HomeMy WebLinkAbout07-01-13 NOTICE OF INHERITANCE TAX �j' pennsytvania
$l/REAU OF INDIVIDUAL TAXES APPRAISEMENT> ALLOWAkCE OR DISALI.OWANCE pEPARTMEN70FREYENUE
txr+Exiuxee sa�c uiviszar+ OF DEDUCTIONS AND ASSESSMENT OF TAX ���� REV-1547 IX AFP (03-13)
PO @OX 28P601
HARkISBURG PA 37125-tlbUl
r�r ..- ���rtr.n, f„-;=5�"K: t' DATE U6-2�i-2013
t���,-t1�;.r�_i� �r�. , �:.�_ Or ESTATE 4F KARCZEWSKI JOAN D
;�i_ iJS 'Ls� �1F �e�3i_F..k�
IIATE OF DEATH O1-E1-2012
�I FILE NUMBER 21 13-0456
�Ii�3 JIJL t �� � QO COUNTY CUMBERLAND
MARCUS A MCKNIGHT III p�,N 101
IRWIN & MCKNIGHT PC �;��:�� d�=� APPEAL DATE: 08-23-2p13
60 W POMFRET ST {� Qx yr, (SecreversesideunderO6jecYions)
CARLISIE �uMP$Y�I�ip,-���pQ Awaant Re�SYted� �
}}�tZ ��� XAKE CHECK PAYA9lE AND RENIT PAYMENT T0:
REGISTER OF WILLS �
1 COURTHOUSE SQUARE
CARLISLE PA 1�013
CUT ALON6 THIS LINE � RETAIN tOWER PORTION FOR YOUR REGORDS l�-
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REV-1547 EX AFP tp2-13} NOTICE OF iNHERITAHCE TAX APPRAiSEMENT, AILpWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT DF TAX
fSTATE OF: KARCZEWSKI JOAN DFILE N0. :21 13-0456 ACN: 101 DATE: 06-24-2013
TAX RETURN WAS: C X) ACCEPTED AS FII.ED O CHANGED
APPRAISEn YALUE OF RETURN BASES! OH: ORIGINAL RETURN
i. Rsai Estate {gchedule A7 (17 •�� NOTE: To ansuro propar
2. Stocks and Boads (Sehedule B) �z� .60 cratlit to Your aecaunt,
.a� submlt th! UPPer porkion
3. Closaly Heltl Stotk/Partnership Interest (Sehedula C) �3) of khis form wit� your
4. Mortga9es/Notes Recoivable CSchedula ID t43 ��� tax oaY�ant.
5. Cash/6ank bepeslts/Mis<. Pel-sana3 Prppe�ty (Sc�etlUle E3 t53 'a�
6. Jaintly Ownad Propprty CSchetlula F} td) 25,93�.00
7. Tranxtars tschetluia G} �7� •q0
8. Total Assats ta� 25,830.Ob
APPROVEI7 DEDUCTIONS AND EXEMPTIONS:
4. Funaral ExpsnseslAtlm. Costs/Mis<. Expensea LSehadula H) <9) 11 .0'S1 .03
14. DebtafMertgage I.iabi13tS4s/Liens (SChetlulg I) C10) .00
I1. Total DaCUCtSans C11) 11�051.03
12. Net Value of Ta% Return C12J ik�798.9�
13. Charitable/Gavernmental Hequests; Nnn-elected 9113 Trusts tSChedulu J3 (ig) ��Q
14. Nat value ot Estate sub3act to Tax {�q> 14,798.97
NOTE: If an assesswent was issued previouslY, Lines 14; 15, 16, 17, 18 andtar 14 xill
reflsct f3oures that include the totai af all rsturns assessad to tlste.
