HomeMy WebLinkAbout09-16-13 NOTIGE OF INHERITANCE TAX � pennsylvania
HUREAU OF INOIVIDUAL TAXES MPPRAISEMENT. ALLOWANCE OR DISALLOWANCE DEPARTMENTOFREVENUE
INHEftITANCE TN! DIVISION ' ' OF DEDUCTIONS AND ASSESSMENT OF TAX ��� REV-1547 D! APP (03-13)
PO BO% 260601
HRRRISBURG PA 17128-O601
DATE 09-16-2013
ESTATE OF KUTZ CORDELIA L
DATE OF DEATH 04-16-2013
FILE NUMBER 21 13-0449
KUTZ LEONARD A COUNTY CUMBERIAND
ACN 101
628 W OLD YORK RD APPEAL DATE: 11-15-2013
CARLISLE PA 17015-9155 (SeereversesideunderObjecrioas)
A�ount Reeitted
MAKE CHECK PAYABLE AND REMI7 PAYMENT T0:
RE6ISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON6 THIS IINE —�/ RETAIN LOWE,R PDRTION FOR YOUR RECORDS �
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REV-1547 EX AFP (02-13) NOTICE OF INHERITANCE TAX APPRAISEMEHT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KUTZ CORDELIA LFILE N0. :21 13-0449 ACN: 101 DATE: 09-16-2013
TAX RETURN WAS: C X7 ACCEPTED AS FILEO O CHANGED
APPRAISED VAIUE OF RETURN BASED ON: ORIGINAL RETURN
1. Raal EsYata (Sehatlula A) C1J n •�� �E: 3'y W'dsure propor
2. Stocks anA Bands (SChadula B) �Z7� cr,4tlit;.�.��to�,your account,
�� _ Q� iubinlC-t11e..upp8� pol'tion
3. Clasaly Ha1E Stock/Partnershlp Intarast (SChotlula C7 C3> o#��th1'5"fOCm w3th your
Y
4. Mortga9os/Notas Racalvabl• (Sehedule 0) C4) �_ � Paywant.
5. Cash/Bank Deposlts/MSSC. Personal Property (S<hedula E) (5)�101'4��I,�.*7"��''��', C�� ',�� ���'
6. Jointly Ounetl Proparty (SChetlule F) (6) -�- '°"" �'���
,._... _.. � ..
7. Transfers (SCheEUle G) (7) 6_ 5���i � - . -
D. ToYal Assets C' �,-(g) _RS, T�67�.�202.00
APPROVED DEDUCTIONS AND EXEMPTIONS: ',�i v� `:;.
9. Funarel Expensas/Adm. Costs/MSsc. Exoansas (SChadule H) �g7 3.4�3.00 �T� '�
10. Debts/MartBage L1abi11t1es/L1ans (Sthodule I) (107 .00
11. iotal Deductions <11) 3,403.00
12. Net Value of 7ax Return �lp� 163.799.00
13. Charltable/GOVernmental Bequasts; Non-electatl 9113 Trusts (SChaOUle J7 �13� •00
14. Net Value of EsYate Su6ject to Tax �ly� 163.799.00
NOTE: If an assess�ent was issued previously, Lines 14, 15. 16, 17, 18 and/or 19 will
reflect fipures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 aY spousal rate (15) 163.799.00 X 00 = .00
16. Amount of Lina 14 taxable at 11nea1 rate (16) -�� X 045 • .00
17. Amount of LSne 14 at s1b11ng rate (17) -0� X 12 .0�
18. Amount of LSne 14 taxable at collateral rate (18) .00 X 15 .00
19. Principal Tax Due �19�' .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) pMOUNT PI1ID
OATE NUMBER INTEREST/PEN PAID (-7
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
� IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CLR), VOU MAY BE DUE ,\
FOR CALCIILATION OF ADOITIONAL INTEREST. A �REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. av��
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RESERVATION: Esiates of decedeMS rtq on or before Dec.12,1982-ff any tuWre interest in the estate is transferred inpo seion o�
enjoyment to oo11a0erel �. 'aries W the decederrt a(ter the expira6on.��y s��fw Bfe or y�s�tlre Com�inom�[eaY[h
hereby expreeey re�rve3 tlre ripM to apprei9e arW assess trensfef intre�teucea ffi tfie Iswlu�coMateral rffie on any such
future iMerest:
PAYMENT: Detach ihe t�pwUon of tlus rqpCe and submit with your payment to the flegister of Wills Indicated on the iront of the nodce.
Make check or money o�der payable to:REGISTER OF W�LL,AGENT.
REFUND(CR): A refund of a tax credit rwt requested on the tax return may be requested by GomplsYrp pn P�ppkcAtion br Retund of
Pennsylvania lMeritance arW Estete Tax(REV•1313). AppN0�on8 are avrykMe from�tlle dapeRmenYs web site at
� arry Repister of WINe w ftbve�Nie diafrlCt bll�e.or Hom��ffie dep�trnerots 24-1wur formx ordering
service:1•800-36�-2U50:seni(x8:for taxpR�yers with aped9l hea�inp ar�w speeidrp needa:t-800-447-3020(TT onry).
Please allow 46 weeks from the date a retund was graMed to arcive.
O&IECTIONS: Any p9Ay in iMerest not satisfied with the appraisemeM,albwance or disalbwanca of deductions,or asaessmant of�tax
(incHiding dis'couM or iMerest)as shown on tlds nodce may o6ject wRhin 60�ys.of the datc W rece{pt of Mis notice by:
A) Filing an appeal online at . � on or babre tl�e appeat t1�idendfiW ai the troM M Mis notice.
Or ser�rp a wrqten proNat to:PA pep8Nm4r1t of ReYenue,Boqrd.of qppeals,PO�BOX 281201,Harrisburg PA 1712&1021;
B)� Hevlrp tfie mattar d�ined et auat of�EY6 a�wuntof�tl�e pei88n8(��eproaer�hve;or �
C) C)Appealing to the Orphans'Court.
ADMINISTRATIVE Errors discovered on.fhis dpSesement stwuk!bd addreased in writinp to:PA Department of Revenue,Bureau ot IrWividual
COARECTIONS: Texes,ATM:Past/Vesea�nl�Revlew�Ur�t'�,-PO BOX�i601,Hardsburp P/t,�17128-1021,Phoha(71�787-6505. See p�e 4
Ingtructlons for Inheiharwe Tax Heturn for a ResfdeM Decedent(REV•1501)for an explengtion of administraatively cortecteble
errors.
DISCOUNT: If any tax due is paid within three calendar rtwntt�s atter the decedeM's�ath,a five percent discount of the tax paid is albwable.
INTEREST: Interest is charged beginnlnp with first day of de4nquency,or nine months and one data from date of death,to the date of
paymeM. Annuel iMerest retes are aveilabla on Form REV-1611,available at ,or upon rqu9st by
calling 7-888-728•2987.
Interest is cakulated as folbws:
INTEREST-BALANCE OF TAX UNPAIO X NUMBER OF DAYS DELINQUENT X�DAILY INTEREST FACTOR
Any Notice issued after the tax becomes delinquent will reflect an irNerest cakuletlon fo 15 days beyond the date of Me
assessment. H paymem is made atter the interest celWletlon date show on the Notice,addttlonal Interest must be caleulated.