HomeMy WebLinkAbout08-02-13 NOTICE OF INHERITANCE TAX � pennsyLvania
APPRAISEMENT. ALLBWANCE OR DISALLOWANCE
6UREAU oF INDIYIDUAL rqxES OF DEDUCTIONS AND ASSESSMENT Of TAX e��:r DEPARTMENTOFREVENUE
INNERITANCE TAX DIVTSTON REV•1547 EX AFP CU3-23)
PO BOX 280601 p C
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DATE 08-05-2013
C t �yp ESTA7E OF HAMILTON HOWARD J
:'t�l.� �'�iil] � [ �I 1 VU DATE 0� DEATH OY-14-2012
FILE NUMBER 21 12-007$
GLw��(i: :i,� COUNTY CtlMBER1.AND
WINEKA ES4 JIl
1719 N FRONT ST ��t-��tY�iij� C�.t'I�t ACN APPEAL DA7E: 1Q-04-2013
NARRISBURG ��Y�g�`�'�d5��•� P� {SeereversesideunderQbjecttpns)
Aaount Re�i#ted�- i�
MAKE CHECK PAYABLE ANT1 REMIT PAYMENT T0:
RE6ISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CU7 AlON6 THIS LINE ___ _+-► , RETAIH LOWER PORTION FOR YOUR RECORDS !�
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REV-1547 EX AFP [02-13) MpTEC£ OF INH6R27ANCE TXX APPRAISEMENT. AtLOWANCE OR
DISAL�dWANCE qF DBDUCTIONS AND ASSESSMENT OF TAX
ESTATE 8F: HAMILTON H�WARD JFIl.E N0. :21 12-Q078 AGN: I01 DATE: 6$-05-2013
TAX RETURN WA5: C )O ACCEPTED AS FZLED C 7 CHANGED
APPRAISED YALUE OF RETURN BASED pN: ORIGINAt RETURN
1. Raa3 EsYata (SChetlul¢ A] t23 41�Q00.00 NOTE: To ensure propar
2. Stocks anC Sontls LSChsdula H3 �27 .00 cretllk to yaur account,
.00 submit Lhe Uppei' ptrttiotl �
3. Closely Heltl Stbck/Partne�ship Intarest {gtnadula C7 t3) of this to�a� xith your
4. MortgaguslNatas Reepivabla CSChedula DS C4l ��� tax paymant.
5. Casn/BanK Deposits/Misc. Persanal Propsrty LSchetlu2a E) t5) 4r933.60
6. JvintlY Ow�etl PropartY �Schetluiq F) C6) '��
7. Tronsfers CSChedule G) {7� .00
8. Total Assets c8a 45.933.8Q
APPROVED UEDUCTIpNS AND EXEMPTIONS:
4. Punarai ExosnsestAam. costs/nisc. Exponses tSehstluin N7 �91 40.555.66
30. Debts/MOrtgaga LISb311ti4s/Linns CSchstlul9 I) (i07 k2+484.03
ii. Tatai neauctions tii� 83,044.64
12. Not Value of 7ax Return �YZ� 37.110.89-
13. Charitabie/6ov4rnmanta2 BaquasES; Xon-elacted 9113 Trusts CSChadule J) t13) `�Q
14. Nat Yslue af Estata Sub3pct to 7ax �yy� 37�110.�9-
NOTE: If an sssasseen# was issued p�eviously, Lines 14> 15, 16, 27, 28 and/ar 19 xili
reflact fiqures that includa kha total af al2 returns assessed to daYe.
