HomeMy WebLinkAbout06-12-13 NOTICE OF INNERITANCE 7AX [��`] pennsylvania
APPRAISEMENT, AILOWANCE OR DISAILOWANCE � �
HUREAU oc INDIVIDUAL TaxES OF U&'�D�Qb; S AND ASSESSMENT OF TAX � DEPRRTMENTOFREVENUE
iNNERITqNCE TA% DIVISSUN REV-1547 IX AFP (03-13)
HARR�ISBURG6PA 111 28-060 1 RE��Sr�D OFp�C� pF
£� 0� �ll�fr£� 07-15-2U13
�'G13 JU1. �2 p� �S�grOfoDEATH O6I2b-2012 SALLY S
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CLERK p�. FILE NUMBER 21 13-0341
MOYA AMY �RpyA NS� C COUNTY CUMBERLAND
HARRISBURG7 `N PA i�io�4��zR`��� ��RPAN (SeereAersesideund¢Ohjeclrons)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON6 THIS LINE ____ --�► RE7AIN LOWER PORTION FOR YOUR RECORDS t--
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REV-154T EX AFP (02-13� NOTICE OF INHERI7ANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE QF DEDUCTSONS AND ASSESSMENT OF 7AX
ESTATE UF: GRICE SALLY SFILE N0. :21 13-0341 ACN: 101 DA7E: 07-15-2�13
TAX RETURN WAS: ( X) ACCEPTED AS FILED O CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Seheeule A) (ll •�� NUTE: To ensure orooer
2. Stocks and Bonas (Schedule B) �Z� .00 �rotlit to your account,
�� submlt ihe upper oortion
3. Closely Holtl Stock/Partners�ip Intarost (SChedule C) <3] of thls form wSYh your
4. Mortga0es/Nates Recolvabls (Schedule D) (4) •00 tax paymeni.
5. Cash/Bank Deposits/Misc. Personal Property [SCh¢dulo E) (-5) 1,522.53
b. JOiMly OwneE Prop¢riy (Schedule F) (b) •���
T. rransfars csoneaulc e� c�� `'Z7'z81'�8
e. Tatal Assecs - te> 528.804.31
APPROVED DEOUCTIaNS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Nisc. Expensos (Schedule H) �9) 19.695.50
30. Debts/Norteaee Lfab111Ytes/Liens CSehedule I) i10) 574.35
11. ToFal Daductfons C11J Z0.269 .85
12. Net Value ofi Tax R¢turn �lZ� 508.534.46
13. Charitabin/Gaveramental Aequests; Hon-elotted 9113 TruSts fSCheeule J) �ly� 250 .99�.40
14. Net Veluc of Estato Sub�oet to Tax �Iq� 2$7.544.06
NOTE: If an assessment was issued previously. Lines 14, 15, 16� 17, 18 and/or 19 will
reflect fi8ures that inelude the Yotal of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Lina 14 at soousal rate (15) z57,544.06 7( �0 = .UO
L6. Amount of Line 14 taxable at 13nea1 rato (16] -�� X 045 = . 00
17. Amount of LSne 14 at sibllne rate (17) -�� X 12 .00
I8. Amount of Line 14 taxaple at callateral rate (18) . 00 X 15 - .00
34. Princlpal Tax Due �19�° . 0�
7AX CREDITS: �
PAYMENT RECEIPT OISCOUNT (+) qnOUNT PAID
DATE HUMBER INTEBEST/PEN PAID (-)
TOTAL TAX PAYMEN7 .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00 �
70TAL DUE .DO
� IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), VOU MAY 8E DUE �\
FOR CALCULATION OF AD�LTIONAL INTEREST. A REFUND. SEE REVERSE SIDE F�R INSTRUCTIONS. ��
RESERVATION: Estates of decetlenis dying on or before Dec.12,1982-if any tuture interest in ihe estate is transferred in possession or
enjoyment to collateral beneficiaries of the tlecedent alter theezpfratioo of any estate for life or years;the Commonwealth
hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the Iawful collateral rate on any such
future interest.
PAYMENT: Detach the top portion ot tnis notice and submit with your payment to the Register of Wills Indicated on the tront of the notice.
Make check or money order payable to:REGISTER OF WILL,AGENT.
REFUND(CR): A refund of a taz credit not requested on the tax retum may be requested by completing an Application for Refund of
Pennsylvania lnheritance and Estate Tax(REV-13Y 3). Applications are available from the departmenfs web site at
www revenue st�e�iLS,any Register of Wills or Revenue District Office,or from the departmenYs 24-hour forms ordering
service�1-80036Z-ZO50;services for tazpayers with special hearing and/or speaking needs:Y-800-447-3020(T'�only).
Please allow 4-6 weeks irom the date a re(und was granted to arrive.
OBJECTIONS: Any party in interest not satisfied with the appraisement,allowance or disallowance of detluctions,or assessment of tar
(including discount or interest)as sFrown on this notice may object within 60 days of the date of receipt of this notice by:
A) Filing an appeal online-at www.boardofao ep�l�s4ate oa us on or before the appeal date identified on the front of tbis notice_
Or sentling a wriqen protest�o:PA Department of Revenue,Board of Appeals,PO BOX 281207,Harrisburg PA 17728-7027;
B} Having the matter determinetl at audit of the account ot the personal representative;or
C) C)Appealing to the Orphans'Court.
A�MINISTRATIVE Errors tliscovered on this assessment shoultl be addressed in writing to:PA Department of Revenue,Bureau of Indivitlual
CORRECTIONS: Taxes,ATfN:Post Assessmeni Review Unit, PO BOX 280601,Harrisburg PA,17128-i 021,Phone(77 7)�87-6505. See page 4
Instructions for Inheritance Taz Retum for a Resideni Decedent(REV-1501)tor an explanation of administratively correctable
errors.
DISCOUNT: If any[az due is paid within three calendar months after the decetlenYs death,a five percent discount of the tax paid is allowable.
INTEREST: Interest is charged beginning wfih first day of deiinGUency,or nine months arW one date from date of death,to the da[e of
payment. Annual interest rates are available on Form REV-1611,available at www revenue state pa u�,or upon rquesl by
catling 1-888-728-2937.
Interest is calcuhated as foliows:
INTEREST=BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
Any Notice issued after ihe tax becromes delinquent w'dl reflect an interest calculation to 75 days beyond the date of the
assessment. If payment is made after the interest calcula6on date show on the Notice,additional interest must be calculated.