HomeMy WebLinkAbout08-02-13 NOTICE OF INHERITANCE TAX � pennsylvania
gursEau oF INDIYIDUAL r�ucES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ��� DEPARTMENTtlFREVENUE
INXERITANCE TAX ➢SYISION dF DEDUCTIpNS AND ASSESSMENT OP TAX REY-1549 IX AFF t83-13J
PO BOX 280601
HRRRISBUR6 PA A7128-Q601
IIA7E 07-22-2013
ESTATE OF TRAN 4UANG T
DATE OF DEATH 11-03-2008
FILE NUMBER 21 Q8-11&7
COONTY CUMBERLAND
SADLOCK ESQ RICHARD A ACN 50I
TRAN ESTATE APPEAL DATE: 09-2D-2013
4503 N FRONT ST (See reverse stde under Ohjecnans j
HARRISBURG PA 17110-1708 A�ount Rewittsdf�--�-----�
MAKE CMECK PAYABLE AND REMIT PAYMENT T4i
RE6ISTER dF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17Q13
CUT AlON6 THIS tINE �i RETAIN LdWER PORTION FOR YOUR RECORDS 4�
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REY-Y547 EX AFP CD2-23) NOTICE OF 2NHERITANCE TAX APPRAISEMENT, ALLOWANCE UR
DISALLOWANCE 4F DE�UCTIONS AHD ASSESSMENT OF TAX
ESTATE OF: TRAN QOANG TFILE N0. :21 Q8-1187 ACk: 501 DA7E: p7-22-2013
TAX RETURN WA5: {X 1 qCCEPTED AS FILED t 3 tHANGED
APPRAISED VALUE OF RETURN BASED ON: LITIGATION RE7URN
� 1. Raal Estate [SChedule A) Cll •00 NOTE: To ep9U1'q vroper
2. StoeRS and 8ontls LSChedule B7 {2} •DO eretlSt ta yo�r aecou»t,
.00 subMit #ha upper portion
3. Closbly Held StoeklFartnsrship Intprost CSehedulo C) (37 oF this torm wlth your
4. Mort0a9es/Notes Recelvable CSchatlule D7 (4) •QD tax paymsnt.
5. Cash/Henk Deposits/Misc. Parsonal PropartY CSchsdula E> (5) Z9�451.00
6. JointlY 8aned Property CSchetluXa F) {6) .00
7. Tra�sfers f5cnatlule G7 C7� .00
e. Tocal Assets L8) 29.451..00
APPR6VED DEDUCTIUNS AND EXEMPTIONS:
4. Funeral Expensas/AAm. Cnsks/Nisc. Expsnses tSchedulo H) t97 .00
iD. De6tslMOrEgage L3abilities/I�iens CSchetluYe I] t10> .b0
31. Tokal Daductions . > �lY) �-+- `00
12. Nat Va2ue of Tax Return G� ,7tig} `""� 951.00
�a° c_ :a��' 00
13. ChariYable/Govarnmental Baqueats; Nomalected 9213 Trusts tSChedule JS i„' �:'(13) -�_
14. Nat Valua af Estate Sub�act to Tax fi:; -�;�.t..q��� � `•"7��351.00
_� - _.
NOTE: If an assess�ent xas issued Prevlausiy, Lines 14, 15, 16��"1��:,: �IB sQ41ofi;;l�; wi11
.a
refleet fipures that include the total of ali returns sssits�'id:.tp dater�, c�
A5SESSMENT OP TAX: �'�� " � � "
15. Amount of Line 14 at spousal rab (15l_ Zg.451.�0'�( U:0 � �� .�0
16. Amount nf Lfne 14 taxable at linael ratp L16J �'Y 045 P-•��r��
17. Amount of Line 14 at siblin9 raie (17) -� X 12 �'y E:, t3 •OQ
18. AmaunS of Line 14 Faxable at collateral rate C285 .'d�0 X 15 ('-° � .00
19. PrincipaS Tax Due {19�' •��
TAX CRBDITS:
PAYMENT RECETP7 DISC6UNT {+) pMOUNT PASD
DATE NUMBER IN7ERE5T/PEN PAID (-]
TOTAt TAX PAYMENT ,pp
BALANCE OF TAX IIUE .OD
INTEREST AND PEN. .00
TOTAL DUE T .00 y,
s IF PATD AFTER DATE INDICA7ED, SEE REYERSE IF tOTAL DUE TS REFlECTED AS A CREDIT CCRL YOU MAY HE DUE�,� i'
FOk GALCULATION OF ADDI7IpNAt IMTEREST. A REFUND. SEE REVERSE SIDE FoR INSiRUCTI0N5.
