HomeMy WebLinkAbout03-05-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX UIV IS IUN
PO BOX 280601
HARRISBURG PA 1]128-0601
JOEL 0 SECHRIST
568 OLD YORK RD
ETTERS
~~G~.q~:rANCE TAX pennsylvania ~
APPRAISE E T~p,.,AL LF OR DISALLOWANCE DEPARTME NT OF REVEN UE
OF DE~tl~I'~QNSIkN#1I_,~SSESSMENT OF TAX REY-154] E%AFP (1z-117
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ESTATE OF ANDERSON VANCE
CLERt~ ~~ DATE OF DEATH 06-26-2011
~RP~f~s r;Q,)~?' FILE NUMBER 21 11-0732
CIIRAA ~~~-^'~l' ~'~, ~p COUNTY CUMBERLAND
PA 17319-9543
ACN 101
APPEAL DATE: 04-28-2012
(See reverse, side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
0
CUT ALONG THIS LINE ~- RETAIN LOWER PORTION FOR YOUR RECORDS F
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ANDERSON VANCE OFILE N0.:21 11-0732 ACN: 101 DATE: 02-28-2012
TAX RETURN WAS: (X7 ACCEPTED AS FILED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (S<hetlule A)
2. Stacks and Bonds (Schedule B7
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (SChetlule D)
5. Cash/Bank Deposits/Misc. Parso nal Property (Schedule E)
6. Jointly Owned Property (Schedule F7
7. Transfers (Schedule G)
( ) CHANGED
(ll
00
(2) .00
(3) .00
<4) 9,039.00
(g) 160,989.29
(c7 .00
(7) 306,820.64
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax paymanY.
e. Total Assets (B) 476.848.93
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (y) 71.635.00
10. Debts/Mortgage Liabilities/Liens (Schedule I7 (107 9,429.34
11. Total Deductions (11) 21,064.34
12. Nat value of Tax Return Ill) 455,784.59
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 455,784.59
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 Lina 14 at Spousal rate (15) .00 X 00 - .00
16. Amount of Lina 14 kaxahle at Lineal/Class A rate (16) Gr. ~+. 78G.r.9 x 045 = 20,510.31
17. Amount of Line 14 at Sibling rate (17) .nD X 12 = .00
18.. Amount of Line 14 taxable at Lpllatera l/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (19)= 20,510.31
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) gMOU N1' PAID
09-21-2011 CD014990 1,025.52 ].9,484.79
TOTAL TAX PAYMENT 20,510.31
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAV BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIbE OF THIS FORM FOR INSTRUCTIONS.