HomeMy WebLinkAbout08-02-13 NdTtCE OF INHERITANCE TAX '�i� pennsylvania
APPRAISEMENT, A�LOWANGE OR DISAILDWANCE DEFRRTMENTOPftEVENUE
HUREAU oF teDivinup� 7AXE5 OF DEDUCTIONS AND ASSESSMENT OF TAX �il
INXERITAMCE TA7( DIVISSON REY-1547 IX AFP (03-13)
PQ SOX 28U6U1
HARRISBIIRG PA 1�128-U601
DATE 07-29-2013
ESTATE OF DYARMAN MARGARE7 E
DATE 4F DEATN 12-21-2�12
PSLE NUMBER 21 13-0032
C4UNTY CUMBERLANO
BARIC ESp UAVID A p�N 301
BARIC SCHERER LLC APPEAL DATEz 04-27-2fl13
CARLISLE PA 1�013 (Seerevers¢sideunderObjections)
A�aunt Ra�ittetlr`---�--�-�
MAKE CHECK PAYAS�E AND REMIT PAYMENT T0:
REGISTER OF WILLS
L COURTHOUSE SqUARE
CARLISLE PA 17013
CUT AL8N8 THIS LINE ____�R RETAIN tOWER PORTIOt{ FOR Y4llR RECORDS �1-�
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REV-1547 HX AFP CO2-13� NOTICE OF INMERITANCE TAX APPRAISEMENT, ALI.OWANCE OR
OISAI.LOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
E9TATE OF: pYARMAN MARGARE7 EFILE N0. :21 13^0032 ACN: 101 UATE: 07-29-2D13
TAX IiETURN MAS: {X) pCCEPTED AS FILED C ) CHAMGED
APPRAiSED YALUE OF R£TURFI BASED ON: ORIGINAL RETURN
1. Resi Estate fSC�qtlule A) �1� 530�000.60 NUTE. To ensure prpper
2. Sto<ks antl Bonds CSChadula B) (2� 54r340.00 cradSt to your account,
.00 suOmiY the upDer porkSon
3. ClosalY Heltl Stock/Partnarshlp Intarost CSChedula C) C3) ot th3a form with your
4. Morigeges/Nates Rsceivable (Schatlule 0) C43 ��� tax paYment.
5. Gsh/Bank Devosits/Misa. Parsonal Property CSahaduYa €} �ga 11$�155.54
6. JointXY Ownad procerty cscaeduie FS «� 9�,595.00
7. Transfers [Schedule 0} {7J 1�152�044.00
e. Total Assets Ce) 1 .945.134.54
APPR6YED D£DUCTI4NS AHD EXEMPTIONSc
4. Funeral ExpansaslAd�. Costs/Misc. Expansas (SCt�edula H) �q� 85.876.00
S0. Bedts/MOrt4age LSabiiSties/liens (ScheEUle I) (10) •00
11. Tatsl naa�cttons �11� 85,876.OU
1z. r�ec vaaue ot Tex a.tur� �Ly} 1.859,258.00
13. Charitable/GOVernmanial Boquasts; Non-electetl 4113 Trusts tSchetlule d) tla} pq •��.
14. Nat Value of Esteta SUbiatt to Tax t^y C14} `""�. 1'-t� � 29�''�5&.QU
� c....> En,7'Y�o
NOTE: If an assessrent was issued previously. Lines 14, 15, lb,.,ml,�, 18 a.ttdFar;�,9, xill
reflact fi0ures that inciude the total of all returns ass�ss!sd ta ��te
ASSESSMENT 8F TAX: �s j� r���� , ��.�
15. Amount ot tine 74 at soousal rate �15) �'8'0�-� Id0 i+.� ;: .OQ
16. Amaunt of tine 14 taxabls at l3neal rata �lb) 7 -A�'9•7�+��r� ,(145 � c874a66b.00
- ...,_
17. Amount af Line 14 at siblSng rate �177 -�.<"�( ,;1.2 °=; ��T ��' ����40
18. Amount of Line 14 taxabla at collaYpral rate C183��:X 1� ° .���t .40
19. P�incipel Tax Due „ ;:cl (19)�'' � $��;'�66.QQ
.-4
TAX CREDITS: s`� }�--' " �µ
� ' ���t
PAYMENT RECEIP7 DISCOUNT C+1 AM4UNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
3-0 -201 CD01729 4,183. 0 82. 8 .00
TOTAL TAX PAYMENT g5,365.30
BALANCE OF TAX DUE 2,594.30CR
INTEREST AND PEN. .OU
TOTAL DUE 2.b44.3UCR
• IF PAID AFTER DA7E ZN6ZCA7E4: SEE REVERSE IF TpTAL DUE IS REFLECTEO A5 A CREDIT CCR), YOU MAY BE OUE�
FOR CALCULATION OF ADOITIONPL INTEREST. A REFUND. SEE REVERSE SIpE FOR ZNSTRUCtI6NS.
