PORTION_FOR
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CUT ALONG THIS LINE _YOUR_RECORDS- E'- __ _________________
_
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REV-1547 EX AFP C12-10~ NOTICE
R
R
N CE
O
A OR
WANCE
DEDUCTIONS AND
OF
DISALLO TAX
OF
ASSESSMENT
ESTATE OF: VANVOORHEES FRED LFILE N0.:21 06-0887 ACN: 101 DATE: 02-21-2011
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
~1) 254,750.00 NOTE: To ensure proper
1. Real Estate (Schedule A) 597.75
60 credit to your account,
2. Stocks and Bonds (Schedule B) ,
(2)
~ ~ submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) ' of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 79, 136.99
Jointly Owned Property (Schedule F)
6 (6) .0 0
. C7) 223, 787.43
7. Transfers (Schedule G)
c8) 618.272.17
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 58,810.9
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 17,364.72
c11) 76, 175. 6b
11. Total Deductions 542, 096 .51
12. Net Value of Tax Return C12)
C13)
2 0,0 0 0.0 0
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
(14) 522, 096 .51
14. Net Value of Estate Subject to Tax
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:
0 0
0 0 - .00
-
15. Amount of Line 14 at Spousal rate (15) .
X
5 X 045
096
502 594.34
= 22
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .
, ,
17. Amount of Line 14 at Sibling rate (17) _ 00 X 12 . 00
Amount of Line 14 taxable at Collateral/Class B rate (18)
18 20, 000.00 X 15 = 3, 000.00
. (19 )° 25,594.34
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
01-05-2007 CD007650 1,184.21 22,500.00
11-26-2010 CD013716 373.12- 2,283.25
12-03-2010 CD013740 .42- 1.89
TOTAL TAX PAYMENT 25,595.81
BALANCE OF TAX DUE 1.47CR
INTEREST AND PEN. .00
TOTAL DUE 1.47CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT"' CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REV-1470 EX (01-10)~ ~
~ ennsylvania
p
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRI R PA 171 -0601
DECEDENT'S NAME Fred L. Vanvoorhees
REVIEWED BY Sheila Megonnell
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
ACN
2106-0887
101
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
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