HomeMy WebLinkAbout07-01-13 NOTICE OF TNNERITANCE TAX � pennsylvania
BurtE4u oF INDIVIUUAL TM1XES APPRA7!SEMENT, AI.LDWANCE OR DISAILpWANCE
OEPARTMENT 4F REYENUE
OF DEDUCTIONS AND ASSESSMENT OF TAX M
IXNERITAHCE TA% DZVZSION n {� . ..� ...�-� ,.,_..„,� ,y /� REV•1547 IX AFP (p3-13)
POBOX2E0601 PZ�l��1CG5_`.,_ +.'£ f"i .r� V�
tiARRZSBURG PA 17728-4fi01 �.---. _ i,,,
�t���oi '�_�t tJl` ;; ��.LS
DATE 07-01-2013
;Iii,� Ji11. �, �� I 5`� ESTATE OF EARLY RUBY J
LtATE OF DEATH fl2-14-2009
����� �r FII.E NUMBER 21 10-0055
THOMAS E FLOWER ��PHANS� C(j��j'(' COUNTY CUMBERLAND
ACN 101
30 W HIGH ST �i��6�}��.t��:i� �.�., �� APPEAL DAT£: pg-30-2013
CARLISLE PA 1�013-2922 {SeereversesideunderObjecNons)
A�aun# Re�itted��-�--�--�
MAKE CNEGK PAYABLE AND REMIT PAYMENT T0:
REGISTER 4F WILLS
1 COURTHOUSE S4UARE
CARLISLE PA 17013
CUT AL6NC THIS LI E �i R TAIN LOWER PORTION FOR YOUR REGORIIS !-�+�
---------'---"- �.-.-.-.'-'-'- '-'--'--------------------------------'--
REY-154T EX AFP Cb2-13) NOTICE F SNNERITANGE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOW�NCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: EARLY � RUBY JFILE N0. :21 10-Op55 ACN: 101 DATE: 07-01-2013
TAX RETURN MAS: C X 7 ACCEpTED AS FILED C ) CHANGEA
APPRAISEn YALUE 0!F RETURN BASEn UN: ORIGINAL RETURN
1. Rasl Estete ('SChedula A) Cll •�d NOTE: Tu ansure proper
2. Stoeks and Bdnds CSChedula B) � CD .06 �redit to your accouot,
� �Q su6mit the uppaw po�t3on
3. Clpsely Held Stock/Partnarshlp'� InterasY CSChetlula C) t3} of Yhis forn with yvur
4. Xorteapas/Nqtias Raeeivabie tSehedule D) t4] �0� tax paymsnt.
5. Cash/Bank 6eposits/Misc. Parso,�al Property f5c�eduls E) C5J 1��46.07
b. JoiMly Owned Property tSCiretl�la F} �b� •00
7. Transtsrx CS¢hadula GJ C7J •D�
8. Totai Assats CB) 1 .048.07
APPROYED DEDUCTIONS AND EXEMPT�IONS:
9. Puneral Expe,hses/Atlm. Costs/MSse• Exponses CSthadulu N) �g� 6.284.37
30. Debts/MOrtgalga Liabiliti�s/Liens <Schedula I) C10) 54�2g0•6g
ii. rotai nsau�tiions �yl� 60,574.45
12. Net Valua of� Tax Return c123 54.526.38-
13. Charitable/qovarnmental Baqueat5; Nan-alectetl 9313 Trusts t$chqtlule .13 tyg� .00
14. Nat Yilus ot Estata Subject tp Tax t14J 59,526.38-
NDTE: If an aslsess�ant was tissued prev3auslY> tines 14, 15, 16, 17, 18 andtor 14 xili
reflect �fipuras tfiat ljnclude tfie tctal of all returns assassed to date.
