HomeMy WebLinkAbout07-01-13 HOTICE 8F INNERITANCE TAX � pennsylvania
aUnEnu oF iNnIVTDUA� 7nXES ApOF�DEDUCTIONSLANDAASSESSMENTAOF�TAXCE �i� DEPARTMENTOFREVENOE
INNERZTANLE TA% ➢TYISIOp . REV-1547 EX AFp (03-13)
PD DtlX 2b0601
NARRSSSURC PA 1T128-db97
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ESTATE OF SCHERB MARTHA Y
DATE 4f DEATH 08-11-2012
,"!'':3 Jlai. 1 �'�l 1 5`� �t�E NUMBER zi i2-iooz
COUNTY CUMBERLAND
JAMES 0 HUGHES ESQ CLEG��K :i:� ACN 101
354 ALEXANDER SP� ept���p R�n (�,' APPEAL DATE: 08-30-2013
CARLISLE �A'ZT6�'5�"T45�t� (SeereversesWeanderObfecNons)
GUMt�ERLAP#�7 GC�., P;1 a�aunt Rartttad[—'—'—��'--�
MAKE CNECK PAYABIE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE S4UARE
CARLISLE PA 17013
CUT AL8N8 THIS LINE ___r? RETAIN l0YlER P4RTION F4B YOUR RECORDS �
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REY-1547 EX AFP CD2-13) HQTIGE qF INNERITANCE TAX APPRAISEMENT, ALIOWANCE OR
DISALLOWkNCE DF DEDUCTIONS AND ASSESSMENT 6F TAX
ESTATE OF: SCHERB MARfHA VFILE N0. :21 12-1002 ACN: lOt OATE: 07-01-2013
7AX REiURl� WAS: CJO ACCEPTED AS FILED C J CHANGEp
APPRASSED VALUE OF RETURN SASEA ON: ORIGINAL RETIIRN ��� � �� �� �� ���
1. Rcal Est�te (Sehedule A) � C1) �00 NpTE: Tq ensure proper
2. Stotks and 9onds CSchadule B7 � (2} 44r050.65 �rsAit to your at<ount,
� '�p s4bmit Lhe uppel^ p01'tlon
3. C1asn1Y Neltl Stock/Partners�ipllnYarast CSChatlule C] t33 nf this form uith your
4. Mo�t9�9es/NOtes Racalvab34 tScihetlula DS C4) ��� tax payment.
5. CasNBank Deposits/Misc. Parsanal ProDerty fSChedula E} �ga 16,558.01
6. Jaint3y 6wned Property CS¢hsdUla F) {b) .OU
T. Trans4ars fStbaEUic 6} G7� .00
8. Totai Asseta - C87 67.608.66
APPROY£D 4EDUCTIONS AND EXEMPTIION5:
4. Puneral Expensas/Adm. Gosts/M$se. Exponses (SChadule N) �g� �.283.94
10. De6ts/MOrtgage L$abilitSes/Lipns CSChoEUle I) (10) 2.015.60
zi. rotai floa�ccions ��1� 11,294.54
12. Net 4glua of Tax Return � �izy 5b�304.12
13. ChaNtable/GOVernmental $auueists; Non-elected 41t3 Srosts tSchedule J} t13) 3,38fl.43
1a. Nat vaiue of �stata sub3acc co rax {14} 52.928.69
HOTE: If an aasess�ent waa iissued preriausly, Lines 14, 15, 16: 17, i& and/ar 14 wtli
refiect fipures that include the total of all returns assassad ta date.
