HomeMy WebLinkAbout09-09-13 NOTICE OF INHERITANCE TAX � pennsylvania
BUREAU OF IHDIVI➢UAt. TAXES APpaAISEMENT, ALLOWANCE dR DISALLOWANCE DEPARTMENTOFHEVENUE
zxxEatrnHCe r� aivzsiox 4F DEDUCTIONS AND ASSESSMENT OF TAX R�y.y�y7 a nFP {03-73}
P� &8X 288d01
XARRI5BURG PI1 17128-�60x. , . ' -
'� � .�. DATE tl4-10-2013
''`"''�� �" � - � ESTATE 4F KRAN LUCZIIE M
- _ „ '�_`j DA7E OF DEATH 12-11-2005
.... � �- ' � � FILE NUMBER 21 13-0532
- C4UNTY CUMBERLAND
FINN6RTY�;W � �• "[`ZHOI}iY H A�N 101
100 P���'�;'�`���f "�- ' APPEAL DATE: 11-09-2013
pp Q� t� ` ;';'t (SeereversesideunderObjecdons)
HAR�IS���� PA i7108-1166 A�ount Re�itted���
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 CQURTHOUSE SQUARE
CARIIS�E PA 17�13
CUT AlON6 7HIS LINE 1 RETAIN LOWER PORTION FOR YOUR RECORDS E—�
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REY-1547 EX AFP CO2-13? NOFSGE OF ZNNERITANCE 7AX APPRAZSEMENT, Al16WANCE OR
DISALLOWANCE OF DEDUGTIBNS AND ASSESSMEHT dF TAX
ESTATE OF: KRAH LUCILLE MFILE NU. :21 13-0532 ACN: 101 DA1`Ee 09-10-2013
TA7( RETURN WAS: t X) ACCEPTEO AS FIIED C 7 CHANfiED
APPRAISED VAtUE OP RETURN SASED ON: ORZGZNA� RETURN -
1. Reel EstaYe CSCheEUle A) Q)
78.340.00 NO7E: To ensura oropnr
2. Stoeks and $ootls CSCheduie B} �z� .OU credit io your aeeounk.
�� svbmit tha upper Portion
3. Closaly Neld StacklPa�tnership Inta�a5t tSChedulQ G {3) af this farm wik� your
4. Martgp9es/Ndtes Raeaivable (SChadula b) (4) •00 Yax payment.
5. Cash/Baok Deposits/Misc. Personal PropeMy (SChedule E7 {5) •00
b. Joi�tly Oxnatl Property {SChsdula F} {6} .06
7. Transfars (SChe6ula G) �7� '��
e. 7ota1 Assets (g) , 78.340..00
APPR4YED DEDUCTI6NS ANB EXEMP7IQNS:
9. Fuoerai Expa�saslAdm. Casts/Misc. Expanses {Sthedula H) �9? ..3.383.5U �
30. Debts/Morlga8� �1abi11tias/L16n5 (SChadule I) (30) 8Y �917.43
ix. rotai neauot3ons {ii} 85,300.43
12. Net Yalua of Taz Rsturn {;Z} b,4S0.43-
13. CharStable/G4vernmantel Baquaxts; Non-alectad 9113 TrustS (Sch¢tlule J) �1�� �0
14. Net Velue of EskaFe Sud]ecY to Tax �15� 6.960.93-
NOTE: If an assess�ent xas Sssusd Previously, �ines 14, 15, 15, 27, 18 andlar 14 xill
refleet fiDUres that lnalude the total of a11 returns assessed ta date.
