HomeMy WebLinkAbout08-02-13 NOTICE OF INHERITANCE TAX � pennsy[vania
auaenu oF innivinua� 7nxes APPRAISEMENT, ALLpWANCE pR DISALLOWANCE
8F DEDUCTIONS ANA ASSE5SMENT pF TAX �iT DEPAR7MENTOFREVENUf
INXERITANGE TAX DIV18ION REY•1547 IX AFP (03-13)
PO HOX 288bU1
' IihRNI58URS PA I'7325-D603
DATE 07-22-2U13
ESTATE DF LAPOR7E ROBERT J
DATE OF DEATN 12-13-2�10
FILE NUMBER 21 11-0026
COUHTY CUMBERLANp
GRZFfIE SRADLEY L ACN 141
200 N HANOVER ST APPEAL DATE: 64-20-2013
CAR�ZSIE PA 1 70 13-2423 (SeereversestdeunderObjections)
A�ount Re�ittedr-���---���-� �
MAKE CNECK PAYAB�£ AND REMIT PAYXENT T0:
REGISTER OF WILLS
1 C4URTH6llSE SQUARE
CARLI$LE PA 17013
CUT ALUN6 THIS LINE �-�! REFASN LOWER PORTION FOR YOUR RECDRDS �l---
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REV-1547 EX AFP CO2-13) NOTICE OF INHERITANCE TAX APPRAISEMENL ALLOWANCE OR
DISALL4WAHCE Of DEBUCTIONS AND ASSESSNENT QF TAX
ESTATE OF: LAPORTE ROBERT JFILE N0. :21 11-q026 AGN: 101 IIATE: p7-22-2013
7AX RETURN WAS: SJ(3 ACCEFTED AS FILED C 1 CHANGED
AFpRAISED YALUE OF RETURH BASEII ON: SUPPLEMEMTAL RETURN NO. O1
3. Real Est�te CSChatlula A) C17 ��� NOTE: To ansuro p�ope�
2. Stocks anA Honds CSehatlule 8} �z} .00 aredit to yau� account,
Op �uDmit Yha uppar portion
3. Clasely Nald Stotk/Partnershlp Interost fSChadula C) C3) pf tfiis form with your
4. Mortpa9es�Npkes Racelvable (SCheCUle D7 C4) �00 tax paymanY.
5. Cash/&ank Depositslfl35c. Pcrapeal Prepariy {$ehe6uls E) (5} 5�lr921 .Od
6. JoinYly Owngtl Property (SChetlule F) �5� .00
7. Transfet^s t5chetlule GJ t7) �00
s. roc,i n:sets ce� su,9zl.oa.
APPROVED DEDUCTIONS AND EXEMPTIONS:
4. Funaral Expanses/Atlm. Costs/Misc. Expansss CSChatlula H3 {9} 8.622.64
10. Deb#s/MOrtgage Liabiiitias/Liens CS<hetlule I) C10) -00
ii. rotei uaauckions ci1� 8,622.64
iz. xet vaiue ot rax Return �i2� 46.298.36
13. Charitable/GOVernmental Bmquests; Non-alected 9113 Trusts CSchedule JS q+�� � .�0
74. Net Yslus o4 Estetc Subjatt ta F8x '�3 ti4) ::;�_.� ° 40 .35
�: � � n
NOTE: �If an assessrent was issued prevlousl�y,� LSnes 14, 15, 151�1�3�, 18 �/o��_ � w111
reflect fiyures that include tha total of all returns asa�s' Ssd-,ta �date:..; ,w
ASSESSMEN7 4F TAX: � �., : r�� T-,;
15, Amount of Line 14 at spausal raY• C15} .�UO:.:k '.�QO �� �-' '�'� .60
76. nmount of �Sne 14 tazati• at iznoal rate CiaJ A;��`z �:D45 = ��7'::773.3$
17. AmDUnt ot �1na ta at sibling rate cn� -`���X Q2 �=i � .Op
1&. Amaunt of Lsna 14 taxable st coiiateroi rate t1E3 .A�! -.x 15 ' � ����' .00
19. Princlpal Tax Duo • �19�° '3�7�7�$.3�
7AX CREDITS: �" � � `� ' " �-"��
,
PAYMENT RECEIPT DISCOUNT C+) pM4UNT PAiD
DATE NUMBER INTERESTIPEN PAID t-)
0 -1 -2� 1 C 141 4 . 0 45�00 .00
0�-26-2�12 REFUND .00 4,31p.U5-
05-10-2013 CD017590 .00 2,083.43
BALANCE Of UNPAID INTERES7/PENALTY AS OF 05-11-2013 T6TAL TAX PAYMENT 37,773.38
BA4ANCE 4F TAX DUE .Op
INTEREST AND PEN. 49.20
TOTA4 DUE 49.20
* IF PAID AFTER DATE INDICATEO. SEE REVERSE IF TOTAL DUE IS REFCECTfD AS A CKEDIT CCRJ, YOU MAY BE DVE�
F�R CALCULA7ItlN 4f A9DITSONAL IN7EREST. A REFUNO. SEE RE4ERSE SIDE FOR INSTRUCTIONS.
