HomeMy WebLinkAbout09-16-13 NOTICE OF INHERITANCE TAX � pennsylvania
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE ■ DEPARTMENTOFREVENUE
su2Eau oF INDIVIDUAL inxes OF DEDUCTIONS AND ASSESSMENT OF TAX f���
INXERITANCE TAX UIVISION REV-1547 IX AFP (03-13)
PO !OX 280601
HRRRISBURG PA 17128-0601
DATE 09-16-2013
ESTATE OF MILLER HENRY W
DATE OF DEATH 10-31-2012
FILE NUMBER 21 12-1205
LUNOBERG VP LINDA J COUNTY CUMBERLAND
ACN 101
PNC BANK NA APPEAL DATE: 11-15-2013
PO BOX 308 (SeereversesideunderObjections)
CAMP HILL PA 17D01-0308 A�ount Resitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
� 1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON6 TNIS LINE ____ —� RETAIN LOWER PORTION FOR YOUR RECORDS !—
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REV-1547 EX AFP CO2-13) NOTICE OF INHERITANCE TAX APPRAISEMEN7, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MILLER HENRY WFILE N0. :21 12-1205 ACN: 101 DATEa 09-16-2013
TAX RETURN WAS: CjO ACCEPTED AS FILED O CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (SChatlule A) (1) •�� NOTE: To ensure proper
2. Stocks anC Bonds (SC�eAUle B) �z� 1�590�353.00 erodit to your account,
.00 suC�nit tha uppsr oortion
3. Closaly Haltl Stock/Partnershlp Interest (SChadule C) (i) of this form w3th your
4. Mortga9es/Notas Raeaivabla CSChetlule D) (4) •�� iax payment.
5. Cash/Bank Daposits/Misc. Parsonal Property (SCheOUle E) (5) ZZ'9�1 .��
6. Jointly Ownad Proparty CSchatlul• F) (6) •��
7. Transfars (Sehadul• G) ��� .00
e. Total Assats � (g� �-'' l .�v�#y254.00
C
APPROVED DEDUCTIONS AND EXEMPTIONS: �= � ; �-' "-':'
9. Funeral Expenses/Atlm. Costs/MSSC. Expansas (Sehadula H) �g� 70.��OA•, '�' `
20.�12x0��.. ,_�'° .
30. Debts/MOrtpapa LSa6313t1es/Liens (SChadula I) QO) . � �
C,=
�"!w'T . .�:
11. Total Uetlu<tions � U�(��7 a��.l'+:3�3.0�
12. Net Value of Tax Return ra �X�� '�TL52��1,•a81.00
13. Charitable/GOVernmental Bequests; Non-electetl 9113 Trusts (Schadula J) ��� �-7{y�9 .1Ti�1+:881.00
• :�;zX14) � !u� �.. 00.00
14. Net Value of EstaYe Subie<t to Tax 3'70G�0
NOTE• If an assess�ent was issued previously. Lines 14, 15, 16, , 18 a.C7,� or �9�rwi11
reflect fSDUres that include the tatal of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount ot line 14 at spousal rata (15) .00 x 00 - .00
16. Amount of �ina 14 faxable at lSneal rate (36) - �� X 045 • .00
17. Amount af Line 14 at Siblinp rata (177 �oo.noo.00 X 12 ' Z�I����.QD
18. Amount of Line 14 kaxable at collateral rate C18) 170,000.00 X 15 = 25s500.00
19. PrSncipal Tax Due �19�' 49,500.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) pMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-25-2013 CD017101 2,47 .00 47,025.00
TOTAL TAX PAYMENT 49,500.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
� IF PAIO AFTER DATE INDICATED. SEE REVERSE IF TOTAL DUE IS REFLECTEO AS A LREDIT (CR), YOU MAV BE DUE��
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
RESERVATION: Estatgs of decedeMS dying on or before Dec.12,7982-if any future iMerest in tlre esta�is transferced in possession or
en)oyment to c�la�ral.bereficieries of the decedeM aiter the expireHonotarg�eatab fa flfe or�years;the Cmn�elth
hereby expressy reserves the rigM M appraise and asseas hansfx�inhefitarna taxes at ihe law(ul collaterel rete on any such
futureinterest.� �
PAYMENT: Detach the top.portion of this nodc@ and.submit with your payment to the Register of Wills IndiCeted on!he front of the notice.
Make check or money order payable to:REGISTER OF W ILL,AGENT.
REFUND(CR): A refund ot a tax credit rwt requested on the taz reWrn may be requested by,s�mmpl991�p.at1 ApR�op fw Refund of
PennsyNania lnheritdnce ard Estate Tax(REV-1313). � are availeble fmm 1M c�bnotri's web site at
www.revenue. ;any Repbter of WiHs o�Revenu9 ' f7�6oe;or hota 4�a t�ttrnenPs 24-houtPorms ordering .
servf�:t-8pp� - �� •aprvices tor t�cpeYers with special�trear'vp�or speaMng-needs:l-800-447-30ZD(TT onty).
Please allow 4-6 weeks from the date a refurd was granted to artive.
O&IECTIONS: Any.parry i�interest not satisfied with the appraiaement,albwar�ce or disalbwar�ce of deduofiona,or.assesament W tau
(ncluding�uM or iMerest)as shown on ttds notice may objec[wi�in 80 days of the dete of recefpt of this no6ce by:
A) Filirag.an appeal online at 1DpepeLCp pB,1bS on or befwa the appeal t�e identlfisd on the fronf of lf�is rmdce.
Or sendirg a written protest t0:PA D9peMa9rlt of 8venue�8qard of A�p6a15,PO BpX 281201,Harrisburg PA 17128-1021;
B) HeviFq tfie matEer detertninet!et audit of ihe aawuM CF�e�perSbnel�repTdg9rAadve;or
C) CMppealing to the Orphans'CouA.
ADMWISTRATIVE Errors cFscovered on t#iis assessment should ba addrassed in writjny to:PA Dep2rtmeM of Revenue,Bureau of Indiy�dual
CORRECTIONS: Taxes;Al'ITJ:Post AsseaemeM Raview Unit,PO BOX 280601,Hartislwrp PA, 17i 2&1021,Phohe(717)7B7•8B05. See p�e 4
InsVuctions tor Inheiifar�ce 7ax Retum fior a Resident Decedent(REV-1501)Mr an explanepon of administralivety corcecWble
errors.
DISCOUNT: If any tax due is paid within three calendar rtanths afler the decedenYs death,a Nve percent discount of the tax paid is albwable.
INTEREST: IMerest is charged bepinning with first day of delirpuency,or nina rtanths and one date irom date ot�kath,to the dete of
payment. Mnual intereat rates are available on Forcn REV-1611,available at ,or upon rquest by
calling 1-888-728-2937.
Interest is cabulated as follows:
INTEREST=BALANCE OF TAX UNPAID X NUMBER OF DAYS DELIN�UENT X DAILY INTEREST FACTOR
Any Notice issued after the tax becomes delinquent will reflect an interest ca�ulation to 15 days beyond the date of the
assessment. tt payment is made after the interest calculetion date show on the Notice,additional IMerest must be cakxilated.