HomeMy WebLinkAbout07-01-13 HOTICE 6F INHERITANCf FAX � ��C�(�Sy�YSCl��
BUREAU oF TNDIVIOUAL 7axES APPRAISEMENT, ALLqWANCE QR DISALLOWANCE DEpARTMEN70FREYENUE
txxERZra�E Trx nnistow �v�-} r�OF DEDUCTIONS�+^ AND ASSESSMENT OF TAX
PO pqX 280601 R�y4�jV G�:.� .)" �: .�i: �t' REV-154I IX AFP CO3-13)
HARRIS81AtG PA 17128-4b41
RE�i��':"-: tYF �, .�..!.�;
*,� DATE 07-Oi-2013
�F 1�1 �III�. Z F`I � � J 1 E9TATE OF STYOAHAR HELEN M
DATE DF DEATH 12-11-2012
��E��� ��. FILE NUMBER 21 12-1318
TERRENCE J KERWIN ORPHANS� Cv�.iifT COUNTY CUM6ERLAND
4245 STATE ROUT�'`��$E�{���`�[1 (;!�7„ �'� ACN APPEAL DATE: 0$-36-2613
ELIZABETHYIILE PA 17023-8433 (Seereversesideunder06jecttons)
A�ount Rerittsd��---�-^-!�
MAKE CHECK PAYABLE AND REMIT PAYMEN7 T4:
REGISTER OF WILLS
1 COURTHOUSE SGUARE
CARLISLE PA 17013 �
CDT ALONG TNiS �2HE �} RETAIN LOWER PORTIQN FOR YdUR RECdRDS Q-�
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R£Y-1547 E7C AFP Cp2-13) N4TICE 'OP INHERITANCE TAX APPRAISEMENT: ALLOWANCE OR
DISALLpWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STYDAHAR HELEN MFILE N0. :�1 12-1318 ACNs 101 DATE: 0�-01-2013
TAX RETURN WAS: CJ(? ACCEP7ED AS FILED C ) CHANGED
APPRAISED VAIUE OF RETURN BASED QN: ORIGINAL RETURN
1. Rerl Estate CSthetlula A) C1) •�Q NOTE: Ta ansure provor
2. Stoeks and Bontls CSahadulo B? (27 g$s396.50 craCit to yaur aecount,
.00 submit tha uqpar portion
3. ClpselY Held Stook/Partnership Interest CSChedulq CS L33 of this form wit� your
4. Mortyages/Natas Racelvable CSahetluis 63 t43 �00 tax psyment.
5. Cash/Hank DaROSits/Misc. Parsenal Proparty t5ebadule E? {5} 1�114�115.78
6. Jointly iixnad PraDerty {SCheduia F} {5) •OQ
7. Transfers CScfie4ule 6J �7� 16�585.29
5. sota3 nsset: . ca) . 1.229.047.57
ApPROYED DEDUCTIONS AHD EXEMPTIONS:
9. Funeral Expenses/Atlm. Costs/Misc. Exponsas (Sehetlulm H) �q� .674.08
10. Depts/MOrtga9a LSabilitias/LSens CS<hadula I) (YO) •00
ii. Tota1 n•auctaons �yy� 55,674.08
12. Nat Value ot Tax Return �I2y 1 :1?3�423.49
13. Charifable/6overnmaMal Baquaists; Non-elrcted 4113 Trusts CSchsdula J} �13� 145.516.38
14. Net Velue Of Estata Subjctt ta TaX {74) 1•�27�967,11
NpTE: If an assessrent was iissusd previausly, Lines 14, 15, lb, 17, 18 andlor 14 will
raflect fi0ures tfiat iincluda the totsl af all �e#urns sssessed to date.
