HomeMy WebLinkAbout07-01-13 (2) � NOTICE OF INHERITANCE TAX � pennsytvania
.�p F /� s�1p 4�T eR LLUWANCE OR DISALLOWANCE OEPARTMENTOFREVENUE
9UREAU o� IN�IVIDUAL rnxES��,(;Of�'�;Pb ��E➢0�7"I�NS AND ASSESSMENT pF TAX ��
INHERITANCE TAX OIVISION ,_ ..,��. S r REy-754] IX At? L03-13>
PO !OA 28Ub�2 ������� �� ....�..LJ
fiA8R238URG AR ll128-9bG1 �i��'��`� 1 a.-.t U��
��i1iJ �J�_ � P� � OO dATE 06-24-2013
ESTATE OF TOIBERT RODMEY N
(;L�,(-„ ;��;� DATE OF DEATH 01-26-2013
�R��,���5• ���a�'j FILE NUMBER 21 13-0161
J4AN W T4l&ERT {x'(f MBER�AP�D v;.?., PA COUNTY CUMBERIAND
ACN 101
106 HAMMOND RD APPEAL DATE: OB-23-2013
SHIPPENS6URG PA 17267-9763 (SeereversesideunderObjeetions)
A�ount Rewitted��-�--�
MAKE CHECK PAYABLE AND REMI7 pAYMENT TD:
REGIS7ER OF WILLS
1 COURTHOUSE SqUARE
CAR�ISIE PA 17Q13
CUT ALONG THIS LINE _ � �ETATN LOWER PORTION FOR Y4UR RECORDS E�
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REY-1547 EX AFP CO2-I3} NOTI_C�4F INHERITANCE TAX APPRAISENENT, ALLOWANCE OR
DISAI.L ANCE OF DEDUCTI4NS AND ASSESSMENT OF TAX
ES7ATE OF: TOLBERT ROI�NEY NFILE N0. :21 13-0161 ACN: 101 DATE: 06-24-2013
TAX RETUf�N WAS: C X) ACCEPTED AS FII.ED C 7 CNAN6ED
APPRAISED YAlUE OF RETURN BASEb ON: ORI6INAl RETURN
1. Real Estata CSchetlule A) � C1) •�a NOTE: To cn5ure proper
2. Stocks antl Bands CSChadule B)�� �z� 285r518.64 cradSt to your aceount,
a� subnik the uppsr portlon
3. Cloxelv Hald StocklPartnarshlys Enterest {Sthedals C} {3} of this farm xSth your
4. MortBa9es/N4tes Recelvable CS�hadulo p) (4) •00 tax peymant.
5. Cash/Bank Daposits/Misc. Parspnal Property CS¢hedule E) CS) 241,199.43
6. Joi�tiy Ouned Property t5chsdGla F} {b) •�0
7. Transfars tSchstlu2e G7 <7) '��
e. Total Assets � �g� 526.718.07
APPROVED DEDUCTIONS AND EXEMP7'IDMS:
9. Funaral ExpensestAdm. CostslM$sc. Expanses {gchstluia HS �ga �4.140.48
lo. Dabts/MOrtgaga Liabilities/Libns (SChedule I) (10) 6.019. 19
ll. Total Oetluctions L11) 30,209.67
12. Nat Vaiva af 7ax Ratu�n � t12} 496,508.40
13. Charitabl¢/Gpvernmonkal Bequp$ts; Nom elected 9113 Trusts CSehadule A �13� •��
la. Nat Value of Estate Sub7ect t� 7ax C14� 496.50$.40
NOTE: If an assess�enY was� ilsaued previously: Lines 14, 15, 16: 17, 1$ andtor 14 wSl3
reflect fipurea thafi i�hciude the totsi of aii returns assessed to dsta.
ASSESSMENT OF TAX:
i5. amaunt of Line 14 at sao�sal �sia Ci5} .DD g 00 = .OQ
Ib. Amount of �inQ 14 teXable at �.ineal FBte {ld) �+��-�+�R_40 7� 045 = 22r342.8$
ll. Amount of LSne 14 at 5361ing Rate C17) -�� X 12 - .00
16. AmaunY of Ldne 14 taxable at �ollator8l rete C18) .DO X 1J� .00
19. PHnciRal Tax Due �i9}= 22�3G2.8&
TAX CREDITS: '�..
