HomeMy WebLinkAbout08-02-13 NOTICE Of IMHERITAMCE TAX � pennsytvania
APPRAISEMENF, ALLOWANCE OR DISAL�4WANCE DEPARTMENTOFREVENUE
HUREAU oF ittoivinun� t'nxES OF DEDUCTIONS AND pSSESSMENT QF TAX
INHERI7ANCE TAX blYISTON REYQ547 IX AFP (p343)
PO BOX 2H0601
FGRRZSBt�'FG PA 17128-8d�7
DATE 07-29-2013
ESTATE OF DUNDORF WALTER W
DATE OF DEATH 02-09-2013
FILE NUMBER 22 13-0231
C4UNTY CUMBERLAND
MILLER DQUGLAS G ACN 101
60 W POMFRET ST APFEAI DATE: 04-27-2013
CARLISLE PA 17 0 2 3-3243 (�@e�'�`��sid�under06jecfions)
AMOUnt Re�SYYed�--��-�
MAKE CHECK PAYABLE AND REM27 PAYMENT 7q:
REGISTER OF WILLS
1 CDURTHOIlSE SQUARE
CARIIS�E PA 17013
CUT ALON6 TNIS LTNE � RETAIN L4WER F4RTION FOR YdUR RECBRDS �
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REV-1547 EX AFP CQ2-13? NOTICE OF iNHERITANCE TAX APPRAISEMEN7, pLLpWANCE OR
OISAILOWANCE 4F DEQUGT24NS AMD ASSESSMENT OF TAX
ESTATE OF: DUNDQRF WAITER WFFLE N0. :21 13-0231 ACN: 141 DATE: 07-29-2013
TAX RETURN WAS: C)(J AGGEfTED AS FILED C } CHANGED
APPRAISED VAIUE OF RETURN BASED 8N: ORI6INAl RE7URN
1. Reai EsYete CSChadule A> C1) •a� H�TE: 7o Ansure proFer
2. Stotks and Bontls (ScheEUle H7 �z� 20�661.50 cretlit to yaur account,
OQ submit tha uppar portion
3. Closely Held Stock/Partnershlp Interest CSChoCUlo C} t3) of this form with your
4. Mortgagaa/NOtes Racpivabl• {SChstlule D? t43 •�� tax pavmant.
5. Lashf&ank DeROSits/Nisc. Persana2 Proparty iSchsdul• E7 f53 114,255.04
6. Jointly pwnetl AroParty CSChqtlula F7 (6J •00
7. T�8n5fgr5 iSChatlula G) C7) •��
S. 7ota1 Assa#s ce7 134.416.54
APPROVED DEDUCTIONS AND EXEMPTI4NS:
9. Funaral EzpertsaslAdm. Costs/Misc. Expenses tSchedula N7 (9) 14.223.50
20. DebtslMart9apa �iabiittiesl43ons CSchedule D C10) 12.09
il. 7ota1 DetluM#ons C11) 14�235,59
12. Not Yalue ot Tax Return �iZ� I20a681.00
13. CharlFable/GOVarnmantak &eQU:sts; Nan-elected 4173 Trusts tSchadula J7 �y3� ,� .00
. 1G. Net Value of Estate Sub�eCt ta Tax t"�+ �ly� � �2G76g�,1.��
^ R
� �
NBTE: If an asseas�snt pas� issued previuuslY, Linas 14, 15, 16,�=1� 18 aadlo�t`� xill
reflect fioures that Snclude the tatal of all returns as�s��..,to aFate� z
ASSESSMEN7 OF TAX: � �,�-� r ` �" �
r- '., �- -. � :,
15. Amvunt of 41ne 14 at spousal rate {15? �,��r�C_�0 !'�7 �,�-� r�-, .00
16. Amount or �in. i4 taxaea� �t ii�aai rate ti6} »n.xR� -mn x.645 = -.. Sr,438.b5
r � '
17. Amouht of lina 14 at sSbZing rete (177 'X ��12 _'�'-�.- `�' .00
28. Awount of Lina 14 taxabla et coZlatsrsi rata t18) �y. R::7C 15 = .UO
24. PHncipal Tax Dua ' .:�s C19�- .�. 5')43Q.65
TAX CREBIT3: ;�.' o °:-s:, r-'
PAYMENT RECEiP7 OISCOUNT Ca) IJ ��
AMOUNT PATD
DATE NUMBER INTEREST/PEN PAID (-J
05-0 -201 D 1 70 6 .1 , 0 .OQ
05-23-2�13 CDp17649 .00 167.50
TOTAL TAX PAYMENT 5,430.66
BALpNCE OF TAX DUE .Q2CR
2N7ERES7 AND PEN. .04
TOTAL DUE .O1CR
� IF PAIO AFTER DATE INDICA7E0. SEE REYERSE IF TOUC DUE IS REF�ECTED AS A CREDii CCRS, YtlU MAV $E DUE,�
