HomeMy WebLinkAbout08-02-13 I
HOTICE OF INHERITANCE TAX j;y' pennsytvania
9ua6AU aF iNDxviaua� rnx6s APPRAISEMENL ALLOWANCE OR DISA4LOWANCE ) OEPABTMENTOFREVENt1E
INNERITANCE TiU( DIVISION OF DEDUCTIONS AND ASSESSMENT 4F TAX ��R REV-1547 b! AFP CO3-133
PO BOX 2866�1
HARRISBURG PA 1?128-Ob01
4ATE Il7-29-2013 '
ESTATE OF ARMS IOA Z
DATE OF DEATN 08-24-2012
FIIE NUMBER 21 12-0983
COUNTY CUMflERLAND
CAMERON ESQ JAMES ll AGN 1D1
1325 N FRONT $T APPEAL DA7E: 69-27-2813
HARRISBUR6 PA 17102-2b29 (Seereversesuleunderpbjections)
A�ount Re�itted�-!,
MAKE CHECK PAYAH�E AND REMIT PAYMEkT T0:
REGISTER OF WILLS
1 COURTHOUSE SQtlARE
CARLISLE PA 17013
CUT ALON6 THIS LINE ____ � RETAIN LOWER P4RTSON F4R YOUR RECORDS +[-�
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REV-1547 EX AFP CO2-13) NOTICE OF INHERITANCE TAX APPRAISEMEN7. ALLOWANCE OR
DZSALLOWANCE OF 6EDUCTZONS AND ASSESSMENT Of TAX
ESTATE OF: ARMS IDA 2FILE N0. :21 12-0983 ACN: 101 DATE: 0]-29-2013
TAX RETURN WAS: C X 3 ACCEPTED AS FILED t ) CHANGED
APPRAISED YA�UE 6F RETURN BASED 4N: ORI6INAL RETURN
1. Raal Estata CSchpdula A7 (1) 12�y201.�5 NOTE: To ans4�o prvop��
2. Stocks antl BonCS (SChatluld B7 {g} 2�354,3D4.55 cretlit ta your account�
�Q submit Yha uppar portion
3. Closaly Haid Stock/Partnsrship inturest (SChedula C) �37 p/ this torm vith you�
4. Mortpa9es/NOkas Race3vable (SChedule d) C4) •�d tax paymant.
5. Cashtenok DapositsfMisc. Personal Prnperty {SChodula EJ {5} 44�482.24
6. Jointly Ownetl Prooer#y (Schedule FJ (6) •00
T. Srensfevs (SChetlule C,J t7} .00
5. Totai Assets [8) 2.525.993.54
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funera2 ExASnseslAtlm. LostslMise. Exp$nsss CSCfiatlule H> {91 81.193.$5
10. Debts/MOrtg�ge Liabilities/Lians CSCbetlule I) QO7 5.153.35
11. Total peauotao�s ai7 86:347.20
iz. ngt vaiue of rax rtaturn �r2� 2,439,646.34
13. Charitable/GOVernmentai BequesYs; Non-aiectetl 911$ Trusts <Scheduia J3 �l�y, ,, r+D8.171.70
14. Net Yalue at Estate SuC�sct to Tax � L741�� 2""��•64
�p�� a.
NO7E: If art assess�ent was� issuad previnuslY. � Lioes 14, 15, 1� ��', 18 aqd/6'r �;�9 will �
refiect fipures t�at include the tatal of all returns a psr3bs,ssd ta:iilat0+r �:
ASSESSMENT 8F TAX: � �� J
..'� `- :r .00
15. AmounS ot Line 14 at spousal rato 4153 i `���%��d� L�9
16. nmount af Ltna 14 taxabio at lineml rate {263 �7€-.c�45--�=�� �^_y ^�"` 00
17. Amounk of Line 14 a# sibl3ng reta Q7) �B`?��X�;:���12 � -';�
18. amount af tsna 34 taxaexe at caliataral rate c19) 2,U31>474�����x'15 ° �� e.3 m 721.20
19. Principal Tax Due �' �19� .��
TAX CREDiTS: "'� � �'"� -rt
PA MEN7 RECEIP7 DISCOUNT C+7 pMOUNT PAID
OATE NUNBER INTERES7/pEN PAID t-J
1 -2 -20 2 CD 16 17 14,473.68 27 .00 .0
05-24-2013 CD011662 .00 15,471.20
T8?At TAX PAYMEMT 305,444.88
SA�ANCE 4F TAX DUE 723.68CR
INTEREST AND PEN. � .OU
TOTA� DUE 723.68CR
� IF pAID AFTER DATE tNGICI�TEU. SEE REVERSE IF TOTAL DUE IS REFtECTED AS p CREDIT {CR7. YOU riAY HE DUE('t ti
FaR CALCULATYON OF ADDITIONAL INTEREST. A REFUND. SEE REYERSE SIDE FOR INSTRUCTIONS. �`1`�
�.t
RESERVATION: EstaPas of decetJen�dy�'ng on or bafare Dgc.12,1982-if�a+�r fiiture i�rtere��in tlte ea�is translerred in possessiarr or
enjo�i�ern to�ao8?tarai kreneficiaries of the decedeM after tt�e expirafian of aery��tafe fa�fe or yesrs:tlro Commonwealth
hereby expre�ly reserves2he righi ta appraise arxl assese�transfar inhari[ence�ai#re tawWt cw#�atersi rate on any such
tuture interest.
