HomeMy WebLinkAbout09-09-13 NOTICE OF INHERITANCE TAX � pennsylvania
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE DEPARTMENTOFREVENUE
HUREAU aF INDIVIOUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INXERITANCE TR% DIYISION REV-1547 O( RFP (03-13)
PO BO% 280601
HARRISBURG PA 17128-D601 - - - -
. . . � � � ' "� DATE 09-10-2013 ,
ESTATE OF BUSH JOHN K
� �-,;- :' ?(il, ;), i LS DATE OF DEATH 09-14-2012
� �' FILE �NUMBER 21 12-1077
COUN7Y CUMBERLAND
SHIELDS III CHAY2tES �� €'�� p�N 101
6 CLOUSER R� � ` •� � '-� ���'� i APPEAL UATE: 11-09-2013
MEC HAN I C S B U R E�i�i u2Ati il,�I�t5�4.�Ty 5��Q (See reverse side under Objections)
• A�ount Re�itted�-�
MAKE CHECK PAYABLE AND REMIT PAYMENT 70:
REGISTER OF WILLS
1 COURTHOUSE SpUARE
CARLISLE PA 17013
CUT ALON6 THIS LINE --► RETAIN LOWER PORTION FOR YOUR RECORDS �
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REV-1547 EX AFP CO2-13) NOTICE OF INHERITANCE 7AX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE DF DEDUCTIONS AND ASSESSMEN7 OF TAX
ESTATE OF: BUSH JOHN KFILE N0. :21 12-1077 ACN: 101 DATE: 09-10-2013
TAX RETURN WAS: ( JO ACCEPTED AS FILED O CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Raal EsteYe CSchetlule R) (1) .00 NOTE: To snsure proper
2. Stocks antl Bonds (SChedule B) �z7 .00 cretlft to your accounY,
.00 SubmiY tha upper pOrkiOn
3. Llosely Heltl Stock/ParYnarshSp Interest (SChetlule C) �3) of Yhis form with your
4. Mortgages/NOYes Receivable (Schetlule D) (4) •DO t+x paymant.
5. Cash/Bank Deoosits/MSS<. Personal Prooerty (SC�etlule E) (5) 178r929.36
6. Jointly Owned Property (Sehsdula F) (b) '��
�. Tronsfers CSehedule G) ��� 352�431 .49
a. iotal nssats ca) 531 .360.85
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Atlm. Costs/Misc. Expenses CSChedule H) �g� 17.810.23
10. Dabts/MOrtgage Liabilities/Liens (SChetlule I) (30) 788•17
11. rotal Deauctions �y17 18.598.40
12. Net Value af 7ax Return �lp� 512,762.45
13. Charlkable/Gavernmenkal Bequests; Non-alectetl 9113 Trusts (S<hetlule J) �13� 7•000.00
14. Net Value ot Estate Subjeet to Tax �ly� 505.762.45
NOTE: If an assesswent was issued prsviously. Lines 14, 15. 16. 17, 18 and/or 19 will
reflect fiyures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (157 •00 X 00 = .00
16. Amount oF LSne 14 taxable at linaal rate C16) �`��`-���-��' X 045 = 22r759.31
17. Amount of LSne 14 at slDling rate C17) -0� X 12 = .0�
18. Amount of Line 14 Yaxable ai collateral rate C18) .00 X 15 .00
19. Principal Tax Due C19�= 22,759.31
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) pMOUNT PAID
DATE NUMHER INTEREST/PEN PAID (-7
12-0 -2012 CD016894 956.25 18,1 8.75
06-14-2013 CD017756 .00 3,634.31
TOTAL TAX PAYMENT z2,759.31
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL UUE .00
� IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL OUE IS REFLECTEO AS A CREDIT (CR), YOU MAV BE DUE ,\^\
FOR CALCULATION OF ADDITIONpL INTEREST. A REFUND. SEE REVERSE SIOE FOR INSTRUCTIONS. �V�
V'
AESERVATIQN; Estates ot decedonts dyirp on pr before Dec.12, 1982-if any future iMerest in the estate fs transferred in posse5sion or
enjoymeM to coNaterai benefiai[Vies of the decedent aiter the.expradon�of any e8fate for life a yearo;tl�B CommomroaNh
hereby expressly r�arves the rigM to appraise arW asseas tranafer Nheritance ta�ces at the lawlul cpNatera4�rate on any such
tuture interast
PAYMENT: Detach the top portlon ot tlus.rotics and BubmR with yaur payment to the Repister of Wills IrWicated on the front of the notice.
Make cheqk or money ordei payeble to:REGISTER OF WILL,AGENT.
REFUNO{GR): A refund of a ta�c crec,kt rwt reyuested on the tax reWm may be rec�ested by�an Appqc}ation fa F�sfund trf
Pennsylv0tris hrheritanCe and Estate Ta�c{REV-131�}. Apptications ate avAiiedib from the depaAmeM'S v+eb site at
,anyAeqister of Wills or Reve�ue bTet�t CNAiCa;or Mam tltie Aep�tlmaM'8 24�aur forms orderinp
service:1•80Q-362•21x50;asrvir,ss fOr tazpayets with�special hesrinp d�l�or speeking needa: 1-800-447-3020(TT only).
Please aRow 4-6 weeks trom the date a rafund was grardedlo arrive.
O&1ECTipN5: Any party in interest irot satisfied with the apprsisemeM,aibwanCe or disaNOwance of dBduCkOns,.t3r as88ssment af ta�c
(including discourrt or iMerest)as shown on this rwtice may object within 60 day&of tlfe date of receipt dt this�rwtica by:
A) Filinp an appeal onNns at on or befwe the appesi date ider�Ufred qn Uie fron2 of thiy no6ce.
Or serx�r�a wdtten protesi tp:PA[}ep8rtmerat of Ftewnue,$oard of kppe8is,PO 8dX 281201,Harrisburg PA i 712&3021;
8)-+taring the maiFer deten+ained at aucfit of the eccount af gqe parebnei�-reprf�s�tative:or
C) C)Appealing to the Orphens'Court.
ADMiMiSTRATiVE Errors disr,overed on this assessmertt shouk!be addressed in wti6np to:PA Depariment ot Revenue,8ureau of individua#
CORREGTi4F1S: �Ta�ces,A1TN:P�t Aceescrne��i�eview Utvt,PO SQX 2�601.Flam86ur9 PA,17128-t421,Pho�a C/17}787-6505. See�pt�pe 4
instructions for inheri�Te�i�m for a Reeideni Decederrt(REV�t 56S)1or an axpianallon of adminisbativey cortec�ie
errors.
DISC4UNT: If any faz due is paid witliin Three caler�r r�mnN�s after the decederrt's tleatYr,a fwe percent�unt ot the fax paid is aibwab�.
INTEREST: lnterest is charged bepinnirq wifh first day of dellrpuency,or nine moMhs and ane date fi'om date of death,to the date.of.
paymenk. Annual irrkerast rates are availabla on Fortn FiEV-1611,avaflable at wr�w-revenu@ state oaus,or upon rquest by
calling 1-888-728-2937.
Errterest is ca�uiated 8s folbws:
INTEREST=BALANCE OF 7AX UNPAID X NUMBER OF DAYS DELINOUENT X DAILY INTEREST FACTOR
Any t�bt�issued atter d�e#au berAmes deli[u�eM wiii reflec#an irrierest ca#xdation ta i 6 days beyond d7e t�te of tt�e
assessment. tf paymeM is made aRer ihe iMerest caicaale6on data shrnw on th8 hlotice,adc�tiorral'vrtarest mwt bs Cakculated.