HomeMy WebLinkAbout09-09-13 NOTICE OF INHERITANCE TAX j� pennsylvania 'I
APPRAISEMEHT� ALLOWANCE OR DISALLOWANCE DEPApTMENTOFpEVENUE
BUREAV oF INDiYIDUAL inxES OF DEDUCTIUNS AND ASSESSMENT OF TAX �il
IXXERILI.MGE FAX DIYISZON REY•1541 IX AFP LQ3-I37
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NARRIS9URG PA Y7}28+,iCOL . ^ .. . ., .
�-` ` ' " �" � � � DATE 09-LO-2013
. ESTA7E OF JUDGE D4ROTHY A
.:- � � �� � ' " ""�' DATE OF DEATN 09-28-2012
FILE NUMBER zl 12-1229
U�=-�`1` '" COONTY CUMBERLAND
SHULTZ r°��� � ACN 1pl
26 W HI � �'it.`j'�N(;ti�;��
��E�L(���tir i U• ��� APPEAL DA7E: 11^09-2013
CARLISL� 'PA 170t3-2922 (SeereversesideanderObjecNons)
Awount Ra�ltted� �
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WTLLS
i COURTNOUSE SQUARE
CARLISI.E PA 17073
CUT ALON6 THYS LIHE ____ --�! RETAIN LOWER P4RTION FOR YOUR RECORDS �
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REY-1547 EX AfP f02-133 NOTICE OF INNERITANCE TAX APPRAZSEMENT, A�LOWANCE OR
DISALLOWAHCE dF DfDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JUDGE DORdTHY AFILE N0. :21 12-1229 ACN: 101 DA7E: 09-10-2013
TAX RETURN WAS: {J(} ACCEPTED AS FIlED { ) CHANCED
APPRAISED VALUE pF RETURN BASED ON: �RI6FNAI. RETURN
1. Real ESYate CSChetlule A) (1) •�0 NOTE: To ensu�u propar
2. Stocks anC &onds tSChedule B7 �z} .110 crodit to yaur ac<ount,
.On sub�it ttit uppaP portian
3. Closely Ha1C Sto<k/Partnership ZnYarest LS<hetlule C7 t3? ot t�is form xith v4ur
4. Mortgages/NOtas Reeaiveble CSChstlula ➢) (4) •00 tax paymant.
5. Cash/Ba�k DaposlYS/Misc. Personal Property LSChedula E) C5) 213r398.02
b. Ja�ntly Oxnad Procerty {Schetluls FJ {6} 1i674.2c'�'
7. Transfers (SChadule G] ��� 19�?i5.40
6. rotaz nssets ce> z34.79&. 14
APPRDYED DEITUCTIONS AND EXEMPTIONS: �
9. Funeral Expenses/Atlm. CoslslMiso. Ex�enaas tSchedule HS �9} l�j 6$ 5.04
lp. Debts/MOrtpaga LiaDilities/Liens (SChadule I) (10) 24.304.97
11. Total Daductioras tll} 41s17Q.01
12. Net Value of Tax Keturn . �iZ} 143:618.13
13. Charitable/GOVernmental Bequests; Non-43aetetl 9113 Trusts CS<hedule JJ �y3� .00
14. Net Value of Estake 5ubje<Y to Tax �ly� 193,618. 13
tiOTE: If sn sssssswent vrss issaed praviously, Linem 24, 15, Y3, 17, 1$ andta� 14 will
reflect fipures that inolude the total of all returns assessed to date.
