HomeMy WebLinkAbout07-01-13 Y NQTICE dF INHERITANCE TAX � pennsylvania
&UREAU OP INDIVIDUAI TAXES APPRAISEMEN7. ALLOWANCE OR DISALLOWANCE DEPARTMENTOFREVENUE
INXERITANCE TA% OIVISION pF DEDUCTIONS AND ASSESSNENT OF TAX ���� REV-1547 IX F.FP (tl3-13)
P� k6X 2$8601
HARkISBUR6 PA 17128-@6d7
it.�;i�C=J�:i..' +:7i:�1.r'�_ Lt"�' DATE 07-OS-2013
F(EC�Ji�(i Oi" `;��i;..I..� ESTATE 0�" WALP � WILLIAM R
DATE OF DEATH 10-OB-2012
'��i3 JU(. 1 ('�l 1 5g �i�E NuMaeR zi iz-zias
COUNTY CUMBERlANO
JOHN C OSZUSTOWICZ
I04 S HANOVER ST ���r`� f�`� ��N APPEAL DATE: 08-3D-2613
CARLISLE P/�����5� �%l���T {Seereverses}daunderObjetiia+es}
CUhtBERLAN� GD., PA A�aun# Re�ittatl�--�
MAKE CHECK PAYA9LE ANO REMIT PAYMENT T0:
REGISTER OF WTLLS
1 COURTHQUSE SQUARE
� CARLISLE PA 17013
CUT AL8N6 TNIS LINE � T_ ETAIN LOWER PORTLdN FDR YOUR RECDRDS !�
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REV-154� EX AFP CU2-13) NOTICE pF IMHERITAMGE TAX APPRATSEMENT, ALLOWAXCE OR
�ISALLOk�ANCE 4F DEDUCTT4NS AND A5SESSMENT OF 7AX
ESTATE OF: WALP WIL�IAM RFIIE NO. s21 12-11Q9 ACN: 101 DATE: 07-01-2013
TAX RETURI� WAS: C ) ACCEP7ED AS FILEO f X) CHAM6ED SEE ATTACHED NOTICE
APPRAISED YALUE OF RETURN BASEIY dN: ORIGSNAL RETURM
1. Rual EstaU LSChatlulg AJ Q7 •�� NOTE: To ensura proDar
2. Stotks antl Bantls (Scheduls B5 �zy .00 crcdSt to ypur account,
,�� submit th� upper pOrk34n
3. Closely Haltl 5#ock/Partnership ,Intarast (SChetluU C) �3) o� this fnrm wit� your
4. Nortpapoa/NOtes Receirable CSatleOUie D) C4) �a� tax payment.
S. Cash/Bank peposlts/Misc. Persoqal PropertY tSchadula E} C5) 9.183.37
d. dO1YKly OvefOd PrOp9Ky CSCAedUl�q F) (b) '��
7. Transfars CSChpdul8 87 ��� 65.191 .09
8. Total Assets cg1 74.374.46
APPROVED DEDUCTIONS AND EXEXPTIbNS:
4. Fun¢ral Ezpenses/Adm. CostslMlsc. Excgosos fSchatlula N) {q} �,�72.74
itl. Detrts/MortBa@a LSabilitlss/lisns CSchetlale Z} C18) 2•3$4.85
11. Totai Daductions cii> 7,457,59
12. Ntlt Va1ue of Tax Rnkurn �12} 66>41b.&7
13. CharltabXe/GOVernmental Baquost�; Non-ela<ted 9113 Ttusts (Scbatlula J) �13� _ .00
14. Net Value of Estata Sub�ect to Tax ti43 66.926.87
NqTE: If an assess�ent was iss�ued previousiy, Lines 14, 15, 16, 17, 16 and/or 19 will
reflect fipures that incilude the total of all returns assessed ta date.
