HomeMy WebLinkAbout08-02-13 (3) NOTICE 4F INHERITANCE TAX � pennsylvania
BUREAU OF ZNDIYIDUAI TARES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPAHTMENTOFREVENUE
INNERITANCE iAX oIVSSIoN aF AEDUCTZONS AND ASSESSMENT OF TAX R�•isaz oc pFp toa-ia�
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fMRRSSHIH[6 PA 17128-U601
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}�� '�� "��-..�.� ' � �'i�` DATE 08-05-2013
�� "d � � ��� ��� �'i��-� E5TATE OF NENNIN6ER NELLIE C
C�,t t DATE OF DEATN 12-24-2011
`'::�i� i�13 � ! � 1 J. �b FILE NUM9ER 21 12-0202
C4UN7Y CUM&ERLAND
COHICK JEFFR�f-�4,:; �y� p�N 101
390 ALEXAHDER SPR �R�.1n;q• (�,r.i �� APPEAL dATE: 10-04-2p13
GARLISLE �������j,_�',�1��� �A (Seer¢versestdeunderOhjec6ons)
��� A Araunt Re�itted�--� �
MAKE CHEtK PAYASLE AND RENIT PAYMENT T0:
RE6TSTER OF WILtS
1 COURTHOUSE SqUARE
CARIISLE PA 17413
CUT ALON6 THIS LINE �F RETAIN LOWER POR7TON POR YOUR RECORDS t�
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REV-1547 EX AFF f02-13? NOTICE OF INHERITANCE TAX dPPRAISEMENL Al40WXNCE 4R .
DI5ALLQWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE UFz NENNINGER NELtIE CFILE N4. :21 12-0262 ACN: 101 DATE: OS-05-2013
TAX RETURN WAS: CJO ACCEPTED AS Fii.£D C J CHAN6ED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
i. Real Estate fSchadula A> (i� 21�r70d.Q� NOTE: Ta snsure prop¢r
2. Stocks and Honds tSChetlulo B) �y7 .00 credit to Your account.
.00 5u6m1Y tha uppaf poftSon
3. Ciasely Help StocklPartnarship Interast LSthadula C7 t37 of thSS torm rrSth yaur
4. Mortga4es/NOtas Recaivabla tSchatluis D} �y� ��� tax paymant.
5. Cas�!&ank ❑¢�poaits/Misc. Pprsonal Proper#y LSCheduis ES t53 65r002.14
6. Jointly OwneC ProDarty {SefieAUle F) (6) 'fl�
7. Ttgt�sfers (Sc�edulo G) {7) •��
g. Totai Assets (e) 275.702.14
APPROYED DEDUCTIQNS AND EXEMPTIQNS:
9. Funeral ExpensaslAdm. CastsfNisc� Expansas CSChedule N7 {g� 23.(�b4.03
10. DabtslMaKgaye LSaOilitias/Lians (5chetlulu t) (ip)� -��
11. 7ota1 naauctions t11) 23,Ob9.03
12. Net valus of rax Beturn ci27 252,633.11
13. Charitabla/GOVernmarttai Baquastx; Nun-elactad 9113 Trusts CSehsdule J) �13� -�0
14. NaY Valus of Estate Sub3act to Tsz �iy� 252.633.11
NOTE: It an assess�went was isxuetl previausly, Lines 14: 15, 16, 17: 18 anE/or 19 wili
reflect fipures that include the total of all returns assessed to date.