ASSESSMENT OF TAX:
is. amaunt ot �tn• ie at scausai rate t15� .4f0 x 00 = .p0
16. Amount of L3no 16 taxable at ilneai rate t161 �9's-��R-�� X 045 = $:712.$2
17. Amount of Line 14 at slbling rete (17) -�0 X 1�' - «40
18. Amount ot Line 14 tazedl• at collatarnl rata C18J .00 X 15 = .00
14, arincipai Tax Due �z4�= &,712.82
TAX CREDIT$:
AYMENT RECEIPT DISCOUNT (+) pMDUNT PAID
DATE NUMBER INTEREST/PEN PAID C-J
12-2�-20t2 C 0164 0 4 .b4 I0, 0�.00
TOTAL TAX PAYMENT 10,435.b4
BAUNCE OF TAX DUE 1,722.82CR
INTEREST AND PEN. .06
- TOTAL DUE 1,722.82CR
� IF PAID AFTER DATE ZN4TCATEO, SEE REYERSE IF TOTAt DUE Z5 REFI.ECTED AS A CREDTt tCR7, YOU MAY BE D11E i �,�
FOR CALCUI.ATION OF A44ZTIONAL INTEREST. A BEPUND. SEE REYERSE SIDE F4R ZNSTRUCTI�NS. ``�
RESERYATION: Estates of decedents dying on or before Dec, 12, 1982-if any future iMerest in the estate is transferced in possession or
enjoymdnt ro coqatere�l beneficiarfes of the decaden!after Me e�iratlon of any aeta�lor ACs or years;the CanmqmueaRh
hereby expreasly reaerves the rigM to apptaise arW assess transfer inheritance taxes at the iar+tul mNateral rate on any such
fuWre interest.
PAYMENT: petach tlie top por�an of�is no6ce and yubmitwith your payment io the Register of Wilis Indicated on the front of the notice.
Make check or money order payable to:REf315TER OF WILL,AGENT.
REFUND{CR}: A refund of a tac crec�t rrot rec�estecf on She tax reWm may be repuestad by��n AppGCaDOn fOr RefaxM pf
PenrtsySvama inheritsrice ard Estate Ta�c{REV-1313}. AppNCatior�e arp avq�ieblg irom(he departrrieM's wey site a}
� � �any Repister of WUIs or flevenue��1stnCF'C'�RR:e,or hbm tfie depMme�'s 24•fqur Mrtns prdering
service:t-806-362-2050;servic�s for.taxpaYers with sppclel hear'up anNw apegking�eeds:l•800-447•3020(TT onty).
Please allpw 4-fi weeks fmm the date a refund was graMed to arrive.
08JECTIIXJS: Any party in iMerest nat saGsfied wiih the appraisemeM,albwance or diseibw�ot deductions,or assessment oi tax
(inclu�ng discount or interest)as sfrown on this notice may object within 60 days of the date of receipt oi this notice by:
A} Filin4 an ap¢eai onAne at,...... °r� �{t"'�.S�;A-.�:on or before tha appeai dade identi8ed on tlre front of tlds rrotia3.
Or serK6np a mitten protast to:FA 6epwAmenF of Ftevenue,Baard of Aq�eai�,PO BdX�t201.Harri�rg PA 17t28-7021;
8} Havitrq tha maiMr�determined�at aul�t'oi the axouM pf ihe pets8na(repleseMet{ve;or
C) C)AppeaNng to Me Orpha�s'Court. �
ADMlNISTRATIYE Errors discoveted on ttus assessment sMuW t��SA'asSed i�writing to:RA Depattrt�errt of Revsn�ce,$tueau of i�uic#sai
GORftECTi�MS: Tazes,ATiTi:Post At�ssmanE.Review�UMt,FO BOX 2Q0601,Flatiisbur¢PA,171�2&-1ff21,Ptrone{'J77}7$7-6505. See payB d
Insfruc6ons for Inharitance Te�c RgNrn for a Resicbnt DecedeM(REV-1501}for an explara8tlon of adminiahatively corcectab�e
arrors.
615COUNT: if any ta�t chie is paic}wiUun thres cale�utar moMhs after the decedeirt's deafh,a flve percer�Y diss�unt of the t��ic!is albwabie.
INTEREST: interest is charged beginning with first day of delinquenCy or nine mpnths and one date frpm date of death,to the date of
paymeM. A�nual iMerest rates are avaflabie on Form REV-1611,av�ilebb at tva�w,fyvAn��e.statR pg,i,or upon 7q4rtfSt by
calling 1-$68-728-2937.
Intarest is ca�ulatetl as fWbws:
INTEREST=BALANCE OF TAX UNPAID X NUMBER QF DAYS DELINQUENT X DAILY INTEREST FACTOR
MY���e issued dfter the ta�c bess�mes s�litxp�ent will refiect an iotorest qlculation�15 days bepond the date of fhe
assessment. �f paY�m is made after the interest caicut0tia�date shqw an the NaHCe,ad�tlOnai interest must be ca�uiated. �