HomeMy WebLinkAbout08-02-13 .
r • NOTICE OF INHERITANCE TAX � pennsylvania
BUREAU oF INDIVIDUAL rpxes APPRAISEMENT, ALLOWANCE OR DISAILOWANCE ■■�� DEPARTMENTOFREVENUE
INXERITANCE TAX OIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX � REV•1547 IX RFP (03-13)
PO BO% 280601
XRRRISBURG PA 17128•0601
DATE 07-29-2013
ESTATE OF HARNE JR EDWIN F
DATE OF DEATH 04-25-2011
FILE NUMBER 21 12-1267
COUNTY CUMBERLAND
DAVID H STONE ESp p�N 101
414 BRID6E ST APPEAL DATE: 09-27-2013
PO BOX E (SeereversesideunderObjections)
NEW CUMBERLAND PA 17070 A�ount Re�itted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SqUARE
CARLISLE PA 17013
CUT ALON6 THIS LINE ____ �► RETAIN IOWER PORTION FOR YOUR RECORDS f�
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REV-1547 EX AFP (02-13) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HARNE JR EDWIN FFILE N0. :21 12-1267 ACN� 101 DATE: 07-29-2013
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( JO CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Raal Estate (SCMdula A) (1) •�� NOTE: To ensuro proper
2. Stocks antl Bands (Schetlule B) (p) .00 cratliY to your aeeount,
Q� 5ubmlt tha uDPar pol'tlon
3. Closaly Hald Stock/Partnars�3p Intarost (SChatlule C) �37 of this Form w1t� your
4. Mortgagas/NOtes Receivable (Schadula D) (4) •�� tax paymant.
5. Gsh/Hank Deposits/Mise. Personal Proparty (Schadule E) (5) L 508.40
6. JoinYly Ownad Proparty (SCh�OUle F) �6� .00
7. Transfars (Sehetlule G) ��� .00
e. iotal assets ca� 1 .508.40
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/AAm. Costs/MSse. Expenses (S<hetlule H) �g� .00
10. Debts/NOrtgape LSaDilities/Lisns [S<hetlule D (10) � •00 `�� z, �
11. Total DsEUCtions � �11) � '> •00
12. Net Value of Tax Raturn rn 'Y,I12) `,�- 08.40
13. C�arltablN6ovarnmontal BaquasYS; Non-electetl 9113 Trvs4s CSehadule J) �t1 ]�;jy}) w' �`' •00
14. Net vaiva of estrta sueiect co rax � :a_C1�? �.., _ ,� '�08.40
,. G�1 '
NOTE: If an assess�snt was issued prsviously, Lines 14, 15, 16, �7t; Y6 an¢/or�=;12'will
reflect fipures that include the total of all returns assrssmd����fo d.a�Jte.,.1.
ASSESSMENT OF TAX: `� �; =
15. AmounY of I.ine 14 at spousal rat• (15) 1�508 RO :.jQ 00 =�3 ��� .00
16. Amount oF Lina 14 Yaaabla at llneal rata (16)� X 045 ��? � .-00
17. Amount of L1na 14 at siblinp rate C17) -00 X 12 '� •UU
18. AmounY of Lin• 14 taxable aY collataral rate C18) .00 X 15 = .00
19. PrineSOal Tax Due �19�' .00
TAX CREDITS:
PAYMENT RECEIPT OISCOUNT (+7 AMOUNT PAIO
DATE NUMHER INTEREST/PEN PAID (-)
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
� IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAV BE DUE ,���\
FOR CALCULATION OF ADDITIONAL TNTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. �`�
V
RESEFiVATiON: Estates of decede�ta dyirq on or before Dec. 12, 1982-if any WWre iMeresl'm the esffite is tranafeirod in poaseaaion or
enjoymeM rocollateral benefiaeries of the decedent a(ter the expiration oE,prry�9etc�forlNp.w yea�s;thg:Qpmmonwealth
hereby expresey reservea the rpM�to appraise and assesB transfer inherftance taxes at ttre lawful coNateral raDe on arry such
futureinterest. ��
PAYMENT: Detach the top portion of this rrotice and submit with your payment to the Repister of Wilis Indicated on the front of the rrotice.
