HomeMy WebLinkAbout08-20-13 NOTICE OF INHERITANCE TAX "'�i� pennsylvania
APPRAISEMENT. AL�OWANCE OR IlISALLOWAMCE
auR�nu oF iNDiviQUnL 7nxES OF DEDUCTIONS AND ASSESSMENT OF TAX f�V pEAARTMENTOFREVENUE
INNERIT�INCE iAX DIVISION REY-7547 IX AFP LA3-23)
P� BD% 2$QSQI
HA2RISBURG PA 1�128-q601
"C•�•��'i)�'�,; ;,'.'V''�!:~ = 4i DATE 08-19-2013
� `-��,' ' , 'i,�` �.. _�__:j ESTATE OF WFM6ER ERIC P
;1 DATE OF DEA7H Q6-15-2pt1
;;.'�;�j t`;�J C;� �i!y !_ U� FILE NUMBER 2Y 11-0764
COUNTY CUM6ERLAND
NEIZER 10$E�� �; ._J ACN 101
4 KIPPS RUM RD � APPEAt DATE: 10-28-2013
DANVILLE ��r���S1���7&5 (SeereversesideunderObjeciians}
CUM6ERLANJ CQ., PA a.aunt Re�itted(-°-'-'- �
MAKE CHECK PAYABLE AND REMiT PAYMENT T0:
REGISTER OF WILLS
I COURTHDUSE SQUARE
CARLISLE PA 1701b
CU7 pLONG TNIS LINE �-F RETAIN LOWER PORTION FdR YOUR RECdRDS (�-
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REV-1547 EX AFP (02-13) NOTICE pF INHERITANCE 7AX APPRAISEMENT, ALLOWANCE OR
DSSAtLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE 4P: WFN6ER ERIC PFILE N8. :21 11-0764 ACN: 101 DATE: 0$-19-2013
TAX RETURN WAS: ( JO ACCEPTED AS FILED ( 7 CHANGED
APPRAISED VALUE OF RETURN BASED QNs SUPPLEMENTAL RETURN N0. O1
1. Rea1 Estate tSFhatlule AS C1) •00 NOTE: Tp ensure proper
2. Stocks and Bantls tSchetlui¢ 8} C2� ,DO credSt to your aceount,
�� 5VDm1t the uAP�� pOt'Lior3
3. Closely Hald Stack/Partnarship Interost CSchadula t5 (33 of this form wit� your
4. MortgapeslNOtes RqCaS.Ya1}79 {StheQula D} t4} .06 tax payment.
5. Cash/Bank Daposits/Misc. Parsonal Praparty tSthadule E? {5} 7,328.66
6. .IOSntly Ownatl PrapertY <Schedule F) {(,7 .00
�. 7ransfers (SChadule G) �71 .00
6. Tota1 Assets �gy 7,328.66
� APPROVED DEDUCTIONS ANii EXEMPTIbNS:
� 9. Funeral Expensas/Atlm, tosts/MSsc. Exoenses CSOhedula H) �q2 365, 00
10. DebtstMortyage LiabiiiYias/Liens tScheAule IJ (lp) •�0 �
ii. rotmi neducttons cii� 365.00
12. Net valus of 7ax Raturn �12� 6,963.66
13. Cha�itatrlal6avarnm¢nta2 H6quast5; Non-slactad 9713 T�usts {SChadulo J) �13� •00
14. Net Value of Extate Subject Yo Tax �ip� 34i�83.65
MOTE: If att assessrent xas issued previouslY, Lines 14, 15, 16, 17, i$ andlor 19 will
reflect fipures that 4ncluda tha tota2 af all returns assessed to data.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate C157 .00 X 00 = .00
ld. Amount ot �tne ia taxabia at 13neai rata cis� ;Q-�R;-�� x 045 = 1 .758.76
17. Amount of Lina 14 at xibl3rta rate t373 •n� X 12 ' .00
18. Amount of L3ne 14 taXable it Collat9r81 tate {18} .�� x 15 = .00
19. Prin<Spal Tax Due �14�- 1r75$.76
TAX CREDITS:
PAYMENT RECEIPT DISCOUN C+) AM6UNT PAZ➢
DA7E NUttBER LNTEREST/PEN PAID (-7
03-Q9-201 CU 1 685 .Q I.44 . 0
06-17-2013 CD017761 .00 313.36
&AIANCE OF UNFAID IN7ERESTJPEMALTY AS OF 06-18-2013 TBTAt TAX PAYMENT 1,758.76
BALANCE pF TAX DUE .00
INTEREST AND PEN. 11 .79
TOTAL DUE 11 .79
� TF PAZD AFTER DATE INDICATEp, SE£ REYERSE IF T07AL DUE IS REFLEC7E0 A5 A CREOIT CCRJ� YOU MAY BE DUE ��
FOR CAICU�AT;QN QF ApDITIONAL lNTERBST. A REFUNA SEE REVERSE SIDE FOR INSTRUCTIaN3.
