HomeMy WebLinkAbout06-07-13 N07TCE OF INHERITANCE 7AX �;�jpennsytvania
BUREAU ov INOIYIDUAL TAXES APPRAISEMENT, ALLOWANCE pR DISAI.LOWANCE
4F DEDUCTIONS AND ASSE$SMENT OF TAX ��'j 4EPARTMENT OF REVENUE
IlktERITANCE TAX DIYISIWi REY-7547 IX AFP t03-133
�° �" 28"°' RcCOR�i�:(� O,�FtC��T OF
HARRI36URG PA 17128-0601
R�Gf$1���� �11` k'"'w�T.L�$ 06-10-2013
ESTATE 6F C60NS SR SiANLfY l
�?�+i� J�N 7 P�l F�LL"�UMBERTH 21 13-0440
JOE� R ZU�l.ZN6ER GLER�{ Qr�aUMTY CUM&ERLAMD
STE 200 ORPHANS' COURT APPEAL DATE: pg-09-2013
�4 N MAIN sT CUMBERLANb C4., pp (SeereversesideunderObjections)
CHAMBERSBURG PA 17201-1814 Awaunt Re�itted
MAKE CHECK PAYABLE AND REMI7 PAYMENT T0:
REGISTER OF WILLS
2 COURTHOUSE SQUARE
CAR�ISLE PA 17013
CUT ALON6 THIS LINE _ •—► RETAIN I.OWER.POR7IdN FOR YOUR RECOROS t•-
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REY-1547 EX AFP CO2-133 N6TIC£ OF INHERITANCE TAX APPRAISEMENT, AiLOWANCE QR
UISALLOWANCE 4F DEDUCTIONS AHD ASS£SSMENT OF TAX
ESTATE OFs COONS SR STANLEY LFILE ND. :21 13-0440 ACN: 101 DATEs 06-10-2013
TAX RETURN WAS: C X 7 ACCEPTED AS FIIED C } CHAN6ED
APPRAISED VAIUE OF RETURN BASED 8N: ORZ6INAl RETURN
1. Roal Estate fSeheEUle A7 (1) •�a NOTE: To onsu�e Propar
2. Stocks antl BqnAs [SChsdula 87 �z� .00 �radlt to your acccunt,
0� sube�St tha uppa� portiotr
3. Ciosolv Haltl StacklPa�tnarship Intatast CSCheduls C} {3I of this farm aith your
4. Mortpagas/Nptes RecalvaDle CSchadula D) C4J •�� tax piynent.
5. Cash/Bank 6epos3ts/Misc. Personal Proparty CSChedula E) (5) 1�BOO.OU
b. JointlY 8xned Propetty {SChetlula F) {5} .00
7. Trans#ers CSCheeule G> t7) •00
e. 7ota1 Assets C8) 1 .$00..00
APPR4VED DE4UCTIOttS AND EXEMATIpNS: '
s. Funarai Exponsas/Atlm. CostsJMisc. ExPenses t5cbedui• H) t9y 190.Ud
10. Debts/MOrtga9e Liabillties/LS¢ns (SChadul• I) (lp) .OD
11. Total Deductloas t11I 19q.��
12. Xet Yalua of Tax Return C123 �.616.00
13. ChaMYable/Governmentai Bequests; Non-ele<tad 4113 Trusks iSChadule A �ly� .00
14. Nat Value oP Estafe Sub]ect t0 Tax �lq� 1.61d.0�
NOTE: Sf an assass�ent was iasued proviously, Lf�es 14, 15, 16, 17, 18 andtor 14 vill
reflect Fipures that inciude the total of all returos asaessed to date.
