HomeMy WebLinkAbout09-16-13 NOTICE OF INHERtTANCE TAX � pennsytvania
suaEnu aF zHDivinunE 7nxes APPRAISEMENT, ALLOWANCE pR UISALI�WANCE
OF DEDUCTIONS AND ASSESSMENT 4F TAX DfPARTMENTOFREYENUE
INNERITAHCE TAX 6fVSSI6N REV-1547 IX AFP (03-13)
PO !OX 280601
NARRISSiNi6 PA 27128-06Q1 �
DAYE �4-16-2013
ESTATE 4F OTTO JUNE K
DATE OF DEkTH 05-02-2U08
FILE NUMBER 21 08-�544
COUNTY CUMBERLAND
MILLER DOUGLAS G pgN 101
IRWTN � MCKNEGNT PC APPEAL DATE: 11-15-2013
60 W POMFRET ST (SeereversesideunderObjeetions)
CARLIStE PA 17013-3243 -'�^�-� ~�
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REV-1547 EX AFP t02-13� NOTTCE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCL�6�, .::
pISALLQWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX `� � � +�-v�" '� �. -�''
ESTATE OF: OTTO JUNE KFII.E N0. :21 08-0544 ACNs 101 c Es 04�,.}6_2DL�
TAX RETURN WAS: t X) ACLEGTED A5 iILED t ) CHANGED y �
APPRAISED YAtUE OF RETURN 9ASED ON: ORIC�INA� RETUBN
1. Real Estat• CSohatlul• A) �17 1�003�000.00 NOTE: Ta ansuro prpper
2. Stocks and Bonds fSehrCuio S) (py .00 cradit ta your account,
.00 submlt tha uppp� Pq�tiefl
3. Clasaly Haltl StocklPartnership Interost (SChadule C7 <'�) of t�is form xStM1 your
4. NortpcyasJXotas Raca3vsble LSehedule D) t4) '�� tax paymant.
S. Cash/Hank Dapos3ts/Misc. Persenal Proparty CSchsduie E) {g) 52�761.00
6. JointlY Ownad Proporty (Sthadule F) Cb) »00
7. Transfers tSChatlula 6} {�} �2�67$.b3
e. Total Assats (aJ 1 ,�98.439.63
APPROVED DEDOCTIONS AND EXEMPT24NS:
4. Funaral Exoanses/Ad�. Casts/Mise. Exoansos (SChaduls H) {g) �11•, 8�6.4:,
10. Oabts/Mortgage Liabilities/Liens CSChadula T) C10) 61 .866.00
ii. Tatai noaucti4ns cii� 2�4�7z2•4?
iz. Nat vaiue cr rax asturn �iZ} 823,717.22
13. Char;tebiq/Gavernmsntsl Baquasts; Nqn-:lactod 9113 Trusts tSchadule J) (133 '��
14. Net Vsluo ot estato su�isat to rax {iyx 823.727,22
NOTEz If an assess�ant was issued previously. Lines 14, 15, 16, 17, 18 and/or 14 will
refiact fipures that include tha tatal of ail returns assessad to dats.
ASSESSMENT OF 7AXz
15. AmouM of Lina 14 at spousel rate Q5) �OU 7( QO .00
16. Amoun} ef Lins 14 taxa4la at linesl roEe C36) 7'-SR•�l7-�� x 045 � 33.242.27
17. A�noun# oP L3ne 14 at slbliny rs�te Cli) -00 X 12 = .00
38. Amount of tine 14 taxatrla at oallstsral rata {38J 85.000.00 X 15 = 12>750.OQ
19. Principal Tax Due C19�= 45.992.27
TAX CREDIFS:
PAYMENT REC IP7 DISCOUHT (+) AMQUNT PAID
aATE NUMBER SNTERESTtPEN PA26 (-)
06- 4-201 O1 78 .0 , 92. 7
BALANC6 OF UNPAID INTEREST/PENALTY AS OF 06-25-2013 TOTAL TAX PAYMENT 45,992.27
BAtAHCE OF TAX DUE .00
INTEREST AND PHN. 7,355.36
TOTAL DUE 7,355.36
+ ZF PAID AFTER DA7E INDICATED. SEE REVERSE ZF TaTAL DUE IS NEFLECTED AS A CREDZT (CR), VOU MAY BE DUE�\
FOR CALCULATItlN OF ADDL71ONAL INTEREST. A REFUNII. SEE REYERSE SIDE FOR INSTRUCTIONS.
