HomeMy WebLinkAbout09-09-13 NOTICE DF INHERITANCE TAX � pennsylvania
HUREAU av aNnzvinun� Tnxss aPPRAISEMENT� ALLOWANCE OR DISALI.OWANGE ���T DEPAp?MENTOFREVENUE
4F. IIEDUCTIONS AND ASSESSMENT 4F TAX
ZNXERZTANGE TA% DIYISZ�tt - - '`•.y- REV-t54? IX AFP {p3-13)
PO HOS 2506U7 . � '
HARRIS9URC PA 17128�0lEI'��� - � � � `
.�:�_�. ' . ,,;: ,. ..._ . .
"���� �� - DATE 09-10-2013
�? ` `" � �`� ESTATE OF HERSEY C�IFFORD F
:::�'.. �'„� ..
�� ��� � '� �- DATE OF DEATH 04-23-2013
FILE NUMBER Z1 13-0713
��� C6UNFY GUMBERIAND
JAt9E5 ES4 {� � 6ilt�Y � �'L:, 1 ACN 101
134 SIPE��1��Eu.�,i�l-;i,�+ '� ' .�`. . APPEAL DATEs 11-09'2013�
HUMMEL.ST N PA 17036-91b2 (SeereversesideunderObjec6ons)
A�aunt Re�itted�— �
MAKE CHECK PAYABLE AND REMIT PAYMEN7 Tqs
REGISTER OF WILLS
I COURTHOt}SE S4UARE
CARLZSIE PA 110I3
CUT ALON6 THIS LIHE ___ �► RETAIN LOWER PORT20N FOR YOUR RECORDS �
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REY-1547 EX AFP f02-13� N47ICE 4F INHERITANCE TAX APPRAISEMENT: AI.�OWANCE 4R
DISALLBWANCE 4F DEDUCTIONS AND ASSESSMENT OF TAX
ESTA7E OF: HERSEY CLIFFORD FFILE N0. :21 13-0713 ACN: 101 DA7E: 04-10-2013
TAX RETURN NAS: t X) ACCEPTED AS FItEA f J CNANGED
APPRAISED YALUE OF RETURN BASE� ON: aRI6INAl RETURN
1. Real Estate (SChsdule AS (1) •00 NO7E: Ta ensuro propar
2. Stocks ana Bonds CSChodule B) <2� .�0 cretlit tn your eotount,
.OQ sub�it tfis unPar portion
3, CloselY He1E StoeklPartnership Intorest {Schatlu3• C) C37 of this form uith your
4. Mart9�8os/NOt¢s Recelvable CSChedule D) (4) •�� Yax paymant.
i 5. tasn/Benk DeppxlYs/Mlsc. Personal Proparty CSehedule E) (5) 3.�5�1 .00 � '�
� 5:784.72
b. Jointly 8xned Proparty tSchadula FJ tb}
�, Tranxters (SChetlule G) ��� 84�739.57
B. Total Asseks [e) 94.100.29
APPROYED DEDUCTI4NS AN➢ EXEMPTIONS:
9. Fun¢ral Ezpensas/Atlm. GostslMisc, Expansas CSChsdula H7 �g7 19.853.b4
lq. Debts/MOrtga9d LIabSlitl�s/Liens CSChetlulo I) C10) 1 .774.00
ii. Totai Deduetians til) 21r627,b4
32. xet vaiue ot Tax aeturn tiz� 7�,472.b5
13. Charitable/GpvernmentaX Bequastsi Non-elected 911'S Trusts CSchetlule J7 �y3� •��
14. Net Vslus of Estate Sub�eci to Tax �Ly� Z .� 472.65
NOTEs If an assass�ent xas issuad previauslY, Lines 14, 15. 16, 1't, 18 endtar 19 xill
raflect fipures that inelude the total of all retu�tts assessed to date.
