HomeMy WebLinkAbout08-02-13 NOTICE OF INHERITANCE TAX � pennsylvania
BUREpG OF TNDTYIDUAI TAXES APPRAISEMENT, ALLOWANCE QR DSSALLOWANCE DEPARTMENTOPRE�lENUE
INHERTTANCE TAX �IYISXON OF DEDUCTIONS ANll �ASSESSMENT QF TAX REV454'! EX AFP (d343)
PO !OX 2b0601
NA&RISflUR6 PA 17128-6b07
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�C�nr' �P DATE 08-05-2013
�,`'�E���> �� `- � �'� ' � ' '� � ESTATE OF CpNRAD JR PAUL W
� C-�"1 } ��5 DATE UF DEATH UL-24-2Q12
rrii'� �+��',1 � < < FILE NUMBER 21 12-02Y3
COUNTY CUM$ER�AMD
OUKE DONNp ����=t� �_.,- AE� i01
212 BEISNER AVE ��,? ,., r. C�4�-��? APPEAl. DATE: 20-04-2Q13
PITTSBURGH PA�S'5f�'-�� 4 {Seerevers¢sideunderObjcciions)
��y�igEftLA�I� �'� � �'A A„o„nt Re�ittetl
!-_.____ �
MAKE CHECK PAYABLE AHD REMZT PAYMENT T0:
REGISTER pF WILLS
1 COUR7HOUSE SQUARE
CARLISLE PA 17Q13
CUT AtON6 THIS LINE � RETAIN LOWER POR7IOH FOR YOUR RECORDS �
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BEV-1547 EX AFP CO2-13) NOTICE OP INHERITANCE TAX APPRAISEXENT, AtLOYIANCE OR
OISALI,OWANCE QF DEDUCTTQNS AND A5SESSMENT pF TAX
ES7ATE pFz CONRAD JR PAUI WFILE N0. :21 12-0213 ACN: 101 DATE: OB-05-2�13
TAX RETUNN WAS: (X) ACCEPTED AS FILE4 C ? CHANGED i
APPRAISEQ YALUE QF RETURN BASED 4N: ORIGINAL RETURN
1. Real Estate CSC�adula A7 C17 •a� NOTE: To ensura DroO�r
2. Stotks antl Bontls (Sthetlule H) (2) 59r351.00 cratlit to yqur aacounYr
.00 submit the uppar portlqrt
3. Closely Heltl Stock/Partnarship Tnterest CSChedula CJ C3) of this fprm with your
4. Mortpages/Notes Receivable CSChadule DJ {4) •�Q tsx payment.
5. Casb/Hank bepositsJMYSC. Personal PrcpqrtY LSci�etlula E) (5) 6r1d8.00
6. Joint2y Owned Proparty CSCRadula F7 �6� 12r87k.OD
7. Tranzfcrs LSChatlule GS ��� 26r759.00
8. 7otai Assets tg} 205.252.6Q
APPROVED DEDUCIIONS AND EXEMPTIONS:
A. Funoral Expenses/Adm. CostsJNtsc. Expans¢s tSchadula N} �y� 24.240.00
1Q. DebtslMOrYpa9e LSabilitlasJLians t5ehadule I) (10) •00
ii. ratai Daductions tii� 14,240.00
iz. Nec vaiva aF rax Raturn ryZj 40,8b2.OQ
13. Charltable/Gavornmental Bsquests; Norelactsd 4133 Trusts fScheduia J) �1;� .00
14. Nat Valua of Estate Sub�sct ta 7sx t14) 90.862.00 .
NOTE: If an assassMent was issuetl prsviouslY, Linea 14, 15. 16. 17> 18 andfor 19 wf21
reflect fitlures that inclutle the tata2 of all retnrns sssesssd ta da#e.
