HomeMy WebLinkAbout07-01-13 (3) ��pp NOTICE Of INHERITANCE 7AX � pennsytvania
BUREAU OF TNDIVIDUAL TAXES �(�QP���;;� a�6E1+ �}T^�tLLOWANCE OR DISALLOWANCE ■ � pppAR7MENTOFREVENUE
tru�eRirnxcE r,ix nivismN �` �� bEDO�'hIOqS AND ASSESSMENT OF TAX 1��If
PO Bt?X 2806Ui rq1`".t� .` ,- .� �"3; t � REV4547 IX AFP {03-131
NNRRt56URG PA 27228-Ubtli �"iLi:;j-'3 t ..:Y 11( � .� . =-'�/
i�'i� J��. 1 PI I C �Q DA7E 06-24-2tl13
ESFATE OF TOCBERT R4DNEY N
�,j �:�?; 1?;� DATE OF DEATH 01-26-2613
�R�FikNS ��/�:'+ZT FILE NUMBER 21 13-0161
JORN W TOl.&ERT C,iU}t{BER�!LAfi�� �;�., PA C6UNTY GUMHERLAND
106 HAMMOND RD A�N ApPEAL DATE: pg-Z3-2013
SHIPPENSBUR6 PA 172'57-9763 (SeereversestdeunderObjecKans)
A�aunt Resittsd�-��--���
NAKE CHECK PAYABLE AND REMIT PAYMENT TD:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17U13
CUT ALONB THIS LINE ____ ---► _ iRE7AYH LOWER PORTION FOR VOUR RECORDS �
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REY-2547 EX AFP t02-337 NOFIC OF iNNERI7ANCE TAX APPRAI3EMENT, ALLOWANCE OR
DZSAI� WANCE pF DEDUC7ZONS AND ASSESSXENT 6F TAX
ESTATE pFc TOLBERT RQ NEY NFILE H0. :21 13-0161 ACH: 101 DATE: 06-2G-2013
_ TAX RETU�N WAS: CJ(3 ACCEPTED AS FTLED C J CHANBED
APPRAISED VALUE OF RETURN BAS�,D ON: bRZ6INAl RETURN
1. Real Estate CSChatlule AJ . (1J •�0 NOTE: To ensure propar
2. Stocks and 6onds CSChadule B)� �Z) 2�5.518.64 �rad3t to your aceount,
�� 5ubm3L Yhe uRPa� port3on
3= ClOSaly Heltl StacklPertner5hi� Intorest CSChgdule C1 t33 of this form with your
4. MortBages/Notes Rat4lvable CS�Chedule D) (4) •pa tax paymenY.
5. Cash/Bank Ueposits/M1sc. Parsbnal Prnperty (Sbhetlul¢ E) (5) 241r199.4�
d. Jointly Ouned Proparty CSchgduia p} �b� •�0
7. Tra�sfers LSChatlula G1 {7) -�0
e. Tbtal Assaks '. Cg) 526.71$.07
APPROVED OEDUCTIONS AND EXEMPXIONS:
4. Fune�al Expanses/Atlm. CostslM,isc. Expanses {SChctlule H} {g} 24,140.4$
10. Ua4ts/MOrt9sge Liabdl3iias/Lisns (SCheEulc I) �yp� 6.019. 19
I1. Total Detluctions (11} 3Q��09.67
12. Mot Valus of Tax Rakarn {ig) 495,508.4�
13. Charitabla/Covernmon#si Baqua�sts; Nam e3ectad 9i13 Trus#s CSthatlule J) C137 •��
14. Nnt Valua dt Estate Subieet ta Tax �ly� 496.508.40
N4TE: If an assess�snt ras issued praviauslv, L3nes 14, 15, ib, 17, 18 andfor 19 xi1Z
refieet fipures that ilnciude the totel of eli returns assessed to tlate.
