HomeMy WebLinkAbout09-16-13 II���I I I
NOTICE OF INHERITANCE TAX � pennsylvania
k. APPRAISENENT� ALLpWANCE pR DISALLOWANCE
. : suR�AU 4F iNnzvioun� 7axES OF DEDUCT20NS AND ASSE55MENT OF TAX ��" DEPARTMENTOFREVENUE
� ZNHERITANCE TA% DIYISION RE1-1547 IX AFP CU3-73)
PO 60% 28US91
XARRISEURG PA 1712b-O601
DATE D4-1b-2013
ESTA7E OF STERNfR JAMfS L
DATE OF DEATH 09-23-2012
FILE NUMBER 21 12-1331
C4UNTY CUMSERLAND
STERNER KATHRYN R p�N 101
620 BELVEpERE ST APPEAL DATE: 11-15-2013
CARLISLE PA 17013-3507 (SeereversesideursderObjecNons)
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MAKE CHECK PAYABLE AND REMIT PAYMENT TOe
REGISTER OF WILLS
1 COURtHOUSE SpUARE
CARLISIE PA 17013
CUT AlON6 THIS LINE �► RETAIN I.OWER PORTION FOR YOUR RECORDS 4--�
-------------------'----•----"'----"-------------------------"-----'------'-----'------'
REY-1547 EX AFP {02-13) N4TFC£ OF IHNERITANCE TAX APPRAISENENT, A�L4WANCE 4R
� DISALLOWANCE 6F DEDUCTIONS AND ASSESSMEMT 4F TAX
ESTATE OF: STERNER JAMES LFILE M0. :21 12-1331 ACN: 101 DATE: 09-16-2013
TAX RETURN WAS: CJ(} ACCEPTED AS FLI.ED { ) CHAH6ED
APPRAISED VpLUE OF RETURN BASED ON: ORI6INAL RETtiRN � � .
c7 - '"
1. Real Estate CSChatlula A) (1) OQ cMOTEt�fO*pnsur0 OropaP
t. scocks ana Bonas cscnaaui. 9) �zy i"+-F . .50 -,�jrad�,t t'd your aecount,
�@'� -,; �� 'submSR tp�j uppYt po[tSOtl
3. Ciosaly Ha1C StocklPartnaroRip 2ntarsst tSchsdula C3 {3) �„�_ ��'j�'f th3t �farm xith your
4. Mo�tpapas/Na#es ReceAvable CSchetlula p) C4) �,��5•��{+,�,,,, !--lax ptynynt.
5. Cash/Bank Dapos3ts/Mise. Parsonal Property <SChodula E7 <57�(j�:;�� �" "' "'
6. Jointly Oxnsd Propeoty t5chedula F) fb} "�� -� �"
7. Transfars iSchaAUla G) C7) 92e� � -=3 �
+4;} C
6. ToYal Assets -��y ($7 �'-' j���- �.35$.54
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APPROYED IlEDUCTIONS AND EXEXPTIONS: �`cs�. � �� � �,
9. Funaral Expa�ses/Adm. CosisfMlac. Expansos CSCbedulo H) �q} 3.•,�51.27 �JY °;
10. Debts/MOrtBage Liabilitias/Liens CSC�edula D (10) •��
17. Total Daductions C71) 3.b51.27
12. Net Yalua of Tax Return t12) $4s707.27
13. CharitaEle/Gavarnmentai Bequasts; Non-eln<ted 9113 Trusts (SChadula J) C13y �00
14. Net Value of Estata Sub�ect ko Tax �14� 89.707.27
NOTE: If an assess�ant sras issued previausly, Lines 14, 15, id, i7, 18 andtor 13 will
�eflect fi0ures that Snelude the total of all returns asaassed to date.
