HomeMy WebLinkAbout08-02-13 NqTICE 8F INHERITANCE TAX � pennsylvania
BUREAU OF INDLYIDUAL raxes ' APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENTOFREVENUE
tNx�rtiTaNCe Taz nivistoN pF DEDUCTIONS AND ASSESSMENT OF 7AX ���� R�v�154� �c AFP coa-�3�
PO BOX 2606tl1
HARRISHUR6 PA 1�128-0601
DA7E 08-05-2013
ESTATE OF K�EHLER RCIBERT B
DATE OF DEATN �Z-16-2013
FItE NUMBER 21 13^0334
C4UNTY CUMBERLAND
IRWIN ES4 RdGER B p�N iqZ
60 W PQMFRET ST APPEAL IIATEc 10-04-2Q13
CARLISLE PA 17013-3243 (SeereversesedeunderObjections)
A�ount Reeitted r �
MAKE CHECK PAYABL£ ANA RENIT PAYMENT T0:
REGISTER OF WILLS
1 COURTH�USE SQUARE
CARLISLE PA 17013
CUT ALOW6 TNIS IINE _.__ � RETAIN tOWER PORTION FOR Y4UR RECQRDS �
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REV-1547 EX AFP CO2-!S) NUTIGE OF INNERI7AkCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF UEDUCTIONS AND ASSESSMENT 6F TAX
ESTATE 8F: KOEHLER RqBERT BFILE Nb. :21 13-0334 ACN: 101 UATE: 08-05-2013
TAX RETURN WA5: (jO AGCEPTE➢ AS FILED f } CHAN6ED
APPRAISED YALUE OF RETURN BASED 6Ns ORIGINAL RETURN
1. Real Estata (SChedula A) tl} .00 HOTE: To ensura proper
2. Stotks enG Bands CSCi�edala B) �y� Ii372+596.53 credit tn your account.
QQ submit tha upPor Rortion
' 3. Closalv Heltl Siock/Partnership InYerest [Schetlule G ('3) of this fcrm with your
4. riortgapeslNotes Roceixsble <SChedule D) C4) ��� tax vaYment.
5. CasM1/Bank Deposits/Misc. Persona2 ProPOrty <Schstlula El f5) 2r504.97
6. JointlY �wnetl Property CSehadule F7 �6� .00
7. Transfers (SChedule G) t7} .OQ
8. Tokal Assats te) 1+375.106.50
APPRBYED UEDUCTIONS AND EXEMPTIdNSa
4. Funarel ExpanssslAdm. Costs/MSsc. Expansas tSChetlula H) �p� 49.241.65
16. Debts/NOrkgage L18biliries/Liens (Seha4ule S) t10} 8+744.4Z
11. Totai Deductions �ii} 57,4$5.06
12. Net Yalue of 7ax Return �lZy 1 .317.120.44
13. GHar3tab1ef6orarnmeMai Baquasts; Non-elettod 4113 Trusts tSChetlule d) {13) •��
i�. xet Vaiue ot estate sueieet ta raz C14� 1,317,220.44
NQTEs If an esseas�ent� NSS Sssued preriously, Lines� 24> 15, 16> 17. 18 ar�¢/ar L� will
reflect fi9�+res that include the totai ot aii returns BSSiXS@d to Tate.�,.'�'9,-y �
ASSESSMEN7 OF TAX: � � �.�� ��w? s;,.`a
15. Amaunt of LSne 14 at spousal ratn f15> •�D�:}� 00 =,�--,����LL 7 .00
ld. Amaunt of L1ne 14 taxable at li�aai rate (163 � �tt�•��� -�' CK �t� 5 ' ;;�v 9x.f��0•42
17. Amount oF t3ne 14 at xibling rate C17) -� �X� d'+2 'N `�-� .QO
18. Amount of Lina 14 taxable st collataral reta � C18} .� � L„� = C5 `--� .00
29. PKncipal Tax Due K�7 L197=� � �870.42
TAX CREDITS: '"} " � � --'� �
PAYMENT RECEZPi DISCDUNT C+} ;l1 � ��
ANQUNT PAZb '��
4ATE NUXBER INTERESTJPEN PAID C-3 -q ��" �,-� j�� -.�y�
Q -16-20 DO 1 2,96 . 2 b, . 7 -�
TOTAL TAX PAYMEHT 54,822.09
SALANCE OF 7AX DUE � 551.67CR
INTEREST ANQ PEN. .00
74TAL DUE T 551.fi7CR
� TF PAID APTEB DATE INDICATED� SEE REVERSE IF T47AL DUE I5 REPIECTED AS A CREDIT tCRL YtlU MAV BE DUE�
FOF cAlCtiLATION aF ADDI7IONAL INTEREST. A kEFUND. SEE REVERSE SIDE POR INSTROtTIONS.
