HomeMy WebLinkAbout08-02-13 � ' NOFICE OF INHERITANCE TAX � pennsylvania
HUREAU OP INDIYTDUAi. 7AXES APPRAISEMENT, ALLUWANCE OR DISALLOWANCE DEPAP7MENTOFREVENUE
lNHERITANCE TA% pIYISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP coa•ia>
PO pOX 2l0641
NARRISEINiG PA 77128-8G01
DATE 07-25-2013
ESTATE OF FULLERTON WENDY L
DATE OF DEATH 01-30-2013
FILE NUMBER 21 13-0208
CDUMTY CUt4BERLAND
FULLERTBN �ADAM P ACN lp1
443 W NORTH ST APPEAt DATE: U9-27-2013
CARLISLE PA 17013 (SeenversesideunderOb,jecirons)
A�ount Re�ittedl—�—�—�--�— �
MAKE CHECK PAYABLE AND REMTT PAYMENT 70:
REGISTER OF WTLL5
1 COURTHOUSE SQUARE
CARLISI.E PA 2T013
CUT ALON6 TNIS LINE ____� RETAIN LOWER PORTION FOR YOR1R REC4RDS �
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REV-1547 EX AFP CQ2-13) N07ICE OF INHERITAHCE TAX APPRAISEMENT, ALLOWANCE QR
OISALLOWANCE QF DEDUCTIONS A#D ASSESSMENT OF TAX
ESTATE OF: FULLERTON WENDY LFIIE NO. s21 13-Q208 ACN: 101 DATE: 07-29-2013
TAX RETURN WAS: ( 7 ACCEP7ED AS FILED { X) CHAN6ED $EE ATTACHED NO7ICE
APPRAISED YALUE OF RETURH BASED QM: 4RI6INAL RETURN
7. Raal Estaia (SChadula A3 �1� 144�000.00 NOTE: Tu ansura praper
2. Stocks and Bonds (S<hedul• B) �Z� .00 cratlit to your account,
.QO Submit #hY UPPeI' po�tipn
3. C1o5elY Heltl StockJPartnarship Interast CSChatlula C) (3) cf th3s fqrm wit� your
5. Mort9+Y�s/Nates Recaiva6l• CSChrEUlo D) t4} .00 tax paYnant.
8. Cash/Bank DepositslMisc. Parsonai PropartY tSchadula E} (5i 2Qr514.00
6. Jointiy Ounetl Props�ty CSChodula F} t6? '��
?. Trensfers CSCh¢tlula 67 C77 bOr�0A.00
8. Total Assets CSJ 224.514.00
APPROVED DEDUCTIONS AND EXEMPTIpNS:
9. Funeral Expensas/Adm. CastslM3sc. Expansas t5chatlulc N} {9S 24,270.$4
10. DebtsfttorYpage LSabilitiastliens {SCAadula D C16) 14b,5$4.62
Il. Tptil ueaucuons �ii� ,_ 165,755.51
` 5&, ,8.49
12. Nat Va1ua af iax Raturn Ci2J ,_..�
15. Cha�lYabla/Gavarnmant�l Bapuasts; Nan-elacted 9113 T�usts CSchetlula J) � ti;� q�'� �� s.Q`Q..
i4. dat value ot EsYaks sub�oc2 ca rax =c'. �qx� �- 5 .�^{8•44
cs.� - _ c. � ; t. . .
N07Es Sf an assessMant was� issued previouslY,- Lines 14, 15, 16, ln'J �.$�.i4ntl/or 1�4', w�121 -
reflect fiYUres that include the tatal of all re#urns asses§ed�;�ta��"��daY1% • "'
ASSESSMENT OF TAX: �' �' �°° -�.�
15. A�naunY af Line 14 aF spou9al Pato (15} �Q� �4j �Q� �.°��""•d�-
lb. AMaunt of Line 14 taxabla st linoal rata Clfi} Ftt-7�'+11-G9 �E� (i45�:� � 2R�4St`.13
17. Amount of Line 14 at sib2ing rats U7? -�n }F' f'Z =��D
1&. Amount of Lina 14 Yrxable at coilateral ratn t18? .00 Y,,,�YS' _ �_-��0
14. Principa2 tax Due . .%' t19�= � 2.644.13
TAX CREDITS:
AYMEN7 REt IPT DISC UNT C+3 AMOUNT PAID
DATE NUMSER INTERE57/PEN PAID [-)
05-0 -201 D 17 2 .0 .464. 1
PAYMENT MUST BE MADE BY 10-30-2013r. TOTAL TAX PAYMENT 2,464.13
BAIANCE OF TAX DUE 180.00
INTEREST AHD PEN. .00
TOTAL DUE 180.00
+ IF PATD AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIF {CR1, YOU MAY BE 4UE�
FtlR cALCULATI�N OF ADDITZ6NAl IHTEREST. A REFUHD. SEE REVERSE SIDE FtlH INSTRUCTIONS. `
RESERVATRON: Esfates nf decedenffi dyirg on w before Dec.12,1982-'rf arry hriure iMereat in Me eatada is Vansferred in possession or
� � eryoYment to c�fllaMral Cenefioi8ri0s of the decederrt atter tlre expimtbn of ai�'�eatsM�r�or�yaen�ttrs Cammwxa�kh
hareby expresslq�r�erces fhe right�appraise and assess transfer+nherfterae ffixea at Me lawful caAateral rate on any such
tuwre interest.
