HomeMy WebLinkAbout08-02-13 N6TICE OF INHERITANCE TAX � pennsylvania
BUREAU OF INDI4IOUAI. TAXES APPRAISEMENT� ALLDWANCE OR DISALLOWANCE DEPARTMENTQFRE4ENUE
OF itEDUCTIONS AND ASSESSMENT DF TAX
INXERiTANCE TA% OIVISION REV-ISA7 IX AFP tui-!3>
PO B6X 2606tl1
NARkISBURG FA 17I26-06tl1
DATE 0�-29-2013
ESTATE dF SHAFER YERNA R
DAFE OF DEATH 11-24-2012
FILE NUMBER 21 12-1243
CQUN7V CUMBERLAND
FREY ROBERT G ACN 101
5 S NANOYER ST APPEAL DATE: Q9-27-2013
CARLISLE PA 17013-33U7 {SeereversesideunderQbjactions)
Aeount Reritted�---- �
MAKE CHECK PAYABLE AND REMIT PAYMENT 70s
RE6ISTER OF WILLS
1 COURTHOUSE SqUARE
CARIISLE PA 17013
CUT AtON6 THIS LINE �+F RETAIN LOWER PURTION FOR XOUR RECORUS �E+�
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REV-1547 EX AFP CO2-13) NU7ICE 4F INHERITANCE TAX APPRAISEMENT. ALLOWANCE UR
DISAL.LOWAHCE OF DEDUCT26NS AND ASSESSMENT OF TAX
i E5TATE 8F: SNAFER VERNA RFIIE N4. a21 12-1243 ACks l0I DATE: 07-29-2U13
TAX RETURN WAS: O(? AGCEP7ED AS F2tED f 1 CNAN6EU
APPRAISED YAtUE OF RETURN BASED ONs ORI6TNAL RETURN
1. Real Estate (SChedula A) C23 ��0 NOTE: To e�sure propar �
2. Stocks and 8onds {SChedu2a B] �z� 393�048.52 credit to ycur account,
.DO aubmit the uppar portSOn
3. Clasaly He1E Stack/Partnarsb3p Interest CSchadu2e C} t3) of this form xith your
4. MortgagasJNOtes Racaivabie (Schatlule DS (4) •00 tax paymant.
5. Cash/Bank Deooxits/Misc. Personal Property fSChedule E) (57 49>562.47
6. Jointly Oxned Property CScheCUle F7 ��� 13.995.05
�. rransters cscneaule c� �?} 78,1l7.37
8. ToYal Assats (8) , 534.723.41
APPROVEA DEDUCTIONS AND EXEMPTIUNS:
9. Funeral Exvansas/Adm. CostslMisc. Exponsas CSChedule N) �q� 23.108.5�
16. Debts/MOrt9age LSabil3tles/Liens CSChadula 2} t1D) 2•255.$4'
11. Total Datluetions t115 25r364.34
12. Net Value of Taz Return C12)�='� 50,�r354.07
13. CharStablefGavarnmenta2 Baquqsts; Nan-electetl 9313 Trusts CSc�etlula J) � L13)`�' ��•�6
14. Net vaiva or estaca sue,�ect to rax � �� tiy�-�;; e-S��547.4I
G; r"�� �.- --,- ,,...�
NDTE: If an assessaent was Sssued praviouslY, Lines 14, 15, 2�$T� �7�.18 nhdf�%�Fe;3v4 wiil
raflaet figures that 3aclude the tots2 af all returns aS�"ie3�;5�¢ t��latp; `,'-;
ASSESSNENT OF FAX: i��, � ,,
15. Amount of Lino 14 st spousal rate K15J�''�p'�0'"! X '00 ....� `` - . .00
16. Amount of Lina 14 taxablc at 7lneai rate i163 �-.�"T� X .04a.c3 i .�0
27. Amouni at Line 14 at sibi3n9 rste U7) i-����-X 22 }_° ��QU
1B. Amount ot una iu taxanie ac eouatarax rate <is� 463,547'.4Y-�ix i5 � ��l�A,532.11
i4. PHncipal Tax oua .. �L¢��6l6,532.12
TAX CREDITS:
PAYMENT RECEIPT D2SCOUNT <+} AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
Ot-2 -2 3 CD 7 2 , .5 5 ,00 .00
p5-22-POI3 CD017b42 .00 7,40Q.53
TOTAL TAX PAYMEN7 60s532.21
BALANCE OF TAX DUE -.00
INTEREST AMD PEN. .00
TOTAL ➢UE ��Q
• SF PAID AP1ER DATE LNDICATED, SEE REYER5E IF TtlTAL DUE IS REFLECTED AS A CREDET CCR), VOU MAY BE DUE /� ,
FOR CALCULATION OF ADCIITIONAL INTEREST. A REFUND. SEE REYERSE SIDE FOR INS7RUCTTONS. ��Y
RESERYA7tON: Estates of decadenis dyMgon or before Dec.12,1982-if any future iriteresi in the eetate is transierred in possessian or
enpyment ro mllateral Deneficiaries of the decedeM after the expiraffon af any esla�#n We.or y�s:tlae Canmomrealtt+
heratiy expressty'reservos fhe rigfit to appraisa and assess transfer inherirance tarces at Vie�wfsal collateral rate on any such
future iMere�t.
