HomeMy WebLinkAbout08-20-13 ` • N07ICE OF INHERITANCE TAX � pennsylvania
BUREAU OF INOIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENTOFREVENUE
INNERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX ���� REV-1547 IX AFP coa-ia�
PO BOX 280601
HARRISBURG PR 17128-0601
R�CO�` `
F,e,� ^ . - DATE 08-19-2013
ES7ATE Of SMITH EDWARD S
��i�� �;�^ �,r� .��i�� , _ ���� DATE OF DEATH 07-12-2012
��� " FILE NUMBER 21 12-0880
GRIFFIE BRADLE�l��il'.li ',:-,� COUNTY CUMBERLAND
ACN 101
200 N HANOVER ST OFi'[Ih'';''s,`,�i� ��vJ�{ i APPEAL DATE: 10-18-2013
CARLISLE �������t.��y �v� �� (SeereversesideunderObjections)
Anount Re�itted
MAKE CHECK PAYABLE ANU REMI7 PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SpUARE
CARLISLE PA 17013
CUT ALON6 THIS LINE ____ 1 RETAIN LOWER PORTION FOR YOUR RECORDS �
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REV-1547 EX AFP (02-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SMITH EDWARD SFILE N0. :21 12-0880 ACN: 101 DATE: OS-19-2013
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Sehetlule A) (1) •00 NOTE: To ensure Draper
2. Stocks and BonES CSChetlule B) �z� •00 cretlit to your account,
.00 Sub�n1L khe upper pOrtion
3. Closely Held SSOCk/Partnership InYarest (S<hedule C) (3) of this form w1Yh your
4. Mortpa9es/Notes Receivable (SC�edula D) (47 •�� tax payment.
5. Cash/Hank Deposits/Mise. Personal Property CSCheCUle E) (5) 6.563.03
6. JoinYly OwneA Property (Sehetlule F7 (6� 3�799.02
7. Trensfers CSC�etlule G7 �» 95�855.92
e. 7ota1 Assats ce) 106.217.97
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funaral Expenses/Adm. Costs/Mis<. Expenses CSehetlule H) �q� 5.587.41
10. Debts/Mortpage L1ab11itins/�iens CS<hedule I) (10) 1.289.25
ii. rotei uaa�ocions �yy� 6,876.66
12. Nek Value of Tax Return �yy� 99�341.31
13. Charitahle/GOVernmental BaQUesYS; Non-electad 9113 Trusks (SChetlule J) �ly� -00
14. Net Value of Estate Subjeet Yo Tax �ly� 99.341.31
NOTE: If an assesssent was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
refleet fiyures that inelude the total of all returns assessed to date.
ASSESSMENT OF TAX:
I5. Amount of LSne 14 at spausal rate (15) 34.51 X 00 ,00
16. Amount of Line 14 tazable aY 11nea1 rate (16) �Q-;��-A� x 045 = 4.468.81
17. Amount of Line 14 at slbling rate (17) -0� X 12 ' .00
18. Rmounk of Line 14 kaxable at collataral rate C18) .00 X 15 ' .00
19. Principal Tax Due �19�= 4,468.81
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) pryDUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-25-2012 CDO1 2 223.44 4.5 0.00
TOTAL TAX PAYMENT 4,723.44
� BAIANCE OF TAX DUE 254.63CR
INTEREST AND PEN. .00
T07AL DUE 254.63CR
� IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL OUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE �I�
FOR CALCULRTIDN OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. ��
RESERVATION: Estates of decec�en4s dying on or before Dec.12,1982•if any future iMerest in the estate is trensferred in�wsse�Bion or
enjo�imerit to 6oq6Mral ber�efieipdes of tAe decedertt etter the expirgtiort oi ery+eatete Yor INb qr years;tlrm Commonweatth
neratry expres5y+eserves�me ripnt ro apaaise ana assess uanster inherttance u�ixes at me�a�vtu�coilateral.race on aoy sucn
future iMBrest:
PAVMENT: Detach the top.pa�tiqn of tl+is npiG;�a�d submit witb your payment to Nre Register of Wills Indicatad on tfw front oi the notice.
