HomeMy WebLinkAbout08-02-13 NOTICE OF TNNERITAHCE TAX � pennsylvania �
BUREAU OF INDIYIDUAL TAXES APPRAISEMENL ALLOWANGE OR DISALLOWANCE DEPARTMENTOFREVENUE
ixxEatTance r� orvistox OF UEDUCTIqNS AMD ASSESSMENT OF TAX ���� REy-tsaz a n�e cua-ia>
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HdRRISBURG PA 1�t28-86V1
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ESTATE 4F 6RAHAN HARYEY L
DATE OF DEATH 02-16-2013
FILE NUMBER 21 13-0485
WE9BER JR ESQ RICHARD � C4UNTY CUMHERLAND
126 E KING ST ACN APPEAL DATE: 09-20-2013
SHIPPENSBURG PA 17257 (SeereversesideunderObjections)
Aw4vnt ReaSttad�_�- ��
MAKE CHECK PAYABI.E AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 C4URTHOUSE SqUARE
GARLIS�E PA 1��13
CU7 ALON6 THIS LIHE ____ �--► RETAIN LqWER PDRTION FOR YOUR RECORD5 (-�
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REY-1547 EX AFP {02-13) NOFZCE OF INHHRITANCE TAX APPRAISEMEHT, A�IOWANCE 6R
DISALLOY►ANCE OF DE6UCTIONS AND ASSESSXENT QF TAX
ESTATE OF: GRAHAM HARVEV LFILE NO. s21 13-0485 ACNo 101 DAT6s 07-22-2013
TAX RE7URN WAS: {x> ACCEPTED AS FII.ED L ) CXAN6ED
APPRAISED VAIUE OP RETURN BASEQ ON: ORIGZNAt RETURN
1. Real Estata CSChstlule A) �1) •00 NO7E: 70 •nsura praper
2. Stocks antl Bontls CSC�adule BS �Z� .00 creAit to your account>
�� sub�Zt th� uppa� portiOlt
3. Clas¢ly Haid Stock/Pa�tnarsh3P Interest tSchsduia C} C3} of this farm wtth your
4. MortgBqes/NOtas Recelvable (Sebedule D) (4) •�� tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (SChetlule E] C5) •00
6. Jointly Qunatl PropertX fSchedale F} {g} 10�3&4.OD
7. Transfprs tSthedula G) �77 •0�
8. Tokal Asseks (e) 10.394.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
4. Wnaral ExpansesfAdm. CoatsJMisC. Expm�sas {SehadUla H) {g�- 52U.QQ
lp. Debts/Mortgape Liabili#Sas/Lians (Schedula I) �10) .00
i1. Tota1 DetluckSOns {yiy:�-...� 52Q•q0
12. Nst Vaiue of 7ax Returq .,� C72�.`-� ^�.7 � .8b4.00
13. Charitable/GOVarnmental Bequests; Non-ple<tatl 9115 T wsts (Schedula J) C7 �..� �13)t����
X4. Nat Value of Estate SuEiect to Tax � =:' CL4� c=--. � -,{�,864,00
.. .. . . i.�Y
NOTE: Zf an assess�ent Kas issuad proriously, linea 14, 15, 16�� L7.,;�-i$ Tsndtor. R'9 xil]. -
refiect figures that inalude the total of all returns as�,esa�etl; ta�-'aat6': t�
ASSESSMENT DF TAX: '" �-�' �� � '" ``'
35. Amaunt ot Lina 14 at spousai rata (157 '��'.%%�-fl Q -- .�10
16. Amo�nt of Lina 14 taxabla st linasl reta ;34)�_;�"-X "045 = -�-� r� .00
17. Amount of Line 14 at siblinp rate (17) -�1j0=".-X 12 ���p0
18. Amouok of Line 14 taxablfl at coilateral rate C18) 9,864:00 �X 15 �� `'�
19. Principal Tax Dua "� tigT�� 1:474.60
TAX CREDITSs
PAYMENT qECEIPT DISC UNT C+) AMUUNT PAID
DATE Nl1MBER INTEREST/pEN PAID C-)
05- -2013 04642 7 .98 1: .62
T07A1. TAX PAVMENT 1,479.60
BALANCE OF TAX DUE .00
ZNTEREST AHD PEN. .06
TOTAL DUE .00
� IF PAID AFTER DATE INDICAtED. SEE REVERSE If TOTAL DUE IS REFtEGTED AS A CREDIT CCR}, ypU XAY BE DUE ,�}�
FOR CA�CUtATZON OF ADDZTZ4XA6 INTEREST. A REFUND. SEE REVERSE SEDE FOR TNS7RUCTIONS. i`����
V
� RESERVATION: Estates of decetlents dyinp on ot before Dec.72,i982-"rf any futur�irrterest in the estate is hansferred in possession or
. enjoyment to colipteral benefiC{�ries oi the decedent aker the expiretion of a�estata for Iffe or yeare;tl�e Commprnvealth
� hereby expreasy reserves the right M appraise and assess transfer inheritance taxes at ihe.lawful ct>Ilateral rate on any such
� future lnterest.
