HomeMy WebLinkAbout06-07-13 NOTICE OF INHERITANCE TAX � pennsylvania
BUREAU oP Txbivinua4. 7nxss APPRAISEMENT, ALLOWANCE dR DISALLOWANCE DFPARTMENTOFREVENUE
INNERITAHCE TAX DIVISION 6F DEDUCTIDNS. AND ASSESSMENT OF TAX er�T REV-1547 IX AFP (03-13)
PU BOX 2E0601
w�tx�ssuas en zrizs-a6o� REC4RDED OFFICE OF
RE�tSTEr7 pF ti���_�g DATE 06-30-2013
ESTATE OF BROTZNAN JEAN L
?G�3 Jl1N t f i t 1 �JFILE MUMBERTH Zi iz-osos
DAVID N RADCI.IFF CLERK OF COUNTY CUMBERLAND
ACN 101
STE 201 �RpH({�$' �'Q��'r' APPEAI DATE: 08-09-2013
10Y1 MUMMA RD GUMBERLAND Cc�., �/'� �'SeereversesideunderObjeciionsj
LEMQYNE PA 17043-1243 A�ount Re�itted�--��
MAKE CHECK PAYABLE AND REMIT pAYMENT T8:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17Q13
CUT ALON6 THIS LINE i► RETAIN l4WER PORTI4M F4R YQllR RECORDS �+
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REV-1547 EX AFP f02-13) NOTIGE OF SMHERITANCE TAX APPRAISEMENT, ALLqMANCE OR
DISALLOWANCE OF DEDUCT24NS AND ASSESSMENT OF TAX -
ESTATE OF: BROTZMAN JEAN LFSLE Nd. s21 22-q803 pCN: 101 DATE: 06^10-2013
TAX RETURN WAS: C )O ACCEP7E➢ AS FILED C } CHANGED
APPRAISED YALUE OF RETURN BASED ON: QRI6INAl RETURN
L Rasl Estate {SChatlule A3 (1) I82.400.00 N�TE: To ensure propar
2. Stocks and Bands i3chedula B) (z� .p0 cretllY to ypur iccourtk,
3. Closelv Held Stock/Parknership Interest CSchsAUl• C) �3) ,pp �ubmit th• upper portion
pfi this form with ynur
4. Mprtpapas/Notes Recaivable (SChaeule D� C4) •00 ksx pev�nant.
5. Cash/Bank Oegosits/M£sc. Porsonai Fropsrty {Schsdnis ES {5} S2r430.53
i
b. JOSRtly �Knetl PrOAarty (SC�BdUlA F} i67 '�Q
7. Trensfar$ tSChstluls G) ��� �Z�850.23
e. Totgl Assets {g} 31�.580.7G
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funaral ExpanseslAtlw. Costs/Mise. Expensas CSchequla H] fg� 15.64�.16
lp. Debts/Mortpaga Liabflitiaslliens CSChedula I) (lp) 2,884.46
ii. ratai a•auccxons cii7 18,536.b2
12. Hat Value of Tax Return C12� 294>244.14
13. Char3table/Gqvernmental BeQUests; No�-alacted 9113 Trusts fSchedu2a J7 L137 •0�
14. Net Value qf Eatate Sub7sct to Tax �yy� 294,144.14
NUTEs It an assess�ent was issued previously, LSnes 14, 15, 1G, 17, 18 andter 14 x1Y1
reflett Fipures that inelude the total of all returns assesse8 ta date.
