HomeMy WebLinkAbout07-01-13 (2) i
NOTICE OF 2NHERITANCE TAX � pennsytvania
BUREAU OF TNbIVIDUAL TAXES APPRAISEMENT� ALLOWANCE OR DISALL4WANCE DEPARTMENTOFREVENUE
INHERITANCE TAX DIVISION OF DEIIUCTIONS AND ASSESSMENT OF TAX REV-1547 q( AFP (p3•13)
PO bOX 280601
naa�eiss�ts rn irizs-uaes ��CC7�Z;"``�" _ �tF
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i:d�ui;i�;C.:; Ut °;:'�i..S_,,}�ATE 06-24-2013
ESTATE OF ROSE ROBERT 5
,'.(ii3 �C1L 1 ['Cl 2 (�rE oF nenrw iz-an-zoiz
LE NUM9ER 21 13-0205
RICHARD L BUSHMAN ESq � -'tx-%�K Ui' �dUNTY CUMBER�AMD
16767 PATH VALLEY RDAD �� �'����7bN�' (;��J'i�'1` A�N APpEAL DA76: D8-23-2Q13
SPRING RUN PA 172Q�}��EH�Q�'�� ;;v., f';� (�eereversesuleunderObjectians)
A�aunt Re�3tted�--- i �
. MAKE CHECK PAYABLE AND REMIT PAYMEHT T4s
REGiSTER OF WILLS
1 COURTHOUSE SQUARE
CARLIS�E PA 17013
COT ALON6 THIS LINE � ETATN L4WER PORtION FOR YOUR REC4RDS t-�
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REV-1547 EX AFP (02-13� NOTICE OF INHERITAMCE TAX APPRATSEMENT, ALIOWANCE OR
DISALLO ANCE pF DEDUCTIONS AND ASSESSMENT OF TAX
ESTA7E OF: RD5E RAS�RT SfILE N0. :21 13-OID5 ACN: I01 DATE: p6-24-2013
7AX RETURry WAS: C)O ACCEPTED AS FILED C 1 GHANGED
��
APPRAISED YALUE OF RETURN BASEA ON: 4RIGZMA! RETURN
1. Raal Estate CSCMtlule A} (I) •�� NOTE: To ansure propar
� 2. Stocks and Bonas CSchcdala 8) �2� .00 oretlit ko ybur account,
.00 xubmit tha uppa� portion
3. tXosely Held Stock/Partnar9hip�, Intawast (Schedulq CJ t3) pf t�i5 form MitA Your �
4. Mortpages/Notes Recaivatrle (SCAedula D) C4J �p� tax osYmant.
5. Cash/Bank Deposiks/Mise. PersoAal Property CSchadule ES t5) 109�958.5$
6. Jointiv Clupad Property fSChetlUlY F} ib) •DO
7. T�ansfa�s {SChedul8 67 , C7) •00
8. iotsi Assats . tg) 104.45&.58
APPROVEU DEDUCTIONS AND EXEMWTI�lNS:
9. Funeral ExpenseslAtlm. Gosts/M1�c. ExFanses t5chatlule H} �43 12.?65.21
10. Debts/Nnrtgage liabilitiaslliens CSC�atlula Z} C10) .00
li. Total nenuctions tti� 12,765.22
iz. xat vaiva of rax aetu�n {72� 47,193.37
13. Charftable/GOVernmental $eQUOSts; Non-alected 9113 Trusts fSchedula �) �1;� .0�
14. Net Valua of E.mtate Sub]ect to Tax C14� , 9?�243.37
N4TE: If an sssessaent was is�aed previously, Lines 14. 15, 16, 17: 18 and/or 14 will �
reflect fiyures that indlude the total of ail returns assessed to dats.