PAVMENT RECEIPT DISCOUNT C+) pMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
04-2b-2013 C 017 0 1, .14 2 L 25.7
�6-27-2013 S$ADdUST .00 .04
i
��.. TOTAL TAX PpYMENT 22,342.88
�I, BALANCE OF TAX DUE ,pp
�.. INT£REST AND PEN. .00
��. TOTAL DUE .00
� IF PAib AF7ER DATE INOICATED. SEH R�YERSE IF 7�TAL DUE IS REFLEC7ED AS A CREDIT tCR�, YqU MAY HE DUE p�
F4k GA�CUCATZ6N tlF ADDZTI�NAt INTER ST. A REFUND. SEE REYERSE SZDE FOR ZHSTRUCTZONS. `�Vy
- RESERVATION: Estates of decederrts dyirq on or before Dec.t 2,1982•it any hrture iMerest in the estate is Vensferred in poasessdon or
enjoyment tq colleteral benefictiaries ot ttre deaedeM aft�9r the expiraUpq of any qstdte for IHe a y9ars;tl�e Commonwealth
hereby expressry reserves the riqM to appraise and asssgs transfer inheritance ta�ces at the I�awful coNateral rate on any such
fuWre interesf.
PAYMENT: DaWCh the Wp portion of this rw6ca and submit with your payment io the Register of WiBs indicated on the front of the notice.
Make cbeck or money ortler pay8ltile to:REGISTER OF�W ILL,AGENT.
REFUND{GR): A refund of a taz credit noi rec�asted on tha ta�c return may be requested by aqtt�piBfinp an Ap{�{ioation Sor ReEwid of
Pennsyivania lntse�itancs and Estete Tati{REV-1313}. A�are av�'3A4ki fiom$re depa�V�rerrCs web sita at
www.revenuesmte.oaa�a,.any Repieter of WiHS or F�ventne Dfatrict f3Mlce,or from�ihe deparlineM's 24fiour forms ordering
service:1-SQO-36'2-2C150;services far t�payers with spedai hearinq andlor speaking needa:1-800-447-3020(TT anry).
Please allow 4-6 weeks hom the date a reiurni was graMed ro arrive.
08JECTIONS: My parp�in interest not satisfied wkh the apprai�merrt,aibwer�ce ar disalbwance of tie�ctions,or assesgment of i�
(inctuding discount or interest)as shawn on this rwtice may object w(thin 60 days of the data of recaipt of tfiis rrotice by:
A) Filinp an appeal onNne at on w before ttre appeal dqte kler�@Red on tM1e frorM of this ratice.
4r sem#rq a wriiten pra�t to:PA DepairtmeM o4 Ffievernie,Br�d W Rppeais,P6 BOX 281201,Narristrurg PA 1712&1621;
B} Having the mattat de@amir�i at att�t of Mte accovnt W the peraonal re#ireaeMative;or
C) C)Appealing to the Orphans'Court.
ADMlN4STRATNE Errors discovered op this assessment shou�d be addressbd in writinp to:PA Department of Revenue,Bureau of tr�dividual
CORFSECTI4NS: Tazes,ATTN:Pt�sY As9asaz�nf�Rerievfr Unit,PO B4X 28060i,Harrisbur�PA;17128-1621,Phone{717}787-&308. See page 4
� liuutructbns far knherit8nce T��ReNm for a Resident Decedent(REV•15�t)ior an expianetion of administratively aarceetebie
errors.
� DISCOUNT: If any tax due is paid within three calendar months after the det�denYS death,a tive percent dMscount af the tax paid fs albwabW.
INTEREST: Interest is oharpsd bepinning wfth first day pf dehnquer�y,or nine maMhs arn!one date irom date ot daath,to the daie of
payment. Annual interest rates are 9vailabl9 on Form R8V•1611,available at www.revenue.sf�e.na.un,or upon rqu9st by
� calling 7-888-728493Z �
irrterest is ca7cula�d as totbws:
� INTEREST m BALANCE OF TAX UNPAID X NUMBER QF OAYS DELINOUENT X DAILY INTEREST FACTOR
Any Notiee issued after the fax besbmes deliriquen[will reflec[an intereat calculelion to 15 days beyond the date of the
assessmaM. I#payrtrent is made after ihe iMer85t ca�i08INt dafe st�rr on ttie Noiice,additibnai irrterest must be aaicula#ed.