ASSESSMENT 6F TAX:
15. Aroaunt of Line 14 at spousal rota f35) .00 X 00 = .60
16. Amount af lSne 1G taXable at linaal rotp (Ib) �ri7•�b.;j..� t X 045 = 11�36$.44
1�. nmounc or �sne ia at sibllnp rete ti7� � �n x 12 = .00
18. Awount ot Lins 14 taxabls at collaYerel rata t183 .00 X 15 = .00
14. Principal Tax Due <1g�= 11,368.44
TAX CR@DITS:
PAYMEN7 RECfIPT DISCOUNT (+) AMI7UNT PAID
DATE NUMBER INSEREST/PEN PASO C-)
0 -2 -20 2 D6 2 &. 2 1,0 0. 0
TOTAL TAX PAYMENT '�X,56$.42
BAI�ANCE 4f TAX DUE 149,43CR
INTEREST AND PEN. .00
TOTAL DUE 149.43CR
� IF PAID AFTER AATE iNDICA7ED, SEE RfVERSE IF T07AL 4UE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE �'�
FOF CALWI.ATION OF ADDITIONAL INTEREST. A REFUND. 5fE REYERSE SIDE FUR INSTRUC7IONS. t�
RESERVAT�ON: Estgtes ol deceden�dyirig on or�helors Dec.i2,t 982-if amy f�Wre ir�ten�t in tha estate Is trana�erced inposaessiort a'
enjoyment W ubllatera!beneT�ciaries W the decederrt after ihe axpiration ol a�r eRf�te ior Y�or years�the Gvmmo�th
hereby expressly ceserves ihs rigM�appraisa aMf assess transfer infierilance taxes at tl�e lawlul coNabaraf rate an amy such
future tnterest
PAYMENT: Detach the tep portio�o#this rrotfce and stdsmR wittr your payment to the Register of Wills Irnkcaied orr the froM of the natice.
Make check or money orc�r paysbie to:REK3tST£R dF WILL,AGENT.
REFUND(CR): A rstund of a Saz credit rat requested an ihe tax retum may be requested lay, . , '�p.,ayr A�tion fpr f�fund qf -
Pennsylvania inherhance arni Estflke Ta�c(REV-7313j, Appiic�ons are a �'� l�rrt dsd6�f�enYs web Slte at
� � ,arry Rp�lster of Wiii�or Revenua p�irkt�,or 1tqm-gre depgrfi»n1's 24�#wur-twms orderinp .
service:t-�D362-2058;servfces for t�a yers wiM sPectel 4eatln0 and/or spgakinp rre�C:1-800•447-3t320 fTT ony).
Please adbw 4-6 weeks fiam the�te a refurrd was granted to artive.
48JECT!(7NS: A�y pariy in iMerest rrot sa6sfied with the appraisement,albwance or disalbwance W dedu�tions,or.aqsessmant of ta�c ��
(tncRx�rq d"�scount or iMerest}as shown on dils notice mey o6jec!within 60 days of ttw c�te tif receryst of itris notice by:
A} Fifing an appeal ontina at www�rdo!aooea�:st�(g,pgy;pn or petare yse,appe,si��id9nkfled ap ttse front aF this�notice. �
Or sernRnq a written protest to:PA DepaRmgM af Aevenus,Board of Appeais,PO BbX 2$t2Di,Harrisburg PA 7 71 28-7 021;
83 Hevir�p tlie maitOr deterrnineci�at a��t otttro'accourd o}t}�.t�efseinai � �a -
C} CjAppeaUng M the Orphans'Court.
ApMiNtSTRATtVE Errors d(scpvered on this assessment slwuM be addressad in wriUnp ta:PA Llepartmertt af Revenue,Bureau of individual �
Ct7RREGTIQQJS: Ta�cas,A7TW:Post�AasesameM Raview llnit;PO&7X 2$Q601,Hanisbtxp pAr 47128-Y82t;�rw(777)787-6505:�See��pape 4 �
Instrucdons tor Inhe�itance Tax ReNm tor a Resident Deoederrt{REV-1501)fa an e�te�tion of adminiatraNvaly oorrecteble � �
errors.
DISCOUNT: if any ta�c dus is paid witivn thres caterrciar mooths after ttre dacedenYs deaM,e frve perceM�discount of the ta7c paid is albwable.
INTEREST: IMerest is Gharged beqinning with first day af K�Gnt�ency,ar nine mpnths and one date from date af death,to the t.lete af
payment. Anwal inUrest rates are availaWe on Fonn REV-t61 f,avaiiabie at�y reveru_�suarn oa.y or uppn rcp�eet tiy -
calltng 1-88&728-293J. � .
interest is calculaYed aa 1Wbws: �.
iNTEREST a BALANCE QF TAX UNPAID X NUMBER OF DAYS 6ELMC}UENT X DAILY INTEREST FACT4R �
A�y NaGCe issued afler 2he t�becomea delirpueM wiii refiect an iMerest ca�cuia9on M 15 days beyond the dafe of the
assessmeM. If payment is made aftar ihe interes#csiculaiion date show on fhe Nadce,adcNtlonal interest must be calculated.