HomeMy WebLinkAbout09-16-13 NOTICE OF INHERITANCE TAX � pennsylvania
BUREAU oF INDIVIDUAL TAXES APpFADEDUCTIONSLANDAASSESSMENTAOF�TAXCE !il DEPARTMENTOFHEVENUE
INNERITANLE TAX DIVISION REV-1547 IX AFP (03-13)
PO !OX 280601
HARNISBURG PR 17128-0601
DATE 09-16-2013
ESTATE OF MCGILLVRAY FRED
DATE OF DEATH 07-10-2012
FILE NUMBER 21 12-0806 " -�3 �En't
:�� �..,.,, ���
COUNTY CUMBQRLAND ,.." ,;:s
GILROY HUBERT X 101 G � ;-'-',
ACN
10 E HIGH ST APPEAL DATE:� 1�-1:5-2033 ��
CARLISLE PA 17013-3015 (Seereversesideurt�kr_C1�ctio�es' ,
A�ount Rewitted r' %' � %�� '
MAKE CHECK PAYABLE ANII �^4,�,T F��'MENT ���x'D:
REGISTER OF WILlS7 -�� '
�-, � .. r_, .
� 1 COURTHOUSE SQUA�c�: ��
CARLISLE PA 17033 ,�� ��� - ..,
ro ct�
CUT ALON6 THIS LINE -► RETAIN LOWER PORTION FOR YOUR RECORpS E�'
------'--""'---------"-"---------"""'------------""--""-------------"'---------
REV-1547 EX AFP (02-13) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MC6ILLVRAY FRED FILE N0. :21 12-0806 ACN: 101 DATE: 09-16-2013
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Raal Estate (SChatlula A) C17 •00 NOTE: To ensura proper
2. Stotks antl Bonds (SChetlule H) �Z�
.QQ cradlk to your acoount,
.00 submit the uppar porlion
3. Closely Heltl Stock/Partnersh3p Interest (S<hetlul• C7 (3) of this form w3th your
4. Mortgagas/Notes Recaivable CSchaEUle D) (4) •DO tax payment.
5. Cash/Hank DaVOSits/Misc. Parsonal Property CSehatlule E) (5) •00
6. Jointly OwnaE Property (SChodule F) �57 .00
7. Transfers (Sehetlule G) �7� •00
8. Total Assats (g) .00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Atlm. Costs/Misc. Expensas CSchetlule H7 �g� .00
10. DeDts/MortBage Liabilikias/LSens (SCMdule D C10) 17.613.57
11. Total Datluctlons �yl� 17r613.57
12. Nat Value of Tax Return ��Z� 17.613.57-
13. Charitabla/GOVSrnmental Bequasts; Non-electetl 9113 Trusts (S<hetlule J) �y37 •��
14. Net Value of Estate Subjeci to Tax �ly� 74,578.86
NOTE: If an assesseent was issued previously, Lines 14. 15, 16, 17. 18 and/or 19 w311
reflect fipures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amoun! of LSno 14 et spousal rate (15) •00 X 00 .UO
16. Amount of Line 14 taxabla at lineal raYa (16) -�� X 045 a .DO
17. Amount of Line 14 at sihling rata Cll) -00 X 12 = .00
18. Amount af L1ne 14 taxable ak collaYaral rate C18) 74�578.86 X 15 = 11�186.$2
19. Prineio�l Tax Due �197- 11�186.82
TAX CREDITS:
PAVMENT RECEIPT �ISCOUNT C+) pryOUNT PAID
DATE NUMHER INTEREST/PEN PAID (-)
INTEREST IS GHARGED THROUGH 10-01-2013 TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 11,186.82
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 159.61
TOTAL DUE 11.346.43
� IF PAID AFTER DATE INDICATED, SEE REVERSE IF T0T11L DUE IS REFLECTED AS A CREDIT (CR), VOU MAY BE DUE `n�
FOR LALCULATION OF ADUITIONAL INTEREST. A REFUND. SEE REVERSE SIOE FOR INSTRUCTIONS. ,v�
��
!