ASSESSMENT OF TAX:
15. Amount of Line 74 at spousal PeSe C15) .00 X (10 - .QO
16. AmoUnt af lina 14 taXatrla at Sineal rate C16} G4b<<.tIR_L(i X �G5 = 22i3�t2,$$
i�. amount of �sne io at sseisna race ci» -no x 12 .00
18. Amaunk ot �.3ne 1a taxable at koiieteral �atc cie� .00 x 15 = .00
74. Principal Tax Due t19}= 22�342,8$
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT pAID
DATE NUMBER IN7EREST/PEN PAID (-)
-26-2Q13 GD017 0 1,1 7.14 21, 2 .7
06-17-2013 SBADJUST .00 .04
��.� TQTAL TAX PAYMENT p2,342.$8
I BALANCE OF TAX DUE .00
. INTEREST AND FEN. .00
� TOTAL DUE .00
� IF PAII1 AFTER DATE INDICATED. SEE R�YERS$ IF TQT0.L D(IE IS REFLECTED AS A CREpIT CCRJ. Y4U MAY BE DUE p�
FOR CAICUlATI4N OF ADDITZONAI ZHTER ST. A REFUND. 5EE REYERSE SZDE FQR INSTRUCTSONS. `Vti�
RESERVRTION: Estates of decedenis dying on or before Dec.12,1962•'rf any tuture interest in the ssiste is trar�s#erted inposseasian or
enjoyrtrem to�coNateral berrofidaries of the decedent after the expiraGqn ot any e818de for life or yaars;the Co�mrnornvealth
hereby expressy reservaa Me riglrt to appraise and asse�s bansfer inheritanca tauas at the lawlul coAaterel rate on any such
fuWre irHere&4
PAYMENT. Detach the top portion af this notice and submit with your payment ta the Register of Wiiis irrik:ated on ttre ftont of the rmtice.
Make check or money Drtler payable to:REGI57ER OF WILL,AGENT.
REFUND{CR): A reftand af a t�ere�t not requested on the tax retum may be requgstetl by Gw�Iefir�p an Application Sor Retund of
PennsyMama intretitat�ce a�Estate T�{REV-1379). A�Cations ar9 avait9Db fmm the depar[ri�fYs web site at
,anY Repister of Wilis or ReventM tNSUict�;or frarrr tl�s departmenY8 24hpur forms ordcr9ng
service:t-8QQ-362-2D80;:services for tax�nYer�witli spac181 hearirg atrcYor spealdng needs:i-800-447•3p20�(TT ony).
Please alkrw 4-6 weelc&from the dete a relund was graMed to arrive.
QB,lEGTIONS: Any pariy in interest rwt sa6sfied with the ap�sraisemeni,aNOwat�e or disaii�+ar�ce of daducNans,or assessrnent of ta�c
(including discount or IMerest)as shown on Mis rwtice may object wtthfn 60 tlays of the date af receipt of this rwtice by:
A) Fifinp an�Re�anNne at on or betore tlre appeal dete identified on the frorrt of this rrotice.
6r s8rrc��}a written protest tp:PA QepgKmeM�ABVenue,8o6t'd ctf Appeai&,PQ 8QX 28�1261,Har�rg PA 7?72&-tp21;
B} Having qie msiler da�rmined af au�t of�ihe�cotmYW iFro perapnat r � ive;or
C) C)Appealinp to-the Orphans'Cpurt.
� ADMIN!$TflAT4VE Errors discavered on tlris assessmant should be addres�sed in writing to:PA DepiyRment of Revenue,8uresu of Individual
CORRECTIONS: TaYes,A7TN:Past� M6i8uiaw Ur�t,PO�BOX 28�Qt,tianisburg PA,�f712&1Q21,Pho�e(71Tj?87-85Q5. See p�e 4
insiructions tar Inhefitatu�Te�c fietiam for a Reaiderit 6eeedent(REV-f 501}for an eupian�fion of aeRnin�trativey correcc�b�
errors.
� DISGOUNT: lf any tax due is parc!wiMu�three celendar rtwMhs after the decedenYs ckath,a five percerrt ckacaunt of the t�paid Is ailowable,
� INTEREST: interest is charged beginninp with first day of definquency,4r rrne mpnihs a�rnre daTe from date of�ath,to the data of
paymeM. Annual interest rates dre available on Form REV-7671,available at www.reven�e e_tste.oa.us,or upon rquest by
oalling 1-$88-728-2937. �
interest is cakulated as faibws:
INTEREST=BALANCE OF TAX UNPAID X NUMBER pF DAYS DELINQUENT X DAILY INTEREST FACTOR
Any Notice issued after the tac becomes dalinqua�t will retleG an interest cakut�tio�to 15 days beyond tHe date of the
assessmeM. if payment is tnade after H�e irtterest ea�ul0tion date sfiow on the Naliee,adtiitionaS interest must 6e caicu#atad.