ASSESSMENT OF TAX:
L5. Amount of Lina 14 at spousal.raYe C15) •00 g 00 .00
16. AmounY of I.ine 14 tmxable at�linesl rata (16> -�� X 045 = .00
17. Amount of Line 14 at sibliny!rate t17> -�� X 12 .0�
18. Amount ot �tne i4 taxania at;cailateral �ata ciar 52,428,69 z 15 7�39.3�
19. P�3ncipai Tax Due �19�A 7,939.30
TAX CRfD2TS: -
PAYMENt RECEIP7 DISCOUNT (f) AM�UNT PAID
DATE NUMBER INTEREST/PEN PAJD C-)
0-2 -2 1 D 1 64 315. 9 6> 00.00
65-D8-2�13 CD01757d ,00 1,623.51
.. T4TAL TAX PAYNENT 7,434.30
� SAIANCE OF TAX DUE .00
: INTBREST ANB PEN. .0�
I TOTAI nUE .QO
• SF PAIO APTER DATE INDIGA7ED� SE� REVERSE IF 707AL DUE IS REFLECTEO AS A CREDIT CCH}, YOU NAV BE DllE F
FOR CALCULATION OF ADDITTONAL IN EREST. A REFUND. SEE REVERSE SZDE FUR ZNSTRUCTI4NS. ;`5
ti
RESERVAT�ON: Esqtas of decedpnts dyinp on ar be(p�e Dec. 72,1982-it any tuture irNSrest in fhe ssfate is Var�sfer�io posse&sion ar
enjoymar�t to 4W�ter2l benBfiaatla&W the decedeM after the expiredon of:eiry e9tMe tor INe or years�the Oommornvealth
herebY exptsssy reserves tlre rigM to appraise and assess trensier inheriiance iaxes at ihe Iawful copatersl rate on any such
ftiNre interest.
PAYMENT: Detach the tap��po�tion ot this rwtice and submit witFr your paymaM to the Re�isier of Wi!!s Indicated on the ffont af Hre notice.
Maka check or money order payable to:F?EGI5TER OF W lll,AGENT.
REFUND(GR}: A refut�d ot a taz credit rwt requssted on the taz retum may be requested by.�an�Applieatlo�lor Refund of
Pennsylvania lnheritance ar�Est�e Tarz(REV-t 3i3}. Sppii�ia�s are av8'ti�ie frpm ihe dapartmenCs web site at
www.revg�yg, any fteqieter of Wills or Revernie Dishict Ot�,ot from ttre deparm�eM's 24-hoor frnms ordering
sarvice:1-600-��2-�0.,servic6s for texpByers witlr a�Cial fresrinp and�or��speaking needs:f-$00,447-3020 jTT oniy). .
Ptease aibw d•6 weaks fram the date a refund wss granted ro arrive.
08JECTICMV$: Any party in irrteresi rrot satisfied with the appraisement,atiowance or cGaallpwance of tleductions,or assesament of tax �.
(inCludi�g dis�unt or interesi?as sMown on this rrotice may object within 60 days o#the date af rec9�Pt of this notioe bY: .
A) Filinp an appeal online at on or 6efore ihe appeal daM kfentlfied on Uie fro�ot fhis nMice. �
Or sencGrrp a written protest to:PA Deparfinent of Revenue,Board of Apperals,PO 80X 281201,Harrisbcir�PA 1 77 28-7 021;
B) HaWnp tAe matter cbterrmned tat au�t of the��cauM of�e�persona(represeMatrve;or
G) G)Appealinp to the Orphxns'Court. �
ADMINISTRATIVE Enors discoverad on Uiis assessmen!shouki be addressed'an writinp&a:PA O�rtmeM af Reverwe,Burflau pf ir�vjduat �
CQRRECTiONS: T�es,ATTN`Poat AaseasmeM ReWew Unft.PO BOX 2806Q4.Marriahurg PA,17Y28-1 Cl21,('hone(7i 7)787-$505. See page 4
inshuctions far Inherltance Tax Retum for a ReaideM Decedent(REV-1501)for an expl�ation of adminisfiatively corcectable �
ercots.
DISCOUNT: If any tau due is paid wlthin three calendar rrronths efter the decedenYS death,a tive percent disc�urff of the t�paid is aliowabie. �
iNTEREST: interest is charged bepinninp with first day of delinquency,or nine months and or�e date from date af death,to the date of . .
paymerrt. Annuat in�sreet retes are aveifabie on Form REV•1611,availab�at Hnvv[.reverwe.sfem.oaus.or upon rquest bp .
ca1N�t-888-728-2937. � ..
Interest is ca�ulated as folbws:
INTEREST�BALANCE OF TAX UNPAid X NUMBER pF DAYS�EIINQUEN7 X DAiI.Y IN7EREST FACTOR �
Rny Notice issued atter the tau becomes deNnquent wili raHect an irrterast calcuietipn ro 15 days 6eyond the date bf the
aesessmerrt. If payment is made atter tlie inierest calculetion date ahow on the Notice,additfonai iMemst must be ratcuiated. �� :