HomeMy WebLinkAbout09-09-13 NOTICE OF INHERITANCE TAX � pennsylvania
BUREAU OF INDIVIDUAL 7aXES APOFADEUUCTIONSLANDAASSESSMENTAOF�TAXCE !�T DEPARTMENTOFREVENUE
INHERITANCE T/J! DIVISION REV-I547 IX AFP (03-13)
PO BOX 280601
HARRISBURGPR11128-0 6 0 1��r-n , . �
r<.._�_
��� �; :�. :i. DATE 09-10-2013
� � ESTATE OF JONES EDWARD G
�,;,'.� . - � i �,�, DATE OF DEATH 01-03-2012
� � � � ' " """ �- FILE NUMBER 21 12-0071
COUNTY CUMBERLAND
TIMOTHY M FINNEFi�`Y-'�E�SQ � ACN 101
L00 PINE ST QIiF�iit:l.�i' :, ,,, ,. . APPEAL DATE: 11-09-2013
PO BOX 11 ;^ � ( '�, �:`,, (See reverse side under ObjecHons)
�it CGi[L ���,Ir.,
HARRISBURG PA 17108-1�166 Awount Re�ittsd
MAKE CNECK PAYABIE AND REMIT PAYMENT T0:
RE6ISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON6 THIS LINE ____ �! RETAIN LOWER PORTION FOR YOUR RECORDS F
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REV-1547 EX AFP (02-13) NOTICE OF INHERITANCE 7AX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JONES EDWARD GFILE N0. :21 12-0071 ACN: 101 DATE: 09-10-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILEO C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (SCheEUle A) Q)
89r950.00 NO7E: To ensure proper
� 2. Siocks and Bonds (SCheOule B) �Z� .00 cradit to your accounY,
.00 su6�nit tha uppar porYion
3. Closaly Held Stock/Partnership Interesi CSehadule C) (3) of thls form wlth your
4. Martgages/NOtes Rewivable CSChetlule D) (4) •�� tax paymeni.
5. Cash/Bank Depos3ts/Misc. Personal Proparty (SChedule E) (5) 54�634.00
6. Jointly OwneE Property (Schedule F) �57 .00
7. Transfers (S<hetlule G) ��� .00
e. iotal assets cfl) 144.584.U0
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funaral Expenses/Adm. Costs/Misc. Exoensas (SChetlule H) �y7 36.273.30
10. Debts/MOrtga9e Liabillties/Liens CSchedule I7 clo) 75.547.19
11. 7ota1 Detluctions � - (11) 111�820.49
12. Net Value of 7az Return (12) 32�763.51
13. Charitable/GOVernmenYal Hequests; Non-elaeked 9113 Trusts (S<hetlule J) �I;� .00
14. Net Value at Estata Subiect to 7ax �ly� 32.763.51
NOTE: If an assesssent was issued previously, Lines 14, 15. 16. 17. 18 and/or 19 will
reflect fi0ures that include the total of all returns assessed to date.
ASSESSMEN7 OF TAX:
15. Amount of Line 14 aY spousal rate C15) .00 X 00 = .00
16. Amount af Line 14 Yaxable at lineal rate Clb) ;�•��'�-r'� X 045 = 1�474.36
11. Amount of Line 14 at siblinp rate C17) -00 X 12 = .OU
18. Amount of Lina 14 taxable at collataral rate C16) .00 X 15 = .00
19. Principal Tax Due C19�` 1.474.36
TAX CREDITS:
PAYMENT RELEIPT DISCOUNT Ct) qMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-7
10-01-2012 CD016610 .00 1 ,557.00
D9-03-2013 REFUND .00 82.64-
TOTAL TAX PAYMENT 1.474.36
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
� TOTAL DUE .00
� IF PAID AFTER DATE INDICATED. SEE REVERSE IF TOTAL DUE IS REFLECTEO AS A CREDIT (CR), YDU MAY BE DUE �` ^1
FOR CALCULATION OF AUDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. �`V�
V'
RESERVATION: Estates of decederfts dying on or before Dec. 12, 1982-if any tuture imerest in ths estate ie fransferrad in possession or
enjoyment to coNaMral ben@ficipri@s ot the dacedaM after the expiratfon.of arq:�ta6e.for Nte or yean;tlre CommpnweaRh
� hereby expressy reserves the right m appraise and aseess transter i�heritance Taxes atlhe lawlul coNateral rate on am/such
ftRUrs int8rest.
PAYMENT: Detach the top portion of this rwtice and fi�Jbmit with your payment to the Register oi Wills indicated an the Nont of the�wtice.
Make check or money order payable to:REGISTER OF WILL,AGENT.
REFUND{GR}: A retund of a ta�c credft rwt requestad on the tac reWrn may� � by � ' an ' �ior Refund af
PennsyMania lnheritance and Esqte 7az(REV-t 313). Appficadotts are avaihdke from Uw dspaitmenCs we6 site et
m�p�,�gyenue.s� u�y Repister of VOil�s or Revernre D)sirict O�ke,or frcnm Nre daryAMre�rt's 24»fro�tom7s orderin�
service:1-800.3fi2-�serviCeS for tazpayere with spaciel tieatirp�and+a spaaldnp needs:1-8W-447-3020(1T ony).
Please albw 4-6 weeks{rom tlre date a rehami was graMed ro arcive.
UBJECTiONS: Any party in irterest rrot satisfied with the appraisement,aibwance or disaibwance oi deductions,or assessment of tau
(includir�discount or interest)as sFawn pn this notice mey object witl�in 60 days of the date of receipt of this rwtice by:
A} Filinp.an appeai ort{ine at on or befwe the�appeal date ic�entified on die firaN at this notice.
4r serx�rq�a written prntest�t:PA�Ogpe�imert oi Fteven�,8nard of hp{>ea�,f>O�Bt?X 289201,Narri�rurg PA 17128•t021;
B} Haufng ihe mattar deiermined at audtt of the aecpuM of�tlie pargpnal repftis§rdahve;or
C) C)Appealing to tha Orphans'Court.
ADMiNiSTRATiVE Ermrs discovered on this assessmeM shauid De addressed ia writing ta:PA CXepa�imeni of Reven�,8ureau bf individual
G4RREGTIONS: Tazes,A7TFI:Post Assassmar#Review Unit,`PO BQX 284641,Hattistitup PA,11T2&9021,Phone{71?)1$7-85q5. See pape 4
�nstructions for inheritance Taa�Retum for a fiesitlent Decedent(REV-150t)for an ezplanation of administrativey correctable
errors.
DISCOUNT: if any tau r.�e is paid vrittun three caie�ar montl�s after the decedenYs death,a five percerrt discount of the t�y�aid is a�owable.
INTEREST: 1Merest Is charped beginning with first day af delinquenCy or nine rrronths and one date from date of d�ath,to the data of
payment. Annual interest rates are available on Form FtEV-1611,mvailaMe at www.revenue.sfau.na.us,or upon rquest by
calling 1•98&72&2937. �
irrterest'rs Ca�Wated as toibws:
INTEREST-BALANCE OF 7AX UNPAID X NUMBER pF DAYS DELINQUENT X DAILY INTEREST FACTOR
Any NOiiCe issu�after p�e taac becomes deiinquer�f will refbct an interost calCUl89on�15 c�ys beyond tt��te af the
assessment. ff payment is made after the interest aabuletion date show on the Natice,adcGtionai i�terest must be caiculated.