HomeMy WebLinkAbout09-09-13 NOTICE OF INHERITANCE TAX � pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENTOFREVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX T���
PO !OX 280601 REV-1547 IX AFP (03-13)
XARRISlURG PA 1912&'Rdtl�-,- .. _ . ._,_ .
,. V DATE 09-10-2013
� `� �� �- ��-� ��`' ESTATE OF MINGE CYNTHIA A
�,',.? : n ,i �L' DATE OF DEATH 04-22-2013
� �' ��'� " FILE NUMBER 21 13-0487
KLINE -�-�=�V2936RT p COUNTY CUMBERLAND
ACN 101
714 BRI�'6fi''SY � j';,��1���.:�-� APPEAL UATE: 11-09-2013
PO BO��f{�ji�`�\��, � , } (SeereversesideunderObjecNons)
NEW CUMBERLAND �P/Y��T1��-0461 Asount Re�itted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
RE6ISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON6 THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS F
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REV-1547 EX AFP (02-13) NOTICE OF INHERITANCE TAX APPRAISEMENL ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AN� ASSESSMENT OF TAX
ESTATE OF: MINGE CYNTHIA AFILE N0. :21 13-0487 ACN: 101 DATE: 09-10-2013
TAX RETURN WAS: ( jO ACCEPTED AS FILED O CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schadule A) C1) •�� NOTE: To ensure proper
2. Stocks and Bonds (Sehetlule B7 � (2) .00 credlt Yo your account,
.Q� 5ubmit 4h• uppel' po�tion
3. Closely Held Stock/Partners�lp Interast (Sehatlule C) �3) of this forn wlth your
4. Mortgages/NOtes Recelvable (SC�etlule 0) (4) •�� tax payment.
5. Cash/Bank Deposlts/Mise. Personal Property (Schetlule E) (5) 4�9,614. 10
6. JoinYly Ownetl Property CSehadule F) �5� .00
7. Transfers (SChetlule G) ��� 33r993.85
e. 7ota1 Assets (8) 513.607.95
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mis<. Ezpenses CSChetlule H) �g� 11 .307.94
10. UebYS/MOrtgage Liabilitias/Liens (SChetlule U �10) 4�9•55
11. Total DetlucYlons �11) 11 .717.49
12. Net Value ot 7ax Return �1z� 501.890.46
13. Charitable/GOVernmental Boquests; Non-electetl 9113 Trusts CSChetlule J) �ly� -00
14. Net Value of Estate Subject ta Tax �ly� 501.890.46
NOTE: If an assess�ent was issued previously, Lines 14, 15. 16, 17. 18 and/or 19 will
refleet fi0ures that Ynclude the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of line 14 aY soousal rake (15) •00 X 00 - .00
16. Amount of LSne 14 taxaEla at llneal rete (16) ��� •AQ�-�� X 045 = 22�585.07
17. Amount of Line 14 at s1611ng rote C17) -�� X 12 ' .00
18. Amount ot Line 14 taxable at collateral rate C18) .00 X 15 = .�0
19. Principal Tax Due �19�= 22,585.07
7AX CREDITS:
PAYMENT RECEIPT DISCOUNT (t) pMOUNT PAID
OATE NUMBER INTEREST/PEN PAID (J
06-28-2013 CD017821 1,129.25 21�455.62
70TAL TAX PAYMENT 22,585.07
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
� IF PAIO AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR7, YOU MAY BE DUE`\_`
FOR CALCULATION DF ADDITIONAL INTEREST. A REFUNO. SEE REVERSE SIDE FOR INSTRl1CTI0NS. �V��
V 1i�
RESERVATION: Esietes of decedeMS dyirp on orbefore Dec. 12, 1982-if any tuWre interest in Me estdto is transferred in possession or
enjoymeM�cotlBMral ben@ficiaries of tlie-�decedaM after tha expiration of any eataM for Ike or ysars;the Commornvealth
hereby expressly reserves the right to appraise and assess hensfer inherkence ta�ces at the law(ul coNateral rate on any such
fuNre interest.
PAYMENT: Detach tFre Mp potlan of this notice and submit with your payment to the Register of Wills Indicated on the hont of the notice.
Make check or moirey order payaWe to:REGISTER OF WILL,AGENT.
REFUND(CR): A refund of a tarz credit not requested on tha tax refurn may be requested by qOmple6op-anFy7pli�on tor Rafund of
PennsyNania lnheritance and Estate Tax(REV-1313). Applications are aveil8l�le�from the departmertYs web site at
www revenue:sute,�n.us,any Repiater of Wills or Revenue biahiot OHks,rn from Me deperUnenPs�24=1aur fams ordering
service:i-e�362-2050;seMc�s for ta�payers with spe�aa(nearirip and�w spe�dng needs:�-eoo•aa�-3o20(rf ony).
Please allow 4-6 weeks from the date a rafund was graMed M amve.
OBJECTIONS: A�y party in interest not satisfied with the appraisement,allowance or disallowance of deductlons,w assessmant ot tax
(inciu�ng�scount or interest)as sFrown on this nodce may objec[wifhin 60 days of Nre date of recefpt of this rwtice by:
A) Filing an appeal online at on or bebre the appeal date identified on ihe froM of this rwtice.
Or sen6rq a written protest to:PA�Depar6neM.of ftev9ntre,BpBrd of,Appgais,PO BOX 287201,Harrisburg PA 17128-1021;
B) FFaving the matter determined at audrt of the aa�uunt oi ihe�personal repieseritatl+re�w
C) C)Appealing to the Orphans'Court.
ADMINISTRATIVE Errors discovered on ffiis assessment should ba addrossed in writinp to:PA DepartmeM ot Revenue,Bweau of Individuai
CORRECTIONS: Tazes,.ATTN:Post AasessmeM Raview Unk,PO BOX 280601,Harrisburq PA,fl176-1021,PhorSe(77�787-6505. 5ee pape 4
Instructions for Inheritence Taoc Reium for a ResideM Dece�nt(REV•Y501)for an explanetion of adminishatively conecteble
errors.
DISCOUNT: If any tax due is paid within three calendar months after the decedeM's death,a five perceM dismunt of the tax paid is atlowabie.
INTEREST: IMerest is charged bepinning with fiwt day of delinquerwy,or nine rtronths and one date from date of death,to the date of
payment. Annual interest rates are avaiiable on Porm FEW1611,availabk at . ,or upon rquest by
� calling t-888-728-2937.
Interest is calculated as follows:
INTEREST-BALANCE OF TAX UNPAID X NUMBER OF DAYS DEIINOUENT X DAILY INTEREST FACTOR
Any Notice issued after the tax becomes delirpuenl will.reflect an interest cak.ulation to 15 days beyond the date of the
assessmeM. Ii payment is made atter the interest calculation date sFaw on the Notice,additionaf iMerest must be cakxilated.