HomeMy WebLinkAbout09-16-13 __ _
NOTICE OF INHERITANCE TAX � pennsylvania
� pppRAISEMENT, ALLOWANCE OR DISALLOWANCE
HUREAU oF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX L17 DEPARTMENTOFREVENIIE
INNERITANCE TAX DIVISION � REY-1547 EX AFP (03•13)
PO !OX 2806U1
HRRRISBURG PA 17128-0601
DATE 09-16-2013
ESTATE OF HENSHAW THELMA E
DATE OF DEATN 10-11-2012
FILE NUMBER 21 12-1168
DISSINGER WILIIAM C COUNTY CUMBERLAND
ACN 101
400 S STATE RD APPEAL DATE: 11-15-2013
MARVSVILLE PA 17053-1012 (Se¢reversesideunderObjections)
A�ount Re�itted
MAKE CHECK PAYABLE A�D REMIT ;P_AYMENT T0:
REGISTER OF WIL � :?'c r-,-7
1 COURTHOUSE SGi!l,1I� _ �'� :-,
CARLISLE PA 1�Y3 '�� ,
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CUT ALON6 THIS LINE � RE7AIN LqWER PORTION FOR YOUR RECORDS � ���'�� �� :� ��'
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REV-1547 EX AFP (02-137 NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLWVA�C�� OR �... .
DISALLOWANCE OF DEDUCTIONS AND ASSESSMEHT OF�/d4 �.-., "'-� -��. .
ESTATE OF: HENSHAW THELMA EFILE N0. :21 12-1168 ACN: �=�1�� ��`' Dp'T�: 09-16-2013
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TAX RETURN WAS: ( JO ACCEPTED AS FILEO O CHANGED` -a �`� � ��
APPRAISED VALUE OF RE7URN BASED ON: ORIGINAL RETURN za cn vy ��-�
cn "�+
1. Real Estata (SChadul• A) C1) •00 NOTE: To ensure propar
2. Siacks and Bonds (Sahadul• B) �p� .00 �ratlit to your aecount,
.D0 submit the uDPar porYlon
3. Closely Heltl Stock/Partnarship Interest (SChedula C) C3) of t�1s form rith your
4. Mortpapas/NOtes Receivahl• CSchatlule ID (4) •�� tax payment.
5. Cash/Bank Daposits/Misc. Personal Prooarty CSChetlula E] (5) 51�818.28
6. Jointly Ownetl ProparYy (SChoEUla F) �6� •DO �
7. Transfers (SChetlule G) ��� 1�734�352.75
e. iotal Assais �g� 1.786.171.03
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funoral Exponses/Adm. Costs/Misc. Expenses (SChedule H) �g� 25.323.76
10. DeDts/MOrtgape LSahilitSas/LSens CSchetlule I) (10) 3.824.78
11. iocal Deau<ttons cll] 29,148.54
12. Nec vaiue ot rax aeturn �1z� 1,757.022.49
13. CharlYaDle/GOVernmental Bequasts; Non-alacted 9113 Trusts (Sehadula J) �13� -00
14. NeY Value of Estate Subject to Tax �yy� 1 .757.022.49
NOTE: If an assess�ent was issued previously. Lines 14, 15. 16, 17, 18 and/or 19 will
reflect fiyures that includa the total of all returns assessed to date.
