HomeMy WebLinkAbout09-16-13 NOTICE OF INHERITANCE TAX � pennsylvania
&UREAU aP INDIYIDUAL TAXES APPRAISEMENTr AILOWANCE OR DISALLOWANCE t qEPAR7MEN70FREVENUE
i�xExirnncE T,vt uiviszox �� nEOUCTI0N5 AHD ASSESSMENT OF SAX �
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Hl�RR159URG PR 17128-0601
DATE 09-1b-2013 .
ESTATE OF BAR�OW HARRY B
DATE OF DEATN 04-02-2013
FILE NUMBER 21 13-0737
C4UNTY CUMBERLAND
KELLY JACQUEtINA pgN 101
STE 12 APPEAL DATE= 11-15-2013
845 SIR THpNAS CT (SeereversesideunderObjecdons)
HARRISBURG PA 17109-4843 Awount Rewitted� �
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 CQllRTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON6 THIS LINE � RETAIN IOWER PpRTION FOR YOUR RECORD5 �
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REY-1547 EX AFP fp2-13) NOTSCE Of INHERITAMCE TAX APPRAZSEMENT, ALIOWANC£ 4R
DISALL4WANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OFs BARLOW HARRY RFILE N0. :21 13-0737 ACN: 101 DATEs 09-16-2013
TAX RETURN WAS: {}(7 ACCEPT£D AS FII.ED C ) CHANCED
APPRAISED VALUE pF RETURN BASED ON: ORI6INAL RETURN
1. Real Estate CS¢hetlule A) (1) •OQ NOTE: To ansur+� propar
2. Stocks anC Sontls tSChadule B} �z7 .00 cradit to vour aecounk,
D� sub�it #1fa uppat porYion
3. Ciosely Held StoektPartnersfiip Tnterost {Schadula C} (3} ' q�;th1S fuiYm with you�
4. Mort9aqes/NOtes Receivable (SChatlule A) (4)-� h�t Pa�a�L`�•
5. Cash/Hank DapoxZYS/MSac. Personal PropBrtY (SMSdula E) (5) �'� � ?
6. JaiM1Y 8wnad Proverty {SChed�le F� t6} �'�• " �
7. Transf¢rs CSChatlule G) C7) i��'��4H ��-A � "
i r �� _
6. ToYal Assets "; G'� S'A.� �,16..�� 6�S.E0
APPRDYED DEDUCTIONS AND EXENPTIONS. � t;� ,�-, �_�`�; "° �
9. Funpral Expansas/ACm. CostslMisc. Expqnses LSebptlula HJ (9S 1 � - " �
f._."
L0. Debks/Mortgape LSabilitias/LSens (SChadul• D C10) ��a� 1J .. _ :�.�,
11. Totai Deductions y {7U Gn ��1�3i.23
12. Nat Valua of Tax Raturn (127 �T li4'$37.0�
13. C�ar1ta61e/GOVarnmental Bequasts; Non-elattetl 9113 Trus#s CSChaduln J) �lya .60
14. Nek Ya1ue oP Estaie Sud�ect kc Tax �1G� 1J.4.837.07
N4TE: If an sssass�ent wss issued previaualy: Linos 14, 15, iS, 17: 18 andlor 14 wi11
reflect fiyures that inelude the total of all returns asaessed ta date.
