HomeMy WebLinkAbout08-02-13 NOTICE OF INHERITANCE 7AX � pennsytvania
BUREAU nF XNDSYIDUAL rpxES APPRAISEMENT. ALLOWANCE OR DISAI,LOWANCE ���� DEpARTMENTOFqEVENUE
ixxEan,� Tvc ntvisa4x OP DEDUCTIQNS AND ASSESSMENT OF TAX Rty-2y,r oc nFP cua-ia>
ro sox �aasai
IWNRIS9URG PA 17128-0601
DATE oe-os-zara
ESTA7E OF KRUSE MARJORIE J
DATE OF DEATH 04^28-2013
FILE NUMBER 21 13-0604
COUNTY CUMBERLAND
IENOX DAYIB J ACN 101
STE 3 APPEAL DATE: 10-04-2013
8 TRISTAN DR (SeereversestdeunderObjections)
DI�LSBUR6 PA 17019-163& AAOUnt Raraitted�-��-- T�
MAKE CHECK PAYABLE AND REMIT PAYMENT T6:
REGISTER OF WILLS
1 COURTHQUSE 54UARE
CARIISLE PA 17013
CUT ALONC THIS LINE 1 RETAIN LOWER PDRTION FUR YOUR RECORDS f--
""'----'..--'-"'-",."'---"`----""-""'.-"-.."----"-----"`----"_^--"""--"---"
REY^1547 EX AFP {p2-1�3 N6TICE OF SNHERITAHCE TAX APPRAISEMENF: AL�OWANCE 6R
DISA�LpWANCE 6F DE4UCTI4NS AND ASSESSMENT 4F TAX
ESTATE OFs KRUSE MARJORIE JFILE NQ. :21 13-0604 ACHs 101 DATE: OS-05-2013
TA% RETURk WAS: C,`(} ACCEPTED AS FII.ED C } CMAN6ED
APPRASSED YALUE pF RETURN BASED ON: ORI6INA1. RETURN
1. Real EsYate CSChedule A) (1) •00 NOTE: To ensure propar
2. Stocks antl Sands [Sehpduie H) C2J
.pQ creeit to your account,
�� su6miL The uppYt^ Qortlon
3. Cics<ly Ncld StocklPaMnarship Zntsraxt {SChatlule C7 C3) of th;s form with your
4. Mortga8es/NOtes Rec¢ivable (SChedule D> C47 •0D tax payment.
5. Cash/Hank Daposiks/MSxc. Parspnal Propor�y (Sthaduls ES CS) •00
b. .lainklY flvnad Property {Schadula FI {b} .OQ
7. Transfers (Scheeule G> ��� 3b4>748.&5
e. 7ota1 AsseYS (p) 364.74�J..85
APPROYED DEDUC720NS AHL1 EXEFfPTIONS:
4. Paneral ExOe�seslAEm. Costs/Misc. Expensas CSChadule N> t9> „ 515.QU
10. Debks/Mortgage Liabilittas/Liens (SChndqle I) (10) •00
11. Total DatluctSoos Clk} ,� 515.00
12. Het Yalue of Tax Raturn � C327 "- � +233.$5
13. Char32able/Gavernmental Baqupsks; Non-alacted 9113 Trusts (SChudula J) �; �'? �1+�� ,�., ���� �� 00
"7'"r_
14. NeL Value of Estata Sub]ect ta Tax p;7 :". �lGa � "t'�6rtr23�.85
NOTE: If an assess�ent was fssuad previously, �ines 14, 15, 3S:G�l��,t78 andta,riI'9 xili
reflect fipures that inciude tbe total of a11 returns as�ys�e���:i�to��'ate�t' `'
ASSESSMENT OF TAX: ' �� .-. �' �'
rt
15. A�ouM ot line 74 at spousal rate t15)-�343r015-��Ur{"��:@0 �_i ��+t .00
16. Amount of line 14 taxable at 13nea7 rata tlb) ��'_X d45 = "'3954.85
ll. Amount of Line 14 at aiblSng rite (li)
:n�o-�_� �� �-?�"' ,_PT�U
18. Amount of Lino 24 iaxadle aS collaterzl rote (18) ..�� X 15 � �'�� .00
19. PrineSOal Tax Aue --T- {i��� 954.85
TAX CREDITS:
PAYMENT RECEIPT DTSCOUNT C+) AMOUNT PAID
DATE NtiMBER INTERESTlPEN PAID (-7
05-24-20 CD0176 4 .74 40 .11
TOTAL TAX PAYMENT 954.$5
BALANCE OF TAX DUE ,pp
INTEREST AND PEH. .�0
TOTAL DUE .00 ,
� IF PAIII pF7£R DATE INDICATED, SEE REYERSE IF T4TAL DUE IS BEFLECTED AS A CREDIT {CR), YOU MAY HE DUE��J
FOR CAItU�ATiON OF ADDZTIONAI ZNTEREST. A REFUNA SEE REVERSE SIDE FOR ZNSTRUCTIONS.
