HomeMy WebLinkAbout08-20-13 NOTICE OF INHERITANCE TAX � pennsylvania
BUREAU OF IHDIYIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE pEPARTMENTOFREVENUE
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HAHRSSBURG PA 17128-0601
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��""�- DATE 0$-14-2013
�' = �� �' �� � U'� •- --�-" ESTATE OF JOHNS�N NORMAN G
p DATE OF DEATH 07-24-2012
,.1,'�!3 �':��'J 4.� ��� ��- �� FILE NUMBER 21 12-0937
CQUMTY CUMBERLAND
NAYI�OR ESQ TRI;C�F�� �it#' ACN I01
19 W SDUTH ST {�[�� , APPEAL DATE: LU-18-2013
cARLISLE ���r�PAi°1�q��U,�ir45 (Seereverses�deunderObjecrions)
���`���fZ��� �"., t'k ,a�ount Re�itted� �
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARCISIE PA 17�13
CUT ALONG THIS LINE _ --► RETAIN LqWER PORTION FOR YOUR RECORpS f�
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REY-I547 EX AFP CQ2-3.3) HOTZCE OF ZNNERIFANCE TAX APPRAISEMENT, ALLOWANCH DR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT 4F TAX
ESTA7E OF: JOHNSpN NORMAN GFILE N0. :21 12-0937 ACN: 101 DATE: 08-19-2013
tAX RETURN WAS: CJ(� ALCEPTED AS FII.ED C 3 CHAN6ED
APPRASSED YALUE OF RE7URN BASED ON: �3RZ6INA� RETURN
1. Real EstaYe CSChedule A) �1) 42i366.00 NOTE: 7o ensurq propor
2. Stocks and Bonds (SCheduls B7 tZ� .00 �retlit to your account,
.00 s�bmit tAe uppar oortion
3. t7oselY Held StocklFartnarship Intarast {Sehadula C} t3) of thts form with you�
4. Mortg�yes/NOtes Rec63vsbla CSChedul• D) (4) •�0 tax payment.
5. Cash/Bank Deposlts/MSxc. Parsanal Proparty (S<hedule E) (5) zl'a89•z�
6. Joi�tly 4xned Proparty CSChedala F} C6} '0�
7. 7ransfars CSChedule GS t7) '��
e. 7otai assets ca7 63.455.20
APPR4YED DEAUCTIONS AND EXEXPTIONS:
9. Puneral ExpensesJAtlm. CostslMisc. Exps�sas CSchedule H> ty� 3.G44.64
10. DebtslMOrigsB@ Liabilities/LAens (SChedule I) (30) 10.679.35
11. 7ota1 Deauckians c11) 14:374.04
12. Net Vaiue of Tax Return Q2) k4+081.16
13. Chawitabla/GOVernmental BequestS; NOn-aleeted 9115 T wsts iSehedule J) �1+�� .00
ia. Net vai�a of �scece suniecc to rax �lq� 49,081 . 16
NOTE: If an sssesswent +rss issued previausly, Lines 14, 15, 26, 17, 18 andtor i9 wiil
reflect fYpures that include the total of all returns assessed to date.
A556SSMENT OF TAX:
15. Amount of LSne 14 at spousal rata Q 5} .QO x QO = .00
36. Amount af Lina i4 taxable at lineal rata L16) ffl-�R� -�F X 045 = 2�208.65
17. Amount of Line 14 at slbling rate C17) � ��00 X 12 = .00
18. Amount of Line 14 laxadle at collateral rake C161 .00 X 15 = .00
74. Princioal Tax Due �ip}= 2.208.65
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) qMOUNT PAID
DATE NUMSER INTEREST/PEN PAID S-7
10-24-20 D016b8 .43 2,60�.0
TOTAL TAX PAYMEN7 p,710.43
BALANCE OF TAX DUE 501.78CR
INTEREST AND PEN. .00
TOTAL DUE 501 .78CR
• IF PAID AffTER DATE ZNDICATE�> SEE REVERSE 2F TOTAL DUE ZS REFIECTED AS A CREb2T fCRl. YqU MAY BE DUE }�
FOR CALCUI.ATZON pF dDDZTZONAL INTEREST. A REFUND. SEE REYERSE SZDE FOR ZNSTRUCTZONS. l�Y
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RESERVATION: Estates of dec4dents dying on or before Dec.12,1982-if any tuture interest in the estate is danbferted in possessioa or
enjoymeM to cdflateral.benef�ciacies W'the dacedent a(ter tlre expira8a'f of any�estrie for lile�oryears:ttre�Commorrvrs�th�
hereby expre9siy reservas the right to appraise and assess Vansfer�inheritance taxes at the lawtul coUateral rate on any such
future interest.�
PAYMENT: Detach the top�pprtion of tk9s notice and submR with your payment to the Register ot Wills Indicated on ihe front of the notice.
Make chedc or money order payatNe to:REGISTER OF WILL,AGENT.
REFUND(CR): A refund of a tax credit not requasted on the tau return may be requested by mmpN�llp.an AppNaation for Refund ot
Pennsylvania lnhecitance and Estate Tax(REV-1�13). ns ere availaWe frum pie depar�menYs wSb sqe at
y�nw.revenuei.etaee.i+��,�,eny�Fiegi&ter 6f wNs or Reven�bi�batri8f OPNoe,or Trom tlie'dd�YlntgthYS 24ho�r forms ordering
service:1-�lo$D;:senicesfor taiapayers witn speciel heariaq�or�speakinp needs:1-8tlU+14�-3020�(Tf-o�ty).
Please allow 4-6 weeks from the date a retund was grarrted to arcive.
OBJECTIONS: Any.party in interest not satisfied with the appraisament,albwance or disalbwance of deductitms,or assesament of:tax
(including discouM or interest)as shown on this rwtice may�o6jecl wiMin 60 days of the�te of receipt of this rwNce by:
A) Filiraq.an appeal online at on or before the appeal dete"ide�fied on the front of this rwtice.
Or sendi�p a wdtten protest to:PA Qepe�eM pf H .ue,Board of Appeels,PO BOX 281201, Harrisburg PA 1 7128-7 021;
B) Having tfie�maKer detetminetl�at autAt of 1he accouM�N�e{1er6onat�re�esbMative;or
C) ClRppseling to Me�Orphans'Court.
ADMINISTRATIVE Errors discavered on�Wis assessment shoukl be�dres6ed in writing W:PA DepaRmen�of Revenue,Bureau of Individual
CORR£CTIONS: Tazes,ATTN:Past AssessmeM Review Urdt,�p0 BOX 280601,Harrisburp PA;ti 712&102'C;PFwhe-pt�787-6505. See page 4
Instructbns fa Inherftance Tex Ret�m tor a Reaidant Decedent(fiEV-1�501)ior an eitplanatlon Of administtativety cdrectable
errors.
DISCOUNT: If any tax due is paid within ihree calendar rtwMhs ai[er the decedenPs death,a five percent discount of the taz paid is allowable.
INTEREST: Interest is charged beginning with first day ot delirquency,or nine months and one date from date ot death,to the dpte of
payment. Annual interest rates are available on Form REV-1611,availaMe at www.revenue state.p�,or upon rquest by
calling 1-888-728-2937.
Interest is caMarlated as folbws:
INTEREST=BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINOUENT X DAILY INTEREST FACTOR
Any Notice issued atter the tax becomes delirquerrt will reflect an interest calcula6on to 15 days beyond the date of the
assessment. If payment is made aker the interest calculalion date show on Me Notice,addtional interest must be caiculated.