ASSESSMENT 6F TAX: �
18. ATOUnt of Line 14 at spnusal �ra}e C15) 97r143.37 X 00 = .QQ
16. A�nount oP Line 14 taxa6la at Yi�heal rate C1SJ � �� R D45 = .60
17. Amount ot Line 14 at s1613ng �ra�a C17} -�� X 12 = .00
lA. Amount of Lirte 14 taxabls at ce;lataral rate clb> .00 x 15 .00
19. PrSncfpal Tax Dua �i9>' .00
TAX CREDT7S: ,
PAYNENT RECEIPT , DISCOUNi t+) AMOUNT PAID
DATE NUMBER 2NTEREST/PEN PAID (-)
�. TOTAL TAX PAYMENT ,pp
�. BALANCE OF TAX DUE .00
� INTEREST AND PEN. ,00
'�� T07AL DUE .00
• IK PATD AFTER DATE IND2CATED� SEE RHVERSE IF TOTAL DUE IS REFLFCTED AS A CRE4IT CCRJ. YUU MAY BE DUE �J�
FtIR CACLULATION 6F ADDTTIONAL INTERESTI A REFUND. SEE REVERSE SIUE FOR INSTROCTIQNS.
RESEPVATION: Estates of decedems dyirq on or before Dec. 12, 1982-if arry future irrterest in Yha e��is hansfetted in possession ar
enpyment to cqNaleral beraofw�iaries of ths dacetlent at�er tt+e expi�of�ny estate tor lite or ysars;the Commonwealih
fiereby expressy reservqa the right kr appraise and assess Vansfer irttmritance taxes ak the lawtul cWlateral rate on any such
hrture interast.
PAYMENT: Defach the tap portion of this notics and submtt with ybur p�ymern to the Register af Wifls ir�dicated pn the frant of tfie notice.
Make check or money order payabkf to:REGiSTER QF WILL,AGENT.
� REFUND(CR}: A reiund ot a taz cre�t rrot requasfed on the ta�c return may be requested by tpmpleDnp en AppdiGation.for Refund af
Penrisylvania lnheritanrs and Estate Tax{REV-Y3f 3). AAppIlGations are avapaMe ftom the depentmeM'8 web site at
v{ww.revenuese�a:oe.�m.any Reyieter of Wills or Rev��BiBh4ct OMce,or from thm deNertmeM's 24taur fomas ordering
service:1•800-382-2p50;services for t�ayers with 8pedal Aearinp ar�dtor apeaking needs:i-806-#47-3620{TT o�iy}.
Pfease aliow a-6 weeks from ttie date a refund was graMed to artNe.
OBJECTIUM1iS: Any party in irtteresi rrot saGStied wtth tl�e a�raisemen4 allowar�ce or disalbwance uf deducdans,or.assessment of tax
(including di4courrt or ir�terest)as shvwn on this natice may object wiUdn 60 days of the date�of receipt af this rrotice by:
A) Filing an appeaf online at on or before ihe a�ppeal cipte idaMified on the front of this notice.
Or sendfng a wrii6en protestto:PA Deipartmerrt of Revenu4,Soard af Appea$,PO BOX 287241,Harrisburg PA t?72&i021;
B} Havk�g the ma8er dstermmed�at au�At W��ro ac�aurrt af�the persbnal repm#gntabve;w
C} C}A{�peakr�p to the Orpha�'Court.
. ADto41NISTRATlVE Errors discpuered on thir,3ssassmert shoukl be a,ddressed in wfltlnp to:PA Department of R�ve�ue,Bureau of ir�d'ividuai
CORREGTIONS: Ta�ces,ATTN:PastAsseesmweil-Fieview�UMt;PO BOX 280801,Harriaburg PA,1772@-1021,pMtsne(7Y�787�86Q5. See�pape 4
�nstructions for Inheritan�Tax peWm for a R�M Decedent(REY-t50t)tar an�pFanation ot admini,stratively correc�ble
arrors.
� 4tSCi?UNT: If any taac due is paid within three calendar monMS after the decedenYs death,a five percent discount of the taz paid is aibwabie.
_ IN7EREST: Interest is charped bepinning with first day of�linqueriCy,or nine rtronihs and one date from tfate of death,to the date of
�� paymgni. Annuei in�rest retps are avaiiabi8 on�arm REV-161 t,availaWs at ,tx t�ppn rquest by
� catiirig t•888-728-2937.
. Interest is calculated as follows:
IM'EREST=BALANCE OF TAX UNPAID X NUMSER 4F DAYS DE�INQUENT X pAtlY iNTEREST PAGTOR
� Any Notice issusd after the tax beo�mes delinquent will reflect an interest calculatlon to Y 5 days 6eyond the date W the
assesameM. N peyment is mgde aiter the imerest calcuiadon date sfww on the Notice,adcftional interest must be ca�Ulated.