HomeMy WebLinkAbout08-20-13 NOTICE OF INHERITANCE TAX � pennsylvania
BuREnu oF INDIVI�UAL inxES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE �i� DEPARTMENTOFREVENUE
OF DEDUCTIONS AND ASSESSMENT OF 7AX
INHERITANCE TA% DIVISION REV-154] EX AFP (03-13)
PO BOX 280601
HARRISBURG PA 17128-0601
����:`��`�:�� � �� � DATE 08-19-2013
� f-'� �� � �, v�- . - ESTATE OF FAGEN LEONCIA F
�,...
DATE OF DEATH 02-04-2013
�!,i � f� '.� �� I :; �- - '., FILE NUMBER 21 13-0228
COUNTY CUMBERLAND
DUNCAN W��ILI-/►M .,�.A pCN 101
1 IRVINE ROW "` ��� rs�� APPEAL DATE: 10-18-2013
CARIISLE ORt'N�y�7 �,.'.��:T'
01`3=�Sd 19 (See reverse side under Objections)
CUMBERLAtdD CC`.: i'H q�ount Renitted
MAKE CHECK PAYABLE AND REMIT PAYNENT T0:
REGISTER OF WILLS
1 COIIRTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON6 THIS LINE ____ �► RE7AIN LOWER PORTION FOR YOUR RECORDS t-
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REV-1547 EX AFP CO2-13) N07ICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FAGEN LEONCIA FFILE N0. :21 13-0228 ACN: 101 DATE: OS-19-2013
TAX RETURN WAS: ( JO ACCEPTEO AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estat• CSchetlule A) C1) •OD NOTE: To ensure proper
2. Stoeks and Hontls CSc�etlule H) �y) .00 cretlit ta your account,
.OQ Su6mit ihe upper portion
3. Closelv Haltl Stoek/Partnars�ip InYerest (SChedule C) (3) of this form with your
4. Mortgagas/Natas Raeaivable CSchetlule D7 (4) •00 tax o�Ymenk.
5. Cash/Hank Deposits/Misc. Personal ProoarLy (SChetlule E) (5) ��841 .52
6. Jointly OwneA Property (SChedule F) �6� .00
7. 7ransfers CSCheCUle G) ��� .00
e. Total Asssts (e) 7.841.52
APPROVED DEDUCTSONS AND EXEMPTIONS:
9. Funeral Exoaoses/Atlm. Cosks/M1sc. Expenses (S<hetlule H) �g� 1 .584.67
10. Debks/MOriga9e Liabilities/Liens (SChetlule I) (lp) 22•737.98
11. 7ota1 DetlucYions (11) 24�322.65
12. NeY Valu• of Tax Raturn �12� 16�481. 13-
13. Lharitable/Gavernmental BequesYS; Non-electe0 9113 Trusts CSchetlul• J) �13� .00
14. Net Value af Estate Subject So Tax �ly� 16.481. 13-
NOTE: If an assesswent was issued previously. Lines 14, 15, 16, 17, 18 and/or 19 will
reflect fiDUres that inelude the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount ot Line 14 at spousal rate (15) •00 X 00 .00
16. Amount of Line 14 taxaDle aY lineal rake (I6) -�� X 045 = .00
17. Amount ot Line 14 at siblinp rate (17) -�� X 12 - .00
18. Amount of �ine 14 taxaDle ak collateral rate (18) .00 X 15 = .00
19. Principal Tax Due �19�= .00
TAX CREDITS:
PAYMENT RECEIPT DISCDUNT (+7 qMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 A
� IF PRID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY HE DUE`�Y
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. ;'���
V
RESERVATION: Eslates of decedents dyiny on or before Dec. 12, 1982-if any future irrterest in tMe esiate is transferced in possession or
erryoyment to callaLa[al bqneflciaries of the decedeM afler tlre e:piratlon of ar�y�for tlfe or yeaes;the Qommor�weakh
hereby exp�eash res8rves fhe rigM M appraise and assess hansfer inharifar�e taxes ffi the lawtul coNateral rate on any such
future interest.
PAYMENT: Detach ihe top portion of this rwq�and�,aubmit with your payment to the Register of Wills Indicflted on the front oi the notice.
Make check or money order payeble to:REGISTER OF WILL,AGENT.
REFUND(CR): A refund of a tax credit not requested on the tax retum may be requested bySwmpJeUng;}n ApAYCation Wr Refµnd of
Pennsyivan�a Inheritgnce aM Estate Ta�c(REV-1313). Applicaporw are avpi�ble hom tMe depsrtmenYs web site at
www revenue.e�:tin us,any�Regieter of Wills or'Reveiwe Dlatrict tNRCe�,or froln 7he��tl'epaMitinP3 2+f-Iww fbrms ordering
service:1-800-862-SE160;s.r1!Icas fOr taxpaYers with speciel heerinp�eM�Orspeakirq negds:1-800-447-302D(TT onty).
Please allow 4-6 weeks from the dffie a refund was granted to arrive.
O&IECTIONS: Any party in interest not saNsfied with the a�reisement,albwarue or�saibwance af deduGtioris,or aBSessment of tax
� (including discount or interest)as shown on tFiis rwtice may object wfthin 80 days of the date of receipt of thla rrotice by:
A) Filing an appeal online at on or before the�appeaF datB ideMified on Me frorrt of tMs ratice.
Or sendirq a wriqen protest tp:PAq9p8 riment M Aev9nue,Board of Ap�eals,PO BOX 281201,Harrisburg PA 17128-1021;
B) Having the matter det@rmined at arXlif�ot�ilre�elicounTOf!he pEr�dn9�repr6dbhtsBve;or
C) C)Appeating to tFre Orphans'Court.
ADMINISTRATIVE Errors discarered on this assessment should be addressed in writinp to:PA Depsrtment of Revgnue,Bureau of Individual
COFiRECTIONS: Teues,A1?N:Post AsaeeemeM�Review Uni�,�PO BOX 280601,HartisDury PA,17126-7021.I'tione(717)787-fi805. 5ee page 4
InsVUCtions for InFreri�r�ce Tax Retum tor a Hesident Decedent(REV-1501)for an explenaircm of admirrisMalively aorreotable
errors.
DISCOUNT: If any taz due is paid within three calendar moMhs after the decedeM's death,a five percent discount of the tax paid is albwable.
INTEflEST: Interest is charged beginning with first day of delinquency,or nine months and ona date from date of death,to the date of
payment. Mnual interest retes are available on Form REVd671,aveltable at www.revenue.stp .us,or upon rquest by
calling 1-888-729-2937.
Interest is calculated as folbws:
INTEREST=BALANCE OF TAX UNPAID X NUMBER OF DAYS DELiNQUENT X DAILY INTEREST FACTOR
Any Notice issued aker the tax 6ecomes delinquent will reflect an interest calculation to 75 days beyond the date of the
assessment. If payment is made afte�the iMerest calcuFation date show on the Notice,additional interast must be ca�ulated.