HomeMy WebLinkAbout08-02-13 NOTICE OF INHERITANCE TAX � pennsylvania
BUREAU OF INOIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ■ DEPARTMENTOFREVENUE
INMERITANCE TN! OIVISION OF DEDUCTI.ONS AND ASSESSMENT OF 7AX ■�1
REV-1547 IX AFP (03-13)
PO !OX 280601
XARRISlURG PA 1]128-0601
❑r%�!tr�y,y� .i{--�(�r Q�ATE 08-05-2013
m'v,s.e�
n'-r.�.^�" � ' !_CV' ESTATE OF STACKPOLE BEATRICE L
�"��_�(c„ �, `_n Oi .. ,v
DATE OF DEATH 09-12-2012
�;)iJ S'��J � pf,� t O�ILE NUMBER 21 12-1045
llf 1 OUNTY CUMBERLANO
MCCALEB ESq MARLIN R pCN LO1
219 E MAIN STREET .._'-�C�i tJ;' APPEAL DATE: 10-04-2013
Po Box z3o Onr i�S;,T1S' G1iIP,T (SeereversesideunderObjecrions)
MECHANICSBURG PA i����LAND CO.. PM�ount Re�itted
MAKE CHECK PAVABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SpUARE
CARLISLE PA 17013
CUT ALON6 THIS LINE 1 RETAIN LOWER PORTION FOR YOUR RECORDS F
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REV-1547 EX AFP CO2-13) HOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STACKPOLE BEATRICE LFILE N0. :21 12-1045 ACN: 101 DATE: 08-05-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED O CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real EstaYa CSCheCUle A) (1) •�� NOTE: To ensure Droper
2. Stocks and Bontls (SC�eEUla H) �Z7 6r053.40 cred3t to your account,
88,046.90 submSt the upper portton
3. Closely Heltl Stock/Partners�lp Intaresf CSChadule C) C3) of this form w3t� your
4. Mort9ages/Nokes Re<eivable (SChadul• D) (4) •00 tax paymant.
5. Cash/Bank DeposiYs/Misc. Personal Prapertv (SChetlule E) (5) 18�234.00
6. Jointly Owned PropartY (SChetlule F) (6) •00
7. Transfere (SChedule G) ��� .00
e. Total Assets Ce) 112.334.30
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expensas/Atlm. Costs/Misc. Expenses (SChedule H) �g� 18.461 .04
� 10. Debts/Mart9age Liabilitles/L1ans (Sehadula I) (10) 4.308.18
11. Total DeAuctians �11� 22r769.22
12. Net Value ot 7ax Raturn �lZ� 89�565.08
13. Charitable/Governmantal BaquesYS; Non-electad 9113 Trusts (SChadule J7 �13� •00
14. Net Value of Estata Subject to Tax �ly� $9,565.08
NOTE: If an assess�ent was issued previously, Lines 14, 15, 16, 17. 18 and/or 19 will
raflect fipures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rata (15) •00 X 00 .00
16. Amount of Line 14 kaxable at 11n<al rate (16) R9.F6ri_OR g 045 s 4.030.43
17. A�nount oF Line 14 at sibliny rate (177 -�� X 12 ' .00
18. Amount of Line 14 taxable at eollateral rate C18) .00 X 15 = .00
19. Principal Tax Due �19�` 4�030.43
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) pMOUNT PAIO
DATE NUMBER INTEREST/PEN PAID (-)
03- 8-2013 CD017374 .00 4,030.43
TOTAL 7AX PAYMENT 4,030.43
BALANCE OF 7AX DUE .00
INTEREST AND PEN. .00
T07AL DUE .00
� IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAV HE DUE �
fOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
J
RESERVATION: Estates�of�rns dyirq on or beMre Dec. 12, 1982-if arry tuWre iMerest in the eatate is tranafened�in possassion or
enjoyme�t m colleteral beneTiciaries of the.decedeM after the expiretion of��any e��e for Hfe or years;tlia Gommomveatth
hereby express�y�ieserves fffe rigM to appraise and asseu transfer inheritance taxes at the lawfui wqaterel rate on any such �
future interest.
PAYMENT: Detach the top�portion of this rwtice and 9ubmit with your payment to the Repister of Wills Indicated on the front of the notice.
Make check or money order payable�to:RE6�STER OF WILL,AGENT.
REFUND(CR): A refund of a tax credit not requested on the tax return may be requested q�FnmplsNnQ:qn App�ic�tion tor PefWid of
Pennsylvania lnheritance and Estate Tax(REV-7313). Applicadons are av8Nab16 ffom�tA�dap'i�trtreM's web site at
www.revenue � ;QnyRepi9terofWitlsarReveroie�qstr�Of�ma,oriRmnlfie�d�rgryr�a2d-taurformsordering
service:1-80f7��services for taxpayers with spedal hea�inp an�Vor speakinp needs:1-800-4473020(ff onty).
Ptease allow 4-6 w8eks irom the tfate a"retund was granted M arcNe. �
O&lECT10NS: Any party in interest not satisfied with the appraisameM,albwance or disalbwance of deductions,or assessment ot Wu
(including discouM or iMerest)as shown on ffiis notk:e may object within 60 days of the date of receipt of this ratice by:
A) Filinfl an appeal online at on or before ffie�appeal date idenUfled on tl�e fremt of this ratice.
Or sending a written protest to:PA Departm6nt of Revenue,8oarc!of Appee�,PO BOX 261201,Harrisburg PA 17128-1021;
B)� Havinp Mie ma8er detirtnined at audit of the accoum of the personal represerrtfltive;or
C) C)Appealinp ro the Orphans'Court.
ADMINISTRATfVE Errors discovered on this assessment should be addresaed in writlnp to:PA Department of Revenue,Bureau of Individual
CORRECTIONS: Taxes,AnN:Post Assessme�tReviaw Unit,PO BOX 280601,Hartisburp PA,'1712&1021,Phone.(719)787-8605. See page 4
Inshuctions for InherftenCe 7ax fieturn for a Resident Decedent(REV-1501)for an explanation of adminisbatively correctable
errors.
DISCOUNT: If any tax due is paid witliin Mree calendar rtwnths atter the decedenYs desth,a five perceM discount of the tax paid is albweble.
INTEREST: Interest is charpad beginning with Tirst day of dalinquency,or nine months and one date from date of death,to the date of
payment. Annual intarest rates are available on Form REV4611,available at www.revenue.state .us,or upon«ryest by
cailing 1-888-728-2937. �
Interest is cakulated as follows:
INTEREST=BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
Any Notice issued after the taz becomes delirpuent will reflect an interest caMulation to 15 days beyond the date of the
assessment. if payment is made after the intereat calculatlon date show on Nre Nodce,additional{nterest must be ca�ulated.