HomeMy WebLinkAbout08-02-13 N4TICE OF INHERSTANCE TAX �i� pennsylvania
HUREAU OF SNDZVZDUAt TAXES APPRAISENENT� ALLOWANCE QR BISAEIOWANCE DEPARTMENTOFREYENUE
INNERITANCE TA% DIVI5ION bF DEDUCTIONS AND ASSESSMENT OF TAX ��� gEy.I5G7 IX AFP 403-13)
PO 80X 280601
H0.RRI58URG PA 77128-0601
DATE 08-05-2013
E5TATE OF NEAL GRACE E
DATE OF DEATH 12^11-2l112
FILE NUMBER 21 13-0102
COUNTY CUMBERIAkD
OBRTEN ESQ ROBERT L ACN i��
19 W SOUTH ST APPEAI DATE: 10-04-20I3
CARLI5LE PA 1 7 013-3445 (SeereversesideurtderObjectionsj
A�ount Resittedr-��,
MAKE CMECK PAYABLE AMD REMIT FAYMENT TO:
. REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARIISLE PA 17023
GUT AI.ON6 THIS LINE __ �i RETATH LOWER PORTZON F4R YOUR RECpRnS E-�
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REY-15G7 EX AFP Cb2-13? kOTICE OF INHERITANCE TAX APPRAISEMENT, ALLQWANCE OR
DISAlLOWANCE QP DEIIUCTIONS AND ASSESSMENT OF TAX
ESTATE QF: NEAI 6RACE EFILE N0. :21 13-0102 ACN: 101 DATE: q8-05-2013
TAX R6TURN WAS: C X J ACCEPTEB AS FIIED O CHAN6ED
APPRAISED YA�UE OF RETURN BASED ON: 4RIGTNAL RETURN
2. ReaY Estake C5cFeduls A3 C1) ��0 N47E: To ensuro proRe�
2. SYOCks antl Bontls C5chedul• B) �g) .00 crodit to your accouM.
�� xubmit the uppor partion
3. CSoselY Hald Stock/Partnarship InteresY C$chetlula CJ t3) of th3s for�n wfth your
4. Mort9a9es/Natas Receiva6la CSchadula DJ t4I •00 tax payment.
5. Casb/Ba�k Deposits/dSsc. Parsonal Prcpa�ty CS�hedula E) (5) 12r1Q8.6b
6. Jointly �unad ProvertY tSchadule F) (6) •��
� �. Trens4ers {Sehadula G7 ��� .00
e. rotai assets ca3 �2.I0 .{�S ,6
pPPROVED DEDUCTIUNS AND EXENPTIONS:
s. Funerni ExAenSeStAtlm. Co523/MSSC. ExO6nses tsehodu2a H) tg� 3.532.14
10. DabtslMartga9e llabilitiestL;ens tSChedula X) (10) I8b.396.44
11. ToYal oeauotinns cii7 19b,228.b3
12. Net Va1ue ot Tax Return t12) 178 r 109.47-
13. Chac�itablp/6overnmsnkal Bequasts; NonrelecYeC 9713 Trusts fSchedula J} C13J �` �1.�—
14. Nat Value of Estate Sub7act to Tax � (14) �- 'r�p�+°�•97'
� � � n
NOTE: If Arl 6sSeSSA4nt M8s iSSUBd pr9Y30USly: �L1NeS i4r 15s 16�17�r 18 �#tt'd/t{�', � Wfll �
L� �.� „i
reflect fipures that include the total of all returns ast�ir_ared�Yta dak@_,,.. :.:-+
ASSESSMEHT OF TAX: � .`."' �_� .;`}
r t��'],, r�] �� .00
15. Amount of Line 14 at spousal rate L15} � b0 eCX,":yU
16. Amount nf Line 14 taxabls at linsal rstg <16} �� '}(^'��945_� � ��" .(YO
�� . �
27. Amount of Line 14 at sibiing rate <Y77��.,,���-,yX.`���i2 �°7 �d0.
28. Amount of lYne 24 taxabSe at callataral rata i187 �jX 15 �
24. PrintSPa2 Tax Due --� f195= : 00
TAX CREDITS: "..��� � ����-�
PAYMENT RECEIPT DTSCOUNT C+) ANOUNT PAID
DATE NUMBER IN7ERES7/PEN PpID C-)
70TAt TAX Pl1YMEM7 .00
BALANCE OF TAX DUE ,Op
IN7EREST AND PEt1. .UO
TOTAt DUE .00
* SF PAID AP7ER OA7E INDICATED, SEE REVERSE IF TOTA! DUE IS REPI.ECTED AS A CREDIT (CR7, Ya1! MAY BE Dt1E�
FOR CALCULA?ION OF ApDTTTONAL INTEREST. 0. REFUND. SEE REVERSE SIDE fOR INSTHUCTIONS.