RESERVATIQN: Estatas of dec�dents dying on or before Dec.72,1982-+f any future interest in the esta�is transferr�in possessiort�r
enjoyment M collateral be�ei(ciaries of 4he decedent after the expiration of�any estate inr life or years;the Commomeealth
hereby expressty reserves the rigtit�appraise and assess transfar inhe�tance taxes at the iawtut copateret rate on any such
future interest.
PAYMENT: Detach the Wp portion of lhis rwtice a�subrt�t with your payment to tlie Re�ister of Wilis tndicatad o�the Nont af the�otice.
Make check or money order{�yabie W:REGISTER OF WILL,AGENT.
REFUND(CR): A refund of a ta�c cred4t not requasted on ths tax return may be requested by cumpWtinp a�AppNcaiian for Refuruf of
Pennsyivania inherilF�nce and Estat�7stt(REV-1313). Applicatbns are available hom ihe depactmeM's web site at
,any flepiater�of�NS ar Reven�DFSEriet C)tifce,or irom tha departmerH'S 24-twur farms wdering ��
service:i-8p0•382-2050;services for taicpayers wrth speGal hearin{}anNor spe�sing nesds:t•800-447-3t720{TT onry). .
Please atbw 4-6 weeks from the date a reiund was granted to arrive. .
OBJECTIONS: Any perry in interest not satisfied with the appraisement,allowance or tlisallowance of deductions,pr assesamen!af tax
(nbiuc�rrp discauM or iMerest}as shown ort this notice may object wiihi�60 days of the date of receipt af Mis notice by:
A) Flling an eppeai oniine at an or before the appeal date identifled on the hont of this notice.
Or ser�ng a writt�{uuofest�:PA Departmant of�Revenue,Board of Appeais,PO BOX 28t201,Hamsburp PA 1 71 28-7 021;
8) Hevinp the metter�termirred at au[�t of the aaour�t of the�persqnal represantative;or �
C} C}AppeaNng to the Orphans'Court.
ADMINISTftATIVE Errors 6scovered on this assessment shouki be addressed in writing to:PA DepartmeM of Revenue,Bureau of Individual �
CQRREC710NS: T�es,A7TN:Post Assesement Review Unft,P4 BOX 786601,Harriaburg PA�, 17128-1021,Phone(71'n�87-8505. See page 4 �
InSUUCtions fOr Inhedtance Tan Fleturn tor a Resident Decedent{REV-1501)for an explanatlon of admiraisiratively correctabie �-
enors.
DISCOUNT: If any taz due is paid witbin three calendar months after tha decedenPs death,a five percent discoun4 of the tau paid is albwable. �
INTERE3T: Interest is charged 6eginr�ng with first day of delinquency,or nine rtwnths arxf one da4e hom date af death,to the date af
peymeM. Annual interest rates are available on Form REV-1611,available at y�.v�[,revenue.state.raa.us,or upon rqueat by
cailioq t-8$8-72&2937. �
irtkerest is caicuiated as foiiows: .
INTEREST=BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR �-
Any Notice issued after the Yaz becomes delinquent wfU raflect an inierest calculaDOn to 15 days beyond the date of the .�.
assessment. it paymeM is made after the interest cakxiiation date show on the Notice,additional interest must be calculated.