HomeMy WebLinkAbout07-29-11rrr~ ~ :~~1-TE OF INHERITANCE TAX
~.C A'PPI~AISE1~.~ ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES '~
INHERITANCE Tnx DIVISION ~~~•,:<- O~F~.DE~DIl6'~IONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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JEFFREY R BOSWELL ESQ
315 N FARONT ST
HARRISBURG PA 17101
Pennsylvania -i
DEPARTMENT OF REVENUE '
REV-1547 EX AFP (12-10)
DATE 07-25-2011
ESTATE OF VANVOORHEES FRED L
DATE OF DEATH 10-06-2006
FILE NUMBER 21 06-0887
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-2'3-2011
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- ~ RETAIN LOWER PORTION FOR YOUR RECORDS f-
REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: VANVOORHEES FRED LFILE N0.:21 06-0887 ACN: 101
OR
DATE: 07-25-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) C1) •DD NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 362.9 2 credit to your account,
DD submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets C8) 362.92
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 9 7.25
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions X11) 97.25
12. Net Value of Tax Return (12) 265.67
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 522,362.18
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 d ate.
ASSESSMENT 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 (16) ~,0?.67.18 X 045 = 22,606.30
17. Amount of Line 14 at Sibling rate (17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 20, OOO.OD X 15 - 3, 000.00
19. Principal Tax Due (19)= 25,606.30
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
~** SUMMARY 0 ALL 05 PAYMENTS ***
05-18-2011 1,184.21 .00
375.89- 24,798.01
TOTAL TAX PAYMENT 25,606.33
BALANCE OF TAX DUE .03CR
INTEREST AND PEN. .00
TOTAL DUE .03CR
* 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 FORIM FOR INSTRUCTIDNS.