HomeMy WebLinkAbout08-02-13 NOTICE OF INHERITANCE TAX jiy pennsytvania
HUREAU oF SNDIYI�UAI. it�aces APP.RAISEMENT, Al4dWANCE 4R 4ISA4.l6WANCE I DEPARTMEN70FREYENUE
INNERITiUlCE TAX DTVISION 4F DEDUCTIONS ANd ASSESSMENT OF TAX L1�
REV-15q7 £t AFP (6i-13)
Pq COX 280b01
IURRISIIURG PA 1i328-0603
DATE 07-29-2013
ESTAT£ 6F STAUB THELMA K
UATE OF DEATN I1-17-2012
FILE NUMHER 21 12-1237
COUNTY CUMBERIAND
SMITH DAVID C ACN 101
754 EDGEGROVE RD APFEAI OATEs 09-27-2q13
HANOVER PA 17331-8945 {SeereversesideunderObjecttonsf
A�ount Re�itted� �
MAKE CHECK PAYABIE AND REMIT PAYMENT T0:
RE6ISTER DF WILIS
1 COURTH�USE SQUARE ,
CARIISLE PA 17013
CUT XLON6 THIS IINE ____ �! RETAIN LOWER PORTION F6R YOUR RECQR4S �
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REV-1541 EX AFP CO2-13? NOTICE OF INHERITANCE 7AX APPRAISEMENT, ALLOWANCE dR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: S'EAUB THELMA KFIIE N0. :21 12-1237 ACN: 1Q1 OATE: 07-29-2013
TAX RETORN YIAS: {X) qCCEPTED AS FILED t ) CHAN6ED �
APPRAISED YALUE OF RETURN BASED 6N: ORIGTNAL RETURN
1. Real EstaYe CSchaQule A7 Cll •00 kOtE: To unsure proper
2. Stapks antl Bonds tSOheGU1e BJ t2� .00 cradit to your accouot,
fl� submit t�a uppar po�tion
3. C7asaly Hsld Stock/PaMnership Interast tSthatlula L) [8) of this form w;th your
4. Mortyayes/Notes Racoivahie tSehaduls L1) (4) •�� tax payment.
5. CasF/Bank DapositslMisc. Parsonal Prepertv CSChatlula E) C53 17.506.66
6. Jointly Ownad Property CSchedule F) �6) "a�
7. Transters CSchadu3e G) �7� 238.848.76
8. Total Assats [83 256.355.44
APPRQYED DEDUCTIOHS AND EXEMPTxpNS:
9. Funersl EXp9nses/Atlm. CoSYsfM150. E%PBR5e5 (SChadule H? {9) !�ifi74.74 �N�.; �! �..V
i
16. Debts/XOrtgaga liabiiStiea/Liens CSthetlule I) C10] r.,�•�� ;���� `��
T y .
°;� ` , ��� '9,674.99
11. 7ota1 Detluct3ons t'Ti -'��11)
12. Nat Value of 7ax Return r? -�,lp� .�� .680.65
li. Charitahle/GOVernmental Boquasts; Non-s3ectad 9113 Trusts CScAedule J) � �f�13}��'� �`-' -�0
14. Net Value af Estate Suhject ta Tax �- i
" "ciq�. �250 680.65
r., ,,,,
iVOTE: If an assess�ent was issuad previously. Lines 14, 15, 16';> '��: i8 �art�dfor 19 will
<:, �...