ASSESSMEHT OF TAX:
15. AmauM af L1ne f4 at spausal �aYa - C15) 1r610.00 % 00 = .00
16. Amount of Line 14 taxable at lineal rata C163 � �� X 045 = •fl 0
17. Amount of LSna 14 at siblin8 �eYe C17) ��� X l�C = .00
18. Amount of LSne 14 taxa6le at callaSerol rata C18) .00 X 15 = .OD
19. PHneipal Tax Due <19�= .OD
TAX CREDITS:
pAYMENT RECEIP7 DISCOUNT C+) qMOUNT PAID
DA7E NUMBER INTEREST/PEN PAID C-)
70TpL TAX PAYMENT ,00
BALANCE OF TAX DUE .00
ZNTEREST AND PEN. .00
70TAL DUE .DO
• If PAID AFTER DATE INDICATED. SEE REYERSE LF TOTAL DUE IS REFIECTED AS A GREDIT CCR). YOU MAY 9E DUE �J
FOR CAICUi.ATZOM pF ADDI7Z4NAl INTEREST. A REFUND. SEE REVERSE SZDE FOR ZNSTRUCTI�HS. ���
V
RESERVATION: Estates of decedents dyinq on or before Dec. 12,1982-'rf any fuWra intarest in the estate is trensfened in possession or
enjoyment to collateral benefidaries of the decedent after ihe expira6on af any estate for Afe or years;tl1e�Comrtwmweal[h
hereby expressty reserves the right M appraise and assess hansfer inheritance taxes at the lawfui collaterel rate on any such
tuture interest.
PAYMENT: Detach the top.por6on of this rwtice and subm@ witb your payment to the Register of Wills Indicated on Me front of the rwtice.
Make chedc or money order payaWe M:REGISTER OF WILL,AGENT.
REFUND(CR): A�efund of a tax credit not reqeested on the tax return may be requestad by complednp 2n Applicatba for RefuMl of
Pennsylvania lnheritance aMd Esta�Tax(REV•1373). Applications are av�laWe fiom Me depertmeM's web site at
www.revanue.state.oa.us..aoy Repister of Wills a Revenue[�rict OId¢e,or irom�d�e depehments 24-hour farms ordering
service:1-800-362-2050;senrices tor taxpayers with special hearirq arM�or spe�cing neads:1-800-447-3020(TT only).
Please allow a6 weeks from�the dete a refund was graMed M errive.
OBJECTIONS: Any party in interest not satisfied wiM the appraisement,albwance or disallowance of deduclions,or asaes8ment of taz
(includirg discount or iMerest)as shown on Mis rrotice may object wiMin 60 days of Me date of receipt of tMs notice by:
A) Filiny an appeal online at on or before Me appea4 d�e identified on the front of�this rwtice.
Or senQng a written protest to:PA Departmerd of qeverwe,Board of Appeals;PO BOX 28Y201,Harrisburg PA 17128-1021;
B) Havinp ffie matler determined�at auciit ofthe acaount of 1M personal representahve;or
C) C)Appealing to Me Orphens'Court.
ADMINISTRATIVE Errors discovered on this assessment shoukl be addressed in writlng to:PA Department of Revenue,Bureau of Irnkvidual
CORHECTIONS: Taxes,ATTN:Post AssesameM Review UnR,PO BOX 280601,Hartisburg PA,17128-1021,Plane(717)787-8505. See�pape 4
Instructions for Inheritance Tax Retum for a Resident Decedent(REV-1501)for an explanation of adminiatratively correctabb
BAOfS.
DISCOUNT: If any taz due is paid wiMin three calendar months after the decedenYs death,a five percent discount of the ta�c paid is atloweble.
INTEREST: Interest is charged beginning with first day of delinquency,or nine morrths and one date from dete of death,to the date of �
payment. Annual interest ra[es are available on Form REV-1611,avaflable at www.revenue state.oa.us or upon rquest by
calling 1-888-728-2937.
Interest is calculated as follows:
INTEREST=BALANCE OF TAX UNPAID X NUMBER Of DAYS DELINQUENT X DAILY INTEREST FACTOR
Any Notice issued aker the tax becomes delirpuent will reflect an interest calculation to 15 days beyorW the date of the
assessment. If payment is made ailer the interest ca�ulation date show on Me Nodce,additional interest must be cabulated.