HomeMy WebLinkAbout09-09-13 NOTICE 4F INNERITANCE TAX � pennsylvania
BUREAU bF iwnrvznun� TAxES �PPRAISENENT, AL�OWANCE UR DISALLOWANCE R'w� ppppRTMENTOFREVENUE
iHxeatraxcF rnx mvTSaox 8F D£DUCTIONS AND ASSE5SMENT OF TAX QEy�ygy7 IX AFP cna-is�
S'p 80X 288691
NAftRISBURG PA 17128-U601
� . _„
„ . �� - " DpTE 04-10-2013
� . ., - ESTA7E OF MCCANN HELEN J
� DATE pF DEATN i1-21-2012
_- ���'; „ 1`� FILE NUMBER 21 12-1222 �
��- ��� � CpUNTY CUMBfRLAND
FREY RObE&7„ ,G p�N 101
5 S HANOVER ST '� -""'� � " _ APPEAL DA7E: 11-09-2613
CARLI3LE �- Fk�'i�0�'3'�5`��7 (SeereversesideunderObj¢cNons)
� � A�ouht Re�ittedr^^��—�—��,
V�i '� ` { ,. f , :.
MAKE CHECK PAYASLE AND REMIT PAYNENT TQ:
REGISTER OF WILLS
1 C4UR7HOUSE SQUARE
CARLISLE PA 17013 �
CUT AlON6 THIS LTNE ____ �i RETpIN LOWER R4RTION FOR YOUR RECORDS E�
'".--.'-'"--"--"-' "--"-"'-"-"""""'-"""-'_'-_.""-.'-'.'-'..'-.'--""'
REV-1547 EX AFP {02-13] NOTICE OF INHERITANCE TAX APPRAISEMENL AlLBWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT 6F TAX
ESTA7E 4F: MCCANN HELEN JPIIE N0. :21 12-1222 ACN: 101 DATE: pq-30-2013
TAX RE7URN WAS: tJO ACCEpT£D AS FI4E6 f ) CHANBED
APPRAISED YALUE OF RETURN BASEO OH: ORIGINAI RETURN
i. Reai Estate {SehQdula AJ C1) ��0 NOTE: To ansura propar
2. stoeks ana eonas cseheauxe BS tz) 24p,956.00 <redit to vour asoount,
00 submit tna upper portSon
3. Cioseiy Heid Stock/PBMRe�ship Interast CSChadula C} C35 of this form uitb yaur
4. Xortpaqas/NOtas Receivabla CSchatlule D) C4) •�� tax payment.
5. CashlBank Dnvtisits/Misc. Personal Property tSChedule E) C5} 44,245.00
6. Jointly OWned ProoertY CSChatlule F) (F) 'fl�
7. Transters (Schndula G) C7} •00
e. 7ota1 Assats ce) 285.251.00
APPROYED DEDUCTIdNS AkD EXEMPTIONS:
9. Funeral ExpenseslAdm. Casts/Misc. Expensss SSChaduls H) {g? 9•30D.00
36. De6ts/MCrtgage 11abS11t3es/LSens (SChedUle I7 (30) 24Q.00
it. rotai neduccxons ciia 4,540.p0
12. Net Yalua af 7ax Raturn t1P3 275,711.�0
13. Charitablef6qvernmanta3 B+puasts; Nan-albcted 4115 Trusts CSChetlule J) �13� 5.000_0�
14. Net Vmlue uf Estate SubjocY fo Tax t14J 2�0,711 .00
HOTE: If an assess�ent was issusd previcusiy. Linas 14, 15. 16. iL 18 andlor 19 will
refiect fipures thst lnclutle the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount ot Lins 14 at spousal reFe C153 •0� X �0 •��1
lb. Amaunt af lSne 34 taxsbla at ltneal ratg C16) -�� X 04,� � .4(1
17. AmounY of Line 14 at s3613np rate (17) -�� X 12 .00
38. Amount ot lina 14 taxahle at collateral rete t18) 270,711.D0 X 15 ' 40>606.b5
t9. Pr3ncipal Tax Oue �19�° 46,b06.65
rnx c�Entrs:
PAVMEN RECETP DTSCpUNT C+) AMOUNT PATD
DATE NUMBER INTERESTfPEN PAID C-]
1-1 -2013 CD017052 1,94 . 7 37, 00. 0
06-28-2013 CD017809 .00 1>756.65
TOTAL 7AX RAYMENT 40,704.02
BALANCE 8F TAX DUE 97.37CR
INTEREST AND PEN. .OQ
TO?AL DUE 97.3�CR
� IP PAID AFTER DA7E INpICATED, �EE 2EYERSE IF TOTAt DUE IS REiLECTE4 AS A CREOIT {CR): YOU MAY BE OUE �
fqR CAICULATIUN tlF AODITIONRL INTEREST. A REFUND. SEE REYERSE SIDE FOR INSTRUCTSONS.