ASSESSMENT OF TAXa
35. Awount of L3na 14 at speussl rats t15) +�0 X QO = .00
16. Amount of Lina 14 bxabl• at 33nea1 rata flb} -�� X 045 = .0�
ii. Amount of Lina 14 at siblin9 �'�t• (17) 1�9.641._77 X 12 13,157.01
is. Amount ot Line 74 taxable at callaterol rate C18) 5�195.3U X 15 = 779.30
19. PrtnCipal Tax Due {i'��' 13r9'.t6.�S1
TAX CREDI7S:
PAYMENT RECEIP DISCOUNT C+) AMOUNT pAID
DA7E NUMBER INTERESTIPEN PAZD (-7
U -28-20 D027$ b.&2 1 , 34. 2
TOTAL TAX PAYMENT 13,936.34
BAIANCE OF TAX DUE .03CR
INTEREST AND PEH. .OD
- TOTAL DUE .03CR
� IF PAID AFTER DA7E ZNDICATED, SEE REYERSE IF T�7AL DUE SS REFl.ECiED A9 A CRE�LT CGR). YOU NAY HE DU£ + \
FOR CALCUlATION OF ADDZTIDNAI INTEREST. A REFUND. SEE REVERSE SZDE F4R ZNSTRUCTZ4NS. �,`1�}�
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RESERVATI4N: Eatatas.of decsdaMS dyinp on or h6forr9 DeC.12.1982-H any fupir9 ini@nBSt in the Bstate is transferted in ppgsessbn or
enjoyment b.cWletetal benefiC69ties ot the decedaM atter the ex{�iradon oi a�y eelate�for�fa��a yearo�the Commotrv+ealth
hereby expressiy reserves the rigM ta appraise arid assess trar�sfer&�her�texes at tt�e hawiuFcaHaAsrai rate on arry such
fulure interast � �
PAYMENT: Datach the�p portian W this rw6ce and cubmit with your payment b the Register of Wiils Indicated on the troM of the np4ice.
Maka check or rtwney orde�payalile to;FiEQISTER OF WILL,AGENT.
REFUND(CR): A refund of a tax credit rqt�equeated on the ta�c retum may be requested by.�rnlpktir�p ap App6Wqon fw Fi�atund of
Pennsylvanfa ir�t!!@�x�and Esia�Tax(REV-191S}. . ate av�ti�bl�z3m it+e departmenCs w�site at
www.revep�, ;any Reyis[sr of Wllls or RevtlYt�rp C�tb$;or fram the tPopaHmeid'x 24hour forms ordering
service:t-BW-;f82'.�.�serncee for texpeyers with sppcia!4�gpriAp m+tlhlr speelcMfg needs:t-8C70-447-�Ef?(TT only).
Piease aibw A-f3 weaks from ttre dflte a refurtd was$r8nted�anive.
OBIECTIflN6: My party it�irrterest Ewt satisfied with d�appr�ser�st� a ' � of deductrons,or BR�eswnerrt of ta�c
(incCutlfr�discount or iMerest)as stwwn on this ratice may objeCt wlqifn�.60 days oi the date of�aceipt pf this rwfice by:
A} Flinp art sppeai anAne at�yfN,pGB[�p��,�&t9iS,�YS on or before tl»appBai�ta ideniified on the froM af Mis rwtice.
Qr sencNnp a written prptest ro:PA CleparlmBM of qew�.8o�'d af .PO�X 2812p1,Harrisburg PA 7712$-102Y;
B} Havirip t!�'mai#ar de#ermir�f at au�t of the am..ouaf of�'@wt pe�ddt+ei` � ��re;w
C) C)AppeaNng ro ihe Orphens'Court.
ADMiNIS7RA7iVE Errors discovered on this assessment shouki pe�tdressed in writinp m:PA Department af Revenue,8ur9au Qf Individuai
CORRECTIONS: Taxes,ATTTJ:Post AeseesmeM Review Unft,P�BOX 26�601.�HatMsput¢PA,1fi128•1�02Y,Ptrpna(71�]H'7•G5Q5.�See page 4
insbucti�ons fw inheritance T�Redxn tor a flesiderrt Decetlent{REV-l�1 J ior an�axpianadon af admiMsVativeiy�nactabie
errore.
DISCdUNT: if any tax due is paid whhin three calendar moMhs atter tNe dec.edenPs dealh,a five percent ttiscount of the tau paid is albwable. �
tNTEREST: interest is charged baginrsi�with first day of deNrpuency,or Mne montha and one da4e irom date of daeth,to the date of �
payment. Mnual.iMprest ratas are aveilable an Form REV4871,awaileble at � ,or upon rquest by �
cal8ng t-$88-728-2937.
lnterest is ca�u4a[ed as folknvs:
INTEREST=BALANCE OF TAX UNPAID X NUMBER 6F DAYS DELIN4UEN7 X bAILY INTEREST FACtOR �
Any NoGce issued after the tax beCOm98 deGntaueM will reflect an interest cakulation tp 75 dflys beyond the date of the .
assessment. H payment is rtfade after ihe�teresi caiculaSbn daEe�stqw on tfie Notice,add(tianaF intere�st must be caks�lated.