HomeMy WebLinkAbout07-22-13 NOTICE OF INHERITANCE TAX � pennsylvania
APPRASSEMENT, A6LOWANCE �OR DISAILOWANCE i \�r DEPARTMENTOfREVENUE
BUREAU oF INUIVIDUAL rnXES OF DEDUCTIONS AND ASSESSMENT OF TAX �I�w
INHERZTANCE TAX DIVISZCNi REV^154) IX AFP (03-13)
P� Bb% 2606q1
MARRTSB�R6 PA I'732B-O607
DATE 01-15-2013
£STATE 4F KIN6 JR GEORGE W
DATE 4F QEATH OS-01-2U12
FII.E NUMBER 21 12-1073
COUNTY CUMBERLAND
GALLOWAY DAYID R p�N 101
54 E MAIN ST APPEAL DATE: 09-13-2013
MECHANICSBURG PA 17055 (SeereversesideunderObjectlons)
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NAKE CHECK PAYAB�E AND REMIT PAYMENT 70:
REGISTER OF WILLS
1 COURTHOtiSE S4UARE
CARLISLE PA 17013
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REV-1547 fX AFP {02-13) NOTICE OF INHERITANCE TAX APPRAISEMENL ALLOWANCE OR
DISALLpWANCE pF DEDUCTIONS ANA ASSESSMENT OF TAX
ESTATE OF: KING JR GEORGE WFILE N0. :21 12-1073 ACNs 101 DATE: 07-15-2D13
7AX RfTURN WAS: C g> ACCEPTED AS FILED C ) CHANGED
APPRAiSED YALUE 4F RETURX BASEQ 4Nz ORIGINAL RETURN
1. Real Estata tSChstlula AJ (1) .00 NO7E: To ensure proper
2. 5tocRS and Hontls CSChadule B) �Z7 6�434.32 cratlit to your account,
.DO 5u61pSt t11Y uppel` POrtlon
3. Closely Neltl Stock/Partnership Interast CSCAatlula C) (37 of this form uith your
4. Mortga9es/NOta5 Receivabls (9ehatlule D7 t4I '�� tax paymsnt.
5. Cash/9mnk Dopasits/Misc. Perso�ai ProOarty CSChedule E} {SJ $1t554.92
6. Jo1nt3Y tlwned Property tSChetlule P� C6� .00
7. Sransfsrs tSchedule G} {7� .00
8. Total Assets Ca7 SZ994.24
APPR4YED DEDUCTIONS AND EXEMPTIONS:
9. Pu�erel EzPenses/Adm. Ca4ts/Misc. Expcnses CSehetlula H) (y) �,1 .578.72
10. Debts/MOrtgago LSab3litips/l.iens (SChetlule I) C10) 54.219.21
ii. Totai Daductions �11� b5,747.93
12. Net Yalue of Tax Rekurn tl2} 22r146.31
13. Cbarltaple/Governmental Bouuests; Nan-elected 9115 Trusts CSchedule d) t13] '-00
14. Net Value of Estatp Subject to Tax {14) 22r196.31
NOTE: If an assess�ant was issued previcusly. Lines 14> i5, 16. 77. 1& and/ar 19 will
refloct fipures that include the total af all returns assessa8 to date.
pSSES5MENT OF TAX:
15. Amount of �ina 14 at spcussl rate (157 •00 X 00 .66
ib. 0.plount of Line 14 taxmble at 11nca1 rate (167 ��•i4�-;� X �45 a 948.83
17. Amount of Line 14 ai sibling rate t177 -�� X 12 .00
18. Amount of Line 14 taxabie at collatpral rate C387 .00 X 15 .fl 0
19. PrinciPal Tax Dua «9�S 94�.8$
TAX CREDITS:
PAYMENT RECEIPT DISC4UN C+) AMpUNT PALD
DATE NUM9ER INTEREST/PEN PAID (-)
0^26-201 D 1 698 G4.94 3,D00.00
RECpIiDEDOFETCEQF
REGISTEkOF W(LLS
2413 JULY 12 T4TAl TAX PAYMENT 3,QG4.94
� CI.ERKOPORPtiANS'CC7UR'I BAIANC£ OF TAX DU£ 2,OS1.11CR
CUbIgFRI,p,I'�CpUNCY IHTEREST AHD PEN. ,60
TOTAI DU£ 2:D51.11CR
+ IF PAID AFTER DATE ZHDICATED, SEE REVERS6 IF TDTAL DUE IS REFLECTED AS A CREDJT CCB), YOU MAV BE DUE�
FOR CALCULPTION OF ADDITIOMAL INTEREST. A REFUND. SEE REVERSE SIpE F�R TNSTRUCTZONS.
