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HomeMy WebLinkAbout08-20-13 N07ICE OF INHERITANCE TAX � pennsylvania APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENTOFREVENUE BUREAU oF INDIVIDUAL raxes OF DEDUCTIONS AND ASSESSMENT OF TAX INHERITRNCE TAX OIVISION REV-1547 D! AFP (03-13) PO BO% 280601 HARRISBURG PR 17128-0601 �`G�i)'S ��� ._ . . . , DATE OS-19-2013 p�_ : ;?�.-'� '�. , �„�� .. .._ _ :, ESTATE OF ANTONICELLI ALVSON C DATE OF DEATH 11-15-2012 '.✓:� ' �`� Zf� "�.f� �I ��.J �{� FILE NUMBER 21 13-0503 COUNTY CUMBERLAND ZULLI FR{,�'�,��5.;,- A ACN 101 109 LOCUST ST '"'�-"�� �"' APPEAL DATE: 10-18-2013 HARRISBURG 6f��f�j�c5�1S{�dk�I409 (SeereversesideunderObjeclions) CUMBERL���D �0., PA peount Renitted MAKE CHECK PAYABLE AN� REMIT PAYMENT T0: REGISTER OF WILLS 1 COIIRTHOUSE SQUARE CARLISLE PA 17013 CU7 ALON6 THIS LINE __._ �► RETAIN LOWER PORTION FOR YOUR RECORDS � """""""""" """""""""'-"'---------------"""""---------------- REV-1547 EX AFP CO2-13) NOTICE OF INHERITANCE TAX APPRAISEMENL ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ES7ATE OF: ANTONICELLI ALYSON CFILE N0. :21 13-0503 ACN: 101 DATE: 08-19-2013 TAX RETURN WAS: C X) ACCEPTED AS FILED O CHANGED APPRAISED VALUE OF RETURN BASE� OH: ORIGINAL RETURN 1. Real EsYate (SChetlule A) (17 •�0 NOTE: To ensure proper 2. Stoeks antl BonES CSChetlule B) �Z� 9�671 .85 erotlit to your aeeount, .00 submit She uppar portion 3. Closaly Heltl Stock/ParYnarshio Interast (SChadule C) C3) of this torm with your 4. Mortgages/NOtes Receivable CSchedule D) (4) •�� tax o�Yment. 5. Cash/Hank DeposSts/MSsc. Personal Property (Schedule E) (5) •00 6. Joinily Ownetl Property (SC�edule F) �6� .00 7. Trensfere (S<hedule G7 ��� .00 E. iotal Assets ce) 9.671.85 APPROYED DEDUC7IONS AND EXEMPTIONS: 9. Fun¢ral Expensas/Adm. Costs/Mise. Expansas (Schadula H) �q� 11 .589.50 10. Debts/MOrtgage Liabflities/Liens (SCh¢dule I7 (10) 10 .983.65 11. Total Daductfons (11) z2.573. 15 12. Net Value of Tax Raturn �yZ� 12.901 .30- 13. Lharitable/Gavernmental Haquasts; Non-eleeted 9113 Trusts CSC�atlul• JJ �y;� .00 14. Net Value of Estate Subject to Tax �ly� 12.901 .30- NOTE: If an assesssent was Yssued previously, Lines 14, 15, 16, 17, 18 and/or 19 will reflect fipures that include the total of all returns assessed to date. ASSESSMENT Of TAX: 15. Amount of Line 14 aY spousal raSe C15) •00 X 00 .00 16. AmounY ot Lina 14 Yaxable at lineal rate C16) � �� x 045 = .00 17. Amount of Line 14 at sibling rate (17) -0� X 12 .00 18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00 19. Principal Tax Due �19�= .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+7 pMOUNT PAID . DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 � INTEREST AND PEN. .DO TOTAL DUE .00 � IF PAID AFTER DATE INOICATED, SEE REVERSE IF TOTAL DUE IS REFLECTEO AS A CREDIT (CR), YOU MAY BE DUE� FOR CALCULATION OF AODITIONAL INTEREST. A REFUND. SEE REVERSE SIOE FOR INSTRUCTIONS. RESERVATION: Estates of decedents dyfng on or before Dec. 12,1982-if any fuWre iMerest in the estate is Gansferred inpo Ssession or enjoyment to cdlateral benetidaries of�Me decedeM etter tl�e expiratlan ot enyeaffi�e tor fife oryesrs•tt�e�Commuriweat[h hereby expressy reserves the right W appralse and assess traar�fer intreritance ffizes at the lawful collat�rel rate on any such future iMerest. PAYMENT: Detach the top portion of this notiCe and submit with your paymerrt to Uie Register of Wiils Indicated on the front of the notice. Make chedc or money order payab�e to:REGISTER OF WILI,AGENT. REFUND(CR): A refund of a tax credit not requested on the tax reWm may ba requested by.cOmpletinp.6n App66ptio�for Refund of Pennsylvania lnharitence and Estate Taz(REV-1313). Ap�lications are aveilable from the dap�,monCs web aite at www.revenutr.s�la,oa.�,eny�Repiater of Wills or Aeveanl0 bistriCt�OA�Ce,or hom Me deper9ne�fP's�14'-tqu�totms ordering service:1-800-362-2050;services tor taxpayers with spectiel hearrrp end/or speaking needs:t-8�-447-302tr(TT ony). Please allow 4-6 weeks from Me date a refund was�granted to arrive. O&IECTIONS: Any parly in intarest not satisfied with the appraisement,albwance or diselbwance of deductions,or assessment of tau (inclu�ng discouM or interest)as shown on this notice may object w8hin 60 days of the date of receipt of this notice by: A) FiGng an appeal online at on or before the appeal ddie ideritifified on the front of this notice. Or sendirq a written protest to:PA Depertment of Revprwe,Board�.of Ap�¢a�g,PO BOX 281201,Harcisburg PA 17128-1021; B) Havirp tFie�maiter deYermined at autlit of the account of the personal repre5entative;or C) C)Appealiny to the Orphans'Court. ADMINISTRATIVE Errors discovered on this assessment should pe addressed in wridng.to:PA Department of Revenue,Bureau of Individual CORRECTIONS: Texes;ATTN;.Post AssessmeM Review UnR,PO BOX 28d601,Harrisburg PA, 17128-1021,Ptwne(717)787-6505. S�e page 4 Insh�cBons for Inheritance Taz Return for a Resident DecedeM(REV-1501}for an expian8tion of adminisdetivey conectable errors. DISCOUNT: If any tax due is paid within three calendar months after the decedenYs death,a five percent discouM of the tax paid is allowable. INTEREST: Interest is charped bepinning with first day of delinf�enCy,or nine monihs and one date from date of death,to Me date of payment. Annual irrterest rates a�e avaiWble on Fortn REV4611,availabie at www.revenue.state,p�,or upon rqueat by calling 1-888-728-2937. Interest is ca�ulated as follows: INTEREST�BALANCE OF TAX UNPAID X NUMBER Of DAYS DELINQUENT X DAILY INTEREST FACTOR Any Notice issued after the tax becomes deiinquent will reflect an interest ca�ulaUOn to 15 days beyond the date of the assessment. If payment is made aker the iMerest cabulation date show on the Notice,additional interest must be cakulated.