HomeMy WebLinkAbout08-02-13 N6TICE OF INHERITANCE TAJC j sy pennsylvania
BUREAU oF iwnivtnun� TnxES APPRAISEMENT. ALIOWANCE 4R DISALLOWANCE �� DEPAR7MENTOfREVENUE
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IURRISHURG PA 17128-6b07
DATE 07-29-2013
- ESTATE OF MOORE JOANN B
DATE 4F DEATH 03-16-2012
FILE HUM9ER 21 12-0559
C4UNTY Gt1MBERLAND
MOORE WILLSAM D p�� 101
107 BUTTONWOOD CT APPEAL DATE: 09-27-2013
NEW CUMBERI.AND PA 17 070-2354 (SeereversesideunderObjections)
Arount Re�itted�----�
MAKE CHECK PAYABLE AND REMIT PAYMEHT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARISSLE PA 17013
CUT ALON6 THIS LINE -�► RETAIN LOWER PORTIOH F6R YOUR REC6RDS t�
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REY-1547 EX AFA CO2-13) NOTICE 4F INHERITANCE TAX pPPRAISENENL ALLOWANCE QR
DISALLOWANCE OF DEDUCTIONS AHII ASSESSIOENT Of TAX
ESTATE QF: M04RE JDANN BFILE N0. :21 12-0559 ACH: 101 DATE: 07^29-2013
TAX RETURN WAS: t X) ACCEPTED AS FILED f } CHANGED
APPRAISED YALUE OF RETURN HASEQ ON: ORIGINAL RETURN
i. Rsal Estste (5ehadui• A? (1) •�a NOTE: To ansurs praper
2. Stocks and Bontls (Scheduls B} �y> •06 cradit to Your accnunt,
.00 sub�+it the uppar part3orr
3. Closeiy Haltl Stock/PnrtnerShiP Intarest tSCh8du18 C) {3) di thiS form with yaur
4. MortpaDOS/NOtes Retaivahle (SChadule p) t47 •�� tax pay�ent.
5. CashlBsnk Depasits/Misc. Parsonal Property CSchedule ES t93 2:OOU.O�
6. Jointiv 4vned Property {gchetlule P) �6� •4a
7. Transfers CSchedule 6) {q� .00
e. Total Assats (81 2.Otl0.�0
APPROYED DEDUCTIONS AND EXEMPTIONS:
9. Funaral ExpenSeslAdm. Cost5/Misc. Expanses CSthadule H) (9) 3,3$5..1.1
10. DsbtslXortpaga lSatrSlltSeslLians (Schedule IJ (10) .00
11. rotal n.auccioos cil) 3,38s.i1
12. Het Valu• uf Tax Return �12� 1�385.11-
13. C6a�ltrble/GovernmeMol Bequasks; Nan-electad 9113 Trusts tSehadule J) t33) •��
��� 1.385.11-
14. Nat Yalue of Estata Subjact to Tax � {14) ,.1.�-
NOTE: If an assess�ent was issued Rraviaasly, Lines i4, 15, 16,�'�' 18 an`�'A'lorr�,7l�uwill -
reflect fipures that inciude the total af all returns assfhe�7dd. to d'.iteG�� �'
ASSESSMENT OF TAX: � '-� r��- � �`' si
15. Amount of Line 14 at spousal rata {153 �- X�"��0 �' `''' •0�
i �'?�
16. AmouM of li�e 14 taxable at lineal rate Q83 '��;D4�s - .00
17. Amount of Line 14 at s3blSn0 wat• t17}��„ $-,. 12'-rt �'.:� ` � 00
_. '�T. �;,'�`,'�
18. Amount at Ltne 14 taxabls at collataral rate i18) ?=:i Q$ X` 15��-�` .�6
���r
19. Princip:l Tax Dua ,,,., -."I t}9}' ..... .00
TAX CREDITS: w-`� � ,--- � ��``
PAVMENT RECEIP7 DISC�UMT f+J AMWNT PAID ��� �
OATE NUMHER INTERESTtP£N PAID C-)
TOTAI TAX PAYMENT ,pp
BALANCE OF TAX DUE .�0
� INTEREST AND PEN. .00
TOTAI 4UE .00
x IP PAID AF7ER DATE INDICATEO, SEE HEVERSE IP TO7A4 DUE IS REFLECTEA AS A CREpIT (CR), Y9U MAY 9E DUE
FOR CALCULATION OF ADDITIpNAL INTEREST. A REPUND. SEE REVERSE SIDE FOR INSTRUC7ION5. �
RESERVATidN: Eaiatas ot dec.dente dyingon or before pec.12,1982-if any taWre irrtereat ie�tlre�is�trar�sferred inp��ession or
enaaymern to collateral benefaisries ot the decede�n atter the expiratiqn ot aFiy2,e#ate fa i�e or yqars;q�e Cqmnw�yreaith
hereby expre�sty reaerves the'right`Ha appraise and aeseas trar�sfer tnherit9nce fiaxas st ifie lewiui coHateral rate an any such �
fulure iMerest. -
pAYMENT: Detach the top.portian of this mtice a�ttJ submit wiih your payment to the Regisier of Witia intpcated on the froM of ihe notice. �
Make check�ormoney ordet payable io;F1EGlSTER OF WFLL,AGENT. . .
