HomeMy WebLinkAbout07-22-13 • ' NOTICE OF INHERITANGE TAX � �E(I(I�`j�{�N+4��I�C�
BUREAU tlf INDIYIDUAL TAXES APPRAISEMENT: A�IQWANCE OR DISAI.LOWANCE DEPARTMENTOFREYENUE
tNx�tir,�NCE T,ix orvisioN OF DEDUCTIONS AND ASSESSMENT qF TAX flif R�,-l�at ot nFa coa-ia�
PQ BOX 2H06U1
NARRISBUN6 PA 1�176-Od61
DATE o�-zz-znis
ESTATE OF SALE KA7HARINE I
IlATE 4F DEATH 01-17-2012
FZ�E NUMSER 21 12-f1397
G01lNTY CUMBERLANA
WINKLER CHERVL p�N 101
313 OAKWAY C7 APPEAL DATEs 64-20-2013
JOPPA MD 21085 (SeereversestdeunderObjecfions)
Asount Ra�ittea� �
MAKE CHECK PAYASIE AHD REkIT PAYMENT 7Q:
REGISTER OF WILLS
1 COUR7HOUSE Sq�ARE
CARLISLE PA 17p13
CUT ALON6 TNIS LINE �R REtAIN LOWER PORTION FOR Y6UR REGORDS !�
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REV-1547 EX AFP CO2-133 807ICE OF INNERSTAMCE TAX APPRAISEMENT, ALL4WAHCE OR
DISAI.L4WANCE OF DEAUCTIONS AND ASSESSMENT OF TAX �
ESTAYE OFx SAIE KATHARINE IFI4E N0. :21 12-0397 ACN: 101 DATE: 07-22-2013
TAX RETURN WAS: f Z ACCEFTED AS FILED C x7 CHANGED S�E ATTACHED NOTICE
APPRAiSETr YALUE QF RETURN BASED QN: SUPPLEMEMTAL RETURN N0. O1
i. Real Estets CSChedula A} C1) •�� NOTE. Ta ensura propar
2. Stocks and Bonds (SChetlula BS C2)
.06 cred3t to your aocaunt.
.00 sUbn1lt 4�0 uppaP pOrtion
3. Closely Hsld Stock/Parknershlp inYerast CSChedule CJ C3) of this form with vour
4. Mortpsges/Nates Recaivablu CSchetlule D) C4} •Qa tax paYmc�t.
5. Cash/Hank Deposits/riisc. Pqrxonal Propsr#y CSCheduls E7 {57 7Q7•51
6. Jointly Ownatl Proparky CSC�edula F} {67 '��
7. Tra�sfers tSchedule 8} t7} '��
6. 2ota1 nssatx caJ 707.51
APPR4YED DE4UCTI4NS AHD EXEMPTZONS:
4. Funerai Exasnsas/Adm. Costs/Misc. Exponsas (SChedula H) �g� .00
r, .00 ��y :'7
1�. Dabts/Marteaye LSabilitles/Lionx CSchotlule I) (x0) � � � w .T} �
ii. Tatal Dstlactions T�., �j C11) _ � �"� •��
12. Net Vslua of Tax Raturn n�„ -� �} :.n �707,5I
13. CharitaCle/Governmental 9aquosts; Non-elected 9113 Trusts CSOheaula J} � � �y .... �- �., .DO
14. Net Velua qf Estata Subisct to TaX � _��}�} r` %'�+��4T�4.47
-. � C `-"
NOTH: If an assess�ent was issued previously.� Linas 14, 15, 16,�7� �� an�farni'3j wi11
refiact fioures that ineludo the Yptal af all rsturns ass�a�Yd-:#o d�tec.: �„�
ASS6SSMENT OF TAX: � C- �""'
15. Amaunt of �ine SG at spousai rata Q5)���'�� -�d( �� '� � ;�,�,�.��
I6. Amouot of lina 14 taxabla at l3naal r�ate (16)-,�,:i X 045 � . �T7 .60
17. Amount of Lina 14 at alblinp rate Q]] -�� X 12 .OLI
18. Amount of Line 14 taxabla at coliataral rate t387 57.424.47 X 15 ' &.6$$.67
34. Princtcal Tax Due {19)' $�688.67
TAX CRE�ITS:
PAYMEN7 REGEIPT DISCDUNT (+) AMOUNT PATD
DATE NUMBER IN7EREST/PEN PAID C-)
1-0 -2 12 CD016 3 . 0 > 82.
p2-04-2013 CD017145 .�0 10�.D0
05-U7-2013 CDp17579 14.38- 111.13
TOTAL TAX PAYM£NT g,779,pq
BALANCE OF TAX DU£ 96.d2CR
ZNTER£ST AND PEN. .00
TOTAI DUE 90.62CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), Y�U MAY BE DUE �
FOR CALCULATLON OF ADDITIONAL INTEREST. p REPUHD. SEE REVERSE S2DE FOR ZNSTRUCTZONS.
