HomeMy WebLinkAbout08-02-13 NOTICE OF INH�RITAHCE TAX � pennsytvania
SUREAU oF zkotviauac. TnxES APPRAISEMENT, ALLOWANCE OR DISALI.OWAMCE
OF DEDUCTIONS AND ASSESSMENT OF TAX j„ OEPAqTMENTOFREVENUE
INNERITANCE TAX DIYISION REV4541 IX AFP (0343)
Ptl 6pX 2B06p1
HARRISBtNt6 PA 17128-0601
DATE A�-22-2013
ESTpTE OF JAYNES PAULINE A
DATE OF DEATH 04-27-20U9
FILE NUMBER 21 13-0504
COUN7Y CUMBFREAND
HOWELL ESq STEVEN ACN 101
619 BRIDGE ST APPEAL DATE: 04-20-2013
NEW CUMBERLANQ PA 17070-1933 (Seereversesid�underptrjections)
A�ount Rew3tted�--- �
MAKE CHECK PAYABLE ANU REMI7 PAYNENT 7D:
REGISTER OF WILLS
1 COURTH4USE SQUARE
CARLISLE PA 17013
CUT ALON6 THIS LINE �-► RETAIH LaWER P4RTTON POR YOUR RECORDS t�
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� REY-1547 EX AFP CU2-13) NOTICE OF INHERITAMCE TAX APPRAISEMENT, AItOWANCE OR
DISALLOWANCE 4F AEDUCTIONS AND ASSESSMENT OF TAX
ES7ATE OF: JAYNES PAULINE AFItE N0. :21 13-0509 ACN: 101 DATEs D7-22-2013
TAX RETURN WAS: CJO ACCEPTED AS FILED { J CHAM6ED
APPRAISED YAIUE OF RETURN SASED ON: QRIGINAI RETURN
1. Raai Estste CSthsdula AS CI> ��� NOTE: To ensure Rropkr
2. Stpcks antl Honds CSChatlule HS �p� .00 cradit to yaur account,
�� submft t�o upper partinn
3. Closely Hald Stoek/PartnarshSp Intqrest CSChadule C) C3] of this form with your
4. Mortgatlas�NOtes Rocsivabla CSchedule D) C4I �Q� tsx paymant.
5. Cash/&anK DepqsltslMisc. Persortal Propnrty CSChatlula E} [5� .OD
6. Jo3at2y Oxnad Proparty CSChedula F) �6� 8�.535.OD
7. Transtars {Schedule GS C]7 ,00
8. 7o#al Assets (g) 84,535.tlU
APPRDVED DEdUCTIONS AND EXEMPTI4N5:
9. Funeral ExpenseslACm. Costs/Misc. Expansas fSchedu2u N} t9) 515.00
f0. DebtsJMortga9e Lisbilitiesllians CSchadule I7 L10) .00
il. Total DetlucYions C113 515.00
12. Net VaXua of Tax Raturn tyZ} 89s020.00
13. Charitsble/6overnmeotal Baquests; Nun-slactcd 4113 Trusts tSchatlale J) ��,}} .OD
14. Net Valuo ot Esta#e sutriaoc to rax �xy� : 89�02Q.OQ
NOTE: If an assess�ent was tssuad previouslY� Lines 14, 15, 16,i3� 1& a`rrdloy�rl� xfll
reflect fl0urss that include the total of al2 returns ass�ssd tc S�atei��" �
ASSESSMENT OF TAX: r��i -;- :- ' � ' `�
is. nmouni ot �ine la at s�ousal rate t15� •� Y •�'0 P,.� ': v�-i .00
16. Amouni of LSne 14 Yaxsbla at 11naa1 rata <lb7 R�"X 0�+5 � '�fr�005.9D
17. Amount of Lina 14 at sitrlSng rate t173 '� X '1'�2 �^ �� .00
�+-r_.. �"�--..'i,—�-
18, Amount of Line 34 taxaDle at collataral rate {183 .,7�0;X �,i5 �=y� . -'! .00
7s. ertnciaai rax nua _ �19�' _�:�„�U05.90
TAX CREDITS:
PAYMENT RECEZPT DISCOUNT C+) � ' �' " -�
AMQUNT PtrfD h-���
DA7E NUMSER TNTEREST/PEH PAID (-)
0 -02- 0 3 CD 1 27 28.81- . 0 . 0
TOTA� TAX PAYMEMT 4,577.09
BAtANCE OF TAX DUE 571.19CR
INTEREST AND PEN. .OQ
T4TAL DUE 5�1 .14CR
. IF PAID pFTER DATE INDIGATED. SEE REVERSE IF 7tl7AL DUE IS REFLECTED AS A tREDIT tCR}, ypU XAY BE DUE ��
F6R CALWLA7ION OF ADDITIpNAL INTEREST. A REFUND. SEE REVERSE SIOE FOR INSTRUCTI�HS.
