HomeMy WebLinkAbout08-20-13 HOTICE OF INHERITANCE TAX � pennsylvania l�
BUREAU �F INDTV2DUAL TAXES APPRAISEMENT� ALLOWANCE OR DISALLOWANCE DEPARTMENTOFREVENUE
zxxeRxtnnce Tnz rozvzszaa QF DEDUCTIONS AND ASSES5MENT pF TAX ���� Ret-754� IX aFl, ta3-i3�
P6 HO% 280601
HAHRISBUNG PA 1�128•0601 nr� . ��.'r��(`:'- �jr
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� '..:� DATE OS-19-2013
�'--`n"' ESTATE flF TUCKER ROEERT L
` `• DATE OF OEATH 07-13-2612
;r�;3 E�,'�;a '0 `'''l �i- ��
FILE NUMBER 21 12-0856
„ , {-_:,_ C4llNTY CUMBERLAMD
HALBRUNER ESp MARK���::.:'�� " 1D1
:i..r,-� ACN
STE 100 Q�:,t,�a�;y�� G'vU'�`��f APPEAL DATE: lp-1$-2013
LENOYNEMMA RD ��yaR�(�043 1144 �� A�aunt(Rawitt�sirdeunderQbjeetions) �
'FEC �
MAKE CHECK PAYABI.E AND REMIT PAYMENT T4:
REGISTER OF WILLS
1 COURTHDUSE SQUARE
CARtIS�E PA 17013
CUT ALON6 THYS LYNE ____ --�i RETAIN I.DWER PpRTION FOR YOUR RECORp5 �
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REY-1547 EX AFP CO2-133 N4TICE OF ZNNERITANCE TAX APPRAISEMENT, A�l4WANC£ QR
DISALLOWANGE pF DEDUCTIONS AND AS5ESSMENT OF TAX
ESTATE OFs TUCKER ROBERT LFILE N0. :21 12-0856 ACN: 101 DATBa 08-19^2013
TAX RETURN WAS: SJO AttEpTE4 AS FIIED t J CHAN6E4
APPRAISE6 VALUE OF RETURN BASED ON: ORI6ZNAL RETURN
1. ReaY Estate CSCheOule A) �17 360����.0� NOTE: To ensuPe prapeP
2. 5#ocks anC Bontls (SChetluie &} �2� 119r292.93 cretlit to youw seeount,
QO submit tha uppat' portSon
3. Closaly Held Stack/Pa�tnership Interast CSchetlula C} C37 of tfils torm xith Yaur
4. Mortgages/NOkes ReeeiVahle CSchetlule p) C4) •00 tax payment.
5. Cash/Bank DeposiYs/Misc. Persbnal Property <SCbadule E) (57 196,076. 10
6. Jointly Dwnatl Pfooarty tSChadula F3 t6) '�4
7. Tranpfers CScheEUla 6) �7� g�8r$81.01
8. Totml Assets ca) 1 .'C64.2�0.�4
APPRQYED DEDUC720NS AND EXEMPTIONS:
9. Fungrai Expensas/Atlm. CostslMisc. Expensas (SChsdula H} �g} f 2.446.24
10. Debts/MOrk9s9� �Sabllities/Liens (Scbqtlule I) C10) •���
il. Toxal Daduct3ons �7,1� 12,498.24
12. Nst Value at Tax Return �f2) 1s351r151.80
13. Charitable/Governmental Beaues#s; Non-elected 9113 Trustx (SChedula J7 �13� .00
14. Net Yalue of Estate Su6�ect ta Tax �14� 1 .,�51.751 .80
NOTE: If an assesssent vas issaed previausly, Lines 14, 15. 16: 17, 18 andlor 14 xill
refleet fSpures that inelude the total of all returns assassed ko date.