flESEflVATION: Estates of decedents dyirp on or before Dec. 12,1582-it any NWrs int9rast in the estat9 es transtened irs possession ar
enjoymeM to opi�atetai�neficiaries of the decedeM after fhe e�cpiratfaz ot a�y�fw Ute w years;the Gammonw�aktr
hereby expressy raservac ihe right ro appraisa and assess hansfer inheritance taxes at the lawtul coNateral rate pn any such
tuture7nterest
PAVMENT: Detach the top pordon of tltis nufice and 5ubmiY with your paymer�t�the Register of WiNS ir�dicsted on the froM of the notice.
Make check or inoney order pay84te toi REGIS7ER OF WILL,AGENT.
REfUNO(CR}: A returxf of a tax credit not requested on the ta,x return may be requested by�cQmpleGnp an Applic,atidn fOr Ref�uM of
Pennsytvenia lnheritance and Estate 7az(REV-13t3}. AppGcaiions are avg�table from the departmenYS web site at
v�py,ravenue�A'y y,eu�y Hepigier of WNts or f�veM�e'�OFIFae�,qr troM�tfre departmpM's 2+4-Frour forms ardering
serviae:1-800•362•2050;services tor tascpaysa with special hearin4 a+acYor speab[q�needs:t•8i36�-M7-3020{TT onry}.
Pieaxe aibw 4-6 weeks from the date a retund was granted to arrive.
4BJECTIt7NS: Any party in ir�terest rtat satisfled with Me appraisemerrt,albwance or dismlowanr,e pf deduction&,or assessmenk of tax
{inptiC§r�d4scou�or interest)as s�own on Mis rrotice may ahjeet vritFtiin 60 days of Me date qf receipt oi this notice by:
A) FiNnq an�appeal onAne at www�a�dpS9�l��-�}a^—��!�on or betore the appeai c�idonpfied on ttro froM W ttrs nptice.
Or sendinQ a writtan protestto:PA DepaAment of Revenue,Board of'Appeel5,PQ 94X 2$t 2Qi,Hazrisburg PA t 7128-162t;
B} HaWrg ttre meher dei�rinirred at au�t of tltie eceouMO#fire pMSOnaI repredarttANve;or
C) G)Appealir�p ta tlie Orpha�s'Caurt.
ADMINISTRATIVE Errors discovered on this assessment sYrcwki be addressed ia wrftirig ta:PA Oapairtrtren#of Revenue,9ureau of indiv'�duai
C6RFtECTK3N5: 7�ea,�ATTN:Post�AeieaBment Revtew Unk,PO 84X 2806Dt,Narrie6utg PA,�1112&142i,Pkione(l17)TA7-B°.%Ys.�See page 4
inshuc6ons for InheritSnce T�c ReWm for a Resident Decedem{REV-1541)fa an e�lanation of adminishativeyr cortectabie
errars.
DISCOUN7: If any taz due is paid wfthin three calendar rnonths atter the decadeM's death,a five perceM discount af tha tau paid is allowable.
INTEREST: (nterest is charged beginnirig with first day of d�tinquency,or nine mo�ihs and one date from daie of death,ta the date af
paYmeM. Annuai iM9rest rates are availsble on Form REV-7871,available et www-revenue m��,yn.K,or upoo rc�est by �
caili�g 1-888-728•2937.
Interest is calculated as folbws:
INTEREST-BAIANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DRlIY IN7EREST PACTOR �
A�y Natice issued after the taz becomas delinquerrt wiii reflecl an inkeres[ca�cula6on to 15 days beyond the date of the
assessment. If payment is mad�atter ihe iaferest cai�ulaUOn date show an tha Nafice,addiGbnai interest must be caiwiated.