ASSESSMENT OF TAX:
35. Amcunt of Lina 14 at spousal rate ti5) ��ti X �p ° .00
16. Amount of LSne 14 taXable at linasl rata C16} �?-479.65 g pfj5 = 3s261.Z7
17. Amaunt of LSne 14 aY siblln9 rata C17) -�� X 12 .00
ie. n�o�nt ot �ine ia taxacie at coiiacQ�ai rate c1s� .pp x 15 - .00
14. Princinal Tax bu� ti41= 3,2b1,27
TAX CREDITS:
PAVMEN7 RECEIPT DI5COUNT (+) qM0UN7 PAIp
DAT£ NUMBER Zt2TEf{E5T/PfN PAID C-)
Qb- b-201 Ol 4 1 .Ob 3, 8.21
TOTAL TAX PAYMENT 3,261.27
BALANGE OF TAX DUE .QO
INTERfST AND PEN. .00
TOTAL DUE .QO
� SF PAID APTER DATE INDItATED. SEE REVERSE SP TOTAL DUE IS REFLECTED AS A CREDIT LCR}, YOU MAY &E DUE - ,1
FOR CALCUt,A7I4M OF ADDZTIONAL INTEREST. A REFUND. SEE HEVERSE SZDE FOR ZXS7RUCTZOX3. t i(�i
��
RESERVATION: Esiates pt decedenis dyirq on ar before Dec.7 2,1982-ff any fiadare iMerect in ihe estate is trenaferr9d in ppsaeeafan or
enpymerrt M c4�e}8r,W1 beneHCiaries of Me decedeM aftpr Cre explradon of�any��tor Ilfe w:yoar8;tfie Commomveatth
hereby expressry r�mrves the right M appreise and assess hansfar lnheritar�ce taxes at the tawlul collateral rate pn any such
fufure interest. �
PAYMENT: Detach the top portipn ot ttris noUce and s44mit with your paymenk to the flegister of Wiils Indicated on tt�e front af the notice.
Make check or money order payable to:REGISTER OF WILL,A6ENT.
REFGND{GR}: A refund af a ta�c crec#t rrot requeated on the tae rewrn may be requested by oompi�np an Apqk�aYon�r Refund af
Peonsy�Ivama Inheri�and Estate T�(REV-1313}. AppGC8lipns are aveiCabie from U�e�depertmenYs web site at
�ww rev,g��,��6g,any pegister ot Wills or Revenue��[rictOMce,or frpm the C1eQ8rbneM's 24-Faw forms ardering
service:i•800-�2-2!t150;serviCes for taxpayers with special hearirg anNw spealunG neads: 1-806�447•3020(TT only).
Please albw 4-6 weaks from tFie date a relund was granted to arttve.
09JEGTIONS: AnY P�Y in in4erest rat sa6sfied with the appraieemeM,aibwance or disaibwanca of deductians�or eSSessment oi ta�c
(inclutling discount or interest)as shown on this rwtice mey object uMihin 6p days of the date of receipt of Mis rrotice tiy:
A) FiGng ao appeal onNne aE on or befwe the appeal data kfenEifled on the front ot this rrotice.
dr se�r�p a written proteat�:PA[�eparknm�t of Reren�,BoarG of Appqats,P6�X 2&1241,fiarrisbwg pA�T7726-ti121;
B) ttavinp Hie matter determirbd�st au�ktot tt+e aocaurk df ihe pereonai��epresBrttaUve�or
C) C)Appeaqng.t0 the OrphanS'COUrt.
AD NlSTRATIVE Errors discouesed on this assessment stwuk!be a�'essed in writinp to:PA Department of Reven�,Bureau afi itu�ividuai
CO RfGTtpNS: Taa�es,AT7N:Poat Review Urtit,PO�X 2�601,Hettistwrg PA,11t28-t021,PF�e{717}?57-85p5. See page d
inshuc6ons tor InherHw;r�°taac Aetum for a Resident Dece6eM(REV-1501)for an expianaNwn of adminishafiveiy corcectebie
errors.
DISC011NT: If any Yau due is pair!within tiuee ca�eular man#u after Uie decedenYx death,a ffve perceM c6scaunt of ihe ta�c patd is aLowabie.
iN7'EREST: interest Is charped bepinnirp wiffi first day of delinquency,or nine moMhs and one date from date of dqaffi,to tbe date ot
payment. Annusl iMerast rates are availabte on Form CiEV-1611,available at www.revenue.state.oa.us,or upon rryuest by
calling 1•898-728-2937.
Interest is CaiCWatad 8s folla»s:
INTEREST=BALANOE OF 7AX UNPAIC7 X NUMBER OF OAYS 6ELINOUENT X DAILY INTEREST FACTOR
MY NotiCe issued after ihe t�becortres deHtxauent wiq re#lac�an interest eaicuiation to 75 days beyorui ttie date o#the
assessment If paytttent is made after ttfe iMerest cakUl8liart date sFww on ihe Natice,addiNanal iMeresf must be ceicuiated.