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HomeMy WebLinkAbout09-09-13. NOTICE OF INHERITANCE TAX �iy' pennsylvania suREnu oF INDIVIDUAL inxes APOFADEDUCTIONSLANDAASSESSMENTAOF�TAXCE 'j�'l DEPARTMENTOFREVENUE 2NHERITANCE TR% DIVISION . NEV-1547 IX APP (03-13) PO 60% 260601 HARRISBURG PA 17128-0601 ii��.�y!r .. . �. . � '��� !.'_ i (�j C;;; ' DATE 09-10-2013 { � t�� " ��--' �' ESTA7E OF STINE MEDA ?�;1,� �,:, � ��� ,� � DATE OF UEATH 03-04-2013 ��-�� ' �� FILE NUMBER 21 13-0728 COUNTY CUMBERLAND ROBINSON JAM��Eti;��t;;` ACN 101 129 S PITT ST OI�iP{��+,CtiS' (;;}�;�'� APPEAL DATE: 11-09-2013 CARLISLE c�Y'����,��-.3G25�A (SeereversesideunderObjections) GII A�ount Re�itted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SpUARE CARLISLE PA 17013 CUT ALON6 THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS � '-"""-'-----------------'-"""--'-------""'---------""----------'-""--------'-" REV-1547 EX AFP CO2-13) NOTICE OF INHERI7ANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: STINE MEDA FILE N0. :21 13-0728 ACN: 101 DATE: 09-10-2013 TAX RETURN WAS: ( X) ACCEPTED AS FILED ( > CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedula A) (1) •�0 NOTE: To ensure propar 2. Stocks an0 Bontls (Sehedule B) �Z� .00 credit to your account, .00 submit Yhe upper port3on 3. Closely Heltl Sto<k/PartnershSp InteresY CSChetlule C) C3) of thSs form wlth your 4. MorY9apas/Nates Recelvable (SChedule D) C4) •�� tax paymant. 5. Cash/Bank Deposits/Mis<. Personal Property CSChetlule E) (5) 4�275. 18 6. Jointly Owned Property CSehetlule F) (67 •00 �. 7ransfers (SChedule G) ��� •00 e. iotal assets ca� 4.275.18 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funaral Expenses/AEm. Losts/Misc. Expansas CSchetlule H) �q� 3.267.74 10. Debts/MOrkpage Liabilities/Liens (Schatlule I) (10) 713.46 11. 7ota1 Detluctions (il) 3�981 .20 12. Net Valua of iax Return �yz� 293.98 13. Charitable/Governmental BaqussYS; Non-elected 9113 Trusts (SC�edule J7 �y}) -00 14. Net Value of Estate Subiect to Tax ' �y�� 293.98 NOTE: If an assess�ant was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will reflect fipures that inelude the total of all returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at spousal rate (157 •00 X 00 - .00 16. Amount of Line 14 taxable aY lineal rake C16) ���-QA X 045 = 13.23 17. Amount of LSne 14 at siblin9 rata (17) -00 X 12 .QQ 18. llmount of LSne 14 kaxable at callateral rate (18) .00 X 15 ' .00 19. Principal Tax Due c19�= 13.23 7AX CREDITS: PAYMENT RECEIPT OISCOUNT (+) pMOUNT PAID DATE NUMHER INTEREST/PEN PAID C-) 06-28-2013 CD017808 .00 13.23 TOTAL TAX PAYMEN7 13.23 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 � IF PAIO AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTEO AS A CREDIT (CR), YOU MAV BE DUE ��` FOR CALCULATION OF ADDITIONAL INTEREST. A REFl1ND. SEE REVERSE SIDE FOR INSTRUCTIONS. � RESERVATION: Eshatas of decedenGS dyirp on or before Dec. 12, 1982-ff any�tuture iMerest in the estale is transferred in possession or enjoyment to a?NBGeral benafida[ias of Me dece�nt after the expiratlon of any estete for I'rfe or yeara;Me Comrtwnweakh hereby expressy reserves the right ro appraise and assass trarisfer inherilance taxes at Me lawful collateral rate on any such future iMerest. PAYMENT: Detach the top poNOn of this rrotice and sW�mit wRh your paymeM to the Register ot Wills Indicated on the front of the notice. � Make check or money ordar payable to:REGISTER OF�WItL,AGENT. REFUND(CR): A refund of a tax credit rat requested on the tax retum may be requestad by Cortipbtirp�an AppFCation.for Refund of PennsyNania lnheritance and Estate Tax(REV-1313). Applicatio�are available from tl�e d�erdnenCs web site at www reveni,�g.:�@;p�,any Repister of Wills or Reverwe Ctistrict OMks,or irom ifre deparlmerri's�P4-haur fiorms ordering service:1-800-3fi2•,2Q$0;serviCes for faxpayers with speaal hearirp ancNor spealong needs:1-808-4173020(TT only). Please allow 4-6 weeks from the date a retund was graMed to amve. O&IECTIONS: Any party in iMerest not satisfied with the appraisement,allowance or disallowance of deduc6ons,or assessment of tax (indudng discount or interest)as shown on this notice may ob�ect whhin 60 days of the dete oi receipt of this notice by: A) Filinp an appeai online at � on or before the appeal date�idendfied an the front of this notice. Or sending a written prolest to:PA Dgpertrnerrt of Ravenue,Boerd of Appael8,PO BOX 281201,Harrisburg PA 17128-1021; B) Having the matter deferminetl at au[�t of tFie aa:ouM W the�personal represertletive;or C) C)Appealirq to tha Oryhans'Court. ADMINISTRATIVE Errors discovered on this assessment should 4e addressed in writinp to:PA Depariment of Revenue,Bureau of IrWividual CORRECTION6: Taxes,ATTN:Po�AsseeameM Review Unk,PO BOX 280601,Hartis6urg PA;17128•7021;Phone(71�y87•6505. Sea pape 4 InsWclions for Inherit2nce Taz Retum for a ResideM DecedeM(REV-1507)for an explanation of adminishativdy cortecteble errors. DISCOUNT: It any fax due is paid within ih�ee calendar monMs after the decedenPS�death,a five parcent discount of tFre tax paid�is albwable. INTEREST: Interest is charged beyinninp with first day of delirpuency,or nine rtronths and one date from date of death,to the date of paymem. Annual IMerest reles are availeble on foan REV-1671,available at mmet.ravanue.state,pg,�,or upon rquestby calling 1-888-728-2937. Interest is cakulated as follows: INTEREST=BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR Any Notice issued after the tax becomes delirqueM will reflect an interest calalation to 15 days beyond the date ot the auesament. tl paymeM is made aker the interest caM,ulatlon date sFrow on the Notice,addiGOnal interest must be calculated.