ASSESSMENT OF TAX:
75. Amaunt of Line 14 at s09usa1 rake {=5} .00 g l7(i .QO
16. Amount af i.ino 14 taxable at linesi rate ilb} -Q6 X p45 = .00
17. Amount of Lina 14 at sibling raF• C17) •�0 X 12 = .00
18. Amount of Linc 14 taxaDle at collataral rate QB> .QO X 15 = .0�
19. PrinciPal Tax Due �ig�= .00
TAX CREDITS:
PAYMENT RECEIPT DI5 OUNT C+) AMOUNT PAID
DATE NUMBER INTERESTJPEN PAID C-7
TOTAI TAX PAYMEHT ,00
BALANCE OF TAX DUE .00
ZNTEREST AND PEN. .t10
TOTAL DUE .00
� Zf PAID AfTER DATE IHDICATED. SEE REYERSE ZP TO7AL DOB IS REFIECTEO AS A CREDIT fCR1, Y�U MAY BE i}UE�`
F6R CALCUtAROH OF ADDZTI{INAL INTEREST. A REFUND. SEE REYERSE SZDE FOR ZHSTRUGTZ6NS. �
RESERVATION: Estates of decedeMS dying on or before Dec.12,1982-if any fuNre interest in the estate is Vansfened in possessian or
enjoymmt to collateral beneficiaries ot Uie decedeM after the�expiratio[[of�ary^��for�Fe w�yaers;Me Commona�ealth
hereby expressty reserves the ripM to a�raise and assess tren5fer intieritance ta�ces.at the IavAui coNateral eate on any such
future interest.
PAYMENT: Detach the top por6on of ihis�wtlCe.and submit with your payment to the Regisffir of Wiils Indicated on tfre front of the notice.
Make check oF money ordar payaWe to:REGISTER OF WiLL,AGENT.
REFUND(CR): A refund of a tau credit not requested on ihe tax return may be requested by�con7{�IqtiFq an AppYp�ion for RefwW of
Pennsylvania lnheritance and Estate Tax{REV-1313). Applic0tior�s are aveilable from the de�wltmenYs web site at
. ,any Repicter of WiAs or Rmvenae DteVict�CHNee,or fromdie ifepertrneNYs 2d-twur forms ordering
service:1-800-352-2050;s9rvices for.texpevers witn spedal hearl�g arW/or�eaking needs: 1-800-447-3020�(T?onry).
Please allow 4-6 weaks from the date a retund was grarrted to�artive.
. OBJECTIONS: Any party in intarest not satisfied with the appraisemeM,allowance or disalbwance of deductions,or ar,sessmeni of tax
(incitiding discount or interest)as sFwwn on this�rotice may ohject wiMin 60�days of the dete of receip[of this notice by:
A) Fiting an appeal online at on or before the appoal�te idenqfied on the front of this rwdce.
Or ser�dng a wntlan protest to:PA DeperbneM of Revem»,Boerd of Ap�eels,PO BOX 2&1201,Harrisburg PA 17128-1021;
B) Ha�irq the matter determined�at audfoftlro aceouM�of tlie personaF�repre�ihfstive;�or �
C) C)Appeating M the Orphans'Court.
ADMINISTRATIVE Errors discovered on this assassmeM ShoukJ be addressed in writino to:PA Department of Revenue,Bureau of Indivitlual
CORRECTIONS: Taxes,ATTN:Poat Aesessment Review Uriit,150 BOX 280601,Harrisburp.PA, 1712&1021,Phone(717}787-6505.�See page 4
Instrucdons for Inherifa�ce Tau Heturn for a Resident DecedeM(REV-1501)for an explanation of administratively cortectable
BRO(S.
DISCOUNT: If any tax due is paid within three calendar rtroMhs after the decedenYs deeth,a five pBrceM discount oithe tax paid is albwable.
INTEAEST: Interest is charped beginning with first day of delinquency,or nine rtwMhs and one date from date of death,to the date of
payment. Mnual iMerest rates are available�on Form REV-7611,aveilabl8 at www:revenue.sfate.na.�s,or upon rquest by
calling 1-888-728-2937.
� Interest is cabulated as follows:
� INTEREST=BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
Any Notice issued after the tax bac;omes tkGnquent will reflect an intere6t calculation to 15 days beyorW the date of the
assessment. If payment is made atter the iMerest cakwlation date show on the Notice,additional iMerest must be ca�ulated.