ASSESSMEHT OF TAX:
15. AwouM af une i4 .t soous.l rata a5� g9=7��.27 x 00 = .00
16. Amount of LSne 74 taxabla at linaal rato Cl6l ��� X 045 = .0�
17. nmounk of Ling 14 at sihlinp reke C17) -00 X 12 .00
18. Amoant of LS�e 14 taxa6le at collaYeral rate C18) .DO X 15 .00
14. PHncipal Tax Due <14�' .00
TAX CREDITS:
PAYMEN7 RECEIPT DISCOUNT C+ pMOUNT PAIO
DATE NtFN9ER INTERESTIPEN PAID C-)
TOTAL TAX PAYMENT .00
BAI.ANCE OF TAX DUE ,pp
- INTEREST AND PEN. .OD
TOTAL DUE .00
� LF PAZD AFTER DATE INDFCATED, SEE REVERSE IF TOTAL DUE ZS REPLECTED AS A CREUST fCR}, Y04! MAY HE DUE `�
FOR CAlCU1.ATZ�N qF ADDSTI4NAL INTERES7. A R£illHb. 5EE REYERSE SIDE FOR ZNSTRUC72�NS. ��`
RESERVATION: Eatetes of dec�danTS on or before Dac.12,1982-ii any fiAure iriMrest in the�estate is transfercad in ppssassfon or
enjoymant to�r1ii d6e of ihe d�cedent aiter the expiratlaiti W�eatate fa�Gfe M yems;th8 Commornveelth
herebyexpresslY.rsatlNes the dght ta apprafse and asa89B fiansf8t inheA�ce taxes ffi tlre IawfW raii8terat rate.on anY such
fuWre irrterest.
PAYMENT: Defach the top porqpn ctf thi5 nptiR9 and submit wNh your pdymeM ta the Register of Wilis Indicated on the front of the notice.
Make check or money prder payeble to:REQI$TER OF WILL,A6ENT.
REFUND{CR}: A refuru!of a taY crec�t rwt re�est6d ai the t�reWm may 6e requasted by�kng�tt Appp6iti�n fpr Rg{utid pf
Pennsylv0nfa{nheritance and Esiate Tarz(REV-1313). S�t8 arailapie fipm tl�e deparpQeM's w9b aite at
� www.reve�p,�+++,�,y,any Re{pster of WiNS or Rev�OMOb;a fttiM tAe departmbnYa 241wOr form8 ordering
service:l-BQII-382-2q5a:servicea tor taxpayers with special 1�inq-andkr apea►ang rroeds:i-800-a47 3020(TT onM1.
Piease albw 46 wesks Trom the date a ratund was granted�artive.
OBJECTIONS: Any perty in int9rest not satisfied with the appraisemerrt,Blbv+ance w dealbwance of deductiqna,or arscessment�W�sx
(Ucluding discount or interest)as shown on thix notice may opJect:wfU6��.BA days pt Me dete of receipt pt tlns nobce by:
A} FiAng an aPPeat oniirre at on 4r befare tlNre appQat�iden�fied on the 1ra�t of this notica.
Or se�np a wri�en{�qtest�:PA DeparhtreM bt Revg�,�l�at� P4 BOX 28}207,Harrisburg PA 17728-1621;
B) tiavinp tfie mai6er d9tennined 8t audt of th8 eccouM M 1M �fit�tive;or
C) C)Appe�ing M th9 CNphans'Court.
ADMIPIIS7RATNE Errors�vered on this t stwuki 1��#ir�esed in mitinp�:PA tat Ctevent�,Burppat of i�vidusl
CORFtECTttNV9: T��,ATT'N:PastAsBessmeM"�Wevi�o U�ft,t*O B6X 2A0801,Ft�r�tiry PA,171�-fQ2f,Fitioi�a(717}'787-5505: See-page d
InstrucUOms�for Inherltance Tax Retum for a Resident DecedeM(REV-7501)for an explanMlpn of�minievativey Correclab�
errors.
DISCOUNT: if any Tax ckm is paid wittaia tluee t:aierMsr marnhs after the decederq'S deaFh,a five percent c�scaunt of tha t�pa&i is a�owabie.
INTEREST: Interest is charyed be�iinning with flrst day oi dalinquency,or nine months and one date from date of death,to the dat9 of .
payment. Annual inferest rates sre available on Form FiE,Y-761 t,BvqNAbls a£ ,or upon tquest by
calGng t-888-728-293Z � .
interest is caicWated as fottows: �
INTEREST m BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR �.
Any Notice issued after the t�.bacatnes�iitxµ�ent wi8 reflear an inkerest cakuia8on to 15 days beyond the date Of the .
assessment. if paymeM is made aNer the interest calaiiatlo�da�sMrnr on tln Notice,ad�ffonsl interest must be ca�ulated. �