HomeMy WebLinkAbout08-20-13 NOTICE OF INHERITANCE TAX '�j pennsylvania
APPRAISEMENT, ALLOWANCE pR DISA�LOWANCE �\f DEPARTMENTOfREVENUE
HUKEAU oF INDIVIDUAL raxES OF DEDUCTIDNS AND ASSESSNENT OF TAX I�r
INHERI7ANCE TA% DIVISION REV-154T IX AFP (03-13)
PO 86X 289647
NARRISBURG PA 17128-0¢61
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'?Z'^^ " __... � s��.>:_ �.:f' DA7E 08-i9-2U13
r:.';:- - � - , - -`7 ESTATE pF REESER JAMES R
�} DATE 6F DEATH IO-21-2Q12 �
"' 7� r�� iiit u�1 FILE NUMBER 21 13-0030
� COUNTY Ct1M8ERLAND
REES -t��`\ :,�� NANCY l. AGN l�Y
g3n5�A py �V_�.. AFPEAL DATE: 10-18-2013
L eMU� �s � �' pp 17�43-1528 (See reverse stde under Objecdons)
�i�M�E��b��� C�•' �"' A�ount Resitted
MAKE CHECK PAYAB�E AND REMIT PAYNENT T0:
REGISTER OF WILLS
1 COURTHOUSE S4UARE
CARLISLE PA 17013
C43T AtON6 TNIS LTNE __ �-Y RETAIN IOWER PORTION FOR YOUR REGORDS t-�
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REV-1547 EX AFP CO2-13) NOTICE OF INHERI7ANCE TAX APPRAISEMENL ALIOWANCE pR
DISALl4WANCE OF D£QUCTZQNS AND ASSESSMENT OF TA%
ESTATE OF: REESER JAMES RFILE N0. :21 13-0030 ACN: 101 DATE: 08-19-2013
TAX RETURN WAS: CjO ACCEPTED AS FILED t 3 CHANGED
APPRAISED YALUE OF RETURH BASELt 4N: QRIGZNAI ftETURN
1. Raal Estate CSehequl6 A7 C1) •�� NOTE: To ensu�• PPOper
Z. Stocks antl Bands (SChetlule 8) (Z} .00 cfedit ta your accou�t,
.00 auCmik tha upper portion
3. Closely He1G StockfPartnn�slfip Intafest LSChedula C> C3) qt thRs form wStR� your
4. Mortyages/NOtos Re<eivabl6 (SChedule DJ C47 •�� #ax paYmenY.
5. Cash/&ank BapositslMisc. Parsonal Prop¢rty {SChetlule E] {5} 25r410.91
6. Jointly Ownetl ProDerty CSChetlule F) C6) '�p
�. Traosfers CSChedule �3 ��} 443r634.85
8. Tota1 Assats (B) 469.05Q.76
APPROYED DEDUCTIONS AND EXHMPTIONS:
4. Funaral ExpensssiAd�. CostslMisc. Expensas {SChetlule H} tg} 21.8bi.51
10. Debks/MOrtgape 4iabilities/Lians CSChetlule I) �1p7 6.44y.49
ii. rotai Deductions ciz3 28�3�9•�p
iz. n¢t vswe ov rax aeturn �1�� 440,741 .76
13. Charitable/6overnmental Bupuests; Non-elected 9113 Trusts CSchedule JS �1;7 •�Q
ia. wet vaiue of Estate sue9eec to Tax {14� 440>741.76
NUTE: If an assesswent was issued previously, Lines 14, 15, 16, 17, 18 and/or 14 will
reflect fipures that lnclude tha total af ail returns assessed ta date.
