HomeMy WebLinkAbout08-02-13 NOTICE OF INHERITANCE TAX � pennsylvania
BUREAU OF IND2VIDUAL TAXES APPRA3SEMfNT, ALLOWANCE OR DISA�LOWdNCE OEPARTptENTOFREYENUE
INNE@ITRNCE TN( DIVI5ION OF OEDUCTI6NS AND ASSESSMEN7 OF TAX ��LT REV-154] D( AFP (03-13)
PD M1X 28tl6U1
HARRI$BUR6 PA 17128-d601
DATE QS-O5-2013
ESTATE DF GARVIN ERNEST E
6ATE 6F DEATH ti3-04-2d12
FiLE NUMBER 2i 12-0414
COUNTY CIIMBERLAND
MZLIER ESQ ERIN � ACN 101
120 pINE GROVE COMMONS APPEAL DATE: 1p-04-2013
Y4RK PA 1740b-5151 (SeereversesideunderObjections)
A�ount Rel�itted��—�--���
MAKE CHECK PXYABIE ANII REMIT PAYtiENT T4s
REGISTER OF WILI.S
1 COURTHQUSE S�UARE
CARLISLE PA 1T013
CUT ALON& 7HI3 IINE —i RETAZH �OMtER PORTION FOR Y4UR REC4RDS 4—
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REV-1547 EX AFP CO2-137 NOTICE OF INHERI7ANCE TAX APPRAISEMENT. ALLOWANCE QR
DZSALL4WANCE 4F DE4UCT24NS AkD ASSESSMENT O£ TAX
ESTATE OFz GARVIN ERNEST EFILE N0. :21 12-0419 ACN: 101 DATEs OB-05-2013
TAX RETURN WAS: C X) ACLEpTED AS FILED C ) CHAN6ED
APPRAISED YALUE OF RETURN BASfD 8N: �RIGZNA� RETURN
1. Real Estrete CScAetlule A) (1) 692r466.93 NOTE: To ensura vroper
2. SYocks antl Bonds CSchetlula B3 rZ} 689,137.d0 cradit to your actount,
3. Closaly Hsld S#etklPartoership Zntarast {gc�edvle CJ L3J ,pp submit tha uppar RnrFlon
af thSs ta�m xith your
4. Mor4gagas/Nates Raceivable CSChedule D) C4) •00 tax paymant.
5. CasfrJBank DepositslMisc. Parxonai Propartv CSehatluie E} �5� 249r5b6.37
6. JointlY Ovnotl PrDparty (SChadule F) C6� 19�12�.17
7. Transferx tschedula G) �T7 123,412.81
e. Totai Asssts Cg} 1,773.71tl.28
APPROVED DEDUCTIONS AND EXEMPTIONS:
4. Funsral Expsnsas/Art�, CostsfXisc. £xvensas (SChedula H] (g} . 70.124.03
10. Debts/MO�t9�BO 41aDIlitlas/Lians CSChedula I) {1p) 9•794•92
11. iotal Daductiona cii7 ���4i8•g5
72. xat vslua ot 7ax Raturn �Lp? 1�693,791.33
13. Cbaritable/QOVarn�antal &apuests; Non-elected 911i Trusts CSchadula J) �1;� .06
ti
14. Nat Yalue of Estats Sub3ect to Tax � �14} �'1�.6432�91.33
C
w � ry�
NOTE: If sn sssess�enk was Sssued previously, linss 14, 15, 26:337� ld aw¢/oru'y�lp will
reflect fi�ures that inelude the total of all returns ass�s'�d ta �ta.�;-, ;�.-�
c.� ...,,� r.�
ASSESSMENT OF TAX: z y,; -- �
15. Amount af LSne 14 at svausal rate C153 ��;�C �9'0 R, `.',� ,l.�ry' •00
ia. a�ou�,t or �ine 14 tax�tiis ac iineaf rat8 <is� � -�9_�� 11,"45 = ..Z6,�.z20.61
17. Amounk of Line 14 ak s3bXtng rate C177 -�caC7[ <�:�,2 °.�.��"� "�''i �.00—
18. Amount of Line 14 taxable a{ tollaterai rete C18} ..�r�Ir� �l� ��^� ".;y_6U
19. Princio�Yl TaX Du9 � � C197Fr—` r']��p420�(�
TAX CREDII'S: "II � c, cs
PAYMENT RECEiPT DISCDUN7 C+7 � �r�
0.MOUNT PAID
UATE NUNBER INTEREST/PEN PAI� t-)
0 -24-2U 2 CD 6 7 3, 1. 7.ar000.00
TOTAL TAX PAYNENT 78,g11 .03
EALAIVCE OF TAX DUE 2,540.42CR
INTEREST AND PEN. .00
TOTAL DUE 2,590.42GR
� IF pAIO AFTER OATE INDICATEO, SEE REVERSE TF TpTAL tlUE IS REFLECTED AS A CREDI7 CCR7. VDU MAY HE ➢U�
FoR CALCUUTZON OF ADDI720NAL INTEREST. A REFUND. SEE REVERSE SLDE FOR INS7RUCTTONS.
RESERVATION: Estates ot decederats dylnp on or 6efore Dec.12,79�2-it any it�re it�RareH in the�es�Se'ra U'a�ferted irt possesaion or
enjo�yment ta`COilaterai benefiaaries of the decedeM atter die ezpiratlal ef�y est�q tqr�t@ pr years;f4�C.arunonwealkh
lre�etiy expt�y re6etves d�e°rfght to appralse arid assess trarrater inherttarooe tazas at the tawlul coWaterat ra�on any such
future iirterest.
PAYMENT: Detach ffie top pation of.fk�s notice arrc!submit wfth your papment�tlie Register of Wiiis indicated on ttte frarrt ot ttFe natice.
Make check or money oMer�payffiNe�to:fiEGISTEFi OF WILI,AGENT. �
REFUNC)(CR): A retuntl of a taz credit not requssted on the tau reWm may be reques4ec} 't�An frn R9tuAdof
PennsyWania inheritance and Ectate Taz(REV�13i 3). A�tbns are ����hom�de�j�'u���n�Ms web�te at .
�ff.L8Y9HUR,1{�y.Od�S.�7Y.�8�af�Ils rn fleYenu9 ESiBtrip[t3i�Ca�or from the dRpOirtttwM's��24.hotF f�Nms ordering
service: 1-8Qi¢38..��85Q;�services for te�payers wdh spedal hr�arinp antYar spaaWng nseda:1-800-447-3024{TT only).
Piease aibw 46 w98ks from`ttf9'tta�a reiund was granted to amve. ,
p&lECTIqNS: Any party in interest not satisfied with Uie appraisemant,albwance or disalbwance of deducUons,a tt�ssaergmqA{.�f.t� �.
(indtdie�discaurrt or interest}as shown on Hris notice may ot�ec#wiihln 60 days of the date of receipt of this ra'tTce by:
Aj.F�n�an appeaipFl line ai w�w�.hoareloia ��q p3i�on pr before��appeal date idBMitied qn the froat,of�Cus notice. .
Qr setx�r�a wr+t�n protast�:PA Depertrrient at Ravenue.Board of APP9a��PO Bt)X 281�261,Harrtsburg PA 17i 26-t t321;
e) Haritlp qae mattet deUrmine4lat audit of the acoountof t�p4reo�t repreg�tativa;or
C} C}Appealing ta the pryharts'Court.
ADMINISTRATIVE Errorrs discov�eci on this assessment should be addressed in writinp M:PA Depariment of Revenue,Buteau af Individua!
GORREGTiONS: T8x9s.A7TN:P�t A�88rtreM ReYiew.Urtt#;i"O 9OX 286601,Harrietwrp PA,17t28-1D21,Pttt�te(117j�87�6503. 9e8 page 4
InsVUCtians far Inlredt9�e Tax tietumtpr a Heeident Decedent{REV-1541}for arr expleraation of adm�trativay�neclatil�
arrors.
DISCOUNT: If any t�due is paid within three calendar monihs eker the decedeM's death,a five percent dfacount of the tan paid is albwehle. �
INTERE&T: �Interest is chargedbeflinnir�p with fir&t t�y of deliaquency,or�ine trmrtihs and one date fram daie of deaih,to the dste of �
payment. Annuai intOieat rates are evailabfe on Form REV-1611,availf6le at ,or upon rquest by
qlXng t-888-728-293'�. . . .
Interest is caM.uiated as fWbws: .
INTEREST s BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINOUENT X DAILY IN7EREST FAGT6R
Any Notiae issued after the tau bacomes defiaqueM will reflect an intsrest calr.ulation to 15 days beyond the date of!he .
assessment. If paymem is made after the interest ca�u�ation date show on the NoNce,additional interest must be cel�ulated.