HomeMy WebLinkAbout07-01-13 NOTICE OF INHERITANCE TAX � pennsylvania
BuaEAU oF zxDEViDUAi TnuE5 APPRAISEMEN7, ALLOWAMCE OR AISALLOWANCE DEpARTMENTOPREVENUE
INNERIT�NCE TAX UIVISION 4F DEDUCTIONS AND ASSESSMENT OF TAX ��� REV-1547 IX AFP C03433
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HAFtRISHURG PA 7J128-U6�1
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ESTATE OF ROSE ROBERT S
�1Fti� �U(. 1 I�I I � i�i,-TE 4R iIEATH 12-30-201P
'�fILE NUMBER 21 13-D105
, �,`��l���� ,` C6UNTY CUMBERIAND
RICHARU L HUSHMAN ESq � � '� A�N 101
16767 PATH VALLEY ROAD �.�'��f�A�s' �%�U�i�t� APPEAL DATE: p8-23-2�13
SPRIN6 RUN PA i72Q��16��'�Af�� %v., �;� (Seereversesideunderpbjeciions)
A�ount ReeStted�—��----��
� MAKf CNECK PAYAB�E AND REMIT PAYMENT Tfl:
� REGISTER OF WILLS
� 1 CdURTH4USE S4UARE
CARLISLE PA 17013
CUT ALON6 THIS IINE -i RETAIN �OWER PORTItlN FOR VOUR RECORDS !—
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REV-1547 EX APP CO2-13) NOTICE OF INHERI7ANCE 7AX APPRAISEMEN7, ALLOWANCE OR
DZSALLO ANCE Of 4EDUCTIONS AND ASSESSMENT OF TAX
ESTATE DFs RpSE RO ERT SFILE N0. :21 13-0105 ACN: 301 DATB: 06-24-2013
TAX RETU N WAS: tJ(3 ACCEPTED AS PItED C } CHAN6ED
APPRAISED YALUE 4F R£TURN BASE ON: ��IGINAL RETURN
1. Real Estate CSChetlule AJ �'�. C1) •Od NOTE: To ansu�e P�aper
2. Stocks sntl Bontls CSChetlule B}' t2) ,�d creCSt to your accou�t,
xubmit the uppar portion
3. Qase1Y Held StaGk/Partngrs�il,b Int6rast CSChatlule C) C3) '�� efi thls fprm wfth your
4. Mor#gagps/NOtcs Rocelvabl9 (S�hotlUle p� (4} •60 tsx paymaM.
5. CasblBank DcposiLslM3sc. Pars�nal Property iSChaGUie E} CS) 109r958.5$
6. Jointly tlwnad Property CSchedUle FJ �5� .00
7. Transfars tScheduls 63 �� C77 '��
s. Totel Assets (g) 109,958.58
APpROVED DEDUCTIONS AND EXEMP"�IONS:
9. Funarsl ExpansaslAdm. Costs/Misc. Expanses [SCheAUle N} f97 12,76�j.21
10. Debts/MOrtpage Liabilities/L11ens CS<hatlul4 I) (107 •00
11. Tota7 neaucttons �. cii> 12,7d5.21
iz. xat vaiue or rax 2eturn ' �1�� 97,193.37
13. C�ariia4le/GOVernmental Eaquests; Nomalacted 9113 Truats tSchcdulo d? t�,3� .Ofl
14. Net Vsiue of Estate Subjcct to Tax L14J 97.193.37
NOTE: If an assosswent was �.ssued prevlouslv, Lines 14, 15, 16, 17, 18 and/or 19 will �
raflect Fipures that �.nelude tfie tatal of all raturns assessed ta date.