reflect fipures that inolude the total of ali returos s3sessed to---slate-. _';;
ASSESSMEHT OF 7AX: -�:t ....�t f...� :;,�., ca
15. Amount of Line 14 at spausai rate Q57 S-s60 g QO�� -ry •00
16. Amount of tine 14 taxa4la at 13aea1 rate t763 �r+�-�A[I_6,+d�x 045 � 11�280.fi3
37. AmounY of Lino 14 at sfblin8 rata f17) -00� 7{ 12 .�0
19. Amouni aF L1na 14 taxabie at oollateral rata f18) .00 X 15 .00
14. Princi0al Tax Dua �19J" 11,280.63
TAX CR£4TTS:
PAYMEN7 RECEFPT DISC�U 7 C+) AMOUN7 PAID
DATE riUMeER INTEREST/PEN PAID (-)
-is-zo i�oco a.o io, .ao
67-22-2013 REFUND .00 33.40- �
TOTAI TAX PAYMEXT 11 ,250.63
BAIANCE 6F TAX DUE ` J ,pp
SNTERE5T AND PHN. ^�0
T67AL DUE .�0
� IF pAID FFTER DATE INDICATEp, SEE REYERSE IF TOTAL DUE IS REFIECTED AS A CREDIT iCR), Y4U MRY 9E DUE�
FOR CALCULATIOM OF ADDITF�NAL INFEREST. A REPUND. SEE REVERSE SIDE FOR INSTRUCtI0N5. �
RESERVATION: Esqte&W decedents dyit�g an a betore Dec.12,1982-ff any�tuWre iMer�t in the esia�is Van$ferred in possession or
enpymeM b aalleteral be�iiciaries of the decederd attar tl�e e�ration of a�Y estate!ar GCe ar yeaFS:the Cnmmonweaith
hereby e�cpresaty r6serves the�riQFfl to appraise and assess transfer irzherEtance texes at ihe Iawtui aaNatera!ra0a on anY such
fuWre intereat. �
PAYMENT: 6etach tire Wg paFti.on of-this notice and suemii with yrsur paymeM to tha Register ot Wfl�Ir�dicated on the front of the notice.
Make check rn'money orsfbr payabKg to:LiEG�STER OF WII.�,AGENT.
REFUND(CR}; A refund of a tati credit rrot requestetl on the tax relum may be requestad b} . .. ' an A ' tion for Refund of �
Penr�syWania inherfl8nce and Estate Tax(REY-i313). AppNcatfans are aveA ..�: UtSrti'ihe dq�ieM'3 web site at �
any ReG�sler af WNe a Rsn+erN+s iS�trict ONice,or trturx!!re dapatrtmerri's 24•Mour forrr�ordedng
seMCe:t•806382-2050;services tar�aYers with speCiaf hdartt�p anWm spaaidng needs:7-800-447-302Q{TT onty). .
Please aibw 4-8 weeka from the date a r'efimd was grarrtsd ro amve. �
t76,JECTitiNS: Any party in intsrest no!safisfied with the appraisement,aibwance or diseliowance of detlyctipr�s,or asses&ment of tax - .
(incWCNrg cFseount or irsterestj as shown on this notioe may object witMn 60 Ga}rs of the date ot receipt ot ftlis rwtice by:
� A) Filing an appeal onfine at��71pp .pqddG on or ba�re tl�appeei dataide�d�on the fror�#of thia notic�. �
br ser�np a written{vatest to:PA�M o�Ftevenue,Boartf 4f A�ea�,PO BOX 2&1201,Harrisbwg PA i 7t 28-1021;
B) -Having#�matteir deFermErred at sticAt of Me 8ccourN cfihe�R�nal raprose�taRiver�or
Cj C)AppeaHnp M the Orphans'Court. . �_�
ADMINlSTRA7IVE Errorc discpvered on this assessment shouki 6e addressad in writinp�:PA OepertmeM of flevenue,Bureau ot Individuat - �
C08RECTIONS:. Taues,.ATTN:PostRSSeasment Rsvis�v.Urroi,t�186X 280601,Hartisburg PA,i712&tOFt,Phone(It�T)7E7-6b06. See paga 4 �
Instttuetions�for{rihsr�,an0e Fau�FleNrn for a Resident Decedent(REV-t 601}far an expFana6on of a�ti�raHVely twrs�eot�sle .
errors.
DISCOUNT: if any ta��due is paid with(n thrae calendar months after the dacecbnt's death,a five parcent diacount af Ehe tax p2id is albwabie. ��
INTEREST: IMerest is chargad beginning with first day af de8nquency,or nine moMt�s and one date hom date of death,to the dd#e ot
paymeM. Mnual interest rates are avaitabie on Form REV-1671,availaWe at . . . or upon rquesfby -
calli�i-888-72&-2937.
InteresY is Cakwiated as foilows: - .
INTEREST=BALANCE OF TAX UNPAi6 X NUMBER OF DAYS DELIN(7UEM X DAILY INTEREST FACT6R � -�
Any Notice issued a(ter the ta�c becomes deAnquent will reflect an i�tergst caiculation!015 days beyond Me date of the
assessmant. If payment is made after the iMerest cakx�lation date show on ihs Notice,addiHonai i�terest must be calaiiatetl. . ..
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