� RESERVAT�ON: Estates of degederrts dyir�g on pr befwe Dac.72,1982-if any tufwg iMer�t in the estafe is 1rar�afeRed in ' pr
enJpymeM b taoiatarel bene��ri�es ot the decedieM�r M8 oxWratlGn W any eNa�fa�is w Y�:1M mamrealEh
herebY axpreasty rea�+�s ifie ripM io��r!� � .� �:&�e��ta�c��the law�T ..t�on arry such
future interesL
-�. PAYMENT: Detach ihe tap.poNOn ot ytis rwtice arui submit wNh ynur p�meM�o the RepisYer of WiNS Ird�ted on tlie fronY of The naGce.
�� Make check or money order payable M:REGISTER OF WI4L,AGENT.
� REFUND(CR): A refund qf a tax credit not requasted on the tax reNm may L7e requested by c�mpkaUrp..;an AppW;i�ttioin.#or Refu�sl of
Parmsyivenia 1 aod Esta�Tau(REV-13t3}. are,aySila4)e hCm tl+a s web gite at
mvw rev � �nyRbp(at9rot VYiqs or Fikra�mre ON�e.br itcim d�b t1�b " s 241wuf fdmis ortlering
.. servics:i-9 �� !iQ;9eMO8s!or tezp4yers wiM speGfll Marin@�tUor spseldn0 neetl5:l-k�EJ(f-447-3ti2t1{T1"oNy).
Please aibw 46 weeks from the�te a refund wffi praMed�artive.
d6JECTlONS: Rny party'sn interest rrot satisfied witlr ft�aEM�ral�mer�L allowance or�6atbw8�ce o(de�ons.a aessasmeM of tax
(inrAuding discouM or iMerest)as shown on this�otice mayr pb�ect wilhin 80�dayc of the date of receipt of this notice by:
A) Fifi�an appeai online at�py,y�{�,�,pg,{�&on pr beipte the�7peai�3�idpnliGed ort the fra5t pf tMS no0ce.
Or serx�np a wrilten protest�to:PA De�6iMrk0f a;yp�luq;�rd of �� ,PO BbX 281201,Wartisburp PA 17i28-1021;
B} Ffav9i'p tF�matter�rmir�ltl�at at�t of�acGourit ofiF�e t'ie+booai .'. EY+re;or
C) C)Appealinq fo the Or{�hans'Court.
ADMINISTRATIVE Errors discoverad on�is assessment shoul¢bs�}dresged in writinp to:PA pqpartmeM of Raven�,Bur�au of Individuai
- CORRECTIONS: �Taues,AT7'N:Po�A�esnmeM Revfe�s UnH,('D BQX 280601,Herrisburp PA,17729-'7�021,PNone(7i 7}797�6505. See pege 4
Instruci3ons fOr Inhetitarxe Taz Return for a Rssidam DecedeM{R�t-t50t)for an sxplane#bn ol�nin�tratively�rrectab�
errors.
DISCOUNT: If any taz due is paid within three cabrMer moMhs after the det.�edHrrt's death,a flve per�nt di9COUnt of th9 tax paid is aBowabie.
. iNTEREST: interest is charyed bepinnirtp wiNr firs#day of defitpuency�or mne months arM one date from date of deaih,#o tl3e d�of
.. paymeni. Aonual inta�est 2tes are available on Fom+REV-161 t,avai�ble at www�r�.���+�,�,or upon�quest by
calling 1-888-728-2937.
� Interest is caiCtilated as follaws:
� INTEREST m BALANCE OF TAX UNPAID X NUMBER OF pAYS DELINqUEN7 X DAILY INTEREST FACTOR
� Any NoNce issuad aftar the tax becomes deFrqueM will reflect an interest calwlation to 16 days Deyand tha date pf the
: asssasment. If payment is«�fe after tlae intersst caka�tletlon daYe strow on the Natic�,adffitiona!inlerest must be calculated.