HomeMy WebLinkAbout07-01-13 NOTICE OF INHER27ANCE TAX � pennsylvania
APPRAZSENENL ALLpWANCE OR DISALIpWANCE pEPARTMENT�FREVENUE
BUREAU OF INDIVIDURL 7nXES OF I�EDUCTIONS AND ASSESSMENT OF TAX
INNERZTAtKE TAX DZYSSZON REV-1547 EX AFP (173-13)
PO !OX 2606tl1 �+�+,(
NdRRISEllRG PA 1T128-O601 �t t;.U tf t�ll e:i.' (j j�.r..i f r' ��
�1`��a`i���i::.?'i {)F' ;'.-'3i...�_� DATE Q�-Ol-2Q13
�79 �p ES7ATE OF J4NE$ BENJAMIN R
:,(:;J �l�}f_ �i �I ! 1 J? . DA7E Of DEATN US-05-2012
FILE NUMBER 21 12-0909
��,��j�( (jj' COUNTY CUMBERLAND
MARK A MATEYA Q���p�S, �,���� A�N APPEAL DATEs 08-30-2013
55 W CHURGH AVE
CARLISLE PCA����� �,�., pJ� (SeereversestdeunderpbfecNons)
Aacunt Re�itted'--��-�-�-��,
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER dF WILLS
1 COURTHOUSE SqUARE
' CARLISLE PA 17013
CUT ALOFiB THIS IINE ___. �► R�TAIN L44tER PORTSON FtlB YOUR RECORDS l--�
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REY-1547 EX AFP Cb2-13� NQTICE Df INNERITANCE TAX APPRAISEMENT: AL�OWANCE OR
DISALLOW�INCE OF DEDUCTIONS AHD ASSESSMENT OF TAX
E3TATE OF: JONES BEN,�AMIN RFILE N0. :21 12-0969 ACN: 101 DATE: 07-01-2013
TAX RE7UR� WA5: (j{7 ACCEP7ED I15 FILED C ) CHANGED
AFPRASSED YALUE QIF RETURN BASEI� ON: ORIGINAL RETURN
1. Real EsYaYe cscnaduie n� �1� 182,000.00 NOTE: Tq ansure crooer
2. Stotks antl Bands CSChadula B) t2) $�r436.8$ craCit to your secount,
�� subm�t the upper pnrtlon
3. Closely Held Stack/PartnarshSp; Interesk LSChatlule C} C33 of this form with Your
4. Mort9p9es/NOtas Racaivable CSchetlule D) t4} .00 tax payment.
5. CashlBank ➢epositslNisc. Persomal PropertY tSCheGule E} {5} 177,429.97
6. Jo$ntly ONnad PropartY C�Cnedule F} {6} •00
4. Trans4era {S¢hadulo 6) �7J 4b.065.09
s. Tetai Assets (87 494,431.94
APPROYED DEDUCTIDNS AND EXEMPT'.IONS:
9. Funarpl Exoanses/Atlm. Costs/Mist. Exponsas (SChatlula H) �g� 32.1172.36
10. Debts/Mortgaige LSabllities/Llpns (Schadule IS [10) 5.477.86
il. 7ota1 DetluckSpos cll) 37,.550.22
12. Ne# Vnlus aA Tax Return . tipy 456:$$1.72
13. Charikablelaovernmantal Sequ¢sts; Non-sleeted 9313 Trusts tSchsdula J} t33} -0�
1a. Not vaiva or Estata subjact ta Tax {�y� 456.881.72
NOTE: If an assess�ent xas i�ssued previausly, Lines 14, 15, k8, 17, 18 andJor 14 xill
rafieet fipurss that inclode the totsl ot all raturns assessed to dats.
