HomeMy WebLinkAbout07-01-13 (2) NOTICE OF INHfRITANCE TAX � pennsylvania
BUREAII aF INDI4IDUAL TAXES R���� '�p],,�,� ��r�r �'��L4WAHCE OR DISALLOWANCE pEPARTMENTOPREVENUE
INNERITANCE TAX DSYISI4N r��i�"'4j": ��' Ur�T.IpQIS AND ASSESSMENT OF TAX REV-1547 p! AFP (03�13)
PotlOx2eo601 �C:�s,> t .... 4 i" :, .—:-.�3
IWRRZSlURS Pa 17328-06ai ft
�(tftJ �1U�• i �I t 2 Q�3 IIATE OS-24-2013
ESTATE OF PECK SHIRLEY E
�+�.�C�'��� �'-� DATE OF DEATH �1-17-2013
a'�,(����$� (;�i;ii� FILE NUMBER 21 13-0108
ROBERT G FEREY ����ER�'����' �'�"' �'� COUNTY CUMBERLAND
ACN lpl
5 S HANOVER ST APPEAL DATE: OS-23-2013
CARLTSLE PA 17�13-3307 (SeereversesideunderObjeclians)
A�ount Rt�ittedi---�^—��—u�
MAKE CHECK PAYABLE AND REMIT PAYMENT T4:
REGISTER OF WILLS
- 1 COURTH6USE S4UARE �
CARLISIE PA 17013
CUT AlON6 TNIS �INE ____ �-Y ETATN LOWER PORTION fOR Y4UR RECORDS l-�
.�. _'-_'-'-'-"'
--'-'-.-."""'-"' " -""-'-'-'-""-"-""'--"'-"'--"""-..-'
REY-1547 EX AFP (02-137 NOTIGE �OF INNERITAHCE TAX APPRAISEMENT, A1.LOWANCE OR
DISALLO�IANCE OF DEDUCTIOMS AND ASSESSM£NT 4F TAX
ESTATE OF: PECK S.HI� LEY EFILE Nq. :21 13-0108 ACN: 101 DATE: 06-24-2013
TAX RETUR WAS: C X) ACCEP7ED AS FILED O GHANGED
APPRAISED YALUE QF RETURN $ASE ON: ORIGINAL RETURN
1. Real EstaYe [Scheduls A) (y} 1b5.300.60 NO7E: To ensure prqper
2. Stocks and Hontls (SChetlulx B7 � (y} .00 C�otlit to your account.
Subpllt thp uppel` pol'X1ot1
3. Closply Haltl 9tock/Partnars�llp Inter�st CSChedula C> C33 'a� aF this form vith your
4. Mortpa9as/Notes Receivabin tSehedule D) t4J •�� tax paymsnt.
5. Cash/Bank 6eoositslMisc. Parspnal Prpparty f5<haCUla EJ {5) 158�787.Q0
S. Jointly Ovnad ProcertY tSCh�dule F} �6? 51�02�.50
7, Transrers ts�neavie s� C7� 5,276.00
a. rotai nssets ce� 380.383.50
APPRDYED DE4UCTIONS AND EXEMPtI0N5:
4. Puneral Exparfsas/Adm. CosYS/l�SSC. Expenses CSehatlule H) �9� 21 .$31.I)0
lu, DeDts/MOrtgaqa Lia6ilitias/Lians CSChedule I) C10) 5.Q00.00
ii. rocai Doductions cii� 26.831 .0�
iz. Hec vaiue or Tax rcetuwn tiz� 553,552.50
13. Charitadle/Gpvernmantal BequR��'s; Nan-plected 9313 Trusts tSchetlule .75 ty;} •Qn
i§. t7et vaius ot Estate subiect ta 7ax {iy� 353,552.50
NOTE: If an assess�ent ras Assued previousiY, Lines i4, 15, 16. 17, 18 and/or 14 will
refisct fiyures that dnclude tha tatsl af all returns assssssd to data.