RESERVATION: EsNates ot decedenta tlying ort ar before Dec.72,1982-'rf arry future imerest in Me sstate is trar�ferred in posaession or
enJoYmer�t Kr ooMatsGai beriefficlsrias of the decedeM atter tl�e expira5on of�any��for Iffe w yeaus;the C.ommonweattti
hereby expressy reseroe6 Me right to appraise arW assess transter inherkance ta�css a!the lawful epUedaral ra�an am such �
future intarest.
PAYMENT: Oetach Nie top portlon of this notice and suMnit with your payment M iha Register of Wills Indicated on Vse hari of the notice. -
Make check or morrey oMer payaWe ro:REGtSTER OF WILI,AGENT.
REFUND(CR): A refund af a 4�ix credft not requested on the tac raturn may be requested by s�yrtpla8np,an AppYcsis tqn.tor fiefu�d of
Pennsylvania inheritance and Estate Ta�c(REV-1313a. Appdicatlons are availel�trom Nie depertments web site at
m�L.revenue.s�;�;any Repis�r of Wiils or Ftave�we Di�iCf t7fMce,br frain�the deparlmerH's 24•taur forms ordering �
service:t-806-382- 8;senices tor tercpayers with speae!hearirp�+or spsakinp needs:t-�-447-342U(TT onry}.
Pieasg aNOw 4-6 weeks from the date a retund was qraMed to arrive. �.
OBJECTtONS: Arry perty in interesi not satis�ied with ihe appraisement,allowar�e ot d�bwarice oT deduqians,or aseassment of ta�c
(inctutbng cFSCOUM or iMerest)as shuwn on this trotice may abject within 60 days of tAe date of receipt of this ratice by:
A} Fiiinp an appeai online at�g�Ig„��@�,�an or bptore ttre appeai cYate ideniifietl on the front of tlris rrotica. �
Or sendinp a written prntest to:PA Dep6r6t»nt Ot.R�v�nue,C3patd ot A{�s�,PQ$OX 281201,Herrisburg PA 17128-7 Q21; �
B) iiaving tFiematter ctetermirbd at au�t of�e account af Nte parsonal repre�a�tk+e;or
C) C}Appealirg to the Orphans'Court. . �
ADFdINISTRATiVE Errors discovered onitus aasessmen2 should be addressed i�writin�to:PA DepartrrreM of Ravenue,Bureau of ItMiviclual �.
CORRECTiONS: Texes,ATTIV:Post AssessmeM Review Elntt,P4 BOX 28�01,Mamsburg PA;17128�1021,�Phone pt�'787-6505. See pape 4 �
Instrudbns for Inherifat�ce Taz Return for a Residerrt Decedent(REV-4501j for an expianaibn of adminietratively correctable ��
errors.
OISCOUNT: It eny tau dus is paid wiih4n three cabndar months atter the decedem's death,a five perceM discount of ths taz paid!s alMwable. ��
iNTEREST: I�tarest is charged begi�ning wifh first day af delinquency,or nine morrths and one date from tlate of deaih,ta the date af
paymsnt. Mmi9t iMerest raSes are availabie an Form REV-1677,availabia at www.revenue.etate.m.us,w upon rqtie�t by ��
calling 1-888-?2$-2937. �
lnte�est is calculated�foiWws: : . �
lNTEREST=BAIANGE OF TAX UNPAtD X NUMBER OF DAYS DEUNQUEN7 X DAIIY lNTEREST pAG7qR .
Any Notice issued after the Gvc becomes delinquent wiii reNect an interest cakulatlo�to 15 days beyond the daYe of the �
� assessmerrt. If payment is made atter the interest cakutatlon date show on the Notir�,adc�tional interest rtu�st be caMutated.