ASSESSXENT OF TAX:
15. Amount af LSne 14 at spousil �ata C15) .00 X 00 .00
16. Ak�ount of Line 14 taXeble eY linbal rete (16) �G.79R.47. X O�FrJ b65.95
17. AmounY of Line 14 gt sibling rate C17) -�� X 12 .0O
18. Amount of Line 14 Yaxable at collaterol rate t187 .d0 X 15 = .UU
i9. P�incinal rax nuo �19�= b65.45
TAX CREDZTS:
PAYMENT RECEIPT DZSCOUNT C+) AMtlUNT PAID
DATE NUMHER INTEREST/PEN PAID (-)
04-2 - O1 C O1 4 2 .00 285.00
INTEREST IS CHARGED THROUGH 07-09-2013 70TA1 TAX PAYM£NT 285,pp
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 38p,95
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 11.89
TOTAL DUE 392.84
+ ZF FA2D AFTER DATE INDSCATED, SEE BEYERSE IF TtlTAL DUE IS REFLEL7ED AS A CREDI7 (CR). VOU MAY BE DUE ,,,�
FOR CALCULATION OF ADDITIONAL INTEREST. A eEFUND. SEE REVERSE SIDE FDR INSTR�CTItlNS. �V
RESERVATI4N: Estates ofi decednnt&dyirq on or before Dec. 12,1982-if any tuture interest in the estate is transferred Fn passession pr
enjoymerrt ip coHaterai b6�iariea of the dec�pdent after iHe ezpiraHan at any estate for IHe or years;.the Cammoriweat[h
hereby exprdssly reserves the rigM�appraiae arrd aasess trarrsfer inMeritarice t�es at the IaxAul coHatarat rete on any such
tuture interest
PAYMENT: Oetach the top portion ot this rro6Ce and submik with your payment to the Register of Wil�lndicated on ihe fror�t of it�e rrotice.
Make check or money orde�pay�ie ro:REGISTER OF WILL,AGENL �
REFUND(CR): A refur�d of a iax cretNt rwt rat�ested on the taz reWrn may be requesked by�drtiny en AppJiGatlon for Returni of �
Pennsyivani�Inheritance and Eat�Tax(REY•73t3}. Applicatmns are avaft�fe fiam ihe departm�9nYs web site at
�,any Regliater ot Wills of Revs�ue OisMct QlIICe,ar Nom�the t�r�tenPS 24-hc�r'formS ordertng
service:t•8i10-362-205p�aervices for taxffaYera with apacial hearinG en�ilor sPeakin9 nbeck:i-8W-447-3E120(fT artly). �.
- Piease allow d-6 weeks from 1tie 6ate a relund was graMed to artive. �
09,1EGT10N5: Any party in intarest not safisfied with the appraisemer�t,aibwance pr disaibwan�of deductions,ar aesdssmant of tax �
{inclucA�g discou�t or iMeresf)an�wwn an this�tice may object within 6Q dflys of the date of recetpt of ltds rrotice by:
A} Filing an.appeai aniine at � on or before the appetd d�e I�rki88d ort Ne froM of itns notir�. .
Or ser�np a written protest to:PA Dapertinant of Revemue,Board of Appeals,Pq BOX 287207,Harrlsburq PA 77128•1021; �
8) Havinp fhe matter de�rmmed at a�t at the accouM of ihe Personal reProserrte6're�or �.
C) C)Appeali�p to the CNphans'Court.
ADMIIJISTRA7IVE Errors discorered on this assessment shauld be addresaed in writing to:PA DepartmeM of Revemie,8ureau of individuat � �.
CORftECTi6NS: Texes,ATTN:Post AssesamenG Reviaw UnR,PO BOX 280601,Harrishurq PA,17128-1921,Ptwne{717)T87-6505. 5ae p�e 4 �
irisirudions for inheritanoa 7au Aehmn tor a Residpnt Decedent(iiEV-1501)for an explar�tbn�of administratively corcectable � -
errtirs. ...
DISCOUNT: It any tarz due is pafd within three calendar months alter the decedenYS death,a flve��rcent d(scouM of the ttix paid is allowable. ��
iNTEREST: irrterest is charged beginning with first day of definquency,or nina manths and one date from date of death,ta the dat�of
payment. Anr�ual iMareat retes are avai�abie on Form REV•16i i,availabie at www-reven�e.�Are.na�,or upon rquest by
calling Y-868-725-2937. �
Interest is cabulated as follaws:
INTEREST=BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINaUENT X DAILY INTEREST FACTOR �-
Any Notic:e issued after the tau becames deknqusrrt wiii retiect an interest caicutafion to 15 cieys beyond the date of the �
assessment !t payment is made alter fhe interest calwletion date show an tha Notice,additronai tnterest must be caic�iated. �