Make check or money arder payaWe to:REGISTER OF WILL,AGEN7.
ftEFUNO{GR}: A refund of a taa��eckt not requested an ttr8 ta�c reWrn may 6e requeSted by�p ap A�pp�t.f}a(uAC}pf
Pennsylvanis lnherilqrqe and EstBte Ta�{REV-1313). qv�IBt%�fi0m i�u dgpa�UnenPs v�eti eite at
www.reveny�,gp�q; ,arry RBpiste�of Wilts or RevpnUe� ' �,or flpm the tlepaHroeM`S 2A-hout fdmaB ordering
service:1-800- ' ;eerviaes.for taxpayervs with epettial he8rinp�ewidbr�eeAtirq needs:l•8�-447-�20(TT anM•
Piease atbw 46 weeks from dre date a refurtd aras graMeW to artive.
OBJEGTtONS: My party in.ir�rest not satisfied with the apptaisement,aiipwar�or diaa8owance of daduqbns,.or yy,se�tnent of tau
(including discouM or interest)ae shown on this rwoca may o�Ct widMn���daye.nf the tlate W rxeipt p}this rwGCe by:
A) Fikr�g an appea7 onii�e at � on or bef�e ihe appea�dete kbntified on the from of thES rwtice.
Qt satu��q a wMtan p�est�:PA Qe�arhrre�t of NBVgr�.qcapdd�, Pt!�X 26120t.Harristn�rg PA t?128-1021;
B) HavfY�t�mal6er de�rnined at audiC of tlr9 account�the pergd'naC ie�btttative:or
C) C)A�fpaeRrp to Hta t7rphan5'Gourt.
ADMlA�1$TfiA71VE Errors s�ecoY�ed on this nt stuwki,b6�e&sed in writirap ta:PA Depprtmer�E of Rsveoue,BureaN of It�vidua3
COf?FtECT10�1S: TaX�S�:XT7'N;P�t�� iSFE�t8i89�V UMt;p0 BOJ(2�i.Flprrtiisburg PA.17128-t021,pfi6ite(717)7$7-fi505. S9e pagB d
Instructbns tor Inherlf�ncE aoc RMum for a Rbsh7ent DecedaM(REV-f501)1or an expianaUon of admtn�hatively correcteble
errors.
DISCC3UNT: if a�y Yaz�e is paid wittrin�exier�dar morrths after the deced9nYs death,s flve perceM ttiscourrt of fhe t�pakl is aibwabie.
INTEREST: Interest i&nharged bepinninp with Brst day af delinquency,or nine mpMhs and one date imm date of dgath,to the d�te of
paymeM. Annuai irrterest ratas ere aveNabVe on Form REV•1611,availaMe at�ww.revenue.s�e�.m.u�;or upon rquestby
cafling t-888•728-293?.
Interest is caicuteted as fo7bws;
INTEREST=BALANCE OF TAX UNPAID X NUMBER OF DAYS DELIWOUENT X DAILY iN7EREST FACTOFi
Any NoHCe issued aftet�taz bec;omes deNnc�ent wiii reElect an iMer�cakuiatlon to 15 dsys beyomi the[late of ihe
assessment. N paymetrt ia mada 8fter the irrtar�t cakwlation date stttpw on the Notice.addkional interest mustlsa ca7culafed.
REV-tOOEx�ot-tq • � .
� pennsylvania lNHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OFINDIViDUALTAXES . OF CHANGES
PO Box 280801
DECEDENT'S NAME FILE NUMBER
Edward S. Smith 2112-0880
REVIEWED BY ACN
Joseph Collins 101
ITEM
SCHEDUIE Np, EXPWNATION OF CHANGES
The value of the estate has been adJusted as the result of the correction of an error in
arithmetic on Iine 16.
rtow Paqe 1
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