HomeMy WebLinkAbout10-21-13 NOTICE OF INHERITANCE TAX � pennsylvania
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE DEPARTMENTOFREVENUE
BUREAU oF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSES3MENT OF TAX
INHERITRNCE TAX DIVISION REV-1547 IX RFP (OB-13)
Po wx :sesoi RECpRDEC Q�r r
XI1RFtIStUft6 P� 1712b•0601 �'����.' �iC
RE6ISTE�;2 p� ��,�, � � ��rE io-zz-zoi3
CUi3 li�r ESTATE OF WAISH JR JOHN J
21 t"i� �� �� DATE OF DEATH 01-25-2013
FILE NUMBER 21 13-0125
CLEt;:( ��- COUNTY CUMBERLAND
WALSH III ���1'.!.;;' (.,f,'j£:,,r ACN 101
207 PAINTER�� �R� /, �" � �� � APPEAL DATE: 12-21-2013
CHADDS FORD �'PPt�'l��l�r.146�'� (SeereversesideunAtrObjecfrons)
A�ount Re�ittsd
MAKE CHECK PAYABLE AND REMIT PAYNENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONC TNIS LINE �-► RETAIN LOWER PORTION FOR YOUR RECORDS f�
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REV-1547 EX AFP (0l-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WALSH JR JOHN JFILE N0. :21 13-0125 ACN: 101 DATE: 10-22-2013
TAX RETURN WAS: (X) ACCEPTED AS FILEU C ) CHAN6ED
APPRAISED VALUE OF RETURN bASED DN: