HomeMy WebLinkAbout08-20-13 ,
NOTICE OF INNERITANCE TAX � pennsylvania
BUBEAU Of id�ivTOUn� inxES APPRATSEXENT, ALLpWANCE OR DISALLOWANCE R�T DEPARTMENTOiflEVENUE
zxxeei7nHCe r�ix onzsiaN OF DEDUCTIONS AHD ASSESSMENT pP TAX R�y-zsat Ex nFr coa-ia�
PO HOX 280b01
HARRIS9URG PA 13128•0601
��"�{�^';'=_j ;,T���vr �� DATE OS-19-2013
� -` ; : � ESTATE OF W40STER k�SCE H
DATE OF DEATH 07'25-2011 -
��','.,,� �'�� �� �m .� ? �� FILE NUMB�R 21 11-109p
COUNTY CUMBERLAND
HU6NES ES4 JAMES D ACN 161
STE 1 �_�'�:jiC Ji APPEAL DATE: 1p-18-2013
354 ALEXANQ�iR%r¢�QR�CC�Ujj�r (SeereversesideunderObjecrions)
CAR�ISLE�+��g������1��19p7A451 Anount Rewitted� � .
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
I REGISTER OF WILLS
1 C4URTHOLISE SQUARE
CARLZSI.E PA 17Q23
CUT ALON6 7HIS LINE --•► RETAIN LOWER PORTION FOR YOUR RECOR[1S �--
--"'-----"-'--"'---""-'--"'----^"--'-""---`^----"---"-""----"'----^"--""-'-
REY-1547 EX AFP f02-13) N6TICE OF INHERITANCE TAX APPRAISEMENT, AGIOWAHGE OR
DISALL4WANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OFs WOOSTER ALICE HFILE N0. :21 11-1090 ACN: 101 DATE: tl8-19-2013
TAX RESURN WAS: fjO ACCEPTEO AS PIIED O CHANGED
APPRAISED YALUE OF RETURN BASED ON: 6RI6iNAL RETURN
1. Real Estate (SChedule A7 (17 •00 NOTE: Ta ensurc proper
2. Stocks ane &o�s�s tSChatlule 83 �Z1 254�736.96 eretllt to your account,
�Q submit tne uooar portion
3. tlosmly Haid StockfPartnarship Tnterest {Scbedula C) CS} of this fiorm with you�
4. Mortgs0as/NOtas Receivabla (SOhetlule 0) (4) •08 taz payment.
5. Cash/Bank Deposits/Misc. Personal PropprtY (SChadule E) C57 „ 225�436.50
6. JointlY 4x�ad Prooerty {SChadule F} {b} 25r232.74
7. r�anxtars cschaauie c� �7J 204,307.60
e. Total Assats (g) 7d9.713.$0
APPROYED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expensas/Atlm. CostslNSSC. Exppns�s CSehadula NS �q} 84. 7b S.7q
10. Debks/MOrk9agn Liabildties/Liens CSChedule I) (10) 4�.869.84
11. iatal DeCUCtions {ii3 134,546.68
12. Net Value ot Tax Return fi2} �75.Y67.12
13. Charikable/GOVernment�l Hequpsts; Non-elaotetl 9113 Trusts CSehetlulo J) �y;� 106.994.91
14. Net vai�: or Escate sudiaoc to rax �ly� 474.167.21
NOTE: If an assessnent was lssusd previausly, Linas 14, 15: 1S, 17, i8 andtor I4 xi12
reflect fiDUres that include the total of all returns assessed ta data.
ASSESSXENT OF TAX:
15. Amount of �ine 14 at spousal rate U5J .00 X d0 = ,00
lb. Amount of Line i4 taxabie at Sinsai rate cis> 4?�•�s7-?� x 045 = 21:337.52
17. Amount of Line 14 at sibllnB ��te C177 - 00 X 12 = .00
18. Amount of Line 14 taxable at collaYeral r�ate C18) .00 X 15 .00
14. Pri�cipal Tax Due �ig}� 21:337.52
TAX CREDITS:
PAVMENT RECEIP7 DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTENESTlPEN PAID C-)
10- 1-2011 015� .53 8,?50.0
06-14-2013 CD017751 412.68- 12,555.58
TOTAI TAX PAYMENT 21,353.43
BALANCE OF TAX DUE 15.91CR
ZNFEREST AND PEFi. u .00
TOTAL DUE 15.91CR
� IF PAZD AFTER BASE INDZCATEO. SEE REYERSE IF T6TAL DUE IS REFLECTED AS A CREDIT {CRJ� YOU MAY BE DUE �
F4R CALCUtATZON OF ADDITZONAI INTEREST. A R£FUN➢, SEE REYERSE SIDE FOR IHSTRllCTZflNS. � '
RESERVASION: Estates of deCedents Llyinp on or befare Dec. 12, i 982-N erry tuWre iMerest in the estate ix hanstetred in posses,siqn or
er�oyment to collatarai ber�ciau'res oi the det�deM after ihe expiradon of anyeatate�tor INe.or years;the Comrtqnweslth
hereby expra�ry reaarves 9ie right to appraise and as�eas trenefer(nheritarroe faxes at Me lawful collateral raM on any such
tuture interest.�
PAYMENT: Detach tYre top.porqpn.of tlrs nptiCe and submit wiih your paymeM to tlre Register of Wiils Indicated on the froM W the noNCS.
Make check or money order payable M:REGISTER OF WILL,AGENT.
REFUMD{CR}: A refund of a tax credit rwt reqtaested on tt�e ffa�c reWm may be requestgd by�y an qppke�ion{pi paturM pq
Penr�syivania lnheritanae�ar�d Estate Ta�c{REV-t 373). � 8re�aasitsbie frvm(he ciepgrtrt�anyg web site et
www.revn �g,sny Regiater of WiNs or R'evB�hGS[�Ct�,or h4mtM1e de�lartmeFll`s 24hourfbrtrrs.prdering
&ervice: i��O::sarvices tor tazp8yere w@h spedal t�arie�antUor speaking needs:1-800-d47W3020(TT ony).
Please allow 4-6 weeks from the date a refund was grarr[ed to arrive.
65JECTtONS: Any parry in interast not saUsfied with the appraisemenf,albwance or dsailowance of dedt�tions,or as�esament of isx
(including discount pr irnerest)as shown on this notice mcry objecl wkhin 60 days of the date ot receipt at this no8ce by:
A) �ilinp an appeal oNine at bnyNL4.eatdofA. n a�ger�,�pn or bebre the appeal date i�Mified on ttae front of this notice.
Or ser�r�a wriiten pfo�st to:PA DepatUneM af ,8qarsf.c�t,�eais,pp BpX 261241.Harrisburg PA 17128-102i;
B} }tav(rq ttfe maCet deMtminetl at audttof�ftte acwnM�po�f tlne per9�Nte1'repr�seMaiive;or� .
C) C)Apppolinp to tFre Orphsns'Court.
ADMITIISFRA7lVE Errors discovered on this assea.ment shoufd be addreeesd in writi»g to:PA Dapartment of Revenue,8uresu of ItWividuai
C4Fit�ECTIONS: Ta�ces��ATTN:Post .,. � rtt fisviaw Unit,P4 BOX 29t#6D1,HattfisEurg PA�17128-1021�Phofle(]17}787-6505. See page 4
tnstrucGOns for inherkance Tax ReNm for a Resident DacedeM(REV-fi501)�lor an explanaHon of adminisfrativey carecta6le
ercors.
DISCQUNT: !f any Wu due is paid withi�t#uee calendar rrronths after the decedenYs ckath,a five percent ckscawi of the tau paid is aibwa$te.
IN'fEREST: Imerest is charged beginrring with first day oi delinquency,or nine mpnths and one date from dafe ot deaM,to the date ot
payment. Annual k�terest rates are availabW qn Form REV-761 t,avallabie at www.revenue sL�oe�,pr upon rquest by
salling 1-$98-728-2937.
Ir�teresz is caka�tated as foNovrs:
INTEREST=BALANCE OF TAX UNPAID X NUMBER dF DAYS DELINQUENT X DAILV INTERE57 FACTOR
Any NoT7ce issued after the taz bgComes deliriquanF wiii reilect an inieresf caiculation G�15 days heyoM!the date of the �
assessmerrt. if paymgM is made after itte iMerest calCUlaBon�e Rhow an the Nptice,addltbnai interest must be calcuiated. �