HomeMy WebLinkAbout07-01-13 NOTICE OF INHERITANCE TAX � pennsylvania
HUREAU oF iNDIVIDUn� inxES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE � �� DEPARTMENTOFREVENUE
INHERITRNLE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX � REV-1547 IX RFP (03-13)
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NARRISBURG PA 17128-0601 q �+ C c
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�`�ti'l '. ::,:.i ��' t��i,._L� DATE 07-01-2013
ES7ATE OF BARRICK TREVA J
L!li3 ����. 1 F� 1 5� DATE OF DEATH 09-U9-2012
FILE NUMBER 21 13-0028
MARCUS A MCKNIGHT III �LEI��{� G(' COUNTY CUMBERLAND
ACN 101
60 W POMFRET ST Q��'�j�,ys' (;O�1R�r APPEAL DATE: 08-30-2013
CARLISLE �b�����fg�3{,�} ��A (SeerevcrsesideunderObjecNons)
Aeount Re�itted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SpUARE
CARLISLE PA 17013
CUT ALON6 THIS LINE ____ � RETAIN LOWER POR7ION FOR YOUR RECORDS �
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REV-1547 EX AFP (02-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISAILOWANCE OF DEDUGTIONS AND ASSESSMENT OF TAX
ESTATE OF: BARRICK TREVA JFILE N0. :21 13-0028 ACN: 101 DATE: 07-01-2013
TAX RETURN WAS: ( X7 ACCEPTED AS FILED O CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Raal Estate CSehedule A) (1) •00 NOTE: To ensure proper
2. Stocks antl Bonds (SChetlula B) �Z� .00 <retl3t Yo your account,
.00 5ubmik tha uD0e1' pol'tlon
3. Closely Held Stock/ParYnership Interest (Schedula C7 C37 of this form wit� your
4. Mort9ages/NOYas Raeeivable CSChadule D) (47 •�� tax payment.
5. Cash/Bank Dapos3ts/MSS<. Personal ProperYy CSchedule E) (5) 5�109.96
6. Jointly Ownad Properly CSChedule F7 �6� 30r850.92
7. Transfers CSeh¢EUle G7 C» •00
e. 7oca1 Assets ce) 35.960.88
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expensas/Adm. Costs/MSSe. Expenses (SChetlule H) �g� 8.459.26
30. Debts/MOrigage LSabiliYles/Liens (SChetlule I) (10) •��
ii. rotai Detluetions �yl� 8.459.26
12. Net Value oF Tax Return �lZ� 27,501.62
13. Charitable/Govarnmental Bequasts; Non-elecY¢d 9113 Trusts (SChedule J) �ly� .00
14. Net Value of Estate Subject to Tax �14� 2�.501 .62
NOTE: If an assess�ent was issued previouslv, Lines 14, 15, 16, 17, 18 and/or 19 will
refleet fipures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. AmounY of Line 14 aY spousal rate C15) •00 X 00 = .00
16. Amouni oF LSne 14 Yaxable at lineal rata C16) ��•�'�� -�`� x 045 = 1.237.57
17. Amount of Line 14 af sihling rate (17) -00 X 12 .00
18. Amount af Line 14 Yaxable at collataral rate (187 .00 X 15 .00
19. PrSnclpal Tax Due C19�' 1.237.57
TAX CREDITS:
PAVMENT RECEIPT DISCOUNT (+) pMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-07-201 CD0175 2 .00 1,175.69
INTEREST IS CHARGED THROUGH 07-16-2013 TOTAL TAX PAYNENT 1,175.69
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 61.88
REVERSE SIDE OF THIS FORM INTEREST AND PEN. . 19
TOTAL DUE 62.07
* IF PAID AFTER DATE INDIGATED. SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREOIT (CR), VOU MAY BE DUE �
FOR CALLULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. �
�
RESERVATION: Esffites oi decedents dyinp on or before Dec. 12,t982-ii any fuWra iMerest in th&estate is Uansferted in possassipn or �
enjoyment to Cdlp�r�ll 4enBflCiariBS.of tFre decedeM after th8 expirg8on of eny b�ate for Fte ar y�rs;thg CAmmpnwealth
hereby expre�ly reserves the right b appraise arui assess hansfer inheritence taacas at the lawful coNateral rate on sny such
fqNre intergsi.
PAYMENT: 6etach the top portion pf ihis notice and submR with your payment W fhe Register p1 Wills irdicated on the iront of tM1e rwtice.
Make check or money ordei payable M:REGISTER OF WILL,AGENL .
REFUND{CR): R retund ot a tax cret&t rrot requested on the taz retrun may be requested by corrq�eStp.an Ap�a�n for Re#tmd af
Pennsytvar�a IMjerifance amE Estg�T�{REV-1313). ' aro trom Bre dap�UStB�1's wsb�#e at ..
� � � any Repister of Witts or RevBrnld DfstriG 01Ni��,or Trom ihe deparGnenYS 24-AOUr forms ordering
sarvice:1�-Apd-382-2050;senices for taxpayers wfth spedal hearinp erKYor speakirp needs:i•8fq-447-3020(7T only). .
Please allow 4-6 weeks from the date a refund was granted m arrive. �
O&lEC7IONS: Any party in interesi rwt satis6�with the appraiseme�t,aliowance or tksetipwance of deduqio�,or assessment af Lvc
(incl�rg discount or inteiest)as shown on this notice may object within 60�ys of the date ot receipt of this noUCe kry: -
. . A) Filing an appeal online at on or bafore the appeal dete Nientifisd on the froni ot this�otice.
Or sendit�a wrtten pro�t to:PA DepartrtwrN�d Reve�t�,Board of Appeais,PO�X 28126t,Harrisburg PA 1712&-1621;
B) Ftaving th8 maGet detetmined at au�t of tlie 9xau�t of Nte persarrel�repreSentafive;or -
C) C)Appealing to the Ch'Phflns'Court. ..
ADMINISTRATIYE Errors discovered oo lhls assessmeM shoukl be addressed in writing ta:PA Oepartment of Revenue,$ureau of Individual
CORFtEC7IdNS: T�,ATTN:P�t � �#ieWaw Urti[,PO 8QX 2�fi4f,Hattisbtrrp PA;t7128-102t,Phone{lt7}787�505.�See�4 �
Instructions fo�iAhe�ftancm Tax AeWm for a Resident OecedeM(flEV-15Dt}for gn e�nallwr of administrativety correctsbte
errors.
DISCOUNT: If any tau dua is paid within three caiendar morrths after thg decedeM's death,a flve pett�M discount of tha tae paid is a�wabie.
INTEREST: interast is charged beginning with 8rst day of delir�ency,m nine months and or�e date ftom date of deafi,fo the dafe of -�
paymant. Annual intereat rates are available an Form REV-1611,avai�at � ,ar upon rqu9st by
celling 1-668-728-2937.
irrterest is cAbuia�d 2S fWbws: . .
INTEREST�BALANCE OF TAX UNPAID X NUMBER OF pAYS DELINQUENT X pA1LY IN7EREST FACTOR
Any Notice issusd aftar the tan becomes�Nnque�t wiA refiect an interest cakula0ao�45�ys beyond the daze of tt� -
assessmertt. tf t�Yme�t is made atter the kftereat cslrulatlan�te sMfw on the Motice,addrtionai interest must be cakxttated.