HomeMy WebLinkAbout07-01-13 �.
N07ICE OF INHERITANCE 7AX � pennsylvarria
BUR6AU OF INDIVIDUAL TAXES APPIRAISEMEN7, ALLOWANCE OR dISALLOWANCE DEPARTMEM70FREVENUE
rnxErt7TUicE r� nivtszoN 4F DEDUCFIQNS _AND. ASSESSMENT OF TAX �iT R�.1541 IX AFP (03•13)
PO 90X 28Pb01
HARRISHUR6 PA 17128-ObQl
���i�ii�N��i:T, ;. � °r .,�- {��.
DATE 06-24-2�13
��`�} T'"` �' " �'" ESTATE OF CALAMAN EDWARD S
DATE 4F DEATN I2-01-2612
ll��� �Gi. i ��±�; 1 J� FILE NUMBER 21 12-1262
COUNTY CUMBERLAND
ROGER B IRWIN ESQ CL�.i�,i QV� ACN 101
bQ W PONFRET ST (�;(�r}��Aj���� �;(,ili;;;' APPEA� DATE: 08-23-2013
CARLISLE PA 170li3�38�3��,j� �,,.t� i,rX ' (Se¢rwewsesldeunderObjecilonsf
GUNStft3C
� A�ount Re�itted��-��^^��
MAKE CNECK PAYAHI.E AND REMIT PAYMENT T0:
RE6ISTER OF WILLS
1 C4tlRTHOUSE SQUARE
. CARLISLE PA 17013
CUT ALON6 THYS LINE � ��E7AIN LOWER PpR7I0N FOR YOUR RECOROS �
REY^1547 EX AFP CO2-13) NBTICE OF iNNEBITANCE TAX APPRXISEMENT, ALLBWANCE OR � � �
DISALLO ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CALAXAN ED �iRD SFILE H8. :21 12-1262 ACN: 101 DATE: b6-24-2013
T
TAX RETURN NAS: {}(} ACCEPTED AS FTIED C } CNANSED
� flRIGINAI, RETURN
APPRAISED YALUE OF RETURN BASEIG ON:
1. Real Estate (Sehadule A) (1) �00 NOTE: To ensuPe pftlpa/'
2. Stocks and Bonds CSCh9du1• B) {y} 47�779.50 crodit Ye your account,
.00 submit k�e upp0r po�tian
3. Clo5ely Ha1E Stock/PartnewsA3p�, Interest (Schedule C) C3) of Yh1s form with your
4. Mortgagss/Notes Raeaivable {SC�haduls D) {4} �OQ tax DaYmaM.
5. Cash/Bank Deposits/MSSC. Persotial ProperYy CSchetlule E) C5) '��
6. JointlY Ownad Proparty {SChedu�.e F) C6� 148,b54.27
7. Tronsfers tSChatlule 6) '�. C7J &4�720. 17
E. iotsl assots �� c8) 331 .153.94
APPROYED DEQUCTIONS AHD EXEMFT#ONS:
9. Funeral Exoanses/AOm. Costs/MS�Se. Expqnses CSthetlule HS �q} 10,415.86
76. UebtsJMa�t9aye LSabSliYiOS/Liehs (Schatlule I7 C10) 9•8z
ix. Tota1 neductto�s '� cii} l�>425,68
12. Net Value af 7ax Return ' (12) 320r728.26
13. Char3tabletGOVernmental Baauasrts; Hon-aleotatl 9313 Trusts fSchatlula J) (13} .00
14. Nat Value of Estate Subject Co'� Tax �lyy � $2�.�28.26
NOTE: If an assess�en# wss isjsued PreviouslY, Lines 14, 15, 16, 17, 18 and/or 14 will
reflect fipures that ir�clude the tatal cf all returns assassed ta date. ,
ASSESSMENT OF 7AX: �'��
75. Amou�t of L3ne 74 at snouaal r�ta C15) 305r3b$.52 X Op .6�1
16. Amount of Line 14 taxm6le at lknaal rate <X6) � �'•��'Q-�� x 045 = 691. 19
17. Amount ot Lfno 74 at si611ng r�te ti7) -66 X 12 = .00
18. Amount af Line 14 taxrble et cpllateral rate (18) .OU X 15 ° .00
19. Principal 7ax aue � �i�}= 691.19
TAX CREDI75: '
PAYMENT RECEIPT � DISCOUNT C+) qMOUNT PATD
DATE NUMBER �. INTERESTIPEN PAID C-1
04-25-201 D01749 . 691. 19
�
�. TOTAL TAX PAYXENT 691.19
�. BALANCE OF TAX DUE .00
'�. INTEREST AND PEN. .q0
. TOTAL DUE •pd
+ ZF PASD AFTER DATE INDICATED, SEE RE�ERSE IF T47AC DUE ZS REFIECTED AS A CREDIT tCR). YOU NAY BE DUE ,�(
FOR CALCIILATION OF ADDITIONAL SNTERE T. A REFUND. SEE REVERSE SIDE FOR iNSTRUCTI0N5. r#/
RESERVATION: Estates at decedents dyir�g on or befwe Dec.12,t�82-if arry firture ir�rest in the estale is Nansierred in possession or
enjoymant to coNetaral benefici�des of the decedent after the expiraLbn of eny esta�ior I'rfe or years;th8 Comrt�pnwealth
hereby expressy reserves the rigfit m appraise and assesa hansfer inAeritance T�es at the lawful collateral rate on any such
future interest.
