HomeMy WebLinkAbout08-20-13 NOTICE OF INHERITANCE TAX � pennsytvania
auaepu oF INDIVIDUAL rnxes AP�'RAISEMEN7. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX ���T DEPARTMEN70FREVENUE
IMNERIUNCE TA% DIYISZON ftEY-1547 IX AFP C43-131
PO BilX 28C663
XARR29611RG PA 17128-06U1
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,_., , ., DATE 08-14-2013
� �� �� � L" '- ""-� ESTATE OF BROZACK SARBARA A
,,1 DATE OF DEATH 12-24-2011
..�t:i3 ����.:�U �� �i! I 7,.1. �2 FILE NUMBER 21 12-0258
C4UNTY CUMBERLAND
KEITN 6 BRENNE�}t[";��tY�'�a;� ACN i01
44 W MAIN Sa�.:;�;�;ds� ��unl APPEAL DATE: 10-18-2013
PO BOX 318 i� n (SeereversesBdeunderObjeetions)
MECHANZCS�������M�33���8 Arount Re�itted��--�����
MAKE CHECK PAYABLE ANG REMIT PAYMENT T0:
REGISTER OF WTLLS
I COURTHOUSE SGUARE
CARLIS�E PA 17613
CUT ALON6 THIS LINE -► RETAIN LqWER PORTION FDR YOUR RECORDS t-
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BEV-1547 EX AFP CO2-13? NOTICE OF INMERITANCE TA)C APPRAISEMENT, ALL6WANCff OR
DISAILQWANCE OF DEDUCTI4HS AND ASSESSMEH7 6F TAX
ESTATE OFs BROZACK BARBARA AFILE H4. :21 12-0258 ACNs 101 DATEc 08-19-2013
TAX RETURN WAS: CJ(3 ACCEPTED AS FIIED C } CHANGED
APPRAISED YALUE Of RE7URN BASED 4N: ORI6ZNA� RETURN
1. Real Estake (Sthedula A7 (1)
125r508.25 NO7E: To ensure prapar
2. Stocks an0 8antls (SChadule B) (2J
.00 credit to your account.
�Q 5ubmik tha uppY!- pa('t101't
3. Clos<ly Haid StocklPartnership Inta�est tSChadula C) Ci} of this fcrm vith you�
4. MortBages/NOtes Reealvqble CSChedule O) C4) •�� tax paymant.
5. Cash/Bank Daposits/Miac. Perxanal Property (S�hedule E) CS> Zg�a37. 17
6. JointlY 8xnad ProPerty CSehsdulc F7 fb] `�Q
7. Trensfars (Schatlule G) ��a 4r376.b3
e. rotsl assets (8) 162.922.05
APPROYED IYEDUCTI0N5 AND EXEMPTI4NS: _
9. Gunsral Expa6s¢s/Adw. CostsJM3sc. Expenses {SChsdule N) (9} 15;959.d$
10. Dahks/MOrtgape LlabiXities/LSens (Sehedule U (10) 14,026.20
11. Total Detluctlans � (11) �g�4��•88
12. Nat Yalue ot Tax Return {127 132r43b.17
13. Charitable/GavernmentaX Bequexts; Non-�lectetl 8113 T�usts (Sehadule A �13} .00
14. Net Value or Estate 5ubjact to Tax �1G� 132,936. 17
NOTEz If an sssess�ent xas issuad praviouslY, �inas 14, 15, 16, 17, 1$ andlor 14 vrili
refieet fioures that lncluda the to#al of a7,1 returns assessed to date.
