HomeMy WebLinkAbout05-13-12 APPRAISEMENTE ALLDWANCETORCDISALLOWANCE �'� � 9� Pennsylvania
BUREAU OF INDIVIDUAL TA�XES , CTIU�LS�,-A DEPARTMENTOFREVENUE
OF DEDU
t�-ASSESSMEMT OF TAX
TNHERITANCE TAX DIVISION ��,�.. ,",.y i � ���� REY-1547 EX AFP (03-13>
PO BOX 280601 S`��� ��;i,� ..�-', V �
HARRISBURG PA 17128-0601 xs. , /';�s F.�
C'',�1,:,�,y.j ':=..i'. v1 . .._
DATE 05-06-2013
',i.',`� �h�� '�`3 �'�Tj � �f�' ESTATE OF REESE RANDOLPH G
��
DATE OF DEATH 02-19-2�U8
�Lr�'�'v��'.� ;;, FILE NUMBER 21 OS-0199
HU&ERT X GILROY Q��w{A�`�S� ��'`-�,'`� COUNTY CUMBERLAND
10 E HIGH ST t �^„ �'r�ACN 101
C��BER�,Q,C�:� APPEAL DATE: 07-05-2013
C A R L I S L E P A 17 013-3 015 (See reverse side under Ohjections)
Amount Remitted�- -�
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE � RETAIN LOWER PDRTION F�R YOUR RECORDS E--�
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REV-1547 EX AFP CO2-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALL�WANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: REESE RANDOLPH �FILE N0. :21 OS-0199 ACN: 101 DATE: 05-06-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED ( 1 CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. �1
1. Real Estate (Schedule A) C1) •00 WOTE: To ensure proper
2. Stocks and Bonds CSchedule B) (2)
.00 �=redit to your account,
.00 =��'bmit the upper portion
3. Closely Held StocklPartnership Interest (Schedule C) (3) uf this form with your
4. Mortgages/Notes fteceivable CSchedule D) C4) •�� tax payment.
5. Cash/Bank Deposit:sfMisc. Personal Property CSchedule E) (5) • 00
6. Jointly Owned Property CSchedule FJ �6� .00
7. Transfers [Schedule G) ��� .00
8. Total Assets (8) _ .00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/'Adm. Costs/Misc. Expenses (Schedule H1 �q� .00
10. Debts/Mortgage �iabilities/Liens CSchedule I) (10) .DO
11. Total DeducCions (11) •0�
12. Net Value of Tax Return �lZ� .00
13. Charitable/6overnmental Bequests; Non-elected 9113 Trusts (Schedule J) t13) .00
14. Net Value of Estate Subject to Tax �14� 473,502.81-
NOTE: If an assessment was issued previouslY, Lines 14, 15, 16, 17, 18 andJor 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 (15) •00 X 00 - ,00
16. Amount of Line 14 taxable at lineal rate (16) -�� x 045 = . 00
17. Amount of Line 14 at s3bling rate (17) •�0 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18� .00 X 15 = .00
19. Principal Tax Due (19� ,00
TAX CREDTTS:
PAYMENT RECEIPT DISCDUNT (+?
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
TDTAL TAX PAYMENT .00
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 (CRJ, YOU MAY BE DUE \�
FOR CALCULATION �F ADDITI'ONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTI�NS. �; i
i
. . .. - - -. . _. . . _. _
RESERVATION: enjoyment�to collateral benef c ar esfof t�e decede t after the exp�ation of any estate forlife toayearse he Commonlwealth
hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful coiiateral rate on any such
future interest.
PAYMENT: Make check or mon�ey order payable to:REGISTER OF WILL AGENT e Register of Wills Indicated on the front of the notice.
REFUND(CR): Pennsyldvan at nher tance and Estate Tax(REV-1313) Appib at oQ seare abailab ep1eomghe depalrtmenYs web s te atf
www revenue state�a us,any R e g i s t e r o f Wills or Revenue District Office,or from the departmenYs 24-hour forms ordering
service:1-800-362-2050;services for tvcpayers with special hearing and/or speaking needs:1-800-4 4 7-3 0 2 0(T T o n l y).
Please allow 4-6 weeks from the date a refund was granted to arrive.
OBJECTIONS: Any party in interest not satisfied with the appraisement,allowance or disallowance of deductions,or assessment of tax
(including discount or interest)as shown on this notice may object within 60 days of the date of receipt of this notice by:
A) Filing an appeai online at www boardofao�eals state aa.us on or before the appeal date identified on the front of this notice.
Or sending a written protest to:PA Department of Revenue,Board of Appeals,PO BOX 281201,Harrisburg PA 17128-1021;
B) Having the matter determined at audit of the account of the personal representative;or
C) C)Appealing to the Orphans'Court.
ADMINISTRATIVE Errors discovered on this assessment should be addressed in writing to:PA Department of Revenue,Bureau of Individual
CORRECTIONS: Instruct ons orPl�henta ce Tax Return or�a Re den�t Deoedent(RErV-�1501)or1aniexplanationhof admin st ati vel�co Sectablee 4
errors.
DISCOUNT: If any tax due is paid within three calendar months after the decedenYs death,a five percent discount of the tax paid is allowable.
INTEREST: Payments Annrgatlin�tegest rat slare'ava lab�e onllForm REV-1611e avaf able at��wwwaet efnue s�tate aaa sator uponerquest by
calling 1-888-728-2937.
Interest is calculated as follows:
INTEREST=BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY�NTEREST FACTOR
Any Notice issued after the tax becomes delinquent will reflect an interest calculation to 15 days beyond the date of the
assessment. If payment is made after the interest calculation date show on the Notice,additional interest must be calculated.