ASSESSMENT 4F TAX:
15. Amaunt of �S�o 14 oY spousal rate C15) �0� X �� ,0�
16. qmount of LSne 14 taxable at�. 11nea1 rata tlb) �`�';•�`r'�-r'n x 045 = 15,9�4.86
17. Amount of LSna 14 at 5lblinq �ate C3T} .0� x 12 .00
18. Amount of Line 14 taxable aE co33ateral rate {18) .00 X 15 .UO
39. Principal Tax Due �Y9�` 15,9�9.86
TAX CREDITS:
PAYMEN7 RECEIP7 DISCpUNT (�) pNOUNT PAID
DA7E NUNHER INTERES7/PEN PAID C-)
04-0 -2013 C➢ 1 391 745.49 6,OOD.00
TOTAL TAX PAYMENT 16:795,49
i BAIANCE QF IAX DUE 885.63CR
- � INTEREST AND PEN. .0�
� TOTAL DUE 885.63CR
� LF PAIb AF7ER f1ATE INDICAT6D, SB� REVERSE IF TpTAL DUE IS REFLECTED AS A CREDI7 CCBJ, YOU MAY BE DVE �^r
FDR CALCULATION OF AADITItlNA4 IN7EREST. A REFUND. SEE REYERSE SIDE FOR INSTRUCTZ4NS. \��'
U
flESERVATION: Estates of decedents dying on or bafore Dec.12,1982-if any tutwe interest in tlre esiate is tranaferced in possession or
enjaymerrt fia coiiaterai benaticiaries of tha decederrt after the expitado�at.arry estate for life or years;the Commonweakh
hereby expressty reserves�e right to eppraise ar�i assess trar�sfer inhe�itance ta�tes at the Iawfui cbllaterai rate on any such
fuNre iMerest.
PAYMENT: Detach the top portion of this notice and submit with your payment�the Register of Wills indfcated on 2tie ftont o#the notic»�.
Make check or money prder payaWe to:REGISTfiR OF WILL,A6EN7.
REFUNp(CR): A refund of a Wu credit not requested on the tax retum may be requested by c9mpletiflp a�n Application for Refura�of
PannsyFvama I�herfiarwe arxi Estate Ta�c(REV-1313j. AppHCations are avai4abie irom ihe d8partmenTs web stte at
,anY Re{Nster of�!!s or Reverwis DI�etQHk3e,or hom'#�dapartr�fents 24-hoar fartns wdering
service: i-800-382-2p50;smrvices for taxpayera with spedal��f�marirq and�or speaking needs:1-800-447-3020{Ff ony}.
Pleass aliwv 48 weeks trom the�ie a reNnd was grarrted ro artive.
OBJEC7tONS: Any party in iMerest not satiSfied with ihe appraisemeM,aliowance or disallowance of dedudions,or assessmenk of tax
{incl�tltnp discount or interest3 as st�+xn or�tl�s rwlice may oblect wi�in 60 days ot ttre date of receipt of tfiis�mBce by:
A} FiNrip an appeai oniine af on or before tt�p�peai date ideMihed on the iroM of this notice.
Or sending e wdtten profest to:PA Depa�tinent of flevetwe,BOard of Appea�,Pd BOX 28t20i,Harrisburg PA 17t2&t 02?;
B} Having Itae matter detertnined at�t of tl�e aacouM of Me persorng�represen�gtive;or
C) G)APpea�i�to the Orphans'Caurt.
ADMINISFRRTIVE Errors discovered on Yhis assessmeM shouid be add�essetl in wridng W:PA DapaRment of Revenue,Bureau of Individual
CORAECTIONS: Taxes,ATTN:PosYpesessmern Review Unit,PO BOX 280601,Harrisburg PA,i7128A02t,Phone j7t�787-6505. See pape 4
insMUCtions for Inheritance Tax Retum for a Resideni pecedent(REV•150�1)for an explanation of administratively correctab4e �.
8RQ(S.
CttSC6EiNT: if any t�due is paid within ffiree calendar moMhs after the decedenPS death,a five percent discount of the tax paid is aqowable. �.
INTEREST: Interest is charged bepinning with firat day of delinquency,or nine months and one date trom da£e of death,ta ihe date af
. payment. Annuai interest ta#es are availabie on Form REV-1671,evailabie at www.revanue.state.oa.us,or upon rquest by
ca�bng 7-$8$•726-293Z �
Inierest is caicutaied as tollows: �
tNTEREST=BALANCE OF TAX UNPA�D X NUMBER OF pAYS DELINQUENT X DAILY INTEREST FACTOR .
Any Notice issued aiter the Wx becomes delinquent will reflect an interest calculatlon tp 15 days beyond the date ot the
assessmerrt. if payment is made after the irnerest ca�uiatipn date strow on ihe NoBce,additionat interest must be catcWated.