HomeMy WebLinkAbout08-20-13 NOTICE OF INHERITANCE TAX � pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENTOFREVENl1E
INXERITANCE TAX OIVISION OF DEDUCTIDNS AND ASSESSMENT OF TAX REV-154] IX AFP (D3-13)
PO BOX 2806��-��r�r.--.. -��[' (�C
HARRISBURG �-1 1�8+066i-' "� ' ' - �
'` � � � � -�� � - � �� DATE 08-19-2013
.� � , � < � � � �� ESTATE OF MACKEV BETTY M
� �� ���� DATE OF DEATH 02-08-2013
_ FILE NUMBER 21 13-0331
"-��-'��'�` "�' COUNTY CUMBERLAND
HAR��1�_���fS' ��N J ACN 101
1��E�,R�W,� 4a r�� APPEAL DATE: 10-18-2013
C � � pA 17 013-3019 (See rwerse stde under Objeckons)
A�ount Rewittetl
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
� CARLISLE PA 17013
CUT ALON6 THIS LINE 1 RETAIN LOWER PDRTION FOR YOUR RECORDS F
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REV-1547 EX AFP CO2-13) NOTICE OF IHHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUC7IONS AND ASSESSMENT OF TAX
ESTATE OF: MACKEY BETTY MFILE N0. :21 13-0331 ACN: 101 DATE: OS-19-2013
TAX RETURN WAS: CJO ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real EsYate CSChetlule A) (1) .00 NOTE: To ensure propar
2. Sto<ks and Bantls (S<hetlule B) �y� .00 cretlit to your account,
.00 submlt tho upPer portion
3. Closely Haltl Siock/Partnershio Interesk (Schadule C) C3) ot t�1s form uith your
4. Mortpapas/Notes Rece3vaDle (Sehatlule D) (47 •�0 tax payment.
5. Cas�/Bank DeposiYS/MSS<. Personal Property (Schedule E) (5) 46,832.86
6. Jolntly Ornatl Property (SChedule F) �6� .00
7. Transfers CSChetlule 6) (7) •00
9. iotal Assets ce) 46.832.86
APPROVEO DEDUCTIONS AND EXEMPTIONS:
9. Funeral Ecpanses/Atlm. Losts/Misc. Expenses (SChatlule H) �g� 9.277.75
10. DebYS/MOrtgape Liabilities/Liens (SChetlule I) �10) 1 .520.11
11. 7ota1 Deductions �11� 10�797.86
12. Nat Value of 7ax Raturn �12� 36,035.0�
13. Charifa�la/GOVernmental Baquests; Non-eletted 9113 Trusts (SCMEUle J) �13� •00
14. Net Value of EstaYe Sub�aet to Tax �yG� 36.035.00
NOTE: If an assesssent was issued previously, Lines 14, 15. 16, 17, 18 and/or 19 will
refleet fiDUres that include the total of all returns assessed to date.
ASSESSXENT OF TAX:
15. AmounY of Line 14 at spausal raie (15) .�� 7( 00 - .0�
16. Amount of Line 14 taxable at lineal rate C16) ;�-naG_ nn X p45 = 1�621 .58
17. Amount of Line 14 at sSb11n9 rafe C17) - 00 X 12 .�0
18. Amount af Line 14 taxable at collateral rate (18) .�0 X 15 ` .00
19. Principal Tax Due �19�= L.621.58
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) pMOUNT PAIO
DATE NUMBER INTEREST/PEN PAID (-)
06-11-2013 CD017726 .00 1,621 .58
TOTAL TAX PAYMENT 1,621.58
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
t IF PAIO AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (LR), YOU MAV BE OUE�\��/
FOR CALCULATION OF AODITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. �V�
V
RESERVATION: Estates of decedents dying on or before Dec.12,1982-if any future interest in the estate is hansfened in possesaion or
enjoyment to�coHpteral p�nef�iafies of the decedant a(ter the axpiretion of any es�e ftx-lite or years;Me Commomreakh
hereby expre�ssy reserves the righi to appraise end ass�s ha�ster inheritance Wzes at the lawfui collateral�rate on any such
future interest.
PAYMENT: Detach tha top pordon of this no6ce and Submit wiM your paymeM to the Register of Wills Indicated on Me front of the rwtice.
Make check oi money order payatile to:REGISTER OF WILL,AGENT.
REFUND(CR): A refund of a tax credit not requested on the tax return may be requested by.Cqmplet+[q enAppGcatiOn.ipr Rafund of
Pennsylvania lnharipnce and Esiate Tau(REV-1313). App�teetions ere avAflable trom the de�AmenYs web site at
www revani�jyq[�,��,any Aepster of Wtlls oi Flevenrie�Dl§trlet Clffloe,or ftom Cre dep�YminYs 24-hour forms ordering
service: 1-800'382�000;ServiCes for fazpflyers vriM special hearinp and�or spealenp�needa:7-80(1-447-3020(TT onty).
Please albw 4-6 weeks from the daie a reTund was graMed to artive.
O&1ECTIONS: Any party in interest not satisfied with the appraisemeM,allowance or disalbwance of deduGtqFlS,or.asse&sment of taz
(ncluding�discount or iMerest)as shown on this noUCe may objeCt within 60 days of the date of receipt ot this rwtice by:
A) FilinQ an appeal online at on or before the appeal date�identi8ed on the front of this notice.
Or sendinp a wdtten protest to:PA DepertcneM at qev�ue,Board of PO BOX 281201,Harrisburg PA 17728-7021;
B) Havinp tfie maRer determinetl at au�t of'Me aceou�ot iMe person�f re`�'s�er�aiive;or
C) C)Appealing ro the Otphans'Court.
ADMINISTRATIVE Errors discovered on ihis assessment shouW be addressed in writing to:PA Department of Revenue,Bureau of Individual
CORREGTtONS: Taxes,A1TN:Pwst AaseasmeM�Review�Unk,PO BOX 280601,Harrisbury PA,T7128-1021,Plarre(717)787-fi503. See�pape 4
InsWCtio�s�for Inheritance Tau Retum for a Residerrt Decedent(REV-5501)for an explanakon of atlminishatively correctable
errors:
DISCOUNT: If any tax due is paid within three calendar rtwMhs arier the decedenYs death,a five perceM discount of the tau paid is allowable.
INTEREST: Interest is charged beginning with first day of delinquency,or nine rtronihs and one date from date of death,to ihe date of
payment Annual iMerest rates are available on Form REV-0611,avaifeble at www.revenue.state.na.us,or upon rquest by
calling t-888-728-2937.
Interest is caMulated as follows:
INTEREST=BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
Any Notice issued after the tax becomes delinqueM will reflect an interest ca�ulation to 15 days beyond the date of the
assessment. If payment is made after the interest calculation daffi show on the No6ce,additional interest must be ca�ulated.