REFUND{CR): A refund of a tax credit rwt requested on the t�retum may be requested b c4mpt ', an, ' Wr Rety�d of
Pennsylvanfa Inheritarn;e and Estate Tax iREV-i319}. � . ere . ..froM� .�.� . nYs weti 'sde at .
atg�Re�fater W Wii�or�s�fD�.or hbm iAe d�Yr6nerd�s 24•tioiu tertns ordering
esrvice:t•800�38e-2t�;services fm t�Parars with spedai haarinp aurdJor epeaidrg neodc:t-80p-447-3020{TT onAr)�
Plsase albw 46 we0ks fram tMfe Cate a refund was grented to arrlve.
OBJECTtONS: My party in interest�t sadefied with ttre appraisemeM,allowance or�seibwance of deduptio0s,,or asses6ment pf taac � .
(iesehtdit�t�purrc or iMerest}as stro�m on Mis notice may object witldn 60 c&tys of the daM of reesipt of tl�s rSoricb by:
A) Filing an appeai oniine at . on or 6efore the�apps�da�.idenptled on the hoM W this rw6�. - .
C?r Ser�k�a wr+tt@n Protesf ro:PA DepartinerK of�Revenue,Board of Appeels,PO 90X 28124t,Hazrls�urg PA 17128-t02S;
B; t�ving fhe rttBtCer fieiermined at audit of-�the aceouM of the persor�a!repreem�ve;w
C) G�ealirp to the�Orphans`,Court. - ��
ADMkNIS7RATtVE 6rrors Siscavsred on tlris assessment shou�be addressed in writing k�:PA Departmeni of Reverrue,Bureau af irrckvid'uat �
Gf?F{RECTK?NS: TamaS,,ATTN:POSt.At�SBrnpM HeYiew UMt,PO 84X 280807,li5rtisburg PA,tTi29-f021,Phone(717}T87-656b. See page 4
insiructiqns for inheritance Tax Return for a RssideM Osaedent{REV-15Q1)for art explanskion pf auiministra8vety correctabie
errors.
6tSCCtUNT: �- If any tau due is paid within three calendar months after the deeedenCs destM,a 8ve perce�t di�ount af tha tau paid is albwable.
lNTEREST: iMerest is chazged 6epinning witt�first day ot delinquancy,or nine monihs and orre date from dste of death,to ihe date of
paymeni. Mnual interest rates are available on Form REV-t 6t i,avaitebte at . ,or upon rquest by
caitlng 7-868-728•2937.
intaresi is cabuYated as foAows: ��
iNTEREST e BALANCE OF TAX UNPAID X NUMBER OF DAYS DEL4NQUENT X DAILY INTEREST FACTOR �
Any NotiCe isaued after tha taz t�comes delinqueni weN refleCt an itrterest caiculatipn to Y 5 deys beyond the date oF the . .
assessment if paymen!is made aRer tfie interest catculation da�stww pn ttre Notke,add'rtanal interest must be�calcuiated. � �
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