ASSESSMENT 8F TAX:
is. pmount of ttna ia at xaausal raCe cis) .UD x DO = .00
16. Amounf of Line I4 Yaxabla at lineal fa#e C16) ��-9�F-R? x 045 = 3r011.2b
17. Amount of Line 14 at xibling ratle t17} -Q� X 12 = .00
18. Amount of Lina 14 taxa6le at colilsteral rata t18? .QO X 15 - .00
19. Principal Tax Dua C19�= 3.011.26
TAX CREDI7S:
AYMENT REC ZPT UISCOUNT <+7 AMQUNT PAID
DATE NUMBER XNTEREST/PEN PATD C-)
1-Q - O1 D 1 04 �� 50.5 , 7 .00
06-24-2�13 REFUND �� .00 12.30-
� TOTAL TAX PAYMENT 3,012.26
SAGANCE OF TAX DUE .p0
I INTEREST AND PEN. .00
' 70TAt DUE •0�
• TF PATD APTER aATE INDICATED, SEE REVERSE iF 70TAL DOE IS REFLECTED AS A CREOIT CCR>. YOU MAY BE DUE C an(
G6R CALCUTATZON OF ADDITIONAL INTEREST. A REFUNO. SEE REVER5E SIDE FUR INSTRUC7IOXS. ��
RESERYATlON: Estatas of dacede�ts dyinp on or before Dec.12,1982-if arry fuWre Mterest in the esfata is Vaneferced in possession or
enjoymeM to colfaMrat b9neficiari8s ot th6 decedent after the expitatiorr of sny�B��a'Sftr�year5;Uro Gommonwealth
- hereby exprass�reservss the ripht ta appraise and assess tranafer inhedtance twces ffi tlie lawful cpNateral rate on arry such
. future interest.
� � FAYMENT: Detach the Wp{wrlion af tltis raticB and a+lbrpit wifh your paymeM to the Register of Wills IncBcated on the hont of the rwtice.
. Make check or money ordar payeWe to:REGISTER OF WitL,AGENT.
REFUND{GR): A refund of a tax credit not requested an the tex reW m may be requested by comp�eU�an ApplipWion�r Refund af
Pennsyivania Mheritance and Eatete Ta�c(REV-t3f 3}. �are availabie frbm the depeitmanCS vrob ske at
. . aay Rq,tisker af�Ils or flevenue Dtstrkt(7l9C�.or from�fhe�depaAmehPs 24-hour forms ort�rirg
serv�e:t-800�382-2060:Servkes for taxPaYers with apeCiei hearirp�end+a�apeakinp�.needs:i-800•447,3026 in�N)�
Piease aflow 4-6 weeks from the dffie e iefuntl was grarrted io arrfve.
� . 08JECTIdNS: Any parry in interest not satisfied with fhe appraisement,aibwar�ce or of deducdions,or 2 of tax
� {inciudinp ckseouM or irrteres$aa stw�wn on this notice may object wil�dn 60�days of the date of recelpt pf M{s notice by;
. A} Fiiinp an appeai oniine at on or befiare the apperai da�iden'kfietl on tha tro�af ihis�otice.
4r ser�ding a wrttten�o��:AA DepsrkmerK of:Revenue,BoaM of Appeals,PO BOX 281201,Harrisburp PA 17128-1021;
B) Havmg the matt�detMmirred at aut�[of the aocount ot iM persOnai repreaa�troe:or
C) C1ADPee�i�S tP th6 Orphans'Caurt.
ADMINISTRATIVE Errore discovered on this assessment sMwid be addressed in writing�:PA�parp�n#of Revenue,@�reau of Inc#»duai
GORREGTIONS: 5��,A7TN:PoSt � Raview Ur+it,PG 84X 280BQ1,Narrisburg PA,i7128•1�1,Phbne(71�}�87-8'305. �Stlb pape 4
�� InslnwMbns for inherit9nce Tatt Retum for a Resident DecxdeM(REV-1501)for an exdanation af�administra8vey correc�abk
errors.
DISCOUNT: If any tau due is paid wtithin fhree caiendar months after the deawienYs death,a tive perceM discount of the tax paid is aaowabie.
�� INTEREST: tnterest is charped bepinninp with first day ot tlelinquer�cy�or nine months and one date from date of death,to the date of
� � paymeM. Annual iMerest raies are availabie on Form REV-461 t,availaWe at ,or Upon rquest by
�.. caUirrg 7-888-728-2937.
interest is Cakv�ted as fpNows:
� INTEREST-BALANCE OF TAX UNPAID X iJUMBER t3F pAYS DELINt}t1£NT X DAI�Y INTERE$T FAGTOR
� � Any Notice issued afler the taac becomes deflnqueM will reflect an interest caiculatipn 4o Y 5 days beyorni the date of tt+e
� assessment. if payme�t is made after tiro inter�t cakxiiatfon dsie shav wti tt�a�Notice,additional in�rest rtwst ba calculsted.
i�� - _
REV�tOOEX�tlU10�
� pennsylvania lNHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION I
BUliEAl10FINDIVIDUAL7AXE5 OF CHANGES
PO Box E80801
DECEDENT'S NAME FILE NUMBER
William R. Walp 2112•1109
REVIEWED BY ACN .
Joseph Golli�s 101
ITEM
SCNEDUIE Np, £XPLANATlON OF CHANGES
The value cf the estiate has been adjusted as the �eault of the correction of an error in
arithmetic an Iine 8.
Ro►'y Paae 1