� PAYMENT: Detach the�portian of this notice and submit with your paymem to the Register of�Iis Indicaf�on the fron#of the notice.
Make chedc or maney oMetpayHble to:REGISTER OF WIIL,AGENT.
REFUNp(CR): A refund oi a taac credit not requestad on the t�reWm may be requested by corrple!' ar�Applicakinn for Refund ot
Pen�yivania inheritance arid fstate T�(REV-1313}. AppACat+ons are av2N91�}ro�depsrtmeriFs�web site�at
wv[w.revunv t�.0ny.RpQlStpr of Wills or Rwerpab fiiktr9ut ffl�;pr from tM de�rtmeM`5 24•Fpur forms ordering
service:t-8Q0.3Q,2�-" �9:servic�s for tazpayers with specisl heariny and/or speaicing neede:7-8tI0-447-302p(TT ony}.
� Please albw A'-6 weeks irom the date a retund was grametl to arrive.
� OEUECTIOtJS: Any party�in interest not satisfied with ttre appraisemaM,aifawar�ce or�albwar�ce of dedudions,oc asseF,9[nent of tau
(nd�cRng�sctlurrt or inYerest}as strown on tMS notiae may object witl�in 60 days pf the date of reaefpt of this notice by:
A} Filiny an��appeal oakne at on or before ttre appaai dete iden66ad on ihe front o4 tl�is ra6ce.
- Or sending a written protest to:PA Deparlment of Ftevenue,�Baerci of Appeals,�PO�X 281261,Narrisburg PA 17128-t C121;
B) HavMp tfia matter d�pMrminetl at au�t of the��aczouM�of�the'parsanei repreaeMative;a
. C} C)AppeaGrg to the Orphans'Court.
� ADMINISTRATIVE Errors discoveted on this assessment slwuld be adciressed in wri8ng to:PA Department of Revanue,Bureau af Sndividuai
.. G4RftECTiONS; Ta�s,ATTN:Pbai;Aasos9ment Review UnN.PO BOX 28p661,Harciaburg PA,1�128-'W27,Phont(]t7}787-&565. See p�4
. Inshuction8 for Inheritance Tax ReNm tor a Resident DecederH(REV-1501}fw an expiartation nt administr8tively catta�ble
errors.
DISCOUN7: if any taac due is paid»tithin tlxee catar�ar mor�ths after the decedenYS death,a Nve percerrt�discount of the tau peid is aNOwabie.
1NTEREST: Interast is chargad beginMng wlth first day of delinquency,or nine months and one date frqm date of daath,ro tha date of
� payment. Annual iMerest rates are available on Form RfiV-161 t,aveliebie at��evenue.sfata.�.us,or upon rquASt�by
. caliinp i•888-728•2997.
� interest is ca3cuFat�!�tWknvs:
4NTEREST=BALANCE OF 7AX UNPAID X NUMBER OF DpYS pELINQUENT X DAiLY INTEREST FACT6R
� Any Notice issued after the ta�c becomes deknquent wiii raNect an inieresi ralculation to 7 5 days beyond the date of the
. assessmeM. It paymer�t is made atter the iriterest calculatian r�shnw on the Notice,additional 1Merest muat be caicu�ated.