HomeMy WebLinkAbout08-02-13 i
NOTICE OF INNERITANCE TAX � pennsylvania
BUREAU aF ENDIVIDUAL raxES APp�AISEMENT, A�LOWANCE OR DISAII.OWANCE
OF DEDUCTTONS AND A35ESSMENT aF TAX �i� OEPARTMEN74FREVENUE
INNERII'ANCE TAX UIVISION REV4547 p( AFP (03-13)
Pq 60X 288601
HARRISBVR6 PA 17128-0601
DATE 08-p5-2013
ESTATE OF MEHARGUE JANE A
6A7E 6F DEATH 02-28-2018
FiLE NUMBER 21 13-0294
COUNTY CUMBERI.ANp
KISER JUDY � ACN 101
208 HEARTH RU APPEAL DATE: 18-04-2013
CAMP HZ�L PA 17011 (SeereversesideunderOhjec4'ons)
Arount Re�3tted r��
NAKE CHECK PAYABLE AND REMIT PAYMENT 70:
REGISTER OF WILLS
i COURTHdUSE S4UARE
CARLISIE PA 17013
CUT ALON6 THi$ LIN£ ____ �► RETAIN tOWER PORTION FOR Y4UR RHCORDS E-
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REV^1547 EX AFP CO2-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, AILOWANGE OR
D2SA�L4WANCE 4F DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MEHARGUE JANE AFILE N0. :21 13-0294 ACN: 101 OATEs 08-05-2013
TAX R6TURN WA$: C 7 ACCEPTED AS F14ED ( x7 CHAN6ED SEE ATTACHED NOTICE
AFPRAISED YALUE OF RETURN SASED dN: QQI�+=NAl RETURN
1. Raal Estata [SOheduU A) C1) ^�� NOTE: To ansurc propor
2. Stocks antl Bontls CScMtlulp 83 t2} 2$�71�.00 erotlit to youf aceount,
.00 submSt Sha upoer poriion
3. C1osaly Ha1C StockfPSrknarship intarest (SChaEUYa C} CS) 04 thls fcrn wSY� ycur
4. MorYga9es/NOtos Raceiva6lp (Sphadulo D) i4) ��a tax paymant.
5. Cash/Bsnk Dapositsfriist. Parsonal Propsrty {Sc�sdula E) t5} 17.1$�.00
6. Jointly Dwned Proparty (Sahedula F) C67 28r149.00
T. rra+,are�s cscneauia c> t�� 14,427.00
8. Total Assets [E> 88.966.00
APPROVED DHDUCTIqNS AND EXEMPTIONSs
4. Funarsl ExpansasfAA�. CcstslMiac. Expanses {SChadula H) {g� 2.q97.0�
10. Dabts/MOrtD�9d LSeb311tiaro/Lipns CSchatlula I7 (10) 50'{'.00
11. Total Deduetions QSS Z+�'00+��
12. xat vaws af Tax enturn i12x 86r366.00
13. CharStable/6avernmental Buquasts; Non-alaetatl 911i Trusts iSOhadula J3 �13� •�0
74. Nat vawa cr 6stax4 Sueject ta 'rax . {iyz - 86,366.OU
�
NOTE: If an assess�ent was issued previously, Linas 14, 15, 16,�7. 18 aiiil/o�.°,t9r will
reflect fiDUres that include the total of sil rsturns ass�'s�jd to 7fatac: ��
AS5ESSMENT 4P TAX: � "�_� �.� €,� `'
15. Amount of line 14 at 9pousal rate C15>��'X �0 �r'"",���0
16. nmount ot lina 14 taxabla at 13nesx rata cla7 R�-.�fib.,(�[0.�'X �'045 PJ ',;.a 3�&86.47
ll. AmounY of L1na 14 at Sib11n9 rate C17) �'A'����C ;.�',2 �,.00
_*'.��'1=
15. nmount ar una la tsxael• at eoilateral rate c1sJ .�U<"3: ct�5 �-s ` -,; .�0
19. PHncipal r.x nua ��' � '�19�= : 3,•r886.47
7AX CREDITS: - � � `�''�
v�,
PAYMENT RECEIPT DISCOUNT {+) AMOUN7 P/�D �� �������� ���7
DATE NUMHER INTERESTIPEN PAID C-7 �
0 -28-241 DO 766 1 3. 0 3,b67.00
PAVMENT MUST BE MADE BV 11-28-2013�. TOTAI TAX PAYMENT 3,860.00
&ALANCE 4F FAX DUE 2b.47
INTERES7 AND PEN. .00
TOFAL DUE 2b.47 _(�
* IF PAID 0.FTER bATE INpXCATED, SEE REVERSE TF 70TAL DUE IS REFLECTED AS A CREOTT tCRI, YOU MAY BE DUE\��+
FOR CALGULATTtlN OF ADDITIONAL SNTEREST. A REFUNO. SEE REVERSE SIDE FOR INSTRUCTIONS. `�
RESERVATIQN: Estaie&of .dyinp oa nr before aec.12,1962-ii ar�y f�ure iirt�t in�estete is Vatrsferted'm p�bn�or
enjayment�coflateral benaficiaries of lt�a dec�dern atter the expiration of arry�fof Ate or year8;the CqmrnwpNenith
hetehY expremsty'ti80N9s 1MA"rgMt M appraise arni assess transtar inheA'�ace ta�t�ai ttfe tawftii coHatsrai ra��t s(ry s�h
future irrterest.