PAYMEN7: Detach Uie�p pottlon�of tltie notice a�tl aubmit with yhur payment to die Register of Wills Indicated on the iront of the notice.
� Make check or money ordet pay�Ylie lo:RE6ISTER OF Witl,AGENT.
REFUND{CR}: A refurW of a tax credit�ot requested o�the tax retum may be repueeted hy t�qmpl9tiCq an AppUCqqon for�Rpfuntl of
PennsyWania lnheritance and Estate Tae(REV-7313}. App�9ans are hom�fe day�arNnenta wsb site at
xvny,[ggygp4�i�p,p�6..auy Repister ot WfNS or Rarerru�s piehVCtQ9M�,dr from d1e dbp�Milyrt`s z4Ma)r forms ordering
service:l-80Q�382��R40;eamces for t�pqyers wkh spadei MeairW ard�orepeaidniyt neecFs:i-8W-447-3�0(TT onry}.
� PieBSe 88ow 4-6 weaks frwn tlie"tkate s refund was gtented t0 attNre.
OBJECTIONS: Any party in iMerest nM satiefied with ihe appraisement,ailawance or�saiiowar�e of de�diarrc,or s6�es6mer�t of t�
� (ncluditq diseourrt or interest}��n�ttds rwtice may o�IX wid�in 8Q days of the date ot�recelpt of thls rwtice by:
� Al FiGnG an appeai onGne.ffi�ptlmeLl�6[tlof�kBHi6.s on or i�Ore tlte appeat d� ' txt#�e frant of ttds nodce.
Or sending a wsstten prMest M:PA Depertment of'�,Boarc!aF Appeska,PO BOX 281201,Harrisburg PA 17128-1021;
B) Hav&�gthematterdetermined�atau�tof�reaawuMbitlre�p9�0Yr�t � e;ar
�) ��DP�hn9 M the Orphans'Court.
�� ADMI.NISTRATIVE Errors�Fscovared on this assassmeM shau�be addrassed in w�{tirp to:PA D�rtment aE Revenue,Bureau of 4r�#v�usi
� � CORRECTIONS: Ta�ces,ATTTd:'P�t. .. Fiari�w Urd4,�P0 BdX 28QB4Y,f�larrtsb�+ry PA,1'712$-1f?27,Phone(71�7EF7-6506.�See page 4
Irretructiorrs for Inherltance T�Hplum for a ResideM Decedent(REV-i SOt j for�en expianaAon of�ac4ninistta�iveiy cortae�krle
errors.
DISCOUNT: If any tax due is paid within ihree calendar rtroMhs after the decetlenfs death,a fi�re percerrt�scouM of ttre ta�c paid is aibwabie.
INTEREST: lntyerest is oharged beginning with first day of delinquency,or nine months and one date from date of daath,to the date of
� �IXng t-888-72&2g37.$t rates are avall8bie on Form REV-t Bt 1,av8i{abie ai .or upon rquesi by
Interesi is Caicuiated as ftribws:
WTEREST=BALANCE OF 7AX UNPAiD X NUMBER OF 6AYS 6EUNQUENT X DAIIY INTEREST FAGTOR
My Notice issued atter the tau becomes delinquent will reNect an interest cakxilation to 15 days beyorrci the date of the
assessmant. tt paymant is made after the interest oalculation date.show on Me t�t4ce,additional intsrest�st 6e caMulated.
� pennsylvania {NHEftiTANCE TAX
DEPARTMENT S7F REVENUE EXPLANATtdN
BUREAU OF 2NDIVtOUAi.TAXES OF CHANGES
BUREAU OF INDMDUAI TAXES
DEPT.28U607
HAitRt58URG,PA 17128-0807
DECEDENTS NAME FILE NUMBER
Wendy l Fullerton 2113-0208
REVIEWED BY � AGN
Tamika WashFngtcn 781
ITEM
SCHEDUI.E kp, EXPLANAT�dN dF CHANGES
A 1 Origlnal Inheritance tau return bas been adjusted to reflec#the addltions/ahanges as
indicated from the correspcndence sent ta the department.
I
Row Paae 1