HomeMy WebLinkAbout08-20-13 NOTICE OF INHERITANCE TAX � pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OEPARTMENTOFHEVENUE
INMERITANCE TR% DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 IX AFP coaaa�
PO BOX 280601
HARRISBURG PA 17128-0601
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"E��" '� � � - " DATE 08-19-2013
� - � -� � �� �� � -"''� ESTATE OF ODELL JACQUELIN L
DATE OF DEATH 05-29-2012
�i,;;3 ii'�U 2� �,� �i �3 FILE NUMBER 21 12-1167
DENSHAM ���,p� ,� COUNTY CUMBERLAND
844 KIEHL DR �"T�'� C�� ACN 101
LEMOYNE ORPH 6�U�Tz APPEAL DATE: 10-18-2013
��7 (See reverse srde under 06jecNons)
CUMBERLAND GO., f � p�ount Re�1tted
MAKE CHECK PAYABLE AND REMI7 PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON6 7HIS LINE ____ �► RETAIN LOWER PORTION FOR YOUR RECORDS F
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REV-1547 EX AFP (02-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTA7E OF: ODELL JACQUELIN LFILE N0. :21 12-1167 ACN: LO1 DATE: OS-19-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED O CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real EstaL (SChedule A) (y) •00 NOTE: To ensuro proper
2. Skacks and BonOS (Schetlule H) �Z� .�Q cratlit to Your a<count,
.00 subm3t the upoer portion
3. Closely Heltl SYOCk/Parknershlp Intarest (SC�eEUle C) (3) of this form w1Yh your
4. Mortga9es/Notes Receiva6le (SC�eAUle D) (y7 • 00 tax paymenk.
5. Cash/Bank Deposits/Misc. Personal Praparty (SChedule E) C5) •00
6. Jointly Owned Property (Schatlule F7 �6� 1�142.61
7. Transfers (Schetlula G) (7) •�0
e. Total Assels �g� 1 .142.61
APPROVED DEOUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mlsc. Exoenses CSehedule H7 �g� .00
10. Oebts/MortBage Liabilities/Liens (Schetlule I) �lp� .00
11. Total Detluctions �11� .00
12. Net Value of Tax Return �12� 1�142.61
13. ChariYa6le/GOVernmenial Bequests; Non-ele<ted 911; Trusts (SChetlule J) �1;� -00
14. NeS Value of Estate Subject to Ta: �ly� 1 .142.61
NOTE: If an assesseent was issued previously, Lines 14, 15, 16, 17. 18 and/or 19 will
refleet fiDUres that Snclude the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amouni of Line 14 at spousal raYe (15) .00 X 00 .00
16. Amount of Line 14 �axable at linaal rate (16) � -�4�-�� X 045 = 51.42
17. AmounY of Line 14 at siblinp rate (17) - �0 X 12 ' .0�
18. Amaunt af Line 14 taxable af collateral raYe C18) .00 X 15 = .00
19. Prineipal Tax Due �19�= 51 .42
rax ceenirs:
PAVMENT RECEIPT DISCOUNT (+) qMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-02-2012 CD016735 .00 51 .42
TOTAL TAX PAYMENT 51 .42
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
� IF PAIO AFTER DATE INDICATEO, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE��/
FOR CALCULATION DF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
RESERVATION: Estates of dacadents dying on or betore Dec.12, 1982-if any future interest in the e�ate is transtened in ppssession or
erry'oyment to collateral.baneficiaries of Hre�edeM after the expiralia�of�eny esfale��tor IHe�or years;the Cam�ealth
hereby expresey reserves the rigM ro appraise and auess transfer inheritance taxes at the IawfN col�teral iate on any such
futureinterest.
PAYMENT: Detach the top porton of this noGqe and.submk with your paymeM to the Register ot Wills Indieated on the front of the rw6ce.
Make check or money order paya6le M:REGISTEF OF WILL,AGENT.
REFUND(CR): A refund of a tax credit not requested on the tax return may be requested by cnmpledtq art AppYication fw RefuM of
Pennsylvania lnheritance and Estate Tax(REV-1313). A c�� are availa6le hom the departrtleM's web 9ite at
www.revenua:.�:evs.us,erty Repister of wNS oe RevantiB�C#sMC�t OHIi�,or hpm�ie�depertmeM�24-hbur�forms ortlering
service: i-BOp-362-20$0;SefviCes.for taatpeYers with special h�ring enttbr Speekhg needs:1-80(1-447-�20(TT ony).
Please albw 4-6 weeks from tl�e date a refund was graMed to arrive.
OBJECTIIXdS: Any party in intarest not satisfied with the appraisement,albwance or disalbwance of deductions,or aesessment of tax
(inciuding discount or iMerest)as shown on this notice may object witMn 60 days of the data of receipt of this no6ce by:
A) Filtng an appeal online at www.hoardofnnneals.state,p .�us on or 6efore ihe appeal date identfied on the front of ihis rwtica.
Or sen�finp a written profest iq:PA DeparlineM of Revenue,.8pard.of Appeals,.PO BOX 281201,Hartisburg PA 17128-1021;
B) Heving tHe'matter datNrhined at a�dt of iYie accourrt of thb per&fhairepresertlelSve;or�
C) C)Rppealing to the OrpFwns'Court.
ADMINISTRATNE Errors discovared on this assessment should be addressed in writlng to:PA Departm@nt of Revenue,Bureau of Individual
CORRECTIONS: Taxes,ATTN:Post AaseasmeM Review Uait,�PO BOX 280601,Harrisburfl PA,1772&1021,Phone(71�787-6505. See page 4
Instruations for Inheritance Tax�Retum tor a Resideni DecedeM(REV-45fl1)for an expianatlon of at7miMStratively coreactable�
errors.
DISCOUNT: If any tax due is paid within thrce calendar morrths after the decedenYs death,a five percent discount of the tex paid is allowable.
INTEREST: Interest is charged bepinning with first day of delinquency,or nine monlhs and one date from date of death,to the date of
payment. Mnual interest rates are available on Fortn REV-7611,availa6le at www.reuen�e.�!e.na.�s,or upon rquest by
calling 1-868-728-2937.
Intarest is ca�ulated as follows:
INTEREST=BALANCE OF TAX UNPAID X NUMBER OF DAYS DELiNQUENT X DAILY INTEREST FACTOR
Any Notice issued after the tax beCOmes delinquent will reflect an interest calculation to 15 days beyond the date of the
assessment. If payment is made after the interest calcWation date show on the Notice,addftional interest must be calculated.