HomeMy WebLinkAbout07-22-13 ~ �' NOTICE OF INHERITANCE TAX � pennsytvania
APPRAISEMENT, ALLOWANCE OR DYSALI.OWAkCE DEPARTMEN70PRfYERUE
HUREAU oF INOTYIOUAL TAXES OF DEpUCTIONS AND ASSESSMENT OF TAX L17
INHERCTANC6 TAX DIVISION REY•1547 p( AF1' (03-IS)
PO H(A( 28U661
FURRISlUR6 PR 17?28-dd01
DATE I17-22-2013
ESTA7E dF GARNER ROBERTA R
DATE dF DEATN 02^02-2�11
FILE NUMBER 21 11-0168
COUNTY CUMBER�AND
IRWIN II ESQ HAROLA S ACN 101
b4 S PITT ST APPEAL 6ATE: 09-20-2013
CARLISLE PA 17�13 (SeereversesideunderO6jecNons)
Aeount Re�3ttetl r--��-��
MAKE CNECK PAYABLE AND REMIT PAYMENT T0: .
REGISTER OF WILLS
1 COURTH011SE S4UARE
CARLISLE PA 17013
CUT Al4NC THZS LINE �-T RETAIN IOWER PORTION FQR YOUR RHCORDS {�
"-'--.'-"'-"--"-"-"-"'--'--•---'_-"-"-'"--'_-`--'-""'-"-"--.'-"-«'-^"""_'"
REV-1547 EX AFP (02-13) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISAGL4WANCE OF DEDtfCTIONS AND ASSESSMENT OF TAX
ESTATE OF: 6ARNER ROBERTA RFILE Nq. :21 11-0168 ACN: 101 DATES 07-22-2013
TAX RE7URN WAS: t ) ACCEPTED AS FILED ( JO CNAN6E0 SEE ATTACHED N07ICE
APPRAISED VALUE OF RETURN BASED 6N: SUPPLEMENTAL RETURN N0. Ol
1. Real Estata CSchedul¢ A) C1) •00 NOTE: To •nsure propar
Z. SYOCks and Bpn6s LSehedule B} t2}
,pQ c�eGit te your account.
.00 sUbmit th6 uppar parYion
3. CiosslY Ha24 StocklPaMnerahip Snte�est fSChetlulc C) (5> nf triis form with your
4. Mort9apas/NOtes Raeelvabla (SChedUla O) C47 '�� taX Payment.
5. GashlBank Dappsits/Xisc. Psrsonal Prap<rty {Schadule E3 {5) �92.19
6. Jointly Ownetl Property CSChadul• F) �6� .00
7. Transfers tSChedule 63 {7} .00
&. Total Assets (e> 392.19
APPROVED DEDUCTIONS AND EXEMPTIONS:
4. Funaral ExoensasfACw. CoatslMSsc. Expanses fSc�adule H} �p� 4,67�.24
10. Debtx/MOrtgage Liabillties/Lians CSchadule I) (1LL) •��
11. 7ota1 nsauctions cii5 4,b70.24
12. Net Yalua of Tsx Raturn �1Z� 4y2�$.05-
13. C�ariiaple/Governmental Baquests; Non-electatl 9113 Trusts CSCheOUle J7 �13� .64
14. Net Yalua of Estata Sub�act to Tax �iy� 37.134.33
NOTE: . If a� assesxasnt was issued preriously, Lines 14, 15, 16, 17, 18 artd/or 19 will
reflect fiyures that inelude the #atal of ail returns asx�csed ta �te� �
-,.. C> �'� C7
ASSESSNENT 6F SAX: - .�
15. Amount pf LSne 14 ak spousal rata t153 �-;X a� ei-= �5�
16. k�ouM af Line 14 taxabis at lin:ai ratc ClE) ;�•"�' ��" �45 ��'+if7]..Or3..