ASSESSMENT OF TAX:
ls. Amount of Line 14 at spousal rate Us� .DO X 00 .00
ib. AmounY of Line 14 taxable at linsal rate tib) 4�-R�7-�� X 045 = 4,087.89
17. Amcunt of Lina 14 at siblinp rate {17) -�� X 12 ' .00
18. Amounk of Line 14 kaxabla at tqllate�al rat6 {187 .OQ x 15 .00
19. Principal Tax ➢ue �193� 4,Q87.89
TAX CREDITS:
PAYMEXT RECEZP7 DISCOUNT (+) AMaUNT PAID
DATE NUMHER INTEREST/PEN PATD (-)
04-02- OI3 CDO1 45 1.6 - 4, 10.89
05-02-FQ23 GD017547 .00 12U.00
TOTAt TAX PAYMENT 4,279•27
BAtANCE DF TAX DUE 191.38CR
INTEREST ANO PEN. .QO
T07AC DUE 29I .3BCR
� IF PAtA AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFI.EC7ED AS A CREDIT tCR). YOU MAY BE DUE (\„_�j
FOR CALWCA7I4N OF ADDITIONAL INT6REST. A REFUNO. SEE REYERSE SIDE FOR INSTRUC7IONS. \�,�
V
RE&ERVATlON: Esl.ates of decedents�dymp on or before Dec. 12,1982-'rf erry tuture inierest�in ihe e8tste is tra�fe�rotl in posseasion or
enjayment tp�cqi�a{er�i beneficiari�oi the decedent aRer the ex�ration of.srry�.estab&u Yte or years;.the Gomma�wealth
hereby expr9sely reaerves the ripht to apprafse and assess trer�sfer inheritnnce Sa�ces at the�lawlti!collateral rate on any such
iuiure interest: �
PAYMENT: Detach the�p par9on of Nvs noUce and submit with your payment W the Register of wlis Indcated an ihe iront of the nq6ce.
Make chack oi�mtiney nider payatite to:REGISTER OF Witt�,AGENT.
REFUN6(CR}: A refit�ot a t�cretlft not requasteti on the tau retum tnay be rt�quested by ca an AppyQation for Retund�of
Pennsy{vsrria{nheritence and Estate 7ax{REV-1313). Appl[callons are ave�abb hom �e�depertmenPs web si[e at
- any Rep4ster of�Ilsar Ravenu9 Distr�t t7H4ox;or trom the ci�er4neeH's 24-hour forms ardaring
service:1-890�382•2050;seryices for taxpayers wk�speciai�heWN�p artd�or spBaWrg needs:i-806-A47-3626(TF onty).
Please albw 4-6 weeka frpm the daie a ratund was grarited to arrive.
OBJECTtONS: Any party in iMerest not satisfied wi#r the appraisement,albvrsnce w disallowance af deduqtions,or assessment of ta�c
(nciut�r�g discount or interest)as shown on this notice may objed wittun 60 days of the date�of receipt ot tFds no8ce by:
A) Filing an appeal online at www!�^mrdoi�,�wa A nta.oay,pn or 4efpre it+e appaal��tiate ickntified on ihe front of tt»s rwtics.
Or saridinq a written p[otest to:PA�Bepartiment W�iievmrx,ie,6qarcl�d Appeais,P6 BOX 28120i,Harrisburg PA 17726-t p21;
� B) Hevinp the mait�r determined at aat�[at ihre�aocount ot��perear�at�pre�eerjlsdve;«' �
- Cl GjAppeaFng to tltie Orphans'Court.
ADty�tNISTRAT1VEErrors disswvered on tlris assessment should be addresaed in writlnp to:PA Department of Revenue,Bureau of iMdiividuat
GORAECTIONS: Taxes,ATTN:Post��AeeessmeM�Review�UMt,�PO BOX 2606pi,Hamabwrp PA,1712&i02t.Phone(I77)767-8505. See p�e 4
Inshuctiona tor inh8r{te�rK;e Ta�t.ReWm ipr a Resident Decedern(REV-1501}tpr an exp{anafion af adminfsha9vely c�aectetrle
ercor&.
� DiSCOUNT: H any taY ck�e is paid within three celendar months arier the deceden4's death,a five perceM tiscount of the tatt paid is aiipwabie.
INTEREST: Interest is charged beginning with first day of r�flnquency,or nine morrths and or�e date frnm date of death,to the date af
� payment. Annuai interest rates are avaiiabie on Form REV-1614,avai7abSe at � ,or upon rquest by
� caiGnp 1-8$8-T28-2937.
kntersst is calCUlate�i as fo�lows: �
�� INTEREST-BALANCE OF TAX UNPAiD X NUMBER dF pAYS DELIWgUENT X DAItY INTEREST PACTOR
Any Notice issued after fhe teu become&deNnquenk wil4 refl9ct an iniwest oak:ulatian W 15 days beyond the date of the
- � assessment If payment is made atler the iMerest cak�l8tion date slrow on the Noiice,addiNonai interest must be caicuiated.