PAYMENT: Detach the rop poh(on of ihis nofice and submit with your payment to the Ragister of��Is indicated pn the front ot#he nolice.
Make check oF mpney order payable to:RECiiSTER QF WILL,AGENT.
REFUND(GR): A retund of a t�credi#rrot reqtujated on the taz retum may ba requested by CompYetinp 8n Apgiicatiao�r Refuncf of
Penraylvar�ia lnherii&nce arx!Estate Tau{REV-i 313). A�Scati�ns are�avgileWe ftam tFfe depatirnenYs w�site at
www f�,vsnue:amEx,p�,any ReQister W Wills or ReveY+ue disiriaf fNfice,ar frpm the d8partrnenYS 24hour torms orderirrg
� service:1-80D-362-2p50;servicas for taxpeyers wiM speaal Frea�icp and�or speaking needs:�1•800-447-3020(1?ony).
Please allow 4-6 weeks from 1Me tlate a refund was graMed to artive.
O&lECTIONS: Arry party in iMerest rro#sa6sfied with the a��praisement,albwar5ce or d'rsaiVOwance of deductions,ar assessment of tax
(including�scount or iMerest)as shown on this notice may oblact within 60 days of the date of receipt of this notice 6y:
A) Filinp an appeal pnGne at�p[�{�;�� s dle � ��.o�or befire the 6pp4al date iderNified on the hont pf this notice.
Or se�rg a wriEten pr�est to:PA dpp�Nneni a#-Ravenue,Boarc!fl#Appeals,Pb SOX 281201,Harzisburg PA 17128-t 021;
� B) Havinig the matter detsrmined at au�t of the accroum oi ihe personai repr6se�6ve;ar
� C) C)Appealing to the Orphan�'Court.
ADMINISTRATNE Errors dfscoversd on this assessment shouk!be addressed in writl�g to:PA department af Revenue,Bureau of Individual
. CQRREGTIQNS: Tazes.ATTN:Post Rssessme�R Rerierr Unit,PO BOx 2&0667,Harristwrp PA;17128-1021,Phone{717)787-8505. See page 4
i�structions for inhetitance Taz Return for a Resident DgcedeM(REV-t50t j ior an explanalion qf admirrisffativaiy correctdbie
errors.
DISCOi1NT: It arry tau due is paki within thr9e caier+dar mordhs after the dececieni's death,a five perceni discourh of the tau paid is allowable.
IhfTERE57: intereat is charged beginning witfi first day of delinquenoy,or Mna months arM orie date trom date of death,ro the data of
. payment. Annual int9rest rates are available on Form REV-1617,availade at www.revxn�y,e�,te.�,sY,or upon rquest by
caliing 7•888-728•2937.
I�erest is ca�u�ated 8s foibws:
' INTERES7=BALANCE OF TAX UNPAID X NUMBER 4F DAYS DELINQUENT X DAILV INTEREST FACTOR
My Natice issued after the tau becomes deGnqueM wiil reflect an intersst calculation to 15 days beypnd the date of ihe
- assessment. If payment is made after Nae iMerast cakuiation date shaw on the Notice.A�tio�ai inter9sY must t�oakul2ted.