ASSESSMENT Op TAX: '
is. amau�t ot �ine ik at scousailrate ti53 47,193.37 x ao ,oa
16. Amount of line 14 taxabie at�. linesl rste Q6) - �� X Q45 m .00
17. Amaunt of Line 14 at si6lingi rote Cll7 -�fl. X 12 .Q6
78. Ampunt of Line 14 taxable at; ceilateral rate L18} .00 X 15 .00
19, Princ1p81 TeX Duc �i97m .00
TAX CREDITS:
PAYMENT RECEIPT ' DISC6UNT (+)
j AMOUNT PAID
DATE NUM&ER SNTERESTtPEN PAZD t-}
i
i
� TO"{'AL TAX FAYMEt{T ,pp
� BALANCE OF 7A7( DUE ,pp
"'� INTEREST AND PEN. .00
I TBTAL DUE .6�
� IF PAID AFTEft DATf IN6ICA7ED, 5EEI REYBRSE IF tOTAL DUE IS R£FIfCTED AS A cRED2T CCR). YOU MAY BE DUE �I�
FOR GALCULATTtlN OF ApDITI0NA4 INTIEREST. A REFUND. SEE REVERSE SIDE FOR IN57RUCTIONS.
—I_.
RESERVATION: Es�tes of dxadenta dyi�prt�or before D�.12, t 962-if anp fuGKS imerest in the esiate is Gartsferred in possession or
enjoyment to WNe#erai begeflaari�s of the decedent after the expiratip�01 eny astete tor life or years;tha Comrtrornveatth
hareby axpr�sly reserves ihe rigM to appraiae and assess transter inheritance tdues ai the lawtul coilaierai rate on any such
fuhu8 intetest.
PAYMENT: Detach the Mp portion of tYds rrotice and sWmit with yaar payment�#�Re�ster af WiiFs Indicated on dre front of tha rrotice.
Make check or money oMer payatile W;f1ECiISTER OF WILL,AGENT.
REFUND(CR): A rafund af a ta�c cxe�t not reque&ted on the tax retum may be requested by cqmpietinq.an AppNcaGon for Refund of
PennsyNania lnheritance and Estate Tax(REV-1313). Applica4ons are.availabio from the depaAmanYs we6 sfte at
agrnv.revetit�£�I�,:anY Rep�iee of Wiiis or Reverwe'OI�itR��w from the t�artmeM'S 24-haur iqrr�ordering
service:1-8(i0-�2• 050;services ior tBXpayeta wkh sp9Gial h88rinp 8r�d/or spe2iking needs;1-80Q-447•3020(TT only).
Please allow 4-$weeks from the daYe a retund was graMed m arrive.
OB,IECTIONS: Any parry in iMerest rwt sadafied with the appraisement,allaxance or disaJlowance of deduction&,or assessment of fax
{ndu��cflscaurrt or ir�rsst}ss stwwn on diis ncriice may object with'rn 80 days ot the date of receipt of this notice by:
A) Fikng ara ap{�ai onkne ai on or befae tl�e�date ideryifisd on tlre ircmt of this nodee.
Cir sendinp a written protest to:PA pepaNneM of Revenue,Boerr!of Appee�,PO BOX 261201,Hanisburg PA 17128-1021;
B) WeWng ihe matter detertnined at a�#M!of the acCnuM qf tda personel represerrtative;w
C} C}AppeaBng to ihe(kptiarts'Court.
ADMlM1flSTRATIVE Errors c�sayvered an this �n eM sha��be acidressed in writinp ta:PA 6epsrtmerrt M Fievenue,8areau of Iridirividuai
CORRECTIQNS: Taxgs,A77N:Post Asrsaeane�M ki8view Unit PO BOX 28060i,Harrisburg PA,1�728-1027,FYrone(77�78�-6505. See pape 4 .
Instructi�ns for Inherftance 7ax Reium tor a ResideM Deoedent(ftEY-t501}fw art e�riaz�atftsn flf�nin�tratively correctable
errorc.
DISCUUN7: if any tau due is pa�within three cafendar mpnths after fhe decedeM's death,a five per�M discaum of the tax paid is aliawable. �
INTEREST: Intergst is c�arged bepin�ar�g with Hrsf day of daNru{uer�cy,or nine montt�s ar�d ot�e date from date W death,to the date af
payment. Annual inierest rates are availabie an Form REV-7611,available at wrv�revenue.state,na.us,or upon rquest by
calling t-888-729-2937. -
Interest is ca�ulated as follows: �
lNTEREST=BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINOUEN7 X DAILY INTEREST FACTOR ���
Arry Notice issued aftar the ta�c ber�mes deiirpueM wiN reNect an iMerest calcuiation to 15 days beyond the date of the ��
asseBSmeM. If payment is made 8fter the interest ca�ulation date sFww on the Notice,additlonal interest must be celculated.