HomeMy WebLinkAbout08-02-13 NOTICE OF 2NHERITANCE TAX � pennsylvania
auaEAU oF INDIVIDUAL. TAXES AppRAISEMEHT, ALLDWANCE dR D7SALLOWpNCE �i1 DEPAHTMENTOFqEVENIIE
INHERITANCE TAX OIVISION �F DEDUC7IdNS AND ASSESSMENT OF TAX REV-1547 IX AFP (03-13)
P8 BOX 2806p1
XARRZSBtiRG FA 1�12B-0661
DA7E 08-05-2013
ESTAIE OF BARKDOLL LUCILLE E
DATE OF DEATH 03-D5-2013
PILE NUMBER 21 13-0634
C4UNFY CUMBERLAND
O�SEN ESQ LINDA J ACN 101
S7E 202 APPEAL DATEs 1Q-D4-2013
2000 LINGLES70WN RD (SeerevewsesideunderObjections)
HARRISBURG PA 27110-43L7 A�ount Reeitted�— �
MAKE CNECK PAYABLE ANII REMIT PAYMENT T0:
REGISTER OF WII�LS
1 COUR7HOUSE S4UARE
CARIISIE PA 1701E
CUT AlON6 THIS CIHE ____ �-Y RETAIN LOWER PORTION FOR YOUR RECORDS t�
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REV-1547 EX AFP (02-13) NOTICE 4F IHHERITANCE TAX APPRAISEMENT, ALtBWANCE DR
DISALL�WANCE QP DEDUCTIqNS AND ASSESSMENT pF TAX
ESTATE OF: BARKDOLL tUCILIE EFI4E Nd, :21 13-0534 ACM: lU2 DATE: 08-05-2013
TAX RETURN WAS: CJ{7 ACCEP7ED AS FILED { > CHAkBED
APPRAISED YALUE OF RETURN BASED ON: ORIGSNAL RE7URN
1. Real Esiate CSChedula A) t23 �QD NO7E: To eosure propar
2. Stocks and Bonds {S<hadula 8) �p� .DO <retlit io your aceounY,
0� submit She uppar portion
3. CloselY Heltl Stock/Partnership InYarast (Schetlule C� t3) aP this Porm wSth your
4. Mo�t9a9es/NOtes Recelvetrle (SChadu2a D) C4) 'fl� kax oaYmant.
5. Cash/Hank Deposiks/MisC. Personal Property {Schetlula E) {51 1�516.02
6. Jolntly Ownatl ProPerty t$et�atlula P) C67 9'02�.42
7. Transfiers CSChedule G) �7} 2r529.23
8. 7otai Assats ca) 13,Q65.67
APPRDYED DEDUCTIONS AND EXEMPTIONSz
9. Funeral ExpensosfAtlm. CastsfMisc. Expensas tSChodula H7 �g� 2.180.27
10. Dabts/Mnrtgaee L3abSlftias/LSdns (SChetlule I) {70} 11»$50.44
r-..; L0�03Y.26
li. Totai Deductions n t21i{--'
12. Net value of 7ax Return C � �1z�`"'' rn .-. 965.59-
13. Charttablqf6owrnmantal Bequasts; Non-alacted 9135 Trus#s CSChedule J) �- �,:;;, (13J �� �� �'��Q-
24. Nat vaiue of estat. sub.iect to rax � : : ,�y3 "���� `v" ' � 965.54-
N07E: If an assess�ent was issuad prevlouslY. Lines 14, 15, 16� �,i°�'18 �sndfnr� 1��Y8 will
reflect fipures that lnclade the tatal af sl2 returns as�i3�e�1' to dat�r,: ° �
ASSESSNENT OF TAX: ��lF� ��' � ��
�:a 4
16. Amount pf Line 14 at spoUSal rate Q5)�0-- X 'QQ `.,_,�;;;,_�0
16. Amount of Line 14 taxabla aY linea2 r�ata {ib3 ''"��;X 0451-�^ Y'��i' .00
27. Amount of L1ne 14 at siblinp rata (17] �.�._,--fl,.rQ��'X 12 � "> .�0
I6. Amaunt of Lina 14 taXable at collaYetal rats C18} �C� X 15 ��.00
14. Pfintipel TaX Due �193' .00
TAX CREDITS:
PAYMEHT RECElPT DISCDUNt {+) AMpUNT PRID
DATE NUM$ER INTEREST/AEN PAID (-7
TOTAt TAX PAYMENT .00
BAIANCE OF TAX DUE .00
IHTERES7 AND PEN. .OQ
TOTAL DUE .00
* FF PAZD AFTER DATE INDICA7Eb� SEE REVERSE IF TOTAL DUE IS REFIECTED AS A CREDIT CCR�, YOU MAY BE DUE �
FOR CAtCtlLATION OF ADDITIONAL INTEREST. A REFUND. SEE REVER5E SIDE FOR SkSTRUCTIONS.