ASSESSM£NT 4F T/6X:
15. Amount of 1.1�e 14 at spousal rote (15) •00 X 00 .6Q
16. Amount of L�nO 14 t8xeb10 ak line0l rata C16) �'�F-RR� -?7 X Ot+S s ZO��sr34.b$
17. Rmnunt of LSne 14 at sihliny;rata t377 -�� X 12 s .DO
1H. Amount af l3na 14 taxabia aticpilataral rata {787 .00 X 15 .OU
t9. Pi^Sncipal T0x Dut � �lg�" 2U,559.68
TAX GREDSTS: �
AYMENT � RECEIPT DISCOUN7 [+> pMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-3
1-05-2 1 D 16 98 . 1 , 2 .0
05-OL-2013 ' CD017558 .00 649.15
U6^24-2p18 . 5BADJUST .00 .07
�
� .� TQTAI TAX PAYMENT �p,554.6&
I BAIANCE 4F TAX DUE .00
i SNTEREST AND PEN. .00
�.. TpTAL DUE .00
+ IF PAID AFTEB DATE INDICATED, SEEI REVERSE IF Tp7AL DUE IS REFLECTED AS A CREOIT CCR3� YOU MAV HE DUE�
FpR CALCULpTION'OF AODITIONAL IN7'�EREST. A REFUND. SEE REVERSE SIDE F�R INSTRUCTI�NS.
RESERVATION: Estates pf decedenb dyinp on or before Dea. 12,1982-if eny tutlire interast in the eaqffi is transferred in posseasian or
e�ymeM to c�aterai penei�iaries of the decedant aiter the expiration of a�y est�a�iw Me or yeara;tti9 Comrriornvealtn
hereby expreasiy reae�ves the right to appraise and assess transfar inherffance�es at fhe iawtut ooYeteral rate on any such
fuNre interest
PAVMENT: Detach tlie top port�n ot this notice and submit wiN ynur paymeM io the Repister of Wlfls Ird�ated on tt�front of tha notice.
Make ohedc or maney order payatiie m:REGISTER OF WILL,AGfiNT.
ftEFUND(CR): A refurW of a ta�c cr�t rwt recµ+es�on the ta�c retum may be requesUed by compklfrp an Appli�ion for Refund of
Pennsylvanip Inherikancs and Estata 7au{REV-t3t3), ' ' are av�ii�ie irom"Me departmdnYs wab site at
� ,any Rgyl�ter ot Wills w RBvgnun 4lskkt'01AA�e,ar from the tbpaRmarft'�24-ISbur'Farms orderir�g
service:t-8Q0-382•206Q;services for taxpayers with speaal hearirg andbr'sPeeMn9 needs:l-800-447-3Q20{TT unly?.
Piease aiiow d-8 weeks finm the�te a retund was grar�i to amve. �
OBJEGTIONS: My party fn intgrest rwt satistied with the appraisement,atio�xance or dissibwarx�of deduciions,or assassment of tax
(i�cluding dscquni or imerest)�strown on tlas notica may object within&f3 t�ys of the date of receipt of this notice by: �
A} �iling an eppea�oniine at on or before the appeal dete idsMified on tl�e ftont of il�s rrotice. .
dr sar�np e written proteat to:PR DeparlmeM of iievenue,Bo6,vd ot Appeals,Pp BOX 281201,Hardsburg PA 1772&i 02!;
B) Havinp tHematier determined at�t�af the 8ccourA�ot ttre per3ona�repr�entaiive;or :
C) C>AppeaNnp za the O�ns�Cam. .
ADMINISTRATNE Errors�discovered on this assessment stwuld tre addressad in wriGng to:PA DepaMment of Reven�,6uryau of ImNvidus[ �
CORRECTIONS: Taxes,RTTN:Post AssessmeM fleview Untt,P'O 80X 280601,Marrisburp PA,1712Q-tt121,�Phone{717}787•85�5. Ses p�e 4 -
insVUCtions for InherNance Ta�c Ftetum for a Resident Decedent(REV-i 501)for an explanaGon of admin�treRfvety cortectable
errors.
DISCOUNT: If any tax due is paid within thres cabndar months atter the decedenYs deattt,a five percent discount of the ta�c paid is atlowabie. -
INTERES7: interes#is charged bapinning with hrst day of delinquency,pr nine months and ane dafe from dafe of death,ro the date.of .
payment. Annuei interest rates are availabte on Form REV•1611,avaiiade at ,or upon rques[by .
calling i-888-728-2937. �
Interest is ca�ulated as folbws:
INTEREST=BALANCE OF TAX UNPAID X NUMBER OF DAYS DE�IN�UENT X DAILY INTEREST FACTQR
Any Notice iss�ed aftsr the iaz becomes dekra�eni�wiii re€Iect an irrterest caicuiatlan tq 75 days bayond the date of the .
assessment. If payment is made after the interest cak,ulation date ahow on ihe Notice,additionat iMSrast rtu�st be caicviated.