RESERVATIQN: Estates of tlec�de�NS dyinp on or befpre Dec.12,1982-if any fuiure intereat in the 6stete is transierretf inpos&ession or
. enjoY�nt m coltakerai bwreficiaries of the decedern after Uae e�ration ot:any esia��tor kte or y�rs:tlie Ccrnmottwealth
hersby expressP�r�erves the rigM to appraise and assess transfsr inheritance taues at the lawtul colleterel�rate on any suoh
� future interest.
� PAYMENT: Detach ihe top portion of this nodce and submit with your payment W the Fegister of Wills Indicated on fhe hont oi the notice.
Make check or money order payabie#o:REGISTER OF WiLL,AGENT.
REFUND{CR): A refund of a tvc credit not requeated on the tax reWrn may be requested by�compi6ti an AppNcation for Refund of
� . PenneyWania�nhertia.nce and Estate Tax(REV-1313}.. AppiicaNprrs are�svallsMe from�depadmenfs web site at
. ,any Re�ster of Wills or Revemre�disNCt C11fice,or from the depaYdnl�M's 24�-MUr fomis ordering
service:1-600382-2050;aervices for taupayers wRh epeCial headng aM.Uor speeking needs:i-B06-447-�20(TT ony).
. Please aiiow d-8 weeks irom the data a refiuml was granted to amve.
� OBJECTIONS: Any parry in interest noi satisfiad with the appraisemeM,aiiowancse or disaibwar�ce of deductians,or assessmeM af t�
(4�ciockng discount or iMerest)as shown on this rrotice may object within 60 Cays of the date of recelpt of tlifs rro8ce by:
A} Fiiinp en appeai oniirre at on or before the appeei c�fs+den6fieci on the front�this rwtics.
- Or set;dirr�}a writlen protest to:PA D8p8rtmeM of A9venue,Board at Appeais,PO BOX 28120i,HarriSburp�PA 17128•1021;
� B) Havinp the matter detHrmined at audit oi ihe scasunt M ihe peraonai representative;or
C} CjAppeaNng ta th@ Otpharrs'Court.
. ADMWISTflATIVE Errors�scovered on this assessment shpuid be addressed in vrriting ta:PA Department of Revenug,Bureau ot irxtir�ai
CQfiRECTidNS: Taues,ATFN:Post AssessmentReview UrriG�P0�BOX 2$0607,Hardsburg PA.17128-102'I,Phone.{71�787-8505. 3ee page 4
'� Instructions for Inherftanae Tax Retum for a flesideM DecedeM(REV-7501)for an explanation o(adminishafive7y correctabie
ercors.
- DI5COUNT: If any taz tlus is paid within three calendar manths after the decedenYs death,a five percent�acouM of the ta7c paitl is aHawabFe.
� W TEREST: Interest ie charyed bepi�ninq with first day of delinquency,or nine morrths and ane date hom date af death,to the date oi
�-. payment. Annuai interest rates are avaiiabie on Forrn REV-167 5,aveilabie at ,ar upon tquest by
C211inp 5-888-72$-2937.
interest is caicuiated as foibws:
� INTEREST=BALANCE OF TAX UNPAID X NUMBER OF DAYS dELIt1QUENT X DAItY INTEREST FACTOR
' � Any Notice issued after the tax becomes delinquerrt will reflect an interest cafcuiation to 15 days beyond the date ot ttre
. assessmerrt. If paymeM is mede atter the iriterest caiculafion date show on ihe Notice,adtlitionai fnferest must be calculated.