ASSESSMENT OF TAX:
15. Amount of Llne 14 af spousai rate f15> .00 z 00 = .00
ib. amount of �ina 1a Yaxabla at uneai rate cis> �Q4.144. 14 X p45 = 13,461.49
17. Amount of Lina 14 at siblin@ rate (17} .�0 X 12 - .00
18. Amou�t of I.ine 14 taxable at ca2lataral rata C183 .OQ X 15 � � .00
19. Ptlncipal rax bua �19�= 13,461.49
TAX CREDITS:
AAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-) -
ID-04-2012 CDO 6602 6 7.8 12,500,00
Q4-28-2013 CD017472 .00 303.61
TOTAL 7AX PAYMENT 13,461.50
BALANCE OF TAX DUE .O1CR
INTER@S7 AND PEN. .QO
TOTAI DUE .O1CR
� ZF PpID AFTER DATE INDICATED, SEE REVERSE IF 7tlTAl DUE IS REFLECTED AS A CREDZT CCR), YOU MAY BE DUE /� ,
FOR CAICULATLON OF ADDITIONAL SNTEREST. A REFUND. SEE REYERSE SIDE FOR INSTRUCTIONS. C,����
\U"
� RE9ERVATION: Esptes pf decedants dyfnp on w befwe Dec.12, 7982-'rf any future iMerest in ihe astaES is transferred in possession or
enjoymaM to twllsterai beneticia+ies oi the decedent alter the e�raUonof azry 9state ior�fe or years:tho C4mmonweakh
hare6y ezpressy reserves the rfqht�appraise and assess trac�inheritenee t�ss at the lawiul collateral rate on any such
tuture iMerest.
PAYAAENT: Datach the top portian of this notice and submit with your paymgM to Me iiegi&ter of�Iis i�ted on the front of tlie rmtice.
Make check or money prcbr payaWe to:REGiSTER OF W1lt,AGENT.
REFUN6(CR}: A reiurrd of a ta�c credit rnrt requested an the t�raWrn may be requested try s�nplelin(�an Application tor Refund of
Pennsyivania inheritance arid E�ate Ta�c{REV-1313). Applications are av�i[i(11g hom�4he d0p9rtmenYs web Bite at
anY Repister ot Witls orReveiaa Di�rid OMkx,or from tlro depaMieni's 2A-hour forms ordeTimg
service:t-900•9B2•2050;services tor taxpayers wtth apaciai hearirp a�cUor speakinp needs:7-800�447-3020{TT onty).
Please albw d-6 wbeks from 85e�tlatar a rMunct waa graMed to arrive.
4BJECTIONS: Any paKy in interest rwt satisFied with the a�x�semeM,alk�vance ar diealbwanca of deductions,.or assessment of tax
(inek�ng discAUrrt or interest)as shown on this trotice mey object within 60 daya of Me date of receipt of tM1is notice by:
R). Fili�g an appeal online at on or before tire mppeai d�e kientified on the hont of ihis rqtice.
� Or serrcGnp a writlen profest ta:PA Department W Revenue,Baud of Appoais,Pd 8qX 2812pt,Harrisburg?A t 772&-1021;
B) Having tMa matte�deiermined at aucAt bfi the�coum�of H+e persanal represenffitive;or
C} C}Appaa�i�to ttra Orphans'Court.
ADMlNISTRATIYE Errors discovered on khis assessment should be addressdd i�writlnq to;PA Departmant of Revenue,Bureau of IrnFvitfuai
� CORflfGT14NS: Ta�tes,ATTN;Poet.A�eBSmem Review UnR,PC)BOX 280601,HOriiSbUrg PA,1 71 28-7 021,PhOne(777}7$7-6505. See page A
� Inshuciione for InherHance T�Retom for a Reeidar�t Decedent{REV-1501}fpr an ex�lanaUon of�ninlstra9vely carrec�ble
erroB.
DISC4UNT: H any taz due is paid withi�three calendar moMhs atter the decedeM's tleaN,a five percent diswunt of the tax paid is aibwebie.
� INTERE9T: IMerest is cherged bepinning with firM day of de6nquency,or n(ne months and ane date from d8te at daSth,t0 ihe date ot
. peyment. Annuai iniaresi rates are availaWe on Fprm REV-1811,avaiiabie at�5ww rev�.�sie.oa.us,Or upon rque5t try
caNing Y-88$-728-29:i7.
IMerest is calculstbd as iolbwa:
INTERES7 m BALANCE OF TAX UNPAi6 X NUMBER Of 6AYS DELiNQUENT X OAiLY INTEREST FACTOR
Arry Natice issued after the tax becpmes deGnquent will reflect an interest oalculation W 15 days beyo�d the date of the
- assessment. ff paymant 9s made ai4er the IMerest calculation date show on the Notice,additionai interest must kre cabuiaied.