HomeMy WebLinkAbout08-02-13 MOTICE OF INHHRITANCE TAX � pennsylvarria
HUREAU OF INDIYIDUAL TAXES APPRAISENENT� ACLBWpNCE OR DTSALLOWANCE DEPAR7MENTOFREVENUE
txNEarrnNCE r,ac otvtstoN OF DEDUCTIONS pND pSSESSMENT OF TA7C ���� Rfy�154r oc n�r CO3-13)
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NAkRISBURG PA 17128-0601
OpTE 08-OS-20I3
ESTATE OP MUMS�N TkERESk 6
RA7E OF DEATH 04-02-20I2
FSLE NUMHER 21 13-p6Q5
CdUNTY CUMBERLAND
DIS2MONI HEDV ACN 101
5Q1 EWIMG ST APPEAI DATE: 10-04-2013
PRSNCETON NJ 0$540-2705 (SeereversesideunAerObjections)
A�ount Re�itted��--�—�
MAKE CNECK PAYABLE AND REMIT PAYMENT 70:
RE6ISTER OF WILLS
1 CQURTHOUSE SQUARE
CAR�ISLb PA 17013
CUT AlON6 THSS LINE ____ �i RETAiN LOWER PORTION FUR YOUR RECORDS t�
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REV-1547 EX AFP CO2-13) N4TICE OF INHERI7ANCE TAX APPRAiSENEHT. ALLOWANCE OR
DISALLUWANCE pF DEDUCTIONS AND ASSESSMENT 6F TAX
ESTATE dF: MUNSON THERESA GFILE N0. :21 23-O6Q5 pCN: ID1 DATE: OB-05-2QI3
TAX RETURN WAS: (jO ACCEPTED AS FILED C ) CHAN6ED
APPRAISED YAIUE Of RETURN SASED QN: flR26INAL RETURN
1. Raal Estate CSChetlule A) (1) 114�000.00 NOTE: To ensure prnpar
2. Stocks anG Sonds CSchadulm H3 C2)
3�784.00 eredit Yo your acep�nt,
.00 submit tha uPpa� RortSOn
3. Closely Held Stoek/Partne�ship Tntqrest (Schatluie C) C3) ot this form with your
4. Nortg8ge9lNatas Receiva62a CSChedule D) C4) •�� tax paymont.
5. CaShJBank UeposSts/Misa. Personal Propcwty LSehadule E) (51 32r262.55
6. dolntlY flwned Property CSchaEUl• F) �6� 50,531.23
7. TrBnsfePS iSChedule G) {�) .OQ
e. 7ota1 assats c8) 2Q0,577.78
APPROYED DEDUCTIQNS AND EXEMPTIONS:
9. Funeral ExpensesfAdm. Coats/Nisc. Expansas tSchadule N) �p� 12�63�.71
I0. DeCks/NOrtga9e Liabilitiss/LSena (Sehadule I) Clb7 2�482•8Q
ii. tocai neaucttons cti3 25,213.51
12. Net Value of Tax Raturn �1Z7 �T�1 �,4b4.27
13. Char4table/6overnma�tal Baqoasts; Noo—alectad 4313 Trusts CSCAedula J) ""� �:'i 00
G7 {13E..r��=
i�. eet vsiue af Eststa sub�eet to tax � p �iyy-� ,�.}�,464.27
� �- •'+7 r [.