�. RESERVATION: Esiaies�of decedentsdy�ng on or before Dec.12,1982-if eny Cuture iMerest in the estate is transferced in possession or
_ enjoyment to colisterat�beneficiaries of N�e dacedent after U�e ercpiration c�f arry estata fw Gte or Years�ihe Comrtanweakh
� hereby expressty reser�s tlrs right ro appraise and aesess fra�ufer inheritar�ce Ya3ces at the Iawtui�coliateral raie on any suoh
.. future interest.
� PAYMENT: Detach the top porfion af this rrotice arni suhmit with your payment to the Register of�Ils In�cated on the front of the nofice.
� Make check or money order payabie to:ftEGlSTER OP WRLI,AGENT.
�� REFUND{CR}: A refund of a tau crecfii not requested on the taz return mey be requestes9 try completug an AppYCatio�for Refund of
. PennsyNania lnheritar�ce and Estate 7a�c(fiEV-1313). ApplicAGnr�&are av�l�le from the slep�menYs web sRe at
- : www revenues �.us,any Register of Wiiis or Fiave»ue DHStdd Qffle6,a�tran t6e depBrtmgM's 24-hour fottns ordering
servica:1-800-362-2050;services for ta�cpayers with&pectai t�ati�arxEbr spefakirp needs:7-800-q47-3020(1T only).
Please ai�ow 4-8 weeks from the date a re{und was grsnted to arrive.
OBJEGTIONS: Any party in interest rwt sadsfied with the appraisemeM,8lbwance or diraibwar�of dedusXbns,or assessment of tax
� (including discount or iMaresq as shown on this rro#ice may object wilhin fiQ Gays of;he date of receipt of fhis notice by:
A) Filing an appeal online at � on or deWre tlie appeai dete idenii6ed on the front of this rrotice. .
� . Or sendinq a wdtten protest to:PA�DepartrneM of Revenue,Bnartl of Ay�eat8,PO BOX 28124i,Harrisburg PA 1712&1 Q21;
8) Having tt+e matter datermined at audit oi Me accouM of tha pereana(reprrfsen�tive;or
� G) G)/lppeaNng fo the Orphans'Court.
ADMINIS7RATIVE Erroxs tNSmvered on this ass�3ssment sM>uki be addre�sed in writing to:PA Departmard of Revenue,Bureau of tr�iividu�l
CORRECTIONS: Tax�„�ATTN:PostAsseBemeM�R9viaw�Unit,�P0807C-28060i,NafiSburpPA,.1712A•tp2l,Photte(717j78T�6505. Seep�e4
� fnsiructions for 4nheritarsce Taz Retum for a Resident Decedent(REV•1501)ior an expiana§on af administralivety c,rorrectabte
ettors.
DISCOUNT: if any ta:c d�is paid within three calendar months after the decedenYs death,a five perceM discount of the ta�c paid is ailowabie.
�NTEREST: inierest is chargad bepinnir�witlr first day ot delinquency,or nine mnnths arrd one date from date of deaih,to the date pf
� � ; paymerrt. Anrrual inEerest rates are availaWe on farm FiEV-767 Y,available at f�,ey.revaM!e s+�t?,pg,y„or upon rquest by
.. cailirrg i-8$8•728-2937.
interest is ca�uiffied as folbvas:
. INTEREST=BAIANCE OF TAX tSNPAtD X NUMBER QF DAYS DELINQUENT X DAILY INTEREST FACTOR
�� Any Notice issued artar the taz becomes deli[puent wiU reflect an interest calcuW6o�to 15 days beyond the date of the
� � assessmem. if payment is made aftee the interest cekulatipn dafe show on the Notice,additionai interest must be cafculatad.
� ._._ ..- ' '"� ,° -__ ,_3.;s..?..