HomeMy WebLinkAbout07-01-13 NOTICE pF tNHERIFANCE TAX �' pennsylvania
suaeau OF iNi�iYxnuA� 7axES ApPRIIISEMENT: AILOWANCE pR DISALLOWANCE DEPARTMENT�PREVENUE
INXEHITANCE T�]( DiVIS10N 8F DEDUCTIONS AND ASSESSMENT 4F TAX ���� QEy.y547 p( AFP CO3•133
PD SOX 2846C1
HAitRISBUR6 PA 3712a-U661
RECOii"">_-M ;^;-� �r;�" 4F
DATE Ol-01-2013
� e, .-'".,` i� j
�""-�''�." :.��+ �'� �°{�f �-�°`G' ESTATE OF RU6EL DORIS M
DATE OF DEATH �5-25-2412
{�,j� �J�� �, P� � S� FILE NUMBER 21 12-0700
COUNTY CUMBERIAND
CRAI6 A NATCH ESQ (,-'��j1�i l�Y ACH 101
STE 100 Q�p�jAl'�S� GGU�T APPEAt DATE: 08-30-2013
1013 MUMNA RD t�LLCi�} 1_A� (SeerwersesirCeund'erObjeetlons)
LEMDVNE ppCY'TO4SRYT4'a� �'�.• PA A�punt ReMittadr�-- �
MAKE CNEGK PAYABLE AND REMIT PAYNENT T0:
REGISTER 4F WILLS
.; 1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONC TNIS LINE �--? ETAIN IDWER PORTION FOR VOUR RECORDS �1-�
-�- ------'-----'-
----'-"•--'--^---'--'-°'-'--•' --'-"----"-----------'---'---"-'---'--'---
REV-1547 EX AFP CO2-13) NOTICE 'i0F INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
I}ISAlL4WANCE OF DEDUCTZONS AND ASSESSkENT qF TAX
ESTATE OF: RUBEL �ORQS MFILE N0. :21 12-0'700 ACN: 101 DATEs 07-01-20t3
TAX RETUR}7 WAS: [J(3 ACCEPTED AS PILED t ) CHAN6ED
APPRAISED YALUE tlF RETURN BASEIp 6N: bRIGINAL RETURN
1. R¢al Estnte C5chequle A) �, <1) 177�660.15 NOTE: To ensuru prppar
2. Stocks and Bpnds CSC�edula B) ! ;2} .�0 cradit to ycur sccount,
submi# th• upper portion
3. Closaly Heltl StocklPartnership Int¢rost LSChaEUla C) C3) '�� af this fo�m with your
4. Mort0�9as/NOtas ReceSvaDla CSt�haduls D1 C4) ��fl tax payment.
5. Cash/Bank DeposttslNiac. Pars¢nai proporty {SCfietlu3a ES <5) 13�356.25
6. Jointly OwneB Property CSChatlyla F) (6) 'Od
7. Transfers CSChadula 6) � �q� 148.726.12
e. 7otaY Assets (8) 389.682.52
APPROVED pEDUCTLONS ANQ EXENPI�IONS:
4. Funeral Expanses/Adm. CostsfN,Ysc. Exoansas CSChadule HT {9) 15,996,S1
10. Debt5/MO�tg;ge LSabilitSCS/LI'ens CSchetlule I) (y0) .00
ii. rotai naa�ctsons �.. tii7 15,99b.81
iz. xet vaiue ot iax rsaturn �12� 373,685.71
13. Charlkahle/6overnmental Ha7uelsts; Non-electad 9313 Trusts CSthadula JY �iy� .�0
ia. net valua ot Estacs sun7ecc 2Io Tax {iy� 373,685.71
NOTE: If an assessreot was i�ssued previouslv, Lines 14, 15, 16, 17, 18 and/pr 19 will
reflatt fipures that �nclude the total of ail returns asssssed to date.