PAYMENT: Detach the t�:-portion of ttt�s naGce and submif with your payment�tl�e Repicter of WiHS IncYcated an the f�ant of the rwtice.
Make check or mvney ordsr payatilA to:REGISTER OF WILL,AG�NT. .
REFUND(CR): A refund of a tax credit not requested on the taac rekun may be requasled by R4�!N'�ea 8rt ApF�ication ta'Retund of
Pennsylvania tnherftance and Estate Tax(REV-1313}. Appiicahons are av�b6le fiom�deparlrrren�'s web ade at
�Y.�Yfl�Y*`w•.;m•�-arry fte�eter of Wdis�cx Rew9rqU fNSRict�{�ise,�w ft�om ttre�s 2+ht�rforms wdering
service 1-8C0362�•2050;setvicesfort�payersxrithspeciathaerbq�anNor-apeakinpneeds:l•80D•447-3020�(TTonly).
Piease aibw d-B weeks from�ttie dats a retund wma grar+Eed to anive.
QBJECTIONS: Any pariy in interest not satisfied with the appraiseme�rt,albwance or disalbwance oP deductians,or&ssessment of tau
�{fnctudlrig ckscount or interesi}as strown on tl�is noNee may o6jeet within 80 days of#�e date of receipt of this notiCe try:
A) FiY�np an appeal oMine at npy1N.4 els,St�Ra„LLS on or betore dae appeai dete ideMifled qn the froM W tYris+rotioe.
C7r se[Winq a written protestto:PA �epartment pt F3everxae,�Baa�d otAppeals,PO BOX 281201,Hartis�arg PA t7t28-t021;
6) Hering the matter determined at au�t of tlre�aaount af tho personal rep�9Ma4ve:w
C} G}Appea�ing m zhs Orpha�.a'Court.
ADt�iNi3TRATNE Errors�scovared on fhis assessment shouid be adKiresser9 in wripng to:PA Department at Revenue,Bureau of Individual
CORRECTIONS: Fa�ces;A711d:P�tAcssRementRavisw�tlnit�,P080XP&I641,Harriatwrp�PA;�Yti2&f02Y,Ptrone(?fi�'787-85tS6. 9eepage4 .
Inshuclions Mr InheritanCe Tau Retum for a Reafdent pecederrt(R�Y-1501)for an explenation of administretively correctabb ._.
e�rbrs.
QISCOUNT: It any ta��due is peid witlrn three calandar moMhs after the decedHnCs de8th,a fivd perceM diacount of the tax paid is albwabie. .�
INTEREST: IrNemst is charged baginninq with firat day ot deGnquency,or nine monihs and One tlate from date of death,M the daie q€ .�.
payment. Mnual iMerest rates are availabie on Form REV-76i t,available at Hodw revenue atate.na us,or upon rquestby
calling t-888-72$-2987. �
�merast is calrA,Iatea as tarows: -�
INTEREST=BALANCE OF TAX UNPAID X NUM9ER OF DAYS DELINQUENT X DAILY INTERES7 FACTOR �
Any Notice issued aker the tau becomes delinquerd will reflect an interest calaistion ta 15 days bgyand the date of the .
assessm9nt. tf payment is made after the iMarest ca�cu�ation date strow on the iVa6ce,adtGtional interest must be cakulated.