HomeMy WebLinkAbout08-02-13 NOTICE OF INHERITANCE TAX � pennsylvania
suxEAU Ov zNDivTnuat TAXES APPRAISEMEN7, ALLOWANCE GR DISALLOWANCE f �� DEPtiRTMEN70FREVENUE
TxxEaaTU�cE ��ix n[viszox OF OEDUCTIONS AND ASSES5MENT OF TAX ��I
RkY-1541 IX AFP L93-13)
P6 BOX 2bOb01
HARRI59URG PA 17128•0601
DATE 07-22-2013
ESTATE OF 60WER PATRICIA M
DATE OF DEATH Q4-23-2012
FILE NUMBER 21 12-1055
C6UNTY CUMBERLANp
66WER PAllL W ACN 1�1
33 PTNE RIpGE CIR APPEAL DATE: 09-20-2013
ENOL.A PA 17025^2056 (Seer¢verses7deunderOhjecrions)
A�ount Rew3tted� � �
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 C4URTNOUSE SQUARE
CARIIS�E PA 170i3
CUT ALON6 7HIS LIME .___� RETAIN 40WER PORTION FQR YOUR RECORDS �
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REY-1547 EX AFP {02-133 N4TICE OF INNERITANCE TA7C APPRAISfMENT: A�i.OWANCE 4R
DISALLOWANCE OF UEDUCTIONS AND ASSESSMENT 8F TAX
ESTATE OF: GOWER PATRICIA MFILE Nd. :21 12-1055 ACN: 101 DATEs 07-22-2013
TAX RETURN WAS: C)(? ACCEPTED AS FSIED { J CHpH6£D
APPRAISED VALUE OF RETURN BASED ON: aRIGENAI. RETURN
1. Real Estake (Schetlule A) (1) .00 NOTE: To ensura propar
2. Stoeks and Bonds CSCheduie 8) {z} .OU <radit ta your aecount,
�� Sub�St the uRPg� po�tion
3. C3osa3y Haid StocklPa�tnersAip Zntarest tSchetluaa t} t3} of this farm with vour
4. Morkgages/Notex Raceivable (SChatlule D) (4) •00 Sax peyment.
5. Gash/Sank Depoxits/M!s¢. Personel Property <Sehetlule E) (57 3r493.07
6. Jointly Dwnod Prcperty tSet�atlula F} {6Z •DO
7. Treaafers (SChedule G) ��� �Qd
e. iotal Assats ce) 3.493.07
APPR4YED DEDUCTIONS AND EXEMPiIONS:
9. Funaral Expeoxos/Atlm, Costs/Nise. Expensss CSChedule H} �g? 6.302.87
10. Debts/Martgaga LSabilities/LSens CSChadule D C10) .00
ll- Total Deductians �y,i?�„_ ...�r302.87
12. Net Yslua at Tax Raturn ��'> ;�y)'- � C$�xfl4.&0-
13. Char3table/GovernmsntaX Beques#5; Non-�lbcted 9113 7rusts CSChadulm J) � �"� C13) r .,��
c=: rn :Z.80 .80-
14. Net Value pf Estata Subject tp Tax � C17 --;: (1G) -- � Q
t":i _L �:.:.
NOTE: If an asssss�ent vas issued Rreviously, Lines 14, 15, 16� D3:�...�8 H�eidld't� � xill �
rsflect fipures that Snclude #he total of all retures asfia�`�,ed' to date� �
ASSESSMENT OF TAX: � �� � � —c' '"+'� �-'"}
15. Amount of LSna 74 at spausal rate <15) �tl''X�_���0 �i _-� '� .QO
16. Amou�t of Line 14 taxabla at linssl ra#a C161��,�X 04S - "' -'J •OQ
17. Ampunt of Lina 14 at siblin9 rate <17) =�� �x 1.2 F���
���
ie. nmou�c or �sna ia cax�cie ac couateraa rate cie� �0 x 15 �' `� .00
14. Principal Tax Dus {19a- .dQ
TAX CREDITS:
PAYMENT RECEIP7 DISCOUNT f+) pMOUNT PAID
DATE NUMHER INTERESTlPEN PAID <-J
as- 5-2a not6s a .oa zsi.zs
TOTAL TAX PAYMENT 261 .98
BALANCE OF TAX DUE 261.48CR
ZNTEREST AND PEN. .04
TOTAL DUE 261.48CR
. IF PAID AF7ER DATE FNDZtASED, 5EE REYERSE IF T�TpI DUE IS ftEFLEC7ED AS A CREDiT cCR), YOU MAY BE DUE��
F4R CALCU�ATI6N QF ADDITIONAL ZNTEREST. A REFUND. SEE REYERSE SIDE FOR ZNSTRUtTF4N5.