RESERbAT+QN: Esiates of depeden�ciying en�or 6efore Dac.12,1982-if any fiRUra interesi in tlm esla�is trensferred in poss�sion or
� enjqyment Uo oodateral benaf�Ciaries W ihe decetlent atter the expretlon of�e�.e fa�e a years;t!m�ommaaweakh
hereby exprossy resorvas ihe rigM M appraise and a�sass hansfer inheri��x�at Me iawEuV col{eteral rate on any such
fuNre interest.
PAYMEFiT: Detach the tcp porlEon af ihis ratice and wbmit with your payment W the Ragister of Wills In�cated on the front of the notice.
Malce oheck or mbney ortler payaBie�m:RECiISTER OF WiLL,AGENT,
REFUND{CR): A refund of a ta��credit not requesiecf on the t�reWm may be requested by . � ' �Applipati�for ReftHad of
Pennsyivani¢�Inheritar�ce a+rd Estaie T�(REV-5373�. A ��are avm ` from�tlepaAmenCs weh site at
�anY Reqieter W WNls�or �ESiBt�st f3l�it�e.or fibm N�e depertmenYs 2+t�fiour forms orckring
service:t-8p0•392•2p5Q;;eMceS tor taxpsyeas wilh sp�eci�i haati�fy amYor sppaidt+p needs:i-808-4d7•3020(TT ony}.
Please albw 4-fi weeks trom the date a relund was graMed M arrive.
� OBJECTIONS: Any party in inierest not satisfred with Me appraisemaM,aiWwance or disaAawance ot de�ipr�,.or aSSessment ot tax
(i�clut�ng�scount or irrterest}as shovm on this noLCe may abject w[tl�in 60 days W the daM oi�recefpt ot ttiis notice by:
- A; Fiting an appeal w�tiNne at � on or befora the appeai�identifietl�on Me 6ont of this trotice.
Or aen�np a w�4tten QmteSt W:PA DepaMreM of Rbvenue,Board of Appeai�,PO BOX�1201,Hartistwrg PA t 7t 28-t 021;
. B) Havira}d�e r�ffiAr diteRnineal at audk ot tlwt ar,cxaurlR ofYhe pU+sunM ' :w
C) C)Appealirg to Me O�aris'Court.
� ADMINISTRATiVE Errors��covered on fhis assassment shpuld be addreased in wriUng W:PA Department oi Revenue,Bureau of lndividual
. CtNiREGT16NS: TareeS,ATTN:P�A6iY68m9nt R9Naw�Ur�l;PO BOX�280601,Hetriebutg PA;17128-10'L1�,Ph4n8(7i�787-65pS. S8e page 4
Instructbns tor Inheritence Tax Aelum for a ReskleM DecederA(REV-55Q1}for an e�ian�tian of acAnirdsirativsiy correctebb
errors.
OISCOUNT: if any taz due is paid wipiirr three ca{endar months aRer the decedenYS death,a flve perceM discount pf the tatt paid is aliowabte.
, inl7EfiEST: lntereat is charged bepinning wiih first day of delirpuency�or�ine months and one date irom date af death,to ihe dafe o#
paymeM. Annual iMerest ratus are avaiiabta on Form REV-167 t,avaiiaWe at ,or upon r�i by
cailing 1-888-728•293�.
� {nterest fs caicuhated as fWbws:
iNTEREST a BALANCE pF 7AX UNPAID X NUMBER OF DAYS DELIN�UEFtT X 4AILY iNTEREST FACTOR
� Any Notice issued aftar the t�becomes dekrpuerrt wiN�refiact an interesi calculatian to 75 days 4eyond the date of the
assassment. H paymeM is made afEer the iMerest aekaiilation d8ffi sMpw on fhe NoUce,addttional interest muat be cak,ufated.