HomeMy WebLinkAbout07-01-13 NOTICE 6F INHERITANCE TAX � pennsylvania
auaEnu oF txnivxnunt it�eES AP�RA2SEMENT. AI.LOWANCE OR DYSALLDWANCE DEPARTMENTOFREUENUE
INHERITANLE 7AX DtVISIbN aF DEDUCTI6NS AND ASSESSMENT OF TAX ���� REV-1547 IX AFP coa-ia}
FO t4% 288691
NARitIS9URG PA 17328-OS01
°t���+� �tk�rl' � ��': �`� DATE 07-01-2Ui3
REC��� i ::.n U{� �.�i_... , ESTATE OF WILLIAMS WINIFRED M
DATE 4F DEATH 02-15-2013
i��3 ���, � r?� i �� FILE NUMBER 21 13-tl217
� COUNTY CUMBER�AND
Rt7BERT G PREY ACN 101
5 S HAN4VER ST ��'�#���` �`� APPEAI DATE: 08-3�-2013
CARLSSIE �,��1�'{'�����tl��� (SeereversesideHnderObjecHons)
CUMBERLAND CO., PR p�ount Re�ittetl� �
MAKE CHECK PAYABLE AND REMIT PAYMEkT T6:
REGIS7ER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON6 TH2S LINE �--1 RETAIN 4dWER PORTION POR YOUR RECORDS �
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REV-1547 EX AFP (02-13) NOTICE OF IHHERITANCE TAX APPRAISEMENT, ALLOWANCE QR
DISALIOWANCE 4F DEDUCTIONS AN� ASSBSSMENT OF TAX
ESTATE OF= WILLIAMS WINIFRED MFILE N0. :21 13-0217 ACN: 301 DATE: 07-01-2013
7AX RETURN WAS: C x> ACCEP7ED AS FT�ED t 3 CHAN6ED
APPRAISED YAIUE 4F RETURN HASED 6N: QRIGSNA� RETURN
1. Real Estate C5chedule A) C17 �00 NOTE: To ansure oropar
2. Stocks ana Bontls {SChetlule 83 t2}
,pp cratlit to your aecnuet,
.00 SUDmiL t110 upp01' pprti0n
i. Ciosaly Ha1tl SYock/Partnersh3p Intarest {Schedula G> CS) oP this form wSt� your
4. Mortgapas/NOtes Receivabla (SChetlule D) C4) '00 tax PaYment.
5. Cash/Bank DaDOSitstNisc. Perscnai Property fSchpdula ES {5) 614y847.00
6. Jointly Owned PrqpeKy (SChedule F) C6) '��
7. Trensferx tSChedule 6} {7} `��
8. Total Assots (8) 614,84'f.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funetal ExpanseslAGm. CostslMise. Expensas iSChatlule N) {q� ��+1..6�•UD
10. Debts/Martgago LiaDilitias/Liens C$chedule I7 (10) 107.00
ii. rotal naa�ction: cii} 26=272.00
12. Net Yaluo ot Tax Return � � - �yya � 588r575.00
13. Charitaple/GOVernmental Baquests; Non-elected 9113 Trusts CSphetluia J) (133 '��
74. Nst Value of Esteta Sub3act to TaX �lq? .r?88.575.00
NOTE: If an assessrent was issuetl previouslv, Lines 14. 15, 16, 17. 18 antl/or 39 w111
refSect fipures that include the totai af ali rsturns assassed ta qsta.
ASSESSMENT 4P TAX:
i5. Amaunt nf Lina i4 at spou5ai rata Q5J .�fl X 06 .00
36. Amount of ti�e 74 tsxabla at lineal rata L16) - �� X 045 � .00
17. Amount of Line 14 at siblinp rate (17) ?C4?.06R.0� X 12 47v048.1b
15. Amaunt ot ttn� 1k taxabla at collatsrai rate Qa) 14b>507.00 x 15 29r476.05
19. PrinciGal rax nue <19�m 76,524.21
7AX CREDITS:
PAYMEN7 RECEIPT DISCOUNT C+) pM01lN7 PAID
DATE NUMBER INTERESTIPEN PASO C-3
�5-06-20 D 75 4 3, 6. 1 72,88 .20
T6TAL TAX PAYMENT 7b.706.41
BALANCE OF TAX DUE 182.20CR
INTEREST AND PEN. .00
TOTAL DUE 182.20CR
. IF PAID AFTER 6ATE INDSCATED. SEE REVERSE SR T4TAL AUE 2S REFtECTED AS A CREDIT (CR}, Y00 MAY BE DUE ��
FOR CALWLATION UF ADDITI4NAL TNTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTSONS.