ASSESSMBNT 4F T74X:
15. amaunt of �pae la at saousalirata C153 .00 X 00 .00
16. A�ount ot tsng tu taxatris atlitneai rnts nc� ;�;•�pF-�� x 045 m 16,815.86
17. Amount of L1ne 14 at sibling'�.race 1171 -00 X 12 .00
18. A�eount of Ldne 14 taxa67e at��coilateral rats U83 .00 X 15 .00
19. Principal T��x nue � �193F I6r815.86
TAX CREDITS: ,
PA MENT � RECEIPT DISCDUNT C+) pMOUNT PAID
DATE NUMBER INSERES?IPEH PASD {-I
4 -2 ^20 � CD 6 3 40. 9 16,50 .00
(
i
' T6TAL TAX PAYMENT 17.340.74
, BA�ANCE OF TAX DUE 524.43CR
� INTEREST AND PEN. .00
� TOTAI DUE 524.93CR
• IF PAI6 AFTER 6NTE INDICATED, SEE REYERSE SP TOTAL DUE IS REFLECTED AS A CREDIT tCR}, YDU MAY BE DUE�
POR GAICUUTION �-0F ADDITIONAL INT�REST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
RESERVATION: Estatas of decedents dyinp on or before Dec.72,1982-if any fuWre interest in ttae estate i5 tran�erzed in{ n ar
�1imeM ro.aQNdtetat beneficiaTie9 of the decedertl aker tha e�ratian af dny eeUta for�Nb a�f��#re C�ealM
hsrebY expr�ty resaroes�ihe rYpht to appraise aid assess hanafer inheriCince ta�c45 at ihs lawfui ctiXater�i rffie an arry such
future interest.
PAYMENT_ Oetach!he top pordon af ffiis notice and�submit wiYh your payment to rtre Repister ot WiNs Indicated on the front af ths�otice.
Make check or money otder payable to:REGISTER OF WILL,AGENT.
REFUNp(CR): A refund nt a tau credit not requested on the taz retum may 6e raquesled by cortf{�letit�.an AppliCation for Retund of
Pennsyivania lnfieritance and Estato Tax(REV-1313}. Apppcadons are ave�ile0.ile from the departmeM's web sfte at
...,ro�,e,,.,��.n�.,m�,.c.�r ppay��Of Wflk ot Fievenu8 Dtebict C'1(IiCt,M fram th9 tl�erhneM'8 2A-hDtir form&orderirsg
service:1-800-382-2450;services far taxpsyers with speda�hearinp.and�'or speeWng aeads:1-804-447•3p20(TT onry).
Piease aibw a6 weeks from�the date a refund was grsnted to arrive.
pBJECTIONS: Atry parly in interest not seiisfled wilh the appraisemeM,allowance or disallowance of deducfians,or assessme�t of tax
{incisxA�di�aunt or interast}as stawn on ihis rwtice may oDject w}thin�tlays ot the date of receipt ot tiiis notice by:
A} Fiiinp an appeai onFne at m�ti�,t�7cdpf�g ti�.Stat6,pS,ILS an or before tt�e appeal tlete idpntitrod on Ure horrt M this notice. ��
Or sendmp a written pmlest ro:PA QaptrlmeM of ABVBrwe,Baatd�Appeeis,PO BOX 281201,Hartisburg PA t�i28-i421;
B) Having tfie matter detertnined�at audt'of ihe axouM ot tlie persoilat rapreseMadve:or .
C} GjAppeaBng to the Orphans'Court. .
ADMINISTRATEVE Errorx discovered on tltis assessment shouki be addressed in writing ta:PA Department of Revenue,Bureau of IrWividual
GQRREG7IQNS: Taxes,ATTN:Posi �Reviaw Unik,PO BOX 28A84I,Harristwrg PA, 17i28-102t,Atane(717}787-65d5. See p�e 4
Inshuctions for Inheritar�ce Tax ReWm for a ResideM Decedent(REV-1501)tor an explanation W��ninisbativefy cottectable �
errors.
DiSC4UNT: if any tax due is paid wiNiln three calendar rrwnths attei the decedenYs death,a flve percent discoum of the tax paid is allbwable.
INTEREST: Intereat is ch8rged beginning with fir9t day of daGnquenCy,pr nine mUnThs and one date from daie of daath,ta the d�e af
paymeM. Annual interest rafes are avaiWbie on Form REV•1611,availaWe at� ,or upon rquest by
cailing t-9B8-728-2937, .
lnterast is sxk:ulated as foibws: .
INTEREST=BAL.ANCE OF TAX UNPAID X NUMBER QF dAYS DELIN�UENT X DAILY INTEREST FACTOFI
Any Notica issueCl after the Wx becomes delinquent will refleGt an intersat calculation to 15 days beyond the date ot the -
assessman#. if paymem is made atter the interest caicuiation date show on the Notice,additionai interest must be calculatad.