Make cFredc br moneyorder paygble ro:REGISTER OF WILL,AGENT.
REFUND(CR): A refund of a tax credit not requested on the tarz return may be requBSted py pqp,��a�fa Retund Of �.
Pennsylvania lnheritance arni�Estate Ta�c(REV-1313). Applit�ations are av�e�rom�ttfe t�4s web site at
fine JrS.anyBepister�W�AsorRevem+60�tr�t��Ce��orfiomtlfe�dePartn+Be�"s2Mmurbt�orderirg
sarvice:1-6��60 36 -2Q50;services for taxpayers.with special hearinp a�a spealting r�eeds:i-800-447-3020(TT onty).
Please albw 4-6 weeks irom tNe�date 9 retund was grented to arrive. �
OBJECTIONS: Any party in interest rwt satisfied wiM ihe a{praisemeM,aNOwanca or disalbwance ot deductions,or ascessment of tau
(indt�np�unt or iMerest)as shown on this rrorice may object wkhin 60 days of Me date of receipt of this notice by:
A) Filinp an appeal onGne at ml7p(, ietg,pa,wq on or before tlw appeal ds�.idsn�ed�al Nre froM cd�this nptice. �
Or sending a w�ilien protest�;PA Depgrti�errt of Revbrwe,Board of Apppgis,PO BpX 28120Y,Harrisburg PA 17128-i 021;
B) Hnuinp Me maR&deQn�nined et wtlit of tl��aouM of tlb peraonei�reproser�ive;or �
C) C)AppeaRnp to Me Orphans'Court.
ADMINISTRATIVE Errors discovarad on ihis asflesSme�t should be addressed in writinp to:PA DepartmeM of Revenue,Bureau o1lrMivid�al
CORmECTIONS: Taues,AT'TN:�Post A�ffbn[�Re+riew UnN;Pp BOX 2B08D1,Hartisburp PA,.171��4�7,Ptarie(717)787-6503:�Ste��pape 4 �
Instructions for InheAiance Ta�c Retum for a ReddaM Decedent(REV-7501)for an explanedon ot adminiatratively eorteofeble
errors.
DISCOUNT: If any tax due is paid within three calendar rtronths after the decedenYs death,a five perceM dscount of the tax paid is aNOwable. �
INTEREST: Interest is charged bepinning with first day ot de6rquency,or nine months and one date from date of death,to the date of
payment. Annual irrterest rates are available on Form REV-1611,available at www.reven�u_+.s�me�,or upon rqtiest tiy �
calling 1•888-728-2937.
Interast is ca�uleted as folbws:
INTEREST=BALANCE OF TAX UNPAID X NUMBER OF DAYS DELIN�UENT X DAILV INTEREST FACTOR
Any Notice issued after the tax beCOmes delinquent wi�l reflect an interest calculation to 15 days beyond the date of the
assessmeM. tt payment is made after the iMerest calculation date strow on the Notice,additional interest must be calculated.
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� f � pennsylvania lNNERITANCE TAX 1��'2$'�114
� DEPARTMENT4FREVENUE �p�pNATlON 4J25J24l2
BURfAU dFINOIVIDUALTAXES OF CNANGES
PO Box 28p801
DECEDENTS NAME Edwin F. Harne, Jr. FILE NUMBER Z1 12��2B7
R�rnEV��Bv Staven James A�N 101
ITEM
$CHEDULE Np, E?CPUINATIOM 4F CHANt3E8
To compiete the SmaII Estate Petitlon tiied and approved thraugh the 4rphans' Court
Division of the Caurt of Comman Pleas of Cumberland County, a retum has been enterad
on the Inheritance Tax system ta shaw the decedenNs soleiy owned assets assassed at
the spausat tax rate of 0°to.
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