HomeMy WebLinkAbout08-20-13 NOTICE OF INHERITANCE TAX � pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENTOFHEVENUE
_ INXERITANCE TRX DIVISION OF DEDUCTSONS AND ASSESSMENT OF TAX ����� REV-1547 EX-.AFP coa-ia�
PO BOX 280601
HARRISBURG PA 17128-06Q,1 /+/�r.� r
f�Eiil�;\�:� �'J ��Ti'-1�,^ �r
,�;.r � `, - • „ DATE OS-19-2013
�� � ' "��`J ESTATE OF ROSS CLAIRE C
�"� �,,�i �� �,� , , � DATE OF DEA7H 03-11-2012
�� �l �� FILE NUMBER 21 12-0320
COUNTY CUMBERLAND
HATCH ES4 CI.CFRMKGQ� A pCN 101
STE 100 pRrHAld5� CQURT APPEAL DATE: LO-18-2013
1013 nur�$�ERLI�D C�8 �� (SeereversesideunderObjections)
LEMOYNE 1 43- 44 Awount Re�itted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON6 THIS LINE -► RETAIN LOWER POR7ION FOR YOUR RECORDS !--
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REV-1547 EX AFP (02-13) NOTICE OF INHERITANCE TAX APPRAISEMEN7, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ROSS CLAIRE CFILE N0. :21 12-0320 ACN: 101 DATE: OS-19-2013
TAX RETURN WAS: ( jO ACCEPTED AS FILED C ) CHANGEO
APPRAISED VALUE OF RETURN BASED ON: ORI6INAL RETURN
1. Real Estate (SCMdule A) �1) .00
NOTE: To ansure proper
2. Stocks and Bonds (sehetlule B) �z� 12r578.55 cretlit to your account,
.00 submit khe uppar portlon
3. Closaly HelO Stock/Partnership Interest (SChedule C) (3) of this form with your
4. Martgages/NOtes Recaivable (SChedule D7 (47 •00 tax paymenY.
5. Cash/Bank DeposSts/Mise. Personal Prooerty (Schadule E) C5) 151 .767.24
6. Jo3ntly Ownetl Property (Schetlule F) �5� •DO
7. 7ransters (SChedule G7 � ��� 435�657.95
e. 7ota1 Assats �g� 600.003.74
APPROVE� DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expensas/Atlm. Costs/Mise. Expenses (Schedule H) �g� 56.141. 16
10. Debts/MOrtpage LSabillYies/Liens CScheOUle I) �lp� 210 .689. 11
11. Total Deductions �11� 266.830.27
12. Net Value oF Tax Return C1zJ 333�173.47
13. ChariYable/Governmental Bequests; Non-elected 9113 Trusts CSC�eAUle J) �13� .00
14. Net Value of Estate Subje<t to Tax �ly� 333.173.47
NOTE: If an assesswent was issued previously, Lines 14, 15, 16, 17. 18 and/or 19 will
reflect fi8ures that Snclude the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at sPOUSal rate C15) .00 X 00 - .00
16. Amount of Line 14 taxable at lineal rate (167 ;;�•»�-4� X 045 = 14,992.81
17. Amounk oF Line 14 at sibling rate (17) -�0 X 12 . 00
18. Amounk of LSne 14 taxable at collateral rate (18) .00 X 15 .00
19. Prin<ipal Tax Due �19� 14,992.81
TAX CREDI7S:
PAYMEHT RECEIPT DISCOUNT (+) pryOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-07-2012 CD016078 749.64 26�500.00
TOTAL TAX PAYMENT z7,p49.64
SALANCE OF TAX DUE 12,256.83CR
INTEREST AND PEN. .00
TOTAL DUE 12,256.83CR
• IF PAID AFiER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE , ,�/
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. !j�'
V
RESERVATION: Esifltes of decedents dying on or before Dec.12, 1982-'rf any fuWre interestin the estete is transferted inpo ssession or
enjoymeM ro caNp�eral beneficjarias of the decedent after die expiratia�of any.e�for ttfe or yeera;�e�Gmmomvealth
hereby expre}sy reserves the right to appraise and assesa transfer inheritdnce taxes ffi ihe lawlul.wYateral rate on any such
tuture irrtarest.
PAYMENT: Detach the top portion of tlds rwUGe and submit with your peyment tq ihe Repistar of Wills IrWicaied on fhe front of the rwtice.
Make check or money order pay�Dte to:REGISTER OF WILL,AGENT.
REFUND(CR): A refund of a tax credit not requested on the tau retum may be requested by qoRplqtln@ dn/dppNGation fw Refund of
Pennsylvania lnberitance and Estate Tau(REV-1313). Applications are avaih�ble hom the departmOnYs web site at
www.revenue:�at�,�,any Repister ot Wills or Revenue 6ytrictf)fRCe,or/rorta ihe�departmbtiPS 24•MUr torms ordering
service:1-800-382��60;sBrvices for ta�cpayers wRh spea8l hearirp endor spealdrg needs:7-800-447-3020(TT only).
Please allow a-fi weeks from the date a retund was granted to arrive.
O&IECTIONS: Any party in inter�si not satlsfied with the appraisement,albwance or disalbwance ot deductbns,or assessment of ta�c
(includirg�scount or interest)as sFrown on Mis notice may obJect within 60 days.of Me dete of raceipt of this notice by:
A) FiGng an appeal online at � � on or bafore the eppbat dete identified on ihe front W this notice.
Or serdinp a written protest to:PA Dep9rtmeM oi Revenee,Board o(Appe�s,PO BOX 281201, Harnsburg PA 17128-1021;
8) Havfrq Me marter determined at a�of ttro aawuntof tMe persMiel repr�enWBve;or
C) C)AppeaGng to the OrpMans'Court.
ADMINISTRATIVE Errors discovered on fhis assessment should be addressed in writing to:PA Depariment of Revenue,Bureau oi Individual
CORRECTIONS: Tazes,ATTN:Post ABSessmeM Rsview UnH,PO BOX 280601,Hartisbury PA,17128-1021,Phone(717)787-6505. See pege 4
Instructions for Inheritance Tax 199Wm for a flesident Decedent(REV-1501)tor an eaplanation ofiadminishativety correctable
errors.
DISCOUNT: If any tax due is paid within three calendar moMhs after the decedenYs death,a five percent discount of the taz paid is allowable.
INTEREST: IMerest is charged beginninp with first day of delinquency,or nirre months and one date from date of death,to the dais of
payment. Annual ir�terest rates are available on Form REV-1611,availaWe at ,or upon rquest by
caliing 1-888-72&293Z �
Interest is ra�ulated as follows:
INTEREST=BALANCE OF TAX UNPAID X NUMBEfl OF DAYS DELINQUENT X DAILY INTEREST FACTOR
Any Notice issued atter the tax becomes delinquent will reflect an interest calculaDOn to 15 days 6eyond the dete of the
assessment. Ii payment is made atter the IMerest calcWatlon date show on the�NOtice,additanal interest must be calculated.