ASSESSMENT 4F TJy7Ct
15. Amount ot 4ine 14 at spousal ',rate C157 •00 X 00 = .00
Y6. Amount ef l.1ne 14 tmxabla at linaal rote C16) � �� X 045 e .OD
17. Amount at Lnne 14 at stbl3ng�raSe t37} -�� X 12 .00
18. Amouni of l3ng 14 ta:able at collataral rata t187 .0� X 15 .DO
i9. Principal Tgx Dua �19�x .00
TAX CRfDITS:
PAYMENT RECE PT OISCOUNT (+) AMOUHT PAID
DATE NUMBER INTEREST/PEN PAID C-)
i
�, TOTAI TAX PAYMENT .60
� SALANCE OF TAX DUE .00
�: ZNTEREST AND PEN. .�0
TOT11l FUE .00
� SF PAID AFTER DATE INbICATED, SEEi REVERSE IF TOTA4 DUE IS REFLEC7ED AS A CREDIT CCR). YOU MAY BE DUE ��
FtlR CALCUi.pTION OF ADDITIONpI INT'�EREST. A REFUND. SEE REVERSE SZDE FOR INSiRUCTIONS.
RESERVATION: Estates qf decedents dylrp pn pr before Dec.12.1982-if a�y fiRtrre interes2 in tlie esfa2e is ira�ferred itt pogsessiopn pr
e�joymaM to coNeterai baneficieries of ihe dacedeM after Mre expira6on M�erry,esffite for Nte a years;dre Commonweatth
hereby expresafy reservas Nze rigM ta appraise and assess tra�ter ini�erita�ce t�as at tlie�i cailatera{rate on arry such
fuiure interest.
PAYMENT: Detach tha top portion of thia notics and submit wi;h�ytiur paymeM ta the Register of Wii�ir�ated on ttre front of the ratice.
Make check or morrey ortler paystiie to:REGiSTER OF WILL,AGENT.
REFUND(CR): A refund of a tau credit not requested on the tau reWrn may be requesled by canpletlnq an Appic8lion 1or Rsfund of
PennsyNarsia 7nheritance and Estaie Taz(REV-1313}. Appiioa6o�are ava�iadie hom 9�e departmeM's web site at
www.revawe.sffite�ua�enl+RaDister ot WiNS or Fleuer�D�hiIX O(flCe,a irorn ltie d�s9rtment's 24�hoor forms orderinp
service:7-8b0-362=2A30�services for taxppyers wkh spedal hearqg an4YM spealdn9 neede:f-eIX1•447-3024(TT anty).
P�allow 48 weeks hoin Nib daEe a refund was granted io arrive.
ClBJECTia!IS: Any party in irrterest not satisfied wiM tF�e appraisement,allr�wance or disallowance of deductbns,or agseasment af tax �
{inclur8rg�scnunt or inYerest}as stwwn on this r�may abject wiUdn�days of ihe date uf receip#of tM1is notice by:
A} RGnq an qppeai oniine a1�.m�cbsar�m�.et�.te.na y�on or before the appeai d�n ideMifled on the front of this nptice. �
Or serMing a writtea protgst to:PA Deparhrtent of R9venue,Baard ot Appeais,PO BdX 2$f 241,Harrisburg PA 17128-102t;
B} iiavinq tMematter determined�at audit of the a�couM of the per�onaf lepresaMaUve;or
C) G) to the Orphans'Court. �
ADMIP4ISTRATiVE Errars discoverect on this assessmerrt shouid be addrassed in writing to:PA Department of Revenue,Bureau.of Individual �
CORRECTIONS: Texea,A'}'TN:Post Assessment Revtew U�ft,?b Bpx 2�BQ801,kartisWry PA,17128-t021,Phana(717}787•6505. See paqe 4
instructions tor Inheritance Tax Heturn.for a Resident Decedent{REV-1501)tor an explan�tiort ot administralive4y c�rrecfabie
errors.
DISCOUNT: if any tau due is paid within three caiendar months after the decddenPS death,a five percent discount ot the ta�c paicl is ailaxable.
INTERES7: IMerest is charged beginning with fir3t day of de�rpuency,or nine mpnths and o�e date from date of death,to ihe date of �
payment. Annual irnerest retes are availabie on Form REV-767 i,availatNe�t ,or upon rpuest by
calGng 7-8$8-728-2937. . .
Interest is ca�uialed as foliows: �
INTEflEST=BAI.A,NCE OF TA%UNPAi6 X NUMBER 4P DAYS DELiNQUENT X DAILY INTEflEST FACTOR
Any Natice issued after the h�c becamas daliriquent will retlect an interest calculetion to 15 days beyond the date ot ttre ��
. assessrtreM. tt payrt�m is made after the iMerest calc�tatlon date show on Me Nodce,sddtlonal iMerast must be calculated. - �