RESERVATIQN: Estatas of decede�ts dying on or before Dec. 72, 7 9H2•if any luture interest in the estate is transferred in ppsaessian or
enioyment M eWiaterat berrefrc�a�i9s W the decederrt after the expiratipn of.any e�e�tw tife a years;the Commonweafth
hereby expressly rsssrves the ripht to appraise and asseas trar�sFer IMieriFgr�taxes at the iawtui coilateral rate on any such
fuNre intBr95t
PAYMENT: Detach the top portian M this notice and submit with your payment to the Register of Wills Indlcated on the froM ot ihe notice.
Meke eheck or motroy�order payatiie to:AEGiSTER OF WILL,AGENT.
REFUN�{CR}: A refund of a taz cre�kt r�ot�equested on the t�c reWm may be reguesfed hy compkUnp en Application ior RefueW of
PennsyNania lnheritance and Estate Ta�c{REV•73t3}. Appiicstionc are avaft�le irom the depaMrnenPa web site at
www.revewes�.m.us,any R�gister of Wills or Reverwe Di�rict t?tf�e,or from ifie dep�tman['S 24-hour fom�s aMaring
ServicC:1-�16-362•�0;serviCes 14r taxPaYars with spectial hearitap...anNor speaking need&:1-800•447-3020('i'T onM)_ .
Piease allow 4-6 weeks from ihe date a retund was grarrted to artive.
OB.IEG710NS: My party in interest no!satis5ed wlth the a{�raiser�at,albwanCe or disaibwance of deductiqns,or a8sessment of tax
(includiog cASCOUnt or interest}as sYawn qn this notice may object wNhin 60 days af the date af rocaipt of ttHS rw6ce by:
A} Fiiinp aneppea�pniine at�f�{� ,SJ.Pltfl,pH,ug on or 6efore tlre aq�ea!dffie identtlied on N�lront of this natice. .
Or senc5ng a written protest to:PA Deperfniae�M ot Heverwa,Board of p0 BOX 281207,HarAaburg PA 17f 2&1 QEt; .
B) Having tl�e maper determirred�at audit W ihe�account ot ihe persanal. ..�:...ietive;or .
C} CjAppeaGng to the 4rpha�s'Cflurt.
ADMINISTRATIVE Errors discovered an this assessment shouW be addressed in writlng W:PA Department of Revenue,Bureau of iru#viduai
CQRREC710NS: Tazes,ATTN:�Post AsaessmeM fleview Unff,PO BOX 280801.Harrisburg PA,17128-t�i,Ptwr�e{717}787-6505. See page 4 .�
tnstrnctiorts for Inherltar�e Taar Fieium for a Resident DecedeM(REV-15Qi)for an explanalion of atlministretivety cwrrecta4le
errors.
DISCOUNT: If any tax due is paid within threa calendu moMhs atter the decedeni's deatfi,a five percent discaunt ot ttre ta�c paid is ailowable. ��
fNTEREST: Imerest is charped baginning wkh first day of deifnquency,or nine rtqnths and ona date from date of deeih.to the date of
paymeM. Annu81 inYerest tates are avaitabie on Form REV•1611,avaiiabie at or upon rqusst by
calNng i-88@-728'2937.
interest is qbulated as folbws: �
lNTEREST=BALANCE OF TAX UNPAID X NUMBER OF dAVS DELINOUENT X DAILY INTEREST FACTOR
Any Notice issued atter the tax becomes de&t�ueni wf0 r8flact an iMerest calCUlation to 15 days beyand the date of the �
assessment. If payment is made after the interast calculallon date sYiow on the No21ce,additionai irrterest must be cakx�lated.