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HomeMy WebLinkAbout09-09-13 (2) NOTICE 6F IHNERITANCE TAX � pennsylvam� auREau aF iNnrvmun� raxes APPRAISEMENT, AIIOWANCE OR DISALIOWANCE OBPARTMENTOFREVENUE INkEN2TANCE TAX DSYISION OF DEDUCTIONS AND ASSESSMENT OF TAX Z�� REy-�sa7 0� aFP coa-ia� PO BOX 2dOb01 XAf2RISBUR6 PA 77128-06y,- . . .. . , . . . . , _ . , .._, DATE 09-1d-2013 ESTATE [AF MILLER lEROY J �, �;,;:" � '-� j �, DATE OF DEATH 09-25-2611 -� � FIIE NUMBER 21 11-1099 WOIF ESQ -��/h'pAp}"� C CUUNTY CUMBERLAND ,,,,. �, � ACH lUl 10 W NIGH SG�-���� �v � ���: ' - APPEAt DAfiE: 11-09-2�i3 CARLISIE ��(;;�;;�',�;;>�9I4;s�7��3,-�'�22 (SeereversesideunderObjeelians) Arount Rs�itted�---------1 MAKE CNECK PAYABCE AND REMIT PAYMENT TD: REGLS7ER OF WILIS 1 COURTNOUSE SQUARE CARlISLE PA ll013 CUT ALON6 THIS IINE � RETAIN IOWER PORTION FOR YOUR RECBRDS t� """"""""'-"""""""""`-"'..""""""""""""""""""-'.""""" REY-1547 EX AFP CO2-13� NOTECE OF INHERITANCE TAX APPRAISEMENT, AI.tOWANCE OR DISALLUWANCE bF DEDUCTIONS AND A55ESSMENT OF TAX ESTATE Of: MILLER LERpY JFILE NQ. s21 11-1049 ACN: 101 DATE: 09-14-2013 TAX RETURN WAS: C)O ACCEPTED AS FILED f ) CHANGED APPRAISED VA�UE OF RETURN BASED ON: 4RIGINAL RETURN I. Real Estate CSChadule A) (1) 200e0Q0.00 NOTE: To snsuro propar 2. Stntks antl Bonds (SCt�etluZe B) {z� ,00 credit to your accoun#. .00 subm3t tt�s upPar portSon 3. Closely Hald StockfPartnetship IntarasL CSChetlula G) C3) of th3s form xith your 4. Mortyages/NOtes Rneaiva6le CSOhadule D} t4) ��� tax paymoet. 5. CasA/Bank Depos3tslNisc. Parsonal Property CSChqdule E) f53 9+76?.79 6. Jaintly Ownad Prapnrty CScnadule F> C6) '�Q - 7. Transters (ScheAUlr� G7 �p� 235�000.00 e. Totai Assets t8J 344.767.74 APPROYED DEDUCTIONS AND EXEXPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Exoansos (Schatlule H) <g} 38.1$1.45 10. Debts/NOrtgage LSabilitias/6iqns CSChatlulc I) t10J 35.§Q0.74 ii. Total Daductlons �ti} T3>782.19 12. Nut Vaiue ot Tax Raturn �1�� 270,985.bD 13. Charitablc/Governmental Bequests; Non-electatl 9213 Trusts (Schetlule J) t135 '�� 14. Net Value of Estate Subject to Tax �ty� 270.985.60 NOTE: If an assesseent was issuad previously. Linss 14, 15> 16, 17, 18 and/or 19 xill reflect fipures that include the total of all �eturns assessed ta date. ASSESSMENT OF TAX: 15. Amount ot L1ne 14 at spousa! rate L15) •OQ X 00 = .00 16. Amount of Lina 14 Faxsble at lineal r&te (16) �;A-�9-i- 7� x 045 = 10,723.22 27. Amount ut Line 14 at Sibling rate C17) �D� X 12 .00 18. AmaunY af Line 14 taxable rt collatarol rat• C18> 32,691.8$ X 15 4r9U3.78 14. Principal Tax Due �i4>° 15,627.00 'AX CREDITSa PAVMENT RECEIPT DISCOUNi C+) AMOUNT PAID DATE MUMBER INTERE5TfPEN PAID C-J . 