NOTE: If an assess�enfi was issustl previouslv, lines 14, 15, 2� '1?lt�I8�andld'rir�9 will
refieet fipures that inolude the tota2 af all returns a�e�.aitl to datb'. °,.�
ASSESSNENT OF TAX: r "'= ��-;. �V "'"
D � �:.. �y ��r
15. Amount af Line 14 at spoussl rata (15) —>0'�$. Xr�OQ , � .,� -,� .OD
16. Amount ot Line 14 taxa6le at 2ineal rata Clbl ��Ar'-4,b.�%:�!045"'+1 yT�.'�45.$9
17. Amount of line 15 at siblinp rote (17)_ -��,,,�-�,X"12 .�0
18. Amaunt of LSne 14 kaxahle at eollateral rata Ue> 1.O��X 15 = �"' .00
14. PrinclFel 7ax 4u0 � ��9� ��
Y �
TAX CREDITS:
PAYMEN7 RECEIPT DLSC4UNT C+} AMDUNT PAZD
DATE NUMSER INTEREST/PEN PAID C-)
Q -24-20 3 � 0 676 . 0 7> QQ.QO
05-29-2013 CDOI�677 .00 1,345.$4
tOTAL TAX PAYMENT 8,345.89
HALANCE OF TAX DUE ,pp
INTEREST AkQ PEN. .00
TUTAL DUE .00
� ZF PALD AFTER DA7E ZNDZCATED, SEE REVERSE IF TOTAL OfIE IS REFLECTED AS A CREDIT CCR}, YOU MAY HE DUE rWY1V
FOR CAICUi.ATTON OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE POR INSTRUCTZQNS. �U` �
RESEflVRTl4N: Estates of decede�tts dyirg on or before Dec.12,1982-if any firiure irNerest in ttre eata�is transferred in posse.ssion or
enjoymerrt to coAaNerai be�eftciaries af the decetlent after the ezpiratlan�any.eai�te hx�e:�yeprs;tl�e Comroonwealth
� hereby exprassiy`esdrves:lFie figM to appraise and assess transfer#rherikance ta�ces at ttie Iawlu!wBateral rate on any such
iuiure irrterest.
PAYMENT: Detach the rop�portbn of khis notice a�submit with your paymerrt iq the Register of Wiils Mdicated on�e tront ot the nqtice.
Make check or money order p�yati�e�to:REGiSTER OF Wil�t,AGENF.
REFUNp(CR): A refund of a tatt credit not requested an tha tax raNm may be sequested by, r�lednp an Applicaiia�tor fieSUnd of
Pennsylvarria inheritar�ce and Estate Tax{REY-13i3), llpplic&pons are ava�e Nom fhe departmeM's web site at
� ,:artYRepisterofWills�orR�iuB�Dt6dfct+OfRoe,orfromthade�rimeM'37#-hourformsadering
service:t-840-382-2450;sewices for taxpayers wkh epeciai head(p.andla speaitiiq needs:i-80D-4a�-3020(TT anty}.
Please allow 4fi weeks hom the dete a reiund wae graMed io amva.
� OBJECTtLSNS:-� Any party in interesi not satisfied wittr ihe appraisement,albwance m disauowance of dedUCtians,or afi�escment af tax
� � - � {irtcltrtNr�tHSeount or iMerest)as slmwn on tMis notice.may object within 60 days of the tlate of receipt of this noti�by:
. A) FINnp an appeal anGne at feppcclN,y�a[dpT8pp4 .Rd.uS on or before Nre appaqi�d�e idan4'A'+ad ar tl+e fraif of ttris notics.
Or sending a written pro�st to:PA Departmsn��6vanue,Bo4rd ofi kppeais,P4 BOX 281241,Harrislwrg PA 17128-1021;
. B} Ftavie�p d7e mailo9r dOCermined:at autYt ot 6+e�account M N�a� .. .ve;or
cy c>a�anna m n,�omna�•c«,n.
� - AQMiNI57RATNE Errors c�ar.uvered on tt3ts.assessme�t shouki be addreased in writinp W:PA Depa�tment oi Revenue,Bureau of iruiividuai
COR4?ECTlONS: Taxes;ATTN:Poat ASaeB�neM Raview UnN,PO BOX 260601,Harrisburp Pk,17t28-102f,Pfwne�{7S7}797-8605. Ste�page 4
I�struMbns for Inherhance Tax�Hetum for a Resident Decederrt(REV-iSUt}tor a�explask�ion of adnt+�stratively carreC�ble
errars.
DiSCOUNT: It any ta�c due is paid wftldn three ralendar months after the dec:edem's death,a five percent tNscouM of the tax paid is ailowabie.
INTEREST: Interest is chargetl beginning with first day of delinquency,or nirre morrths and one date from date ot death,to ttte dafe of
paymeM. Annual inkergst rates are avaUgbie on Form REV-161 t,avaiYaMe at www revenue.state.oa-us.or uppn rquest:by
cailing t-869-�28-2937.
� Interest is cal�W2ted aS fallows:
INTEREST=BALANCE OF TAX UNPSI6 X NUMBER OF DAYS DELINQUENT X DAiIY INTEREST FAGTOFt
Any Notice iseuetl after the ta�c ber,omes delirrc�uent will refiect ar�interest cakulalion M 15 days beyond tha date of the
assessment If payment ts made after the ireterest calailation date show on the Nofice,adr�tionai intarest must be caiculated.