PAYMENT: Detach itie bp portiwr of gds raqce and suemEt wi(h yarr paymsM W ihe Re�s#er of Wilis lndECai�on the frbnt of the no6ce.
Make check or morrey�ordar payabb ta:REGISTER OF WILL,AGENT.
FiEFUND(CR}: A refurM of a tau credi#rwt requastetl pn the tax retum may be reque8ted by ca ' an qy�kpqtion for af
Pennsylvenia lnheritance and Estgte Taz{qEV-1313). Applic4t+or�ere evai��d�lrhhenCg xreb�gt
ww,r.reveau � ;�,�Y p�r of Wii�or�Ravenue�Ctiat�ict f�fce,u fran#he depaAmeM's 24hotu forms ordering
service:i-Bf�t1�3 • 60�seMCea for ta�cpayeis with specia�luprinp and/a spaaking needs:�-e0p-aa7-3oz4(TT onry).
Please aiMw 48 weeks hom the�1aSe a iefurnf w�g€amed�.r'aYrrir6:
0&lECTIONS: Any party in interest not satlstied with the appreiseme�t,albwance or disallowar�a of deductions,a ae�essment of tax
{inciu�irp�uM or iMerest)as shown an tttiis nptice may object wHhin 84 days of tNe date af receipt pI ttd8 tib�Ce by:
A) FiN�an aRt�si onfirte ai�Ci6'JtABidG�17{�SIB.g�(gJ�a.i�an a before tl�ap(xa�-cta�id�rtifisd a�ttre.hart of�is.no6ce.
Oi aendtng a written Protest W:PA DepertmeM of�lfipverwp,Board ol.A�ppeakr„PO�X�12d1,Hdrrisburg PA 1 71 28-1 02 1;
G} C}A�q�ed�e���txg+ined at aucNf�M#�e accwunt Ot�e penot�ai r ;a
rpharrs'Court.
ADMiNiSTRAT3YE Errors disca�ueced an#tis a&sa�mer�t stwu�!be addresced in w�itinp�:PA�Departmerd of Revenue.Bure�of irHflv�ual
COiiF1ECTIqNS: T,ycds,ATI'N:Postpt4�.ega[�1i.antFi4view Uc�B,PO BOX 280B01,HaMBburg PA,i712&.i021,Phone(7177Z87-�()5. See papa 4
instructions�r fnheAhnce Sax�m tor a Res6deM QecedeM{REV-t5tl1}fa att explanation of�a�i t:�rectable
arrorv3.
DISGOUNT: if any t�due is paid wlthin three caiendar morrths after tha dac�deM"a death,a five perceM disawnt ofi the tax paid is albwabie.
INTEflEST: lnterest is charQed beginninp with 8rst daY of deGr�aer�c-y`,ar ni�mar�and oe�e dete fram date of t�ath,ta the date of
paymerrt. Annuai interest rates are availsble pn Form AEV-161 i,avsilable at ,or upon rquast by
calling t-b88-728-2937.
Interest is calculeted as folbws: :
INTEREST=BALANCE OF TAX UNPAID X NUMBEF O�DAYS DELINQUENT X DAILY INTEREST FACTOR
Any Notice issued aRer the tax becomBS delinquent wili refiect an interest Cq�Watlon iG 15 days bayond the date ofi the :
essessment. If payment is made after the irrterest ca�ula0on date show on the Notice,additlonal intereat must be calculated.
�
� �pennsylvania lNHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATiON
BURERU OF SNDIVIDUAI TAXES OF CHANGES
BUREAU OF INDIVIDUAI TARES
DEPT.280601
HARRISBURG,PA 77528-0867
OECEDEtdT'S NAME F�LE NUM9ER
Jane A Mehargue 2113-0294
REVtEW€D BY Tamika Washington AcN 1q1
REM
SCHEDULE pp, EXPLANATION OF CHANGES
JII B1-2 The vaiue of the charitabie bequest has been disallowed. The decedenYs Will did not
cantain a specific bequest to the charity.
Rcnn+ Paae '