ASSESSMENS OF TAX:
15. Amouot of I.i�e 14 at spousal��rnle (15) .00 X 00 .00
16. Amount ot Line 14 taxahle at linaal rate (16J -�n X 045 = .00
17. 1lmount af Lina 14 at S361inp rata (ll3 -bfl X 12 .00
iB. Amount of Line 14 taxabla at�collateral rata (387 Y,027.407.11 X 15 ° 154:186.07
14. Principai rax nue �lg�° 154,196.07
TAX CREDITS:
PAYMENT RECEIPT DISCOUN (+) AMpUNT PATD
DATE NUMBER INTEREST/PEN PAI6 C-3
3-04-2 1 D01727 7,7 9. 0 15 > 06.0
TOTAL TAX PAYMENT 150,709.3D
BAtANCE qF TAX DUE b,523.23CR
INTEREST AND PEN. ! .0�
7PTA� DUE 6,523.23CR
� IF PAID AFTER DATE INDICA7ED. SEE�. REVERSE IF TpTAL DUE IS REFLECTED AS A CREDIT CCR7, YOU MAY HE DUE �,�
FON LALCUlATION OF ADDITIONAL INTEREST, A REFUHD. SEE REYERSE SfDE FOR INSTRUGTI4NS. t��
RESERVATION: Estates ot decedenta dyirp on or beMre Dec. 12, 1982-if any tuture interast in Me estate is Vansterted a�possessio�or
enjoymeot io cdlat8ral benefieiaries of the decedeM atter tfie a�iration oi-enY est8te fa�(fe or yeers�tlie Commomveat[h
hereby expreasly reserves the ripM to a�raise and assass Uanster intreFitance ffix�at ll�e lawiui coXaterai rate on any such
future iMerest.
PAYMENT: Detach the top portlo�of this notice ancl submit wiih your paymant to tha Aegister of Wills Indicated pn tbe front of tMe rwtice. �
Maice ofieck ar money order payabfe to:AEGtSTER OF WitL,AGENT.
REFUtJD(CR): A refund o(a t�cr�t not reqirested on the Wrz return may be requested by cwnpletirW an Applicafion for Refund of
Pen�syWania inheriffince ar�f EstatB T�(REV-1313}. Applica#io�are availa�e hom the dapartmeM's web 8ite at
www reven!�n_=«�.o.na.�s,any FteQigter of Wills w Aevenue Diatri�OMke�,ar hCrtt the departmenYs 24-tmur forms atderirg
service:t-epp-962-2050;servic�s for faatpayers with spedsl hearNtp a�or apaeWng needs:1-800-447-3020(TT only).
Please albw 4-6 weeks fran!he�ta a return!was grar�!ta arrive.
OBJEGTlONS: Any par3y in iMerest rwt satisfied with tiw appraisement,aibwance or cGsalbwance of deductiqns,or assessment nf tax ��
{includhg disCOUnt or ifrterest)as shown on this notice may o6ject vA8»o 60 days of t1re dete of receipt of this rro6ce by:
A} Filinp an appeat onli�e at on ar bafare the appeai date iden6fied on the hoM of this rrotice. �.
Or sendinp a written protest to:PA Depertmertt pt Rdvsnue,Board of Appe�s,PO B{?X 281241,tiarrir�ug PA 1?i28-1(t21;
B} Havirp the matter rteterminewi at autNt ot the a�purrt of tFre pti�sonai reptagentafive;or
C) C)AppeaUng ta the Orphans'Court. ,
ADMINISTRATIVE Errorc disrAVerad on this aasessment shouid be addressed i�writing ip:PA Department of Revenue,Bureau qt Individual �
CORRECTIONS Taues,ATTN:�POSt AeaeBSmeM Revlew Unit,PO 80X 280601,Hanisburg pA,17i28-t421,Phone(717}78�7�$�. See pape 4
tnstnKtions far InherHenCe Tax ReNm for a ResitleM DecedeM(REV-150i1 fa�an explanation of administratively correctahle -
errors.
DtSCOUNT: if erry t�due is paid within tliree ceiender months eker the decsdenPs cbath,a five percent tkscount of the tau paid is alipwable. ��
iNTEFfiEST: IMerest is charged bepinning with first dey of delinquency�or nirre nwMhs and one date from date of death,ta the daze of
paymeM. Mnuai ir�rest rates are avaii,�te on Form REV-161 i,availak�e at www.revenue.smt�.oe��R,or upon rquest by � �
calling 1-H88-728-2937. - -
lntere8t iS rakulflted as tolbws: �
INTEREST=BAI.ANCE OF TAX UNPAID X NUMBER OF DpYS DELiNaUEN7 X DAILY INTEREST FACTOR ��
Any Natice issued after the tax becomes deAnqueM will rettect an interest ca�ulation ta 15 days beyond ths date ot the .
assesamer�t. fl payrtrent is made atEer ihe intgresf cakxAafKK+date show an the Nailce,addtional interost must be caiCUiated. . .