RE5EHVATION: Egtates of tlec�dents dyirg on or betore Dec.12,1962-it any hrture interest in the estate is transfarred inpossessian w
enJoymerd to Collatqrai ber�eficiaries of tlre tlecedem after the axpi�n cf pny ea6�hn kta or ye8es��..�pommiamreakh
hereDY expressy reserve6 the right M appraise and assess transfer iMieri��ce taues at the law(ul cnlbateral rate on�rry such
fuNre interest.
� PAYMEN7: Detach the top pardon of tivs r�otice and submit with your payment to the Register of�iis IrMicetesi on the front of ihe notica.
Make check or money orcter papa"Bte to:REGISTER OF WILL,AGENT.
� REFUND(CR}: A refund of a tax credit rwt requested on the ta�c retum may be requsst�!py�5;omp4�inp�an A�gLOn.ku RefwM pf
Pennsyivania inheritar�ce arrd Estate T�{REV-1313). Apptications aze avai{�ile'fiom fhe slepertmenps vreb Site at
wwvr.reven�,g � �,any R�ypBter of Wills or Rever�I316SriCt C)tMbe,or fram q1e dlpertmenCs P4t�riorms ordering
senica:1-800� 2�5169,'84rv�es tor taacp�Yers with spaciei h0erin{i.P�w speaidrp ne8ds:i•806-4d7-3026(TT ontyy.
- Please a�low 4-fi weeks from tiie date a reiund was granted to artive.
- pBJECFiONS: Any party in intarest not sa6sfied with the appraiaemeM,aibwaace or�saibwance ot deduc9ong,or.asse85ment oi tax
� (inciu�ng�scount or intarest)as shpwn on this noNce may otr�ect whhin 60 days o1 the date oi receipt pf this nodce by:
Aj FiFnq an..�eal ontine at www.hn r�f �mis.s en. �. ��on or before�the a{apea�date idaMiflsd on the iront of�th's rrotice.
Or sending a written proteat tp:PA Depatim9n4 W�flevenup,Boatd of Appeals,PO 90X 28i201,Hairisburg PA 5 T528-5021;
8) Having ihe matter determirmd et a�fit af itte eccou�t of die pei8Gna1 repriBStlrt�tiro;ar
C) C}AppeaFng to tfie Orphans'Court.
ADAAWlSTRATIVE Erras ckscavered on this assessment shoukl be adtlresseG in wriGng to:PA Oeparfinent of Revenue,Bureau oi individuat
� CORRECTIONS:. .Taaces,ATTN:Post Apseesmem Revlew Unk;PO BOX�280601,HaMsburp Pk;17i28-1021,�Phons(71'n787•6505. See page 4
� Instrucdons�fqr Inheritnnce 7au Rutum for a�ReBiderrt DecedeM(REV-T561}for an exptarxttbn of�knlnistratively�rrectab�
errors.
OtSGOUNT: if any taY due is pai¢!witltin three Galendar mwaths after the deCedent's de0th,a five perrsnt disoount of the tax paid is aibwable.
fNTEliEST: Interest is charQed bepinning with first day of deFnquency,or nine moMhs and one date from date of death,to the d�e�of
payment. Annuai iMarest rates are availab�e on Form REV-161 i,availabie�at w�r rxven��+sta���,pr�on rc�9st by
� caifing i-888-728-2937.. - .
Interest is calculated as follows:
� � INTEREST�BALANCE OF TAX UNPAID X NUMBER OF DAYS 6ELiNQUENT X DAILY iNTERE57 FACTOR
Any Nofice issu¢d efler the tau bacomes deknquent wiN reflea an interest calcul2IIOn to 15 tlays beyontl tria date oT the
. assessmartt. B payment is made after tha interest calculation date chow oa Me Notice,sddkio�al interest must be calculated.