12- - Q11 CAO 81 8 . >189.4 TOTAL 7AX PAYMENT 27,970.80 BALANCE OF TAX DUE 2,343.SOCR INTEREST AND PEN. .00 TOTAI DUE 2,343.80CR F PA2D AFTER DATE IM➢ICATED, SEE REYERSE IF TOTAi. DUE IS REFLECTED AS A GREDIT CCRS. YOU MAY HE DUE ,�A1� OR CALCUlATION of ADDITTONAL INTEREST. A REFUXD. SEE REVERSE SIDE fOR INSTRUGTSONS. � ,� RESERVATiON: Estat�of decetlenfs tlyir�g on ar 6efore�Ctec.i2,Y 962-if any future interesY in the estate is trar�sferted in posseesian or . - enjpyment W coltaterai bene�iariQ@g of tl�e decedent afBer Me ezpiretiai of any eatpte fw iife ar y�ers;the Gommonwea�h . hereby axpresaRy reserves the right to a�tradse and assess Vansfer inherilgnce tarces at Me Iawiul t�qaterai rate on any such � futUre iMerest. � PAYMENT: 4etach iha rop poNon of this notice and submit with your payment to tha Register of Wifis irnkcated on the front o!the notics. . Make check or money order peya6le M:REGISTER OF WILL,AGEhT. � � . REFUNp(CR}: A refund of a tax credit rrot requested an the taz retum may be requesied by_cp9mply8ny an.AppCU�tion fpr Refund of � Pennsyivania lnheritance arui E�ate T�(REV-1313j. Rp�'ic&ttpns are avai�irom the departmeaPS wab site�at �. anY R�ister of YYMS or Revehue tSiSMet�F)Mbe�or ftom tFie depaAmerH's 244Mur torms orderirig . ssrvfce:t•8UW362•205p:aervices�for t8xpeyers wkh speGaf hearinp and�a speaking needs:i-8Q0-447-3p20{TT pnly). � Please aibw d-6 waeks from the date a retund was graMed�arcive. OBJECTIONS: Any party in iMerest not salisfietl with the appreisement,aibwance o�disaiiowance of detluctiaris,or assessment of tax ��� (inciud'ing discount or irHerest)as shown an this rrotice may objact within 60 days of the date of receipt of tlris rrotice by: � Y A) FiAnp an.appeal oniine at on or bebre tlre appeai date ideMifled an the�frorrt bf this rwtice. .: �e: Or sern5ng a writ[en protest to:PA 6sperlmenl of Reverpre,Board of Appeals,PO BOX 28i 26t,Harrisburg PA 17128-1021; Bj HaWSq the matter determinecf�[auifit oi U�e accouM of the�personal reprosaMBt�ve;or :: j . C) CjAppea6ng to the OrpMens'Court. � F � ADMINISTRATIVE Errors discovered on ihie assessment should ba addressed in writinp to:pA Departmerrt of qevenue,8ureau of Individuat � { COtiREGTiONS: Taxes,A7TN:Post AssasBment Fieview thriG PO BOX 280601,Harrisburg Pk,17128-1027,PNOne{77�T87-6505. Se9 page 4 -�._�-.<<:� � Inairuclions tor Inheritat�rs Ta�t Retum for aAesident LlecedeM{REV-15Qt)for an expianation of adm)nlatratively correct�bie �_ � :,. errors. 1315C6UNT: tf any ta�c due is paid within three calandar mqnths aflar the decedenYs death,a five percent discaunt of the ia�c paid is allowabie. , 1NTEREST; IMerest is charged bepinrtinp with first day ot deGnquency,or nine rtwMhs and one c�te from date ot death,to the date pf � payment. Antwai interrest ra�s are avaflable on Form REV•1617,availabie at yrww.reven��,.�tg,pa"��,pr upon rgiiest by cailing 7-888-728-2937. � interest is ca�uiated as tollows: � . .� : INTEREST=BAtANCE OF TAX UNPAID X NUM9ER OF DAYS DELINQUENT X DAILY INTERES7 FACTOR �'-� Any Notice issued atter the tax 4e�wmes delincp�em wlll raflect an interest ca�uia9on ta i 5 days beyond the date of fie . , �� assessment. If payment is made after the iMerest caicuiatlon dste show on the Notfce,adc�tionai interest must be cak;ulated. � . x � � . � '�._i+�.