FOR CALWLATION OF AD➢ITIONAL INTEREST. A REFOND. SEE REYERSE SIDE FOR IHSTRUCTTONS. L T��
RESERVATlON: Esqte�of deCedents dying on or befora Dec. i2, 1982-if arry luNre irdetest in the estate is trar�6ferred in � ' or
� enia3rrrent m callateral Denefideries ot#�e decadem alter she sxdratbn af enyf.ecka4e br Yfe oc�r�� s;tl�e fAmnwer�veiaMh
� herHby expreesty ceserv8s tfia rigM ffi appraise and 08388s tratasfer inh9�itanCe ffi�tes ai tfie lewlul Collatet8!reie on arry such
� iuture irKerest. �
PAYMENT: Qatach the G�p.portion of this notice and submit with your payment tp the Reqister of Witis In�Cated on the front of iha rq9ce.
� Make check or money order payatiie to:REGIS7ER pF WtIL,ACiENT.
" REFUND(Cft): A refund of a p�c credit rmt requ&stetl an the Pa�c retum may be requested 4ty cort+pkqDpa� p tor Refw�d�of
Pennsyivania inheritance and Eslate T�{REV-Y313). AppAC�tbns are avait�ltd irom ihb 9���ntfs weti site ato��
yc�fy.revapye�any Reyster of Wills or peveaue[Nep9ctOlflce;or from the�partment`5 24-hour forms�
� service:7-80p•352- 050;services tor taxpayers with spociai twariry�arW+or speaking needs:1-800-A47-3020(TT ony).
Piease ailow 4-6 weeks 6om Iiie date a retund wa&greMed ip armre.
. � OBJECTIONS: pny pariy fn inieresY irot saYisfed with Me a�raisement,albwance or disatbwanrs of deductjo�s,or assessment of tax
{irrcltWtng�s�uM w interest)as shown on itus notice may objec.K within 60 tlays ot the date of r9ceipt of ihia naticie by:
A)_ FiGnp an appeal online at www"bo�rdafs���ar�f �LS on or before the appeat date identifiad�pa ttre froM t�f tt�ar,.nogcv.
Or sendinp a written proteat to:PA OoparlmeM of Re�rorwe,Bnard oi Appeais,P6 90X 2642di,tlsrrisburg PA 17t2&Y02S;
Bi Havinq the maiter dute�mined at au�t at tl�r atxaurti�tt�e Dersonal tiva:or
� C7 C)AppeaRnp W Me Oryhans'Court.
ADMtNtSTR4TIYE Errors dismveted on this assessment should be addresBed in wdting tp:PA DapartmeM of Rev�nue,Bweau af Indviciu9i
CORRECTIONS �Taxes;'p7TN:postA�essmont Rautow Unft�,PO BOX 280681,Harrisburq PA,i7t2$-ip2t,'Ptbne(71�787-6605. �$eg�p�e 4
� . Instructions for inherlt8frce Taz Reh�m for a Rasident Decaderrt(REV-1501)for an expiaoation of ackninisfrativeiy coRea�
errOrs.
DISCOUNT: if any taac due is paid within tlrree cafendar rrroMhs atter the decetlaM's�deatlr,a five percem diacount of the tax paid is aYowable.
� INTERES7: Interest is chargect beglnning with first day of deiinquency,or nine month&and orre data hom date ot deaM,to the date oi
paymeM. Annuai iMerest retes are a�aii�ble on Fortn REV-5611,availabia at ,or upon rquest by
� caikng t-88$-728-29$7. �
� tnterest is calcWated as tolbws:
INTEREST=BALANCE OF TAX UNPAiD X NUMBER OF DAYS DEtiNC1UENT X DAILY 1NTEREST FAGTQR
. � Any Notice issued after the t�becomes dekru�ent wiN reflect an interest calailatlon W 75 days beyond the date of the
assessment. It payment is made after the IMerest cak;ulallon date show on the Notics,addRionai iMerest must be�Iated.