ASSESSMEN7 OF TAX:
15. AmounY of LSne 14 aF spousal rate (15) .00 X 00 - .00
16. AmounY of Line 14 taxable at lineal rata (16) � •��'�-�»-GQ X 045 � �9,066.01
17. Amount of LSna 14 at siblinp rate (17) -00 X 12 .00
18. Amount oF LSne 14 taxa6lc at collaieral rate (18) .DO X 15 .00
19. Prin<ipal Tax Due �19�= 79r066.01
TAX CREDITS:
PAYMENi RECEIPT DISCOUNT CF> pMOUNT PAID
D11TE NUMBER INTEREST/PEN PAID (-)
01-08-2013 CDO1 024 1,933.19 36.7 0. 4
05-24-2013 CD017652 .00 39,903.80
05-24-2013 CD017653 .00 498.48
TOTAL TAX PAYMENT 79,066.01
BALANCE OF TAX DUE .00
INTERES7 AND PEN. .OU
TOTAL DUE .00
� IF PAID AFTER �ATE INDICATED. SEE REVERSE IF TOTAL DUE IS REFLECTEO AS A CREDIT CCR), YOU MAY 8E DUE ` ^`
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIOE FOR INSTRUCTIONS. ����
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RESERVATION: Estates of decedents dyirq on or before Oec.12, 1982-if any future iMerest in tlre esiste is tran6ferrod in posaession or
enjoymerrt to collateral ben9ficiaries of the�decederrt after ttre expiradon of any�be:life a years;tlre Commornvoakh
hereby expressty reberves the rigM to appreise a�W assess tra�ter inheri6anCe ta�ces at ihe lawfUl coNateral rate on any such
future iMerest.
PAYMENT: Dehach the top.portion of thi6 rp�ce ard submit with your payment to ihe Registar of Wills Indicsted on tlie hont of the notice.
Make chedc or morrey order payaf�e to:REGISTER OF WILL,AGENT.
REFUND(CR): A refund of a tau credit rwt requested on ihe tau retum may ba requestad by t�irg a�e App�ion fw Rehp�d:of
Pennsylvania lnheritar�ce and Egtate Tax(REV-1313). Applicatlo�are avaiiehk trom�1M depaRmeM's w�b site at
www.revenue:atate.aa.us,��Y Re�Ster�of Wil�M Reverwe�UiBtrid C7fli08�Or hom it�e tlsp�8�rhnenPS 21-Iq�110nns oMBrinp
service: 1•�0-.982•ui60;s9rviCqs�for t�P�1'ers wflh speaal hearinp�a Spealanp needs:1-800-44�-3020(TT only).
Please albw 4-6 weeks from the date a refuM was graM9d to artive.
OBJECTIONS: Any party in.iMerest not satisfied w@h the appraisement,allowance or disallowance of deducUp�s,or assessment of.tax
(inclu�ng discourrt or irrterest)as shown on this rmtice may object wiihin 60 days of tt�dete of recefpt of this nodce.by:
A) Filing an a�eal online at �� on or befo�e the appenl t�Aa ideaUfled on the froM of this notice.
Or sendmg a written protest to:PA C7opeAmeM of Hevpnue,Board of Appeale,PO BOX 261201,Harrisburp PA 17128-1021;
B) Having tl»matter detennined at a�dit of tfie aocouM df if�a perebnei'reprr�leMMive;or� �
C) C)Appeating to.the OrQhR:ns'Court.
ADMINISTRATIVE Errors discoyarad on this assassmaM strould be addressed in writlrq W:PA DepartmeM of Revenue,Bureau of Individuai
CORfiECTIdNS: Taxea.ATTN:�Post Aaseasmest Review UnB,PO BOX 290601�,Harrisburp PA;17128-7Wdt,Phor�e(777)'I87-6505. See ppe 4
Instructions for Intreritar�ce�TSx Ret�mn for a Resident Decedent(REV-1501)for an explenatfon of adminishatively wrrectebb
errors.
DISCOUNT: If any tax due is paid within three calendar moMhs after the decederrt's death,a fiva percent discouM of the tau paid is allowable.
INTEREST: Interest is chargad baginning with first day of delirpuer�cy,or nine rtwmhs and one date from date of deaM,to ihe date of
payment. Annual interest rates are aveilable on Portn REV-161 t,available at ,or upon rquest by
calling 1-888-728-2937.
Interest is cabulated as folbws:
INTEAEST=BAIANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAI�Y INTEREST FACTOR
Any Notice issued after the tax becomes deNr�eM will reflect an interest rabulation to 15 days beyorM the data of the
assessment. It payment is made after the interest calailation date show on tlte NoNce,additional interest must be ca�ulated.