HomeMy WebLinkAbout08-02-13 �
NOTICE OF INHERITANCE 7AR � pennsyivarria
�BOREAU oF INDIYIDUAL Taxes A�ppAp�DUCTIOkS`ANDAASSESSMENTADF�TAXCE f�il �EPARTMENTOFREVENUE
INHERITANCE TRX OIVISION REY-1547 IX AFP L93-137
PO 6W[ 259b61
HARRISBURG PR 17128-Ob01
DATE 08-65-2013
ESTATE OF FREY MICHAEI J
DATE 4F DEATH 06-29-2011
FI�E NUMBER 21 11-0819
GQUNTY CUMBERLAND
BRITT SUSAN p�� ltll
235 HILLSIDE DR APPEAI DA7E: 10-04-2613
NEW CUMBERLAND PA 17070 {SeErev¢rsesid�underOb}ectioas)
Afount Ra�ittsd�------,
XAKE CH£CK PAYABIE AND R£MIT PAYMENT T0:
RE6ISTER OF WILLS
1 COURTHOUSE SQUARE
CARLiSLE PA 17013
CUT ALON6 THIS 4INE —rM RETAIN tOWER PORTION FOR YOUR RECORDS t-!
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REV-1547 EX AFP f02-137 N6TICE OF INNERITAHCE TAX APPRAISENENT: ALIOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE 4F: FREY MICHAEL JFILE N0. :21 11-0819 ACN= 101 DATE: OB-05-2013
TAX RETURN 41AS: C ? ACCEP7ED AS FILED CJO CHANGED SEE ATTACHED NOTICE
APPRAISED YALUE 6F R£TUBN 9ASED 4N: ORIGINAL RETURN
1. Raal Estats {SChadulo A) (1) 1Z6r800.00 NO7E: To ansur• OrpDer
2. Stocks ar�tl Hontls <SCMduia B) {Z� .00 cradit Ya your accoun#>
�� Submlt t�a uppa� Po�t1o�
S. C�asely Hald Stock/Partnsrshlv Y�Yarost (SOhsdulp C) C3) of this form with your
4. MortBmVO��NOtes Recelvable (Sehudule �) C4) •�d tax paYmnnt.
5. Cas�/Hank Dappsits/Misc. Parsonal Propartv CSChedula E3 (5} 13:918.12
6. Jolntly Ownetl Proparty (SChotlule F) {bZ .00
1. TransParx iSe�atlUle 6J t7} .00
e. Total Asxets K8) . 140.718.12
APPROVED DEIIUCTIONS AND EXENPTIOHS:
4. Funeral ExRenses/Ad�. Costs/MSSC. Expensas CSChedulo H) {9) 5.196.00
14. DabtslNOrtys4> LiabilitSas/Lisns CSahedule I) (10) 96.868.90
li. Total Dsductiana {11) 102r064.40
12. Nat Yalue af Tax Return �lZ� � 3$�6�3,22
13. Lbaritabla/GOVCrnmenYal Baquasts; Non-plectad 913i Trusts (5chotlule J) (i;} •Q�
14. Nat Velue af Estatp Sub�act io TaX . ty�y 3$.b53.22
NOTE: If an assesssent was Sssued praviously, lines 14, 15. 16�17, 18 �dlar,� � »ill
reflact fipures that inciude the totai of a11 returns as�i ,,sp��ad tn-e{at�.� c�
ASSESSMENT OF TAX: � � ` "-� �`-�
i5. amount ot lina ia at soous.i rate ci5� �9"�w'00 ��= i'�� �'���: .06
16. A�aunt of lSne 14 4axebin at 1Snea1 reto (16) � X,�04�i ' ' �„� .00
17. Amount of LSne 14 aY sibiing rote (17) ;$•b�+�'-�'�.��: X ;12 = ��..�4,b38.3$
18. Amount of Lina 14 taxabla at eollaieral rab t183 .�QO� X�� 15-'.� "`i "•i .00
19. Principai Taz Due :.�; .-��:=' ����� (1 ` ��.�.: -..4�638.38
�..,,�.�"t���
TAX CREDITS: " =�=� f-�" ��"
a...�
PAYMENT RECEIPT DISCOUNT C+) AM4UNT-►AZD r-�� <,�a C;7a
DATE NUMBER INTERE5T/pEN PAID C-) �-� '�
3-1 -2 D 1 31 . 6- , 3 •
TOTAL TAX PAYMENT 5,706.02
BAtANCE OF TAX DU£ 1 .067.64CR
INTEREST AND PEN. .OII
TBTAL DUE L 067.64CR
• TF pAID AFTER DATE ZHDICATED, SEE itEYERSE IF TOTAI. DUE IS REFLECTED AS A CREDIT CCR). YOU MAY BE AUE _y��
FOR CALCULATION aF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR ZNS7RUCTIONS. �;U�\
li'�
RESERVATION: Estates of decqdants dyinp on 4r betore Dec.72,1982-if any h�4n�e IMareat in�e�is Vansfeaed inpocs ors or
enjoymani to��t�ila[erai berre�cieries of the decedent ell�r lhe exN�u[pny ai�e tM.Hf�Su Xears�the o0 mmonwselih
her�y+expres6iy reeervsB tlte�flgM ro apprease and assess transfer iriher�latae tazes�the�wful coNaMrel rate on any such
tuWre iptersst.