RESERVATION: Estates.of decedenta dyirp on pr before Dac. i 2,1982-if any firture iMerest in!he estate is transfeRed in possessio�or
enjaymeM�miietora�benMiGi�ies of the decedent after khe ex�ratitan oi any�taro for iHe w years;the Comrtiamxeakh
hereby expressly re6erves/}ie rigM to appraise a�d as�ss ttansfer inherftance ta�ces at d�e�wtui�Natetai rate a�any&�h
fUture irrterest.
FAYMENT: pet8ch the top portbn of tliis notice and submit with ybur payment to the Ftegister of Wills IndiCated on tl�e hbni of Yhe�tice.
Make cbeck or morrey order payeb�e to:REGiSi'ER OF WILL,AGENT.
REFUNp(CR): A refund of a ta�r credit rrot requasted on the ta�c reWrn may be requestgd by Cpmpleti�rp an AppUCadinn 6or R9tw�d ot
Pennsyivar�ita i�hettence and Estate Tau(FiEV-1373}. AppNCatlor�s arb avai(ad7le frum tlle deparhnern's web site at
www.reva�ug,g��8�,anY�W�e��W YYd4s or Aev�Dlstricit'+llke�a fi�f U»dep9r§neM's 74-iwwr ttxm6 ardering
service:1-BOfM362�-26�;services for taxpayers with special hgerinp ar�l+ar speaking needs:t-8U0-447-3p20(TT only}.
Please allrnv a-6 weeks ftam it�e deie a refund was 9�nted to arrive.
pBJEC770tVS: Any party in irrterest rwi saGsfied wtth the appraisement,aliowance or disaibwance of deducdons,or assessment of tau
{includirp dtscount or irderest}as shown on this nalice may otajec[within fip days ot ths date ot receipt at this rwNc�by:
A) Fi�np an appeal oniine at�H,pit�t�f�d gI@,StalYLpd,,u&pn a before the appeal date iderniKed on the frorrt of this rw6ce.
Or sending a mdten proteat M:PA Depariment af Revsnue,Boa�rd of Appeais,P4 BOX 28t2Qt,Harris�rg PA t?i 28-t 021;
B} Navinp fhe mstter detxrhined at a�uilf of 61e sa;ourtt oi the pergonal reprege�tive;or
C) C?ARtsea�ir�to die Orptfans'Ca�rt.
AOMiNi3TRA7IVE Enors�scovered on thi&assessmeM stwuk7 be addreased in writing to:PA DapartmeM of Ravenue,Bureau pf Individua� �
GORRECTIONS: Tazes,ATTN:Post Assesstnard Review Unft,PO BOX 280601,Hanishurg PA,17128-i027,Ptwne(T17}?87-6565. See pape 4 .
instr�ctions for Inheritance Tax Retum for a Reskient Decedent(AEV-i 50i)for an ex¢lanation of tuhninisVativeiy corcecteble
errors.
DISCOUNT: if any Lvc due is paid within three cs�endar months aker the dec�denPs death,a five percent discount of tlre tax paid is allowable.
INTEREST: Interest is chatged bepinning with first day of delinquency,or nine months and otie date frpm date of death,to the date of .
paymeM. Anrwa)iMereat rates are aveiteble on Form REV-i6t 1,availabie ai . ,or upon rquest by
calling 1•888-72$-2937.
Intares2 is cakulat�l�folbws:
INTERES7=BALANCE OF TAX UNPAiD X NUMBER OF DAYS DELiNQUENT X DAILY INTEREST FACTpR -
Any Notice issued after the tau becomes delinquant will reflect an iMerest ca�wlation to 75 days 6eyond the date of the :
a�zsessmeM. if paymern is made afler the interest caPoulation date sFww on the Notke,addHonai iMerest must be cakulated. .