RESERVATION: Estates of decedents dyi�g on a before Dec. 12, 1982-if any tuWre interest in the es�te is Vensferred in posseseion w
anpyment to collateral benefiaaries of ti�decedent after the expiration of any e¢fate for I�a.qr years;the Commqrnyeakh
hereby expreesy reserves the r�qfit ro appraise and assess trensfer inheritarroe taxes ai the lawful caBateral rete on any such
future interest.
PAYMENT: Detach fhe top pottloFl of this rrotice aod Submitwith your peyment to the Register of Wills Indicated on the front ot the rwtice.
Make chedc or moneyoMia�payabl9�ro:REGISTER OF WILL,AGENT.
REFUND(CR): A refund of a tax credit not requested on the tax reWrn may be requested by cqmpleij�lp an Aqplicetion for Refupd of
Pennsylvania lnheritance and Estate Tax(REV-1313). Applicatione are av&ifabie ftohl Me deparNneM's we6 sFte at
www reven�e.state.oa.us,anY Repister of Wllls.or Re�reruro D'ahict fNAoa,nr irom Hie department's 24Fwur torma ordering
service:1-SQO-362•2050;services for taxpayers with sp�ial hearinp and�or speaking needs:�i-8W447-3020(TT onty).
Please allow 4•6 weeks hom the date a retund was graMed to arrive.
O&lECT10NS: Any party in.intereat not sa6sfied with the appraisement,allowance or disalbwar�ce of deductions,or assessment of tax
(inclu�r�g discount or interest)as shown on this notice may object within 60 days of the date of receipt of this notice by:
. A) Filing an appeal online at on or beiore ihe appeal data idenqfied on ihe front of this rwtice.
Or sending a written probst to:PA Depettment of�Revenue,Board of Appeals,PO BOX 281201,Harrisburg PA 17128-1021;
B) Having thB ma�.er determ�ned at autlR of the accouM W thB pereorrel r9preserrtatwB;or
C) C)Appealing ro the Orphans'Court.
ADMINISTRATIVE Errors disCOVered on this aSSeSSment shoukl be addressed in writinq to:PA Department of Revenue,Bureau of Individual
CORRECTIONS: Tax�,ATTN:Post�A�Smbrd,Fkview Unif;PO BOX 280601,Hartisburp PA,1712&1021,Phone(717)787-5505. See page 4
Instructions for Inher�gnCe Tax Retum for a Resident Decedent(REV-1504)for an explarnation of administratively correctable
errors.
DISCOUNT: If any taz due is paid wiMin three calendar months after the decedenYs�daeth,a five percent discount ot the tax paid is allowable.
INTEREST: Interest is charged beginniny with first day of delinquency,or nine rtwnths and one date from date of death,to the date of
payment. Annual interest rffies are availaWe on Form REV-1611,avai�eble at www reyen�te,pg,y,or upon rquest by
calling 1-888•728-2937.
Interest is calculated as follows:
INTEREST=BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
Any Notice issued after the taz becomes delinquent will retiect an interest calculation to 15 days beyond the date of the
assessment. If paymeM is made after the imarest calculation date show on the Notice,additional interest must be cakulated.