HomeMy WebLinkAbout07-12-13 a. • �
NOTICE OF INHERI7ANCE TAX ]� pennsytvania
BUREAU oF INDIVIDUAL inXES APPRAISEMENT. ALLOWANCE OR DISALLOWANCE F� ►�'
OF DEDUCTIONS AND ASSESSMENT OF TAX iwii DEPARTMENi OF REYENUE
INHERIiANCE TAX DIVISION REV-1547 FJ( AFP (03-13)
HARRISBIIRG6PA 1 71 28-0 601 RECORDED 0'"`10E OF�
REGISTER OF tYlLLS DA7E 07-15-2013
)f1 I ESTA7E OF SLAVITSKAS TERRY L
(�U�3 ��1. 12 �� � ��. DATE OF DEATH 08-19-2012
FILE NUMBER 21 12-0963
CLERK flF COUNTY CUMBERLAND
SLAVITSKAS MARC�6��ANS� COURT ACN 101
112 ASHLEY WAY APPEAL DATE: 09-13-2013
PLYMOUTH MEETING �P�IMt�c��rbND GO., P�A (SeereversesideunderObjections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ____ �--► RETAIN LOWER POR7ION FOR VOUR RECORDS H
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REV-1547 EX AFP (02-13J N07ICE OF INHERI7ANCE TAX APPRAISEMEN7, ALLOWANCE OR
DISALLOWANCE OF DEDUC7IONS AND ASSESSMENT OF TAX
ESTATE OF: SLAVITSKAS TERRY LFILE N0. :21 12-0963 ACN: 101 DATE: 07-15-2013
TAX RETURN WAS: C ) ACCEPTED AS FILEO ( JO CHpNGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (ScheEula A) (1) 42�00�. �� NOTE: To ensurc proper
2. Stoeks aotl Bonds (SChoOUle B) (Z) 27>60� .OQ eretlit to your accoonk,
. �� 5ubmlt Lhe uPPer Vartian
3. Closely Held Stock/Fartnarshlp Interest (SChetlule C) (S) of th3s form wStA vour
4. Mortea8os/Notes Recoivable CSchetlule D) (4) •00 taz payment.
5. Cash/Benk DeDOS1ts/Mise. Pe�sonal Pr000rty (Sc�odulo E) (5) 34.606. 00
6. JoSnFly Owned Property (SChaEU3e F) �6� .00
7. Transf¢rs cs�neauie �� �7� 153.012.00
e. 7ota1 Assets (e) 257.218. 00
APPROVED DEDUCTIONS AND EXEMP7IONS:
9. Funoral Exponses/AEm. Cosis/Mlsc. EzPenses (SC�eEUle H) �g� 8.322. 00
10. DeOks/MOrtgaec L1abi11iias/LSens (S<heEUlc I> (10) 6.093.00
il. ioYai Deductions cii) 14.415.00
t2. r+e2 vaiuc or rax aecurn �lz� 242.803.00
13. Charitable/Gavernmental Baquests; Non-eleckod 9113 7rusts (Schoaule J) �13� .00
14. Net Value of Estate Sub�¢ct to Tax �lq� 242.8�3. 00
NOTE: If an assessment was issuetl Previously, Lines 14, 15, 16, 17. 18 and/or 19 will
reflect fiBures that inelude the total of all returns assessed to date.
ASSESSMEN7 OF TAX:
15. Amouni ot LSne 14 at 50ousal rate (15) •00 x 00 .00
16. Amount af LSne 14 taxaClo at llneal rate (16) ��7-A�3. 00 X 045 = 10�926. 14
17. Amount of LSna 14 at s3bling raFV (17) -�0 X 12 = .�0
1B. Amaunt af Line 14 Yaxable at <ollataral rata (1B) . 0� % 15 = .00
19. PrinciPal Tax Oue �19�` 10�926. 14
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT «) qMOUNT PAID
DATE NUMBER INTERESTlPEN PAID (-]
05-20-2013 CD017632 .90- 10.972. 0
TOTAL TAX PAVMENT 10,971 .10
BALANCE OF TAX DUE 44.96CR
INTEREST AND PEN. .00 �
70TAL DUE 44.96CR
+ IF PASD AFTER DATE INDICATED, SEE REVERSE IF TOTAI DUE IS REFLECTED AS A CREDIT (CR), VOU MAY BE Df1E
FOR CALLULATION OF ADDITIONA� INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
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RESERVATION: Estates of decedents dying on or before Dec. 12, 1982-if any future interest in the estate is transferred in possession or
enjoyment to collateral beneficiaries of the decedent aker the expiration of any estate for life or years;the Commonwealth
hereby expressly reserves the right to appraise and assess transter inheritance taxes at the lawful collateral rate on arry such�
future interest.
PAYMENT: Detach the top portion of this notice and submit with your payment to the Register of Wills Indicated on the front of the notice.
Make check or money order payable to:REGISTER OF W ILL,AGENT.
REFUND(CR): A refund of a tax credit not reques[ed on the tau return may be requested by completing an Application for Refund of
Pennsylvania lnheritance and Esta[e Tax(REV-7373). Applications are available from the departmenYs web site at
www revenue state oa.u�,any Register of Wills or Revenue District Office,or from[he departmenPs 24-hour forms ordenng
service: 1-800362-2050;services for tazpayers with special hearing and/or speaking needs: 1-800-447-3020(TT only).
Please allow 4-6 weeks from the date a refund was gran[ed to arrive.
OBJECTIONS: Any party in interest not satisfied with the appraisement,allowance or disallowance of deductions,or assessment of tax
(including discount or interest)as shown on this notice may object within 60 days of the date of receipt of this notice by:
A) Filing an appeal online at www boardofaooeals state pa us on or before the appeal date identified on the front of[his notice.
Or sending a written protest to:PA Department of Revenue,Board of Appeals,PO BOX 281201, Harrisburg PA 1 71 28-1 021;
B) Having the matter determined at audi[of the account of the personal representative;or
C) C)Appealing to the Orphans'Court.
ADMINISTRATIVE Errors discovered on this assessment should be addressed in writing to:PA Department of Revenue,Bureau of Individual
CORRECTIONS: T�es,ATTN�Post Assessment Review Unit, PO BOX 280601,Harrisburg PA, 17128-7021,Phone(717)787-6505. See page 4
Instructions for Inheritance Taz Return for a Resident Decedent(REV-1501)for an explana[ion of administratively correctable
errors.
DISCOUNT: If any ta�c due is paid within[hree calendar months after the decedenYs death,a five percent discounl of the tax paid is allowable.
INTEREST: Interest is charged beginning with first day of delinquency,or nine months and one date from date of death,to the date of
paymen[. Annual interes[rates are available on Form REV-1611,available at www revenue state oa us,or upon rquestby
calling 1-888-728-2937.
Interest is calcula[ed as follows:
INTEREST=BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
Any Notice issued after the taz becomes delinquent will reflect an interest calculation to 15 days beyond the date of the
assessment. If payment is made after the interest calculation date show on the Notice,additional interest must be calculated.
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aev-iero[i?�ov�a� R '
� ` pennsylvania lNHERITANCE TAX
� DEPARTMENT OF REVENUE EXPLANATION
BUREAU OFINDNIDUALTA%ES OF CHANGES
PO Box 280601
DECEDENT'S NAME FILE NUMBER
Slavitskas, Terry 2112-0963
REVIEWED BY ACN '
Justin R. Gilmore �p�
ITEM
5CHEDULE NO. EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
Row Paoe 1
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