FifSERVATIQN: Eslates of de�sde�rW dying on or before Dec. 12,1 g82-if any fuWre iMerest in the esiate is tranaferred in � ' n or
enjoyrtwnt roqolletBral beneficiaries of tF1e dacedem aRer the axWre�em��ea��t�r k4R a'Yeaas:the � � . aHh
hereby expressy reseries ihe ngM to a�aise anci assass transfer inheritatice taues at the lawful aNlateral rate on any such
tutura interest.
PAYMENT: Detach Ne top po�tiai of tl�ts notice and submit with your payment b the Register of�IIs indicated on fhe front of ttre notice.
. Make check or money ordtlr pay2ble to:HEGISTER OF WILL,AGEM.
REFUND(CR): A refund pf a ta�c credif rrot requested on the tax reNm may be req�ested by CoR��/���for Refund of
Pennsyivania inheritance and E�ate Tati(iiEY-13Y3). AppliC6tio1)s arH avei�5le from M'B web sitrB at
www.reve�; anY Regi�er of WiUs or FkvericwAisMct OfN4e,or ftom Me departmenFa 2i•hotm forrns ordering
servk�:t-8l�3Lf�services for tax{�yers wNh spaci��heerinp.andlor xpeeidng needa:i-80p•A47-3020 iTT oniy}.
Please albvr 4-6 weeks f'rom ihe date a tetund was grarited ro arcive.
OBJ6CTIOht5: Any pariy in interest not satisfieti with Me appraisemant,ai�vance a cks8lbwar�af deduction8,or assessment of tax
(inchmfng discpuM or irterest)as shown on tt�s txrttce may objeIX wttNn 60 days W the date of recel{iF of ttiis itadce by:
R) fiAng an appeel anline at www.hoarmta��stw�?a.��,on or br�Wre the ap{reai de�ai��6ad on Me frorN of ihis rrotice.
� Or sern5rg a writlen prqtest to:PA DepartlneM of Reverwe,BaaN of Appeals,PO 84X 281241,Hattis6urp PA 17128-i 021;
0) Having the ma�er def�rmined at au�t ot die accpurrt of the p�aonai r ;w
� C) C1Appealirq to the.Oryha�s'CouR.
A6MINI5TRATlVE Errprs diacpvered on this assessment shoukl be addressed in writi�g to:PA�epar[ment ot Revenue,Bureau of individuai
GQRREGT40NS: Te�ttes,AT7N:POBtAiBO66ment Revfew Unit,PO 80X 28t16p7,HartisEury PA,1Ti26-i02t,Phorre(7i?}787-6605. See p�e 4
Instructions for InherKance Ta�c�Return for a ResideM Dacedent{REV-1505)for an�planation ot adrniNsuatirely corzecffibia
0ROf5.
� DISCOUNT: it any t�due is paid within three calendar months atler the deceAeM's death,a five percent discount pf{he tau paid is aibwabie.
iNTEREST: Interest is aharged beginninp with first day of delinquency,or nine months and orre data irom tlate of death,to the date:ot
payment. Annual intergst retes are avatlaDle o�Form REV-561 i,availaWe at ,w upon rqUbst Gy
_ cailing i•88$-728-2937.
int�resi is ca�ted a4 fotbws:
INTEREST=BALANCE OF 7AX UNPAID X NUMBER OF BAY5 PELiNt�UENT X DAtIY 1NTEREST FACTQR
Any Notice issuetl after the taY becomes delinquent will reflaIX an intarest cakvla5an to 75 daya beyond the date of the
� assessmeM. fl paymam is m�e attec tlre intarest calccdaUon date show on the NoHce,addftionai interest must be ca�cutated.