17. AmoUnt of Llne 14 at SSblin9 reko C17) -�'^K r172 �.��;--ri .DO
18. A�ount of Linc 14 Taxab7a at collataral rate {18) �.$OVa� �5 .-. ,��� .00
19. Principml Tax Dup � C"? �;{i9�� �a'671.0�
TAX CREDITS: '� x:> " � " ~
t== r-. �: t-i
PAYNENT RECEIPT DISCOUNT C+) N P" I'1�
AMOUNT PdID r�s
nATE NUMBER INTERESTlPEN PAIU t-) `.? � '{„� CS
0 -30-2012 CD 57 1 20.42- 1, .56 �
07-31-2U12 CDOlb335 .00 22.77
T6TAL 7AX FAYMENT 1,$65.41
SALANCE OP TAX OUE 194.86CR
INTEREST AND PEN. .00
TOTAL DUE � 144.86CR �
� IF PAID AFTER DATE IN6ICATE6, SEE REVERSE IF 70SAL DUE IS REFLECTED AS A CREDIF tCR), YOU MAY BE DUE�
FOR CALWUTION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
RE9ERVATION: Estates ot rJecedenffi dying on or before Dea 12,i 982-if any tuture intere�in the eaffite is transferrEd in possessifln or
enjoymem to cWiatarai beneticiaries ot�the decedent alter the expirafian of arry e&YSte for Iffe or years,fhe Commornueafth
hereby expressly reserves ihe right ta appraise arid assess tra�fer+nheritaxe i�es at rt�e i�rtut caNaterai rate on arry such
futureinte�est.
PAYMENT: Detach ttie top portian of this ratice antl submit with your payment ta the Register of WiNS Indicatsd on the front of ttae notice.
Make chedc or money order payabi8 m:REGISTER OF WILL,AGENT.
REFUND(CR): A retund of a tau credit not requested on the taz reWrn may be requested by completi!'�an AppuGptibn fru Refund of
Pennsytvania lnheritance and Estate Tax(REV•1913). Appt'icatlons are avaiial�te fiom Mi9 dBpark�ie�rt's web sRe at
www reven,�.�rn e.i�s.8ny Replster of Wilis or Revemie DiBHici�,a fi�an tlre �� �24-tww torms adering
service:1-Hp0.362-205Q;serviaes for tazpayers wiM speciel headng and�or speaking�eeds:1-800-447-3020(TT only).
Piease aliav 46 weeks irom the dats a raNrrd was grartted to anive.
OBJECTi�VS: Any pariy in intsrest not sffiis(ied with the appraisement,allowance or dis8lbwance of deductions,or asses�ment of ta�c
(Inctttdinp discount or interest)as strown an this�wtice may object within&0 days of the date of receipi of this nodce by:
A} Fiiing an appeai onGne at . . � on ar before the appeai�date idenCdiad on the Front W this no6ce.
pr serWtnp a wntten protest to:PA�M oi fisve�e,6asrd af Rppea�,Pd BOX 281241,NarrisWarg PA 17t28-102t;
B) Havinp tfie matter determir�etl at audit of the account of the personal represente4ve;or .
G} CyAppeaFirp to d+e Orphaas'Court. .
ADMENI^aTftATiVE Errors discoverad on this assessmaM sFwuid be addressed in wridng tcr:PA Department af Revenue,Bur�au at Iridividual �
COFtREGTlONS: t�es.ATTN:Pnst Assessmeni Revisw Unk,PO 84X 28Q642,Harriaburg PA,t7128-1Q24,Ftsone{?i 7)787-6505. See�gage 4
Insffuctions tor Inheritance Tax Retum for a Resi�nt Decedent(REY-1501)for an explanation of adminisVadvety correcle�ble
etrars.
D�SCOUNT; if any tax due is paid wiMin threa calendar monMs after the decedsnY&death,a five percent�scount of the tax paid is allawa6le. �
INTEREST: fMerest is charged bepinnir�with first day of delinquency,or nine months and oris date from t�te of�ath,io the dale of
paymeM. Annuai iMerest 2tes are availebie on Fprm REV-1611,avaitabi9 at . ,or upon rquest by .
calGng t-868-728-2937.
ir�terest is cakulated as follaws: �.
WTEREST-BALANCE OF'TAX UNPAID X NUMBER OP DAYS dELINQUENT X DAILY INTEREST FACTOR �
Any Nodce issued after the tax becomes delinquent will reflect an interest cabulatian W 75 days beyond the date pt the ..
assessmem, if paymer�t is made after the iMerest caM.�alaGOn date show on the Idotice,additianai interest must be caicuiated. .
REVAa�UEX(0t40y � �T
� pennsylvania lNHERITANCE TAX
DEPARTMENT OF RfVENUE EXPI.ANATiON
BUREAU OfiN4SVSDUAlTAXES OF CHANGES
PO Boz 280fi07
DECEDENTS tJAME FI4E NUM6ER
RobeRa R. Garner 2111-0168
REVIEVVED BY AGN
Dastiny S.R. Brown 101
ITEM
SCHEDULE Np. EXPLANATIdN OF CHANGES
A Forwarded ta Past Assessment Review Unit in reference to the reduction ta A,H.
aaw pgQe �