ftESERVATiON: Estates of decedents dyinp on or 6efore Elec.12,�1982-i}any hAUre iMerest in the estata is bansferred in pqssession or
eMdYmBM to Colleteral-ben�af�iciariBBOf tha deCecfent after the bxp[atiori pf�ny�eblelB forl At9 tie Yeats�lIY6�Glmmanwealth
herebY expressiy rbeerves the rigM ta apprsiss and aseass her�sfer intredmnC�tex�.atthe lawhd swNa6ersi rate en any sucfi
fuhare interest
PAYMENT: Detach the top polyon�i tlgs.ratis�and submit with your p�yment to Ne Repister of Wills Indicated on the front of the notice.
Make check or money order peyable tu:REGISTER OF WILL,AQEN7.
REFUND{CR}; A refund of a taz credit�ot requested on the�tex return may be requested hy.cvampletkp en.d�pplic�ion krr Retund o1
P�en�n`seiVVea�nia lnhenta�c�e'a�E� ���o3�evarit�e O�,or h�m die nt`s web site at
Y . i 1 �� �4�����24-hour forms ardering
service:i-80� � 2-2D50;services for tszqsYers with speciat Ire�rinp�ardlor speaMnp needs:1-800-447-3020(TT ony).
� Ptease allow d•6 weeks from the date a refund was graMed to amve.
OB,IEG710NS: Aoy p�rQ�.in intarext nat satisfled with the appraisement,allowance or disalbwante ai deduaGons,or assessment oi�tasc
(ir�cluding ti'iscount or ir�terest}ss�shown on this nodce may object uitlan 60 days of the c�te of receip2 at this ratice by:
A) Filing an appeal online at � on or befare ihe appeai date ic�ntified on the froM of this rro6ce.
Or�erttk awritten �ttO:PA �� W 8cc�t�cq,�(RpQas�i¢..PO$pX2&t2U1.Hartisbur PA17128-t021;.
B) H�vinp th�e matte�clet�grmined at a�xfit of the accouM����pa�u�ai'rept�r�tive;pr �
C) C)/kppealing���ihe Orphans'Court. �
� ADpqINISTRATIVE Errors discovered an this assessment shoukl be�tdressed in writing to:PA DePS[tn�gnd Of�evenue,Sureau oi Individuai
CORRECTiON$: ��Taces,ATTN:Post PiasessmBrt�Review tMit,PO 8t7X 280&Ot,HarAs6tttg PA,17i28-tU21;Phpne(717)787-6505. See page 4
. � Instr�Uons for Intredt�x»Te�c R9turrc foP a Residerrt Decedent(REW-'t501)for an�explanatton of adminishatively cprrectabte
errors.
DISCpUNT: If any t�due is paid within�three calendar manths after the decedeM's tleath,a five perceM�discount of the tax paid is ailowable.
INTEREST: interest is oharqsd bepinning with firstday ot delinquency,or nine months and one date from Cate of de0th,to the date of
payment. Annual iMerest rates arg availNWe on Form REV-161�1,avaii�bie�at w�vw revenua ste�.os:�,or upam rquest by,
caikng 5-888-728-2937.
� interest is cakwiated as faliows:
. � , INTEREST=BALANGE pF 7AX UNPAID X NUMBER OF DAYS DELIN�UENT X DAILY INTEREST FACTOR
Rny tJOtice issued aft9r ihe ta�c beCemes delirpuant will reflect an interest ca�ulatiorr M 15 days�beyond the dffie of the
assessment. fl paymant ia made aftar tha tMerest ca�culation date stww on itie Nadce,additionai interest musi be ca�cuisted.