PAYMENT: Detach the tc�portion of tl�is rwtice am!submtt with ytwr paym�M b the fiegfster of Wi�irxficated on the 4ront of tha notice.
Make check or morrey ortler payabfe ta:FiEGI$T�R O�'W IIL,ACaEMT.
REFUND(Gft}: A reiund of a tau credit rrot re�ested on iha tax reiurn may be requested by�r�p�#[kp�n Appliration fGr Returul of
Penr3sylvania intreritance and Estmte Tau{REV-t313}. Ap�piicedon6 are � � �flrom#i9 dei�ctrneM'3tvbb site at
www.rev9[I4�, ar!y HeAtster.W WiNS or Revenue L9�id Dlkme.ar ftaan ilte dsparUnerK's 2diwur foTTna ot'derirq
service:1•800��� � :�Mc+as br taxpayers wltti speda�hsarlrl0 antttor sPeaki�0 needs:t-�-4+t7-3020 i'T't ony}.
Pl9ase aliow 4-6weietcs�rom the d9tm a�refund was graMed Ya artive�.
OBJECTIONS: Arry party in irderest rwt satisffed with ihe appraisemerrt,albwance or dieaibwance ot dedudions,or assessment of tau
(includinp olscount or itttereat)as sAown on this notice may object wiMrin 66 days of the ddte'of receipt of iFNs rwtice bY:
A) Filinp an appeal online at on Or befors tlw�appeai e��itlaM'�ied oa tl»troM of ttas�rrotice.
Or se�np a wrkten protest M:PA Depp�;;M�eM oiRevenue,Board of Appe9ls,PO BOX 28/201.Harrisburg PA S 7128-702f:
B) H&nn0�e me#0*detarmined at audit of the a�ceouM of the peraonN r�reg9�ath'e;ar
G} G)Appealirp tp Nie Oryhans'Caurt.
ADMINISTRATNE Ertors discwveres!on this assesament shouk!be a�eesed in wriw��:PR.Department of Fteverwe,9ursau of�ndivi�Bl ��
CpRRECTI0N5: 7a�c@s,ATTN�:Pas[AsAps9ment FiBview llnit;PO 90X 280607,Hartisburg AA;77f�10�1;PMme{7Y�7}787-6505. Saa{�e�4
Inatructions for inheritar�ce Tax Retum to�a ResideM Decederrt{REV•7501)for an e�cplan�tion bf administratively cartectaWe
ertArs.
DISCOUNT: If any taz due is paid within three calarn3er me�nths after the decedeM'&deatl�,a five perosrN cGsmuM of Hre Wu paid is aiiowabie. �
INTEREST: irqerest is charged beginninp with first day of delinquency,or nine months and one daie hom date.o!daath,tu the date ot .
paymern. Annua�in[arest rates are available on Form REV-7811,available at ,or upon r�t tiy .
califnQ i-$�-728•2937.
Interest is calcWated as foNows:
INTEREST=BALANCE OF TAX UNPAID X NUMBER pF DAYS DELINCIUENT X DAIIY 1N7EREST FACT4R
Any Notice issued atier ttie t�becomes deiinquerrt wiii rei{ect an ir�terest caicu{aiion to 15 days bayond the date of the
assessment H payment is made atter the iMarest ca�ulaUon daie shaw on the tJOtice,adcAtionai interest must be ca�CUlated .
i
t
REY.96T9PX{014Dj
� pennsylvania lNHERITANCE TAX
� DEPARTMEN7 OF REVENUE �XPL.ANATiON
BUREAU OKINDIVIOUALTAXES OF CHANGES
PO 8ox 280801
DECE6ENT`S PiAME PIIE NUMBER
Miahael J Frey 2111-0$19
REVIEWEQ BY ACN
Brett Wafker 101
ITEM
SCHEDUI.E Np, EXPLANATION OF CHAN(iES
The value of the estate has been adjusted as the result of the correction of�n errar in
arithmstic.
t:Ow Paae