A5SESSMENT OF TAXs
15. Awaunt oF Line 14 at sPOUSSl rata C15I •OQ X OD .{i0
1s. nmount at �ine i4 caxabia at iina:i �ata t1a5 ���-Q;�-17 x 045 = 5,982.13
17. Amaunt of LSne 14 at sibling �aYe C17) �60 X 12 = .00
18. Amount of Lina 14 taxaEle at collatxv^al rala C187 ,00 X 1� _ .OU
14. Princ£o�l Tax Due �Z9}= 5r�&2.13
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
➢ATE NUMHER INTEREST/PEN PAID (-I
QS-12-201 D017 8 .00 ,982.1
BALANCE OF UNPAID INTEREST/PENALTY AS DF 06-13-2013 TOTAL TAX PAYMENT 5,982. 13
BALANCE OF TAX DUE .RU
ZMTEREST AND PEN. 125.58
TOTAL DUE 125.58
+ IF FAID AFTER DATE SNDICATED. SEE REYERSE IF TOTAL DUE IS REF4ECTED AS A CAEQIT CCR], YqU MAY BE DUE �
FqR CAICUI.ATZON dF ADDZTIONAI IHTERESL A REFUND. SEE REYERSE SZDE FOR iNSTRUGTZ�NS. `.,,�
��t
RESERVATION: Estates of decedents dying on or before Dec.12,1982-if any future interest in the estate is transterced in possession or
enjoymeM to cdlateral be[reficidrias of the decacfe�t af[er Me expiration of a�estale��tor Nfe or years;ihe Commomveatth
hereby expressty resenes the righi to appraise a�d asaess trar�sfer inheritar�e taxes ffi the Nawful collateral rate.on any such
fuWre iMerest.
PAYMENT: Detach the top portian.af this notice ard submit with your payment to the Register of Wi�is Indicated on the front of the notice.
Make check or money order payafile to:REGISTEFi OF WILL,AGENT.
REFUND(CR): A refu�of a tau credit not requested on the tax return may be requested bycompletirq an AppNCittion fw Refurud of
Pennsylvania lnheritance'a&n'dyE�os(�I$-t�31�3 App,Aca6ons are�available trom the depertmenYs web site at
dtEEriCt WOce�,or hom��ihe�deparfm6nYs 24-hour forrtls ordering
service:1-8�382-2050;agrvices lor taxpeyers wiM spedal irearinp and�a�speekinp needs:l-800-447•3020(lT only).
Please albw 4-6 weeks Trom the date a refund was greMed to arcive.
O&IECTIQNS: Any paAy in interest not satisfied with the appraisemerrt,allowance or disalbwance of deductions,or asseasmeM of tax
(including�scount or interest)as shown on this nofice may object within 60 days of the date of receipt of this rw6ce by:
A) Filinp an appeal online at www.hoardnfanoeaLs.state,pH.L on or before the appeal�te i�ntified on ihe frorrt of this rrotice.
Or sendirp a written protest to:PA DepardneM of Revqnue,Board of AQpeak,PO BOX 281207,Harrisburg PA 17128-1021;
B) Hawtng tFre matter detenhined��at auditaf 6re�aecouM bf the personel'reprdS�tefive;or
C) C�ppealing to the Orphans'Court.
ADMINISTRATIVE Errors discovered on this assessment shoukl addressed in writing.to:PA DeQartment of Revenue,Bureau of Individual
COFRECTIONS: Taxes,ATTNi Post Assessment Review�UrNt, � BOX 280601,�Harrisdug�PA, 17128-1021,Phone(717)787-6505. See�pape 4
Instructions for Inharitance Tax Return for a ResftlerK Decedent(REV-1501)for an explanapon�of administratively cortecteble
errors.
DISCOUNT: If any tax due is paid within three calendar months after the dec�denPs death,a five percent discount of the ta�c paid is albwable.
INTEREST: Interest is charged beginning witli first day of delinquenCy or nine months and one date from date of death,to the date of
payment. Annuai inferest rates are available on Form REV-1611,availeble at www.revenue.atate.oa,us,or upon rquest 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 ta�c becomes delinquent will reflect an intarest cabuladon to 15 days beywid the date of the
assessment. if payment is made after lhe iMerest calculation date show on the Notice,additional interest must be ca�ulated.