HomeMy WebLinkAbout09-09-13 NOTICE OF INHERITANCE TAX � pennsylvania
suREAU oF iNDiviDUAL 7axES APOFADEDUCTIONSLANDAASSESSMENTAOFOTAXCE !�� DEPARTMENTOFREVENUE
INXENITANCE TAX OIVISION REV-1547 EX AFP (Oi-13)
PO !OX 280601
lURRISBURG PA 17128-0601
f° ��' "`� � � � � � DATE 09-10-2013
f��� 'c�. �. r �i. . . ,. ESTATE OF KANE SANDRA L
DATE OF DEATH 08-16-2012
._�,��i ��._I' �, ('��; ,, lU FILE NUMBER 21 12-0922
COUN7Y CUMBERLAND
DIEHL ESq ��, �R�A-FG � A ACN 101
3464 Tfj.� Q
� �t '�' APPEAL DATE: 11-09-2013
��� ' See reverse side under Ob ecBons
CAMP HI�t�Y'� tl � ��.p��7�011-4436 � J �
GUP���ERLA[d� GO., •,°j; p.,ount rtewttted��
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SpUARE
CARLISIE -PA 17013
CUT ALON6 THIS LINE �-► RETAIN LOWER PORTION FOR YOUR RECORDS �
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REV-1547 EX AFP (02-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KANE SANORA LFILE N0. :21 12-0922 ACN: 101 DATE: 09-10-2013
TAX RETURN WAS: ( X) ACLEPTED AS FILED O CHANGEU
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (SChetlule A) (17 •�� NOTE: To ensure praper
2. Stocks and BonAS (Sch¢dule B7 �Z�
8,473.84 cretl3t So your account,
.00 suEmit the upper oortion
3. Closely Held Sto<k/Partnershlp InYerest (SChetlule C) �3) of thls form with your
4. Mort9a9es/NOYes ReceivaDle (Sehetlule D) (4) •�� tax payment.
5. Cash/Hank Deposits/MSSC. Persanal Property (SChadule E) (5) 41�034.67
6. Jaintly Owned Property (Sehedule F7 �6� 62�D12.35
7. 7ransfere (Schetlule G) ��� 347.752.04
e. Tokal nssats ce) 459.272.90
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expensas/Adm. Costs/Mise. Expenses (SChatlule H) �9� 30.516. 10
30. Uebts/MOrtgage LSa6113t1es/Liens (SCheOUle D (30) 20.940.43
11. 7ota1 Deductions �yl� 51�456.53
12. Net Value of Tax Return �lZ� 407�816.37
13. Charitable/GOVernmental Bequests; Non-electetl 9113 Trusts (S<hetlule J) �13� 1.000.00
14. Net Value of Estate SuDiecY to Tax �ly� 406,816.37
NOTE: If an assess�ent was Sssued previouslv, Lines 14. 15, 16, 17, 18 and/or 19 will
reflect fipures that inelude the total of all returns assessed to date.
ASSESSMEN7 OF TAX:
15. AmounY of Line 14 at soousal rate C15) •00 X 00 = .00
16. Amounk of Line 14 taxable at lineal rote C16) G06.A16.37 X 045 = 18�306.74
17. Amount of LSne 14 at sibling raYe (177 ��� X 12 = .00
18. Amaunt of LSna 14 taxable aY eollateral raYe (18) .�0 X 15 = .00
19. PrSnc3pal Tax Due C19�= 18,306.74
TAX CREDITS:
� PAVMENT RECEIPT DISCOUHT C+) pMOUNT PAID
DATE NUNBER INTEREST/PEN PAID (-)
-0 -2012 CD016750 915.34 18,000.00
TOTAL TAX PAYMENT 18,915.34
BALANCE OF TAX DUE 608.60CR
� INTEREST AND PEN. .00
70TAL DUE 608.60CR
• IF PAID AFTER DATE INDICATED. SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE „ \
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUNU. SEE REVERSE SIDE FOR INSTRUCTIONS. ����
���./
RESERVATION: Estate&pf decedeMa dyirp on or before Dec. 12, 7992-'rf any tuture interest in tha estata is transferced in posSeasfon or
enpyment to.coNateral.benefiGiaiies ot the decoderrt aiter the expiratlon M:erry e�ate for�1lr or years;the Comrrronweatth
hereby expressy reserves the rigM to appraulse and assess Transfer inharNance ta�ces at ttre IawAW srollateral rate on any such
future itrterest.
PAYMENT: Detach the top portlpn o!th���notice and suk�mit with your paymeM to the Register of Wills Indicated on the iront ot the rrotice.
Make check or money ortle�payable ro:REGISTER OF WILL,AGENT.
REFUND{GR}: A rafund of a ta�c eredit�t reque&�d on d�e ta�c raNm may be reques�d b}+c,��� an App�rdtian far Refund oP
Pennsylvenia lnheritance arM Estate Tax(REV-13t3}, Appiicalions are ava�from tfie depsr4nenYs web site at
www revenue.ates��;:erry Register Of Wills or Revpnu�e[�giricf��f)R�ce,w homthe dep0rtmerft`s 24-hour forms qrdering
service:1-800-362•2q60;servicea fw taxpayers with speCiel ht�uing�aridbr apealti�needs:1-800-4473020(TT only).
Please albw 4-fi weeks trom the date a refia�was graMed to arriva.
OBJECTIONS: Any paRy in inierest rat satisfied with ihe a�raisement,atbwa�ce or�iilowar�ce of deduc�ions,or assessment of tax
piicluiFng discount br interest)as sFrown on this rro6ce may object within 60 days of the date of receint of this rrotice by:
A} Fiti[�p an eppeal onNne ai � on or Dafare Ui9 aPP88k t�ie identi�ed on the frcurt of this notice.
Or sar�rg a written proteat ta:PA 6epeNnerrt oi Revenue,9aard af Appea� PO 86X 281267,Harrisburg PA 17128-142t;
ej Havirg the mattet detelmined at autlit of MM eewunt W M8 pelr�Cltief r�tive;Or
�) �)AGF'baYrq to Nie Orphans'CouR.
ADMiMSTRATiVE Ermrs�scovered an this assessmeni shouM be�ldreesed in writarp to:PA Dapartment of Raverwe,Bureau ot Indtviduai �
COFRREGTFOMS: Tax�,AT7N:P�t � �R�Uni#,PO BOX 280&Ot,Harrlabury PA;1 71 28-1 021;Phone(?t7)787-5505. See p�e 4
Instructipns Por Inheritance Tex Rsium#or a R�ideM Dacedant(REV-1501)lor an explanation of adrninistra6vely�rtec[able
ercors.
DISGOUNT: If any taz due is pak!witltin three ca�ndar months aRer the decedeM's death,a five perceM�st�ur�t of the taY paiC is albwatrle.
INTEREST: Interest is charped bepinning with first day of deNrpuency,or nine mpMhs and one date hom date oi dearti,to the date of
paymeM. Anrwal irrperest retes are available on Form fiEV-1611,availebk ak ,or upon rquest by
caliing i•888-728•2937.
� IMerest+s Cakulated as fWbws:
INTEREST=BALANCE OF TAX UNPAID X NUM86R qF DAYS OHLINQUEN7 X DAILY INTEREST FACTOR
AnY Noiice issued atter the tati beccomes de#nquent wiii reftect an interest ca�ulation�15 daYS beYO�d the date of the
assasSmeM. tf paym9nt is made aiter tFte interost oakulation date Show on tF�e Notice,additional iMerest must be oakulated.