ASSESSMENT OF TAX:
15. Ampunt of li�e 14 at spansal rats <15) �QQ X 00 = .00
16. Amount of Lina 14 taxable at linesl rata Clb} � -'S,�'� •7F� -RO x 045 = 50.828.$3
17. Amount of LAne 14 at 5lblin9 rate C17) -tl0 X 12 .00
lE. Amount of ltne 14 taxvele at collaterel rote t19) .00 x 15 = .00
14. Pri�cical Tsx Due � �i9?- 66�828.83
TAX CREUITS:
PAYMENT RECETPT D SCOUNT C+) pMOUNT PAID
DATE NUMBER INTERE5TfPEN PATD C-J
1 ^1U-20 2 DO1bS 3, 1.44 5$. 60.0
T07AL TAX PAYMENT 61,541.44
BALANCE OF TAX DUE 712.61CR
INTEREST AND PEN. .00
TOTAL DUE 712.bICR
• TF PAI➢ AFTER DATE ZNDZCATED� SEE REYERSE ZF TO7AL OUE ZS REFIECiED AS A CREDIT {CR), Y�U XAY BE DUE`\S�\�
F�R CALCUlAT26N 4F ADDITI�NAI ZNTEREST. A REFOND. SEE REVERSE SIDE FOR ZNSTRUCSIONS. �}�
RESERVATtQR4: EstBt�of decedents dyiexg-on or before Dee.12,t�2-if arry#u�e interest in the estate is transferred inpo ssesskrn or
enjoyment to collatef�.ber�ficiari0s of the decedent after the expiration-o4���.t�atm for§te or yeara;the Canmornvaetth
here4y sxpre�ly raserves the right to appralse and asssss iranster irrl+etiR�ncs teuces atthe lawful coNSterat rats on any s�h
future irNerest.
PAYMENT: Detach the bp por9on.�N�B rw6¢e arxi st�mit�th your payment�the Register af Wilis incticated on the frant af tt�rwtioe.
Make check or money order paya6le to:RE6ISTER OF WILL,AGENT.
REFUND(CR}: A refund af a ta�t credit rrot requesl;ed on the teu ratum mey be requested by�aq ApqMp,Wian k>r RefunSi of
Pennsylvania lnheritdnce and Eatate Tax{AEV-7313). AppGcOtiona are availabte irom the deparSqfaM'x web site at
. �,anY Reqister bf Witis or FFbtrufe Die�t'Otliae�ar tKim-Bu d�mneiiNa 24-imur#otms ordariri¢
service: 1-80p„362•205p;s9rvice8 for tsxpayers with specia�hgarinp�.qnNbr apeakirig naeds:1-�p-447-3020(TT only).
Please altow 4-6 weeks from the dete a returni was graMed to artive.
OBJ�CTIGNS: My party in interest rwt satl�ed with tfie appraisement,albwanca ar disalbwance of deductbr�s,w as�essmeni of tac
{nolu�ng�scouM or interest}as shwvn on ihia nofice may ohJect witMn 6p days of ths date of receipt af tfiis nMice by:
A} Filirq�.an appeai arkne at � an or be�re tt3e a�eai date id�titfed on the traryt qf this natice.
Qr sanc�ng a wMten Protest to:PA pepartmeM pt lieivgnue,Board of ,PO BOX 281201,Hartisburg PA 17128-1021; .
B}� ++avirip the matter deten4nrud at aut�t of•llie aawuM��re personal'� � 've;or
C) C)Appeating W Yhe qrphans'Court.
ADM3NISTRAT7VE Errors dise�vered on this a&sessrnent sha�k!be addrsssed in writing ta:PA DepartmeM of Revenue,Bc�r�W lndividyat
CORRECTIONS: Tezea,ATTM�:Ppst Asflessment Fleview Unit,PO BOX 280601,Hatrlxburg PA.i9128-1021,Plione(717}78>-6505. 'S'ee page 4 .
IrtstructPoris tor inherttance Tax Rel�un for a�Resider�t Decedent{REY•i501}ftu an e�n of administrativaiy correctable
errors.
plSC(}UNT: if arry ta�c due is paid wfthin thrse caiendar mpnihs after the deceCeM's deeth,a Yive percerrt discouM of the tax paid is ailowabie. �.
INTEREST: Inierest is Gharged bepin�r�wfth flrst daY of delir�erxiy,or Nne�nihs arn!one date from date of death,to the date oi
payment. Mnuai interest rates are availeble on Form REV4611,avpflaWe at�pL a_�YSnue.stete.na.us,or upan rquast by �
calling 1-988-728-2937.
Interest is ca�ulated ae foilbws:
WTEREST=BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X CIAILY INTEREST FACTOR
Any Notice issued after the tax becnmes delinquent wiii refiect an+nierest ceiculation to 15 dsys 6eyond ihe data ot the
asseBSment. If payment is made after the interest ca�CUla9on d0te she�w on the N�,additiqnal interext mu�t be calculated.