HomeMy WebLinkAbout09-16-13 NOTICE OF INHERITANCE TAX � pennsylvania
BUREAU oF INDIVIDUAL raxES APPRAISEMEN7, ALLOWANCE OR DISALLOWANCE �i1 DEPARTMENTOFREVENUEk
INXERIT�NCE TAX OIVISION OF DEDUC7IONS AND ASSESSMENT OF TAX REV-1547 IX AFP (03-13)�
PO BOX 280601
4WRRISBURG PA 11128-0601
DATE 09-16-2013
ESTATE OF HARTMAN 6ERALD J
DATE OF DEATH 10-03-2012
FILE NUMBER 21 12-1097
CONNELL ESQ RICHARD E COUNTY CUMBERLAND
2303 MARKET ST ACN APPEAL DATE: 11-15-2[LY,3 ;;:�
CAMP HILL PA 17011-4627 (Seereversesideu�erObjecBo�) .c'�, ��
A�ount Re�itted � �-� ` '��
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MAKE CHECK PAYABLE A� '�E�4�TT P YM NT��-TO:
REGISTER OF WIL =.,, ��,- r--+ � �� ��
1 COURTHOUSE SQU�R&j" �.'�'. �� � � ��
CARLISLE PA 170�1�'� �'� ��„
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CUT ALON6 THIS LINE �► RETAIN LOWER PORTION FOR YOUR RECORDS �� �'� � "
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REV-1547 EX AFP CO2-13) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOW�NC�'' OR �y �
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TA�7C c1� ��n
ESTATE OF: HARTMAN GERALD JFILE N0. :21 12-1097 ACN: 1$1 DATE�09-16-2013
TAX RETURN WAS: (X) ACCEPTEO AS FILED O CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real EsYate (S<hetlule A) (1) •00 NOTE: To ensura orooer
2. Stocks and Bontls (S<hetlule B7 �p� 463�342.97 credit to your aceount,
.00 Submlt the upper portion
3. Closely Held Stock/Partnership Interest (SChatlul• C) �3) of thls form with your
4. MortpaBes/NOtas Recelvable (Schadul• D7 (4) •00 tax paymanY.
5. Cash/Hank Deposits/Mise. Personal Proparty (SChetlula E] (5) 1�175.00
6. JaintlY OwneO Proporty CSChetlule F) �6� .00
7. Transfere CSChaCUle G) �7� 25+�Z9.08
e. 7ota1 assKS (97 490.247.05
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. CosYS/M1s<. Expensas CSchetlule H] �y� .00
10. Dabts/MOrkgage LSab313ties/Liens (SChedule I) (10) -00
11. Total Oatluctions �1y7 .00
12. Net Value of Tax Raturn �lZ� 490�247.05
13. C�aritabla/Govarnme�tal Bequests; Non-clected 9113 Trusts (Sthedul• J7 �1;� •00
14. Net Value of Esfata Subject to Tax �ly� 490.247.05
NOTE: If an assess�ent was issued prevlously, Linas 14, 15, 16. 17, 18 and/or 19 will
reflect flyures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at soousal rate (15) 490.247.05 X 00 - .00
16. Amount of Line 14 taxabla at lineal rata (16) - �� x 045 = .00
17. AmounY of Line 14 at slbling rate (17) -�0 X 12 ' .UO
18. Amount of Line 14 taxabla aY collateral rat• (18) .00 X 15 = .00
19. PrincSpal Tax Due (19)= .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) pqDUNT PAID
DqTE NUMBER INTEREST/PEN PAID C-J
TOTAL TAX PAYMENT .00
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), YOU MAY BE DUE �\
FOR CALCULATION OF ADOITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
.
RESERVATION: Esfates of decedeMS dying on or belore Dec.12,1982-if any futuro iMere6t in ihe estete is hansferred in possession or
arryoyment to coMateral6sr�ficiarkes of tFe decedent atBar the.expira�n:of�ary.eeWS for qk��w yeaFS�tlro:Camrtam�roafth
hereby expresSy resbrves the ripM to appraise and assess transfer inheiiB�ce taxes at the IflvMl cdlaterel rate on any such
future interest.
PAYMENT: Detach the top�portlon W tlds rw6ce and���cubmii wiM your paymeM to the Repis[er of Wills Indicated on the front of Me notice.
Make check or moriey orcler pflyabie to:REGISTER OF WILL,AGENT.
REFUND(CR): A refund of a taz credit not requested on tlie tax reNm may be reques�d by�Ip�Appq�o�br.Retund of
Pennsylvania lnheritance and Estate Tax(REV-1313). AppflCOtio�s ire aqit�ble frcrn tlie depertmBM's web site at
�anY He�istsr ef V+fills or Revsnue�LNsMct ONP�d�a fram NM de�mrtmetfi"S 24-hdru lomu ordering
service:t-80(F362-2050;s@rvic8s for taxpayers wiM spedal hea�irap and'a spedbnp��needs:i•800•447-3�0�(TT onN).
Please albw 4•6 weeks from the date a retii�was grerrted to arrive.
OB,NECTIONS: Any party in inierest rwt utisfied vritl�tha appraisemeM,.albwance or d�owence of dedu�qns,a asaessment of tax
(inchi�rq�discount or interest)as shown on this no4ce may objed wilhi�80 days of the dste of receipt of�diis notice by:
A) Filing an;�apeal on6ne at�,pp q3.t�on or befwe tl�e appeal c�Fe idenUfied on the frwrt of this ratice.
Or serdirq a writlen prot�tto:PA���hMnue,BoaM of ,PO BOX 281201,Harri�urg PA 17128-1021;
B) Ha�irq the m�tbrdetermined�a[audt oi ihe��count+Df�e per�ollel� ' .�. . ve;or
C) C1Appealing to the Orphans'�Court.
ADt�INISTRATIVE Errors discovered on tliis atsessrtl,ent sFauld be addres�d in writinq Bo:PA Department of Revenue,Bureau of Indivitk�al
COqREGT10NS: Texes,ATfN:Post/VSbessmaM Review�t,-PO BOX 2�601,Harriaburq PA,fl128-1021,Phone(71�787-8505.�See p�e 4
Instructions for Inheritance Taz ReWm for a Reeiderrt Decedent(REV-1S01)for an e�netion ot adminishativety correet�le
errors.
DISCOUNT: If any tax due is paid wiMin three calerWer rtrorrths after the decedeM's death,a five perceM discount of the tax paid is allowable.
INTEREST: Interest is charged beginning with first day of definquency,or nine�ntt�and one date from date of deatli,m the date of
paymeM. Mnual interast rates are availabie on Fortn REV-1611,availaple at� ,a upon rquest by
calling 1-888-729-2937.
Interest is ca�ulatetl as follows:
INTEREST=BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
Any Notice issued aRer the tax becomes deGrpueM will reflect an interosl cak:ule§pn to 15 days beyond the date Of the
assessmeM. N payment is made after the&iterest cak;ulatlon date strow on the�Notice,additional interest must be calcufated.