RESERVATION: Estates of decedents dyirg on or before Dec.12,1982-if anyluture intsrest irt tAe esffite is tr�sferrred i�ppssassion or
enjaymerrt m cbtlaferal beneficiaries ot the decedent after the expira6onflf any esTate for IHe pr.yeprs;tl�e Commonweatth
. hereby expr�reserves the rigM to appraise arnt ascess trar�sfer mheriterx:e ta:ces at the Iawtut coNeterai rate�pn anY such
future iMerest.
PAYMENT: Detach the top porlion of this r�5ce and submit vrith ypus peyment#s tt�Ra�ster af Wiiis ImNcated on the firont of the nptice.
Make check o�money arder payebie to:fiEGISTER OF WILL,AGENT.
REFUND(CR): A refund of a tax credit not requested on the taz reWm rnay be requested by cqr�np an Ap�ian fw'Relund af
Pennsyivania inheritanca and Estate Tau((�EV•1313}. App11c8Cons ara avalt�ile firom d�e d9p9ttmenCs web site at
www revem+o.e�te ev���t anY R9yMstsr M�Ils or Revenug{�sGiCt�(Ntics,or{rom itte depattmpry('s FA-twur f4rm&ordering
service:1-800-382-3050;services for taxpayers with special h�erirp�anrVor speakinp neet}s:1�800-447�024{TT only}.
Piease aibw 4-6 weeks from ttrg date a reiund was graMed ro arrive.
iJBJECTIOM1IS: Any party in interest not satisfied with the appralsement,albwance or disalbwance of deducGons,or assessment of 4ar
{inchMir�p discount or interest}as shown on this natice may abject within G6 clays of the da[e oP receipt ot this notice by:
A} fiikr�g an appeal.pMine at �on or before ilre pppeai date itleMifled an the front of Nris ratice.
Or sendlnp a written protagt fo:PA Ctepartmetit ot Reverxie,Bpqrd�Appe�ais,P6 BOX 28t201,Harrisburo PA t 7128-1 p21;
8} Havirq H�e matter determined at auckt of Me eccount of Ihe ptirtpnaFre�e9amative;or
c) o}a�eaa�m tne or�nans�court.
ADMINIS7RATNE Errors�swvered on this assessment shouid be addressed in writing to:PA Department of Revenue,Bureau af indivldual .
COftRECTIONS: Tarea,ATTN:Post R9sessme�t Review Untt,AQ Bt?X 280601,Fiarsisbwp PA,f 7t28-1021,�Phona{717}�87-8505. See page 4
Inshuctions for Inhe�ilance Tax Return for a Resident DecedeM(REV-1501)�r an explanation ot�ninisbaiivery c�rrecqbie
8�f4(S.
DiSCOUNT: it any ta�c due is paid wiihin three calendar months after the decedenYs death,a five percent discouM of the taz�paid is albwable.
INTERE$T: Interest is cherped beginning with fir5t day of dBGnquern;y,or nine months and o�e c�te from date of death,to the date of
payment. Annuai irrterest rates are availabie on Form REV-i61 i,available at w�w revpnue state.p�us,or upon rquest by
calling 1-88$-728-2937.
Interesi is caicu!&ted as foliows: �.
INTEREST=BAi.ANCE OF TIJ(UNPAID X NUMBER OF pAYS DELINQUENT X DAILY INTEREST FACTOR .
Any Notice issued after the taz becomes delinquent will rafltict an interes2 cakxiiladon to 15 days beyorui the�te of the
asses�ment. if paymeM is made arter rire interest caicutatian date show on the Notice,additlonal interest must be calculated. ��
aEV44N E%fd5-iPY � •
� pennsylvania lNHERITANCE TAX
DEPARTMENT OF REVENllE EXFLANATIfJN
eUREAU OFINDtV70UALTAXES 4F CHANGES �
PO Bpx 280601
DECEDENT'S NAME FILE NUMBER
Katherine t. Sale 2112-8397
REVIEWED BY ACN
Destiny S.R. Brown 101
ITEM
SCHEDULE Np, EXPLAHATI6N 6F CHANGES
E Accepted additipnat assets.
RUW Pgoe 1