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HomeMy WebLinkAbout07-12-13 NOTICE OF INNERITANCE TAX ?]� pennsylvania BUREAU oF INDIVIDUAL inxES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE d \\° DEPARTMENTOFREVENUE 1NHERITANCE TAX otvtsion OF DEDUCTIONS AND ASSESSMENT OF TAX F�i REV-1547 EX AFP (OS-IS) PO BOX 280601 HARRISBURG PA�,����ED OFFICE OF REGISTER OF i'11LLS DATE 07-15-2013 ESTATE OF SNYDER KENNETH 2D13 JUl_ 12 I 11 2 ZQ DATE OF DEATH 08-31-2012 FILE NUMBER 21 12-0965 ALLSHOUSe�N3p" `MFRK W COUNTY CUMBERLAND 4833 �R�Ni�`I��ICOURT ACN APPEAL DATE: 09-13-2013 SHE(I�d��E�/�l({�VD CBA �r{090-8313 (ScerencrsesideunderObjectiotts) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARIISLE PA 17013 CUT ALON6 THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS F ------'--'-""'-'-------'-"-----'----------'----'-"--------'-"--'------'----"-'----"' REV-1547 EX AFP (02-13) HOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEUUCTIONS AND ASSESSMENS OF TAX ESTA7E OF: SNYDER KENNETH FILE N0. :21 12-0965 ACN: 101 DATE: 07-15-2013 TAX RETURN WAS: CJ(J ACCEPTED AS FILED O CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estat¢ (SC�etlule A) (1) •0� NOTE: To ensure oroper 2. Stocks and Bonds CSc�eEUle B) �z� . 00 <raAft to your aceount, .00 submit the upp¢r ooriion 3. Closely Held Sto<k/Partnershlp Interest '(SChedul¢ C) (3) of ihis form wlth your 4. Mortgages/NOtes ReceSVable (SC�etlule D) (4) • 00 tax oaymont. 5. Cash/Bank Oeposits/MSS<. Personal Properfy (SC�etlule E] (57 4.629. 10 6. Jointly Ownetl ProperYy (SChedule F) �67 .00 7. Transfers CSchetlule G) ��� .00 ' S. 7ota1 assets �g� 4.629. 10 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expanses/Atlm. Costs/Misc. Exoenses (S<hetlule H7 �g� 7. 184.31 10. Debts/Martga9e LSabIllYias/Lians (Schedule I) <ip) 23.729.96 I1. 7oYai DeEuctions (11) 30,914.27 12. Not Value of Tax Reiurn �lZ� 26�285. 17- 13. C�aritaDlo/GOVOrnmontal Bequests; Non-electe0 9113 Trusts CSchetlule J) �y;� .00 14. Net Value of Estate Sub3ecY fo Taz �14� 26.28$. 17- NOTE: If an assessment was issued previously, Lines 14. 15. 16. 17, 18 and/or 19 will reflect fi8ures that inelude the total of all returns assessed to date. ASSESSMEHT OF 7AX: 15. Amount of Line 14 at soousal raYe (157 • 00 X 00 . 00 16. Amount ot Lino 14 iaxablo at lin¢al rate (16) - �� X 045 = . 00 17. Amount of Line 14 at s3D1Sne rate (17) -�� X 12 ' . 00 18. Amount of Lina 14 taxable at collateral rate (18) . 00 X 15 . 00 19. Principal Ta• Due �19�= .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) pMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) T07AL TAX PAYMENT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE . 00 � f IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL OUE IS REFLECTED AS A CREDIT (LRJ, YOU MAY BE DU� FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. RESERVATION: Estates of decedents dying on or before Dec. 12, 1982-if any future in[erest 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 transfer inheritance-taxes at the Iawful collateral rate on any such tuture interest. � PAYMENT: Detach the top portion of this nofice and submit with your payment to the Register of Wills IrMicated on the front of the notice. Make check or money order payable to:REGISTER OF WILL,AGENT. REFUND(CR): A refund of a tax credit not requested on the ta�c return may be requested by completing an Application for ftefund of Pennsylvania lnheritance and Estate Tax(REV-1373). Applications are available from the departmenYs web site at www.revenuestate.�,any Register of Wills or Revenue District Office,or from the departmenYs 24-hour forms ordering service: 1-800362-2050;services for tarpayers with special hearing and/or speaking needs:1-800-4473020(TT only). Please allow 4-6 weeks from the date a refund was granted 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 ot this notice by: A) Filing an appeal online at www boardofappeals state o .�s on or before the-appeal-date identified on the front of this notice. Or sending a written protest to:PA Department of Revenue,Board of Appeals,PO BOX 281201, Harrisburg PA 17128-1021; B) Having the matter determined at audit of the account oi ihe personal representative;or C) C)Appealing[o the Orphans'Court. ADMINISTRATIVE Errors discovered on this assessment should be addressed in writing to:PA Departmen[of Revenue,Bureau of Individual CORRECTIONS: Taxes,ATTN:Post Assessment Review Unit, PO BOX 280601,Harrisburg PA, 1 71 28-1 021, Phone(717)787-6505. See page 4 Instructions for Inheritance Taz Return for a Resident Decedent(REV-1501)for an explanation of administratively correctable errors. DISCOUNT: It any tax due is paid wi[hin[hree calendar months after the decedenCs death,a five percent discount of the tax paid is allowable. INTEREST: Interest is charged beginning with first day of delinquency,or nine months and one date hom date of death,to the date of - payment. Annual interest rates-are available on Form REV-161 t,available 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 after the tau becomes delinquent will reflect an interest calculation to 75 days beyond the date ot the assessment. If paymen[is made afte�the interest calculation date show on the Notice,additional interest must be calculated.