RESERVATION: Fstat�bf decedeMS rg on ar before Dec. 12,1982•ff arry firiure interest in the eafate is Gansterred in possesaion or
enjoyment W cbllateral�h.enef�iariea of the decedeM atler Uie expiretlon�.of ag!eataw tor tlhd oryeers;the Comrtariweakh
irereby eupressty resarves the riyht m a{�xafse and aa4eFS transfer inMdta�ce ta�c�ai ihe Iawfui coNateral rate on any such
tuWre iMer9st.
PAYMENT: Detact�tfre bp porUOn of ttus rw�ce and Submii with your pflymeM ta the Regiater of Wills Inc4cated an the front of the rwtice.
Make check or money order payable to:REGISTER OF WILL,AGEN7.
FfEFUND(GR): A refuruf af a t�cxec�t rrot re�aeeted ai the t�reWrn maY be re�ted bar 8it A�on#�Fi6fund of
Pannsyivania inherilance arni Estate Tau(REY-1913}. ApQNO�ortB ere mqikWb from 1he da{u4rptqerCs w�.site at
www.reve t��any Repkter W Wilk or REVAthM Di�t�kct CN�k�.w Avim'tlte�8 2A-houf IDrme orderinq
. service:1-�C�'A:secYiCeB for ta�tp4yers wlth spst�ellrearinp;anEYar'spepkin0 naeds:1-8U0-447-3020(TT only).
Pieass aibw 46 xreeks from Me itate a sefund wffi grarRed to arrive.
OHJECTiONS: Any party in interest not satisfied with the appraisemanG allowance or dsalbwance ot dedu�Nipns,or asaoeament of tax
(incl�illiq discount or interest)as shown on this raUce may o4hCt wi�in 60 d8ys W tf�e date of receipt of Mis rro8ce by:
A} FiArq�ari appea!rn�line at�t.4s26(S�flipi .qH.�c o0 or bebre U�e appeaf�e kler�tified a�ihefront ot Uvs rnttice.
Or serrcSny a wfitte�pt6t6st k3:PA Dep�'tt,tl�trt� 6vbrpi9 BoArd of P.�eats F'O�X 2&f ZOt,HarAsburg PA 17128-i Q21;
B) Havinq ttre matter detetmined at audk of ffie"socouM 4lN�e�lr8ti�ibFrepl6seintaNve;or
C) C)AppeaArig ro the Orphans'Court.
AQAdINiSTRATiYE Errws�Y9red r.��f,h�assessmeM shouW bs�essed in wri8np to:PA W Fievenue>Bureau af IrKNvi�gi
CORfiEC7ION$: Taxos�,AT7N:P�t�A8etraamenFRtrri6w Unit,�f'0 80X 28f1801,Harrisbtarq PA;171 � itS21�PhOne(717}7&1�&505. Se9 pape A
InsVUCtlons for InheMance Tax Rehun fa a R9sIdeM�DecedeM(REV-7501)tor an ezplana�st�of�edminishetively aorrectabb
errors.
DiSCOUNT: If any tax due is paid writlan three calendar montt4s afta�tt�decedenYs deattf,a five��M dscouM of t#�e ta�c p2iti Is aHOwatrle.
INTEREST: IMerast is charged beqinning with first day af deNnquen4y or nine mprrths and one date ftom date of cbath,ro tha date of
payment. pnnual inMrest rates are availabW an Form FtEV-161 i,avai�at ,or upon rquest by
calling t-888-728-2937.
iMerest i&Caiculated a5 foibws:
INTEREST=BALANCE OF TAX UNPAID X NUMBER QF DAYS DELINQUENT X DAILY INTEREST FACTOR
AnY Nota^e issued after the T�k»com�t�iirup�eM wilii reflact an ir�ist�ca�,aiatlon ta 16 days beYOnd ttre date o#the
assessment. if paymeM is mad9 after the interest caiculatlon dgte show on the NoUce,addkbnai int6r88t must be caiculated.