PAYMENT: Detach the top portlon ot ihis rrotice arid submit wiih your payment to ihs Register of Wiiis tndicat�on the front af the emtice.
� Make chack or money order payeble to:REGI5TER pF WILL,AGENT.
� REFt1ND(GR}: A retund o4 a tas credit not requested on ttw iau redun may be requested by�au�aietinp Rn Appiication Cw Refund of
Pe�nsyivania tnheritar�e and£skate Taac{REV-1373}. ' �are avaii�Ie frwn iffe depsKmenCs w�site at
www.reveq�a - py;.y any�Rpiater of VAfls or RavMUe D�ViGt t�e,or trom�tM tl�artmMfCs 2Mhax forms ordering
� service:1-800�362•2050;.service6 for taxpayers with spacaai hearirq anNor spealdng needa:1-800-4+t7,3020(TT ony).
Please allow 4-6 weeks from the date a refund was graMed to aMva.
�� OB.IECTlONS: Any party in.intarect tu�t satis6ed with the appraisement�allowance or�isaibwance ot deduc.Hbr�.or assessment of ta�c
(incWding discount or iMerest)as sFrown on ttlis notice may object within 60 daya of the date of�receipt of this�rrotice by:
� A) Filinp an appeal online at on or before the appeal dete itlentified on the ftoM of ihis�rwtice.
Or se�Sng a written protest to:PA Dapartmmrt of Reverwa,8oard of Rppeais,P4 BdX 281201,Harrisburg PA 1772&1 OZi;
� B} H9vitrg tt�e matter detarmifat4 ai aud#of th6�uM of tha per8onai r�reeBntaGve:a
� C} C)Appealinp to the Oryhans'�Court.
� ADM4NISTRATIVE Errors diswvered on�this asseasment sMukl he addrggsgtl in wnting to:�PA DapartmeM pf Revenue,6ureau of Indivitlual
� GORR£CTiONS: �Tar,�,Al"fN:Post Assesshf9ni Flev7ew ltrtit��PO BOX 28flBOf,Harriebur9 PA,1712&1421,Piwne{7t 7}787-85Q5. See p2ge d
InsVUCtbns for Inheritance Tau Re1um for a Residan{p���t(REV-7501}for an ezpla�ation�flf atknin�tratively correcte6le
ercors.
DtSCOUNT: If any t�due is pakf within three calendar rtWttths after ttie decedBnNs death,a flve perceM discount af the taz pafd is aliowgble.
INTEiiEST: #rrterast is charged beginni�w(th tirst c�y of tlelinquency,or rri�re months arxi ane daie fram dats of death,to ttre date of
� payment. Annual int8resi rafes are availaWe an Form REV-7671,available at www revenue stete.oa.ws,or upon rquBSt by
calling 1-588-728-2937.
� intarest is cahx»Iated az faibws:
INTEREST=BALANCE OF TAX UNPAID X NUMBER pF DAYS DELIN�UENT X DAfLY INTEREST FACTOR
� My Notice issued after the tau becomes delinquent will reflect an interest cak:ulation to 15 days beyond the date of the
assessmern. N Payn,ent is mac�aiter me irnerest ca�,Iasor,t�te st»w on me r�Ce,adt�tiona�iocerast mc�c ae ca4a,�ated.