RE9ERYATION: EsTStes of dat�deMS dying o�or before Dec.12,39$'Z-H any tuWre i�rter�t in ihe sstate is transfened in possessipn or
enjoymeM W collateral beneficiarias of the decederd after the expiratbn of arry astate for I'rfo w yeers;the Comrtwrnveatth
hereby expressiy reaerves the�ht�appraise and assess transfer inher}t�nce tatiss at ihe hawh.d collatsrat rate an any such
fuNre iniHrest.
PAYMENT: Detach d�e top porlion of this natice and submit with your payme�M ttre Register of Wiiis Indicated on the ftaM of the�otice.
Make check or money order payaWe to:REGISTER OF WILL,AGENT.
REFUND(CR): A refund of a t2u�credit not requesfed on the tax return may bt�requested by compietinp an AppYCetion for Ftefund af
Pennsylvania lnheritance and Eskate Taz(REV-1313). ApplicaGons are availaDle fmm the department's web sfte at
,arry R�ster af�its or Revenue�strvet OtRce,or from the�pertmerrYs 2d•hour forms ardering
service:i•800-362-2050;services for taxpaYers with spthcial tce�rinq.erMbr speaking needs:1-8W-447-3020(TT only).
Piease ai�w 4-&wseks ftom the ciate a refund was graMed ta arrive.
UBJECTIONS: Any party in interest not satlsfied with ltre sppraisemenL elb�wa�e or disaliowance of cfeductions,or assessmant of taz
(inCic,�ding discourrt or intergSt}as shown on this rrotice may object wkhin 60 days of the datB of reCeipt W this no6C8 by:
A} FiAng art appaai onkne at on w before the appesi de�ta idenUfied on the ham of this notice.
Or sendinp a writfen pratest to:PA Department of�Revenue,Boa�rG Bt.Appe2ds,PO BOX 281207,Harrisburg PA 17128-1021;
B} Havinp Me matt�determine�i et audlt of the account of the per�nai re�faave;or
C} C)Appe�Ang to the Orphans'Court.
ADM{MSTRATIVE Errors diacovered on this�meM shauid be addressed in writinp to:PA Department of Revenue,Bureau of individual
CORRECTI4NS: Taues,ATTN:Post Aasessment Rev'iew Unit,PO BOX 280601,Hardsburg PA,17728•102Y,Phone(7i7)787-6505. See pape 4
I�struc�ons for inher�ance Tax Retum for a Residem Dacedent{REV-150Y)fa an exp�ne6an of a�knin�trativety c�rrectable
errors.
6ISCOUNT: If any ta��due is paid w@hin three catendar months after the decadenPs death,a iive perceni d'iscount of the ta�c paid is alipwabie.
INTEREST: interest is charged 6egimrinp with flrst day ofi daiie�ncy,or�ine rtwrrihs arad are date#rom date af death,fo the date of
payment. Annuel interest rates are available on Farm REV-16Y 1,avaolabb at www.revanue.sfate.pa.us,or upon rquest by
calUng t-888-728-2937.
Interest is ca�ulated as follUws: �
iNTEREST=BAI.ANCE OF TAX UNPpID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTpR
Any tJotica issued aksr the tau becomee deiinquent wiil refleci an interest cakwiation to 15 days beyond the date of the
assessment. If paymeM is made after the ioterest calcula6on date show on the Notice,additional interest must he ca�ulated. .