ASSESSMENT pF 7AX:
25. Amount af Line 14 ak spousal rate f15J •OQ X OQ .OD
16. Amou�t of Line 14 taxa6la at lineai rata C16) ���� X 045 = .�0
17. Amount of iine 14 at s361ine rat• (17) -�� X 12 .QO
18. Amount of Line 14 Yazsble at collataral rota {181 .00 X 15 .00
19. PHnciasl 7ax Dus �19�' .00
7AX CREDITS:
PAYMENT REGETPT DZSCOUNT C+) AMOUNT PAIB �
DATE NllMSER INTERESTJPEN PAID C-)
T6TAL TAX PAYMENT .00
$ALANCE OF TAX DUE ,pp
� IN7EREST AND PEN. .DO
T07AL DUE .00
* TF PAID AFTER DATE IND7CATED, SEE REVBRSE IF 70TAL DUE IS REFLECTED AS A CREDIT tCR}, VqU MAY 9E DUE (1.�y
FOR CALCUtA7I0N OF pDDITIONAI INTEREST. A REFUND. SEE REYERSE SIDE F4R LNSTRUCTIONS. \�1
�iESERVATI4N: Estates of decedents dying on or bafore Dec.12,1982-if a�ry tuWre iMerest in the e&kate is tran8farced in possession or
enpyme�t W collateral ben�ficiaries of the decedeM atter the expirgUtxt af�arq+E�tate ior Nfe or years:lhm�Gan�ealth
� hereby expressiy reservas riro rigfit M appraise and assass trar�r inherkance taxes at the�wN1 coAatera!rafe on any such
future inierest.
PAYMENT: DeYach ihe Wp porlion of tkus rrotice and submit with your psyment W tlre Reqister of Wliis indicated on tfie frorrt of the notice.
Make oheck or money order payabW to:FIEGISTER OF WILL,AGENT.
� REFUND{CR): A refund of a taz credit not requastad on the#au reNrn may be raquested ��rk AppH�atipn far Refund of
PennsyWania lnherita�e snd Estate Tax{fiEV-t 373). ' �are av� trom ihe tiaparlmenYS web site at
� ,arry Repister ot WtNS ar Reverw�d9�trkt t7lRCa,or ftom the depaMnerH'$24-haur forms ordering
servic:e;t-80Q-38:'1 .�'aQ:services tar t8xpayers with speaai heacinp anNOr epeaking needs:5-800-4d7•3U220(1T o�iy).
Please allow 4-6 weeks from�CF�e date e retund was graMed to arrtve.
. � OB,IECTIONS: Any party in interest not satisfied wi#h fhe appraisemerrY,sibw3r�e a tGaalbwarx:e of dedu�tipns,or assassmQnt of tau
(inciudirtq discpurrt or irtterest}as shawn orti this rroticc may ob�ect witltin 60 days of the tlate ot receipt of this rwtice by:
� A) Filinp an appeal online at on or before the appeai d�iden4fieci on the frorK ot tMis rrotice.
Or ser�ng a written protest to:PA DepartmeM of Rev9rnMe,8oerd of AppaAls,�P4 60X 281201,karrisburg PA t 7i 2&102t;
B) Having the matler deietminsdat aw�t oi the&ccouM of ihs p8r8onsk rep�ese+�tativa:or
c) cya�earng m u,e omnans�coart.
� ADMINISTRATiVE Errar�discnvered on Nris assessment stwuld be addressed in writi�to:PA�epartment of Revenue,Burew oi i�dividuai
CORRECSIONS: Taces,ATTN;PtisC.Assess�n0rtt Review Unk,PO BOX 2806q1,Nartisiwrp PA,17126-1027,Pharre(717}787-fi505.�S�page�t
InsWCdons for InherNance Tex Retum fpr a Resitient DecedeM(REV-t507}to�an axplanation of atNnini&ratively conedabie
ertors.
. DiSCOUNT: If any tan due is paid wiNrin thrae calendar rt�nths after the decederN's death,e Hva percem discoum of the tan psid is albwabie.
� iNTEREST: Interast is charged beginning with firsk day of dalirK�uenCy,or nine monfh5 and one date from date of death,ta ifre date of
�� payment. Annuai interest ra�es are avai�abie on Form REV-167 7,avai�,bie at www.revenue.atata.oa.i�,pr upon rquegt by
- caiiing t•688-728-2937.
� � interest is calcufated as toNows:
� fNTEREST=6ALANCE OF TAX UNPAID X NUMBER OF aAYS DELIN�UENT X pAilY INTEREST FACTOR
, , A�y Notice iseued after the ta�c becomes delirx�uent will reflect an{�erest cal�ulstion to 75 deys bpyond the date of the
assessment. if paymem is made after the Interest calculation date skpw nn the Notice,additionel interest must be calculated.