HomeMy WebLinkAbout07-12-13 NOTICE OF INHERITANCE TAx � ��� :�� pennsytvania
BUREAU oF INDIVIDUAL raxes APPRAISEMENT, ALLOWANCE �R �ISALLOWANCE - DEPARTMENTOFREVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AN� ASSESSMENT UF TAX _..
PO BDX 280601 REV4547 EX AFP (03-13)
HARRISBURG PA 1]128-U6U1
fiECORD�D O��ICE O�aTE o�-is-zoia
F�ES45T�1; OF ��'r`)LI_S esTarE OF REED EYEIYN D
DATE OF DEATH OS-25-2U12
1fii3 JU�. 12 P� 2 2�ILE NUMBER 21 12-0987
COUNTY CUMBERLAND
HENNINGER JR PETER R CLL"RK OF ACN 101
FRNT 201 ORPHANS� r,,�J�T APPEAL DATE: 09-13-2013
339 W GOVERNOR RD (SeereversesideunderObjections)
HERSHEY PA 17�����.1��� �0., �Aqmount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COl1RTH0USE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ____ �-�► RE7AIN LOWER PORTION FOR YOUR RECORDS E�-�
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REV-1547 EX AFP CO2-13) NOTICE OF INHERITANCE TAX APPRAISEMEN7, ALLOWANCE OR
DISALLOWANCE OF UE➢UCTIONS AND ASSESSMENT OF TAX
ESTATE OF: REED EVELYN DFILE N0. :21 12-0987 ACN: 101 DATE: p7-15-2013
TAX RETURN WAS: C X) ACCEPTEO AS FILED ( J LHANGED
APPRAISED VALUE OF RETIIRN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A> (ll ,00 NOTE: To ensure proper
2. Stoeks and SontlS CSchetlule B) �Z� . 00 cretlit to your accounk,
OQ SUblltlt thE UppB� pottlOn
3. Closely Hela Stock/Partnership Interesi (ScheEUle C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule �] �4) .00 tax payment.
5. Gash/Bank Deposits/Misc. Personal Property CSCheOule E) (5) 50�244.8$
6. Jointly Ownetl Prooerty CSc�edule F) �6� . 0�
7. TranSfers CSchedule G) ��� .00
9. 7ota1 Assets ca) 5D.244.88
APPRDVED �EDUCTIONS AND EXEMPTIONS:
9. Funeral Exp¢nses/Adm. Costs/Misc. Ezpense5 CSchetlule HJ �q� 18.635.80
10. Debts/MOrtgage Liabilikies/Liens CSChedule I) (lp7 750. 00
11. Total DeEUCtions �li� 19.385.80
12. Net Value of Tax Return �Lp� 30.85J.08
13. Charitable/GOVernmenYal Bequests; Non-electetl 9113 Trusts CSchedule JJ �1;� .00
14. Net Value of Estate Subj¢ct to Tax �ly� 30.859. 08
NOTE: If an assessment was issued previously, Lines 14, 15, 16. 17, 18 and/or 19 will
reflect f38ures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount af Line 14 at spousal rate (15) •U� X 00 - .00
16. Amount of Line 14 taxable at lineal reie (16J �� .RF9_Rfl X 045 = 1�388.66
17. Amount of Lin¢ 14 at siblin9 �ate (17) -00 X 12 - . 00
18. Amount of Line 14 taxable at collaterel raYe (18J .OD X 15 = . 00
19. Principal Tax Due �19�= 1 �388.66
TAX CREDITS:
PAVMENT RECEIPT D15COUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
05-24-2013 CD017664 . 00 1,388.66
TUTAL TAX PAYMENT 1,388.66
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 �
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL Dl1E IS REFLECTED AS q CREDIT [CR), YDU MAV BE DUE�
FaR CAICULpTION OF ADDITIDNAL INTEREST. A REFUND. SEE REVERSE SIDE FOR LNSTRUCTIONS.
RESERVATION� en'7oyment�to co�llaieral be9ef c ar ea of t e de edent after the exp iationeof any estate foreife oayearse he Commonlwealth
hereby ezpressly reserves the right lo appraise and assess transfer inheriiance tazes at the lawful collateral rate on any such
future interest.
PAYMENT: Make check or money orde Spayabl to:REGISTER OF WILL AGENT e Register of Wills Indicated on the front of the noiice.
REFUND(CR): A refund ot a iax credit not requested on the tax return may be requested by completing an Application for Refund of
Pennsylvania lnheritance and Estate Tax(REV-1313). Applications are available from the departmenYs web site at
servic 800 36��0;servi es9 ortaapay1ers wi h spec a1 heard g and/o�speaking eeds:1-800-447-3020(TTsonld)ring
Please allow 4-6 weeks from the date a refund was granted to arrive.
OBJECTIONS: Any party in interest not satisfed with the appraisement,allowance or disallowance ot deductions,or assessment of taz
(including discount or interest)as shown on this notice may object within 60 days ot the date of receipt of this notice by:
rda�of .o_o�als tate oa us on or before the appeal date identifed on the front of this notice.
A) Filing an appeal online a[� p PO BOX 281201,Harrisburg PA 17128-1021;
Or sending a written protest to:PA Department of Revenue,Board of A peals,
B) Having the matler determined at audit of the account of the personal representative;or
C) C)Appealing to the Orphans'Gourt. Bureau of Individual
ADMINISTRATIVE Errors dA�NePosi Assessmeni Rev ew Un'��t, PO BOX 280601,�rHar9isbu gAPAe17128-1t�21RPho ee(717)787-6505. See page 4
CORRECTIONS: Tazes,
Instructions for Inheritance Taz Return for a Resident Decedent(REV-1501)for an explanation of administratively correcta e
errors.
DISCOUNT: If any tau due is paid within three calendar months after the decedenYs death,a five percent discount of the tax paid is allowa e.
state oa us,or upon rquest by
INTEREST: Payment Annual�i te9est rates are�availab�e onl�Form REV 1611e available ad one date from da[e ot death,to the date o
calling 1-888-728-2937.
Interest is calculaSed as tollows:
INTEREST=BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
Any Notice issued aRer the tax becomes delinquent will reflect an interest calculation to 15 days beyond the date of the
assessmeni. If payment is made aRer the in[erest calculation date show on the Notice,additional interest must be calculated.