ASSESSNENT OF TAX:
15. AmpunY at Line 14 at spousal raYe C35) S6r133.03 7t 00 .00
ia. nmou�t ot �tng 1a taxaaia �t uneai �atg cisa ;RC.�na_�:c x D45 s 17,307.39
17. AmpunY of Line 14 at si6ling rata <17), , -�� X �.2 .DQ
ia. Amount dt L3ne 14 taxable at collaterai rite t787 .00 x 15 .00
19. PMncipal Tax Due C1976 17,307.39
TpX CREDITS:
PpYMENT RECEIPT qISCtlUNT C+) AMdUNT PAID
DATE NUMBER IN7ERESTJPEN PAID t-7
4 -1 -2�13 CD 17 1 57. 9 12,50Q.00
06-14-2613 CD017745 .06 4>144.51
TpTAt TAX PAYMENT 17,307.40
BALAHCE OF TAX DUE � .O1CR
INTEREST AND PEN. .00
TOTAI. DUE .D1CR
� IF PAID AFTER UATE INpICATED� SEE REVERSE SF TOTAL DUE IS REFIECTED AS A C%EDIT CCR}� YOtl riAY SE DUE�l�
FOR CALCULATZQN OP ADDZTSONA� INTEREST. A REFUND. SEE REVERSE SIDE FOR INS7RUCTIONS. �1r�
\l
RESERYAT1t?�I: Estates af dacedartts dyinp on or betae Dec. 12,1962•if any fupme interaat in the eataie is transieried in possession or
erqoYaiErrt to coll8tetal_ts6neficiaries nf the decedeM after tlie BxpirBtlon 9f.sq+es�IR�'fipf�Bt4 w'Ysats�Ne tkuthmonwealth
hereby expre�ly resenres tlre rigM M appraise and essesc lransfsr inheritance t�es ffi.the IflwkA collaterval ra�on any such
future irrterest
PAYMENT: Lietactti ihe tqp,ptr�ip�pf tt�.potiG9 and 57�bmit wiih your payment to the Register of Wilis Indicated on the froni of ihe rwtice.
Make check or money order payabie to:REGISTER OF W#LL,AGENT.
REFUNt7(GR): A refund of a t�ae�kt noE requested ort the ta�c rsWm may�requested by�t�rrapletlnp ap Ap�iaktion fw Fefund of
Pennsylvaniai�herit�ceand.�etateTatt{R�V-13t3). �� ava¢IekNefrqmtl�ecbpartmanYswsb�teat
vnww reve�g,� �8rty Regieter pt VWHs pr R8V8 �" " ' �,pr from tlte dspalrC�ieM's 24-Mur forms ordering
service:t-e0{F282-���servicas!ar iaxpayars w(tti spadai twuinp�a�dbr epeekNip needs:�-&�-ae7-3020(TT only}.
Please a�low 4-6 weeks from the dale a refund was g�anted to arrive.
OBJECTIOMS: Any party in interest not astisfiad with the appraisemsM,albwa�g w disaltowance of d�ions,w assessmerrt of tae
(inclurSing diswuni or intarest}as shown on this ratit�e may��object wfthin 60 days of dte date of receipt ot this notice by: �
A} FiN�g an gppeal online at pn or befora the app�al r�e Id9ntlfietl on the hont af this rwtice.
Or serafing.a written ptotest b�:PA Depa[t�qnf pf A � rtl..of AK�pqq pO BOX 281201,Harriaburg PA 1 7 7 28-7 021; ..
B) HaJing tlie maHer det8imirmd 2t au�tbf tlie�unt' teptb��;oT
C) C)AppeeNrig ro the�.Orpfians'Court. ��
ApMINISTRATIVE Errors disca.verad on Nis a&�e$sment strouW¢eaddressed in wriGnp ta:PA D�Rtt W Revenu@,Bureau of Ir�viduai �
COFiF4EGTi0RfS: Taues;�l1TN:PoBt Asseaemti�it�F9aiew Unit,PQ BOX 280607,Harcistwrp PA;�i'7128-10'�1;Phone(7i 7)787•6505. See page 4
In&ttuCtions far irttierltaraCe Tex Hg#urn fM a Rastdent Decadent{REV-1501}fw�an 8zplanation'of s[knirristra{ively carractabie
errors.
DfSCQUNT: 14 any tax due is paid�witlrin EMae calender manihs aiter the decedenCs death,a five percer+t discauM af the tarc paid is aNrnvable. �
1NTEREST: lnterasi is charged beginnir�p with first day af�nqusrroy,or�ine mqrrths and one date from date of death,to the deta of
payment. Anrwal InWrest rates are availeble on Forrn REV-187 i,avaNaMe at �;or upan rquest by
caiiing 1-888-728-2937. � .
interest is cal�ufated as toibws:
INTEREST=BALANCE OF TAX UNPAID X NUMSER OF DAYS DELINQUEN7 X DA2Y INTEREST PACT4R �
My Noti�Issued after the ta�c bscames delinquenY wiii refiect an interest saicutation ta 15 days beyond the date of the
assesement. If payment is made after the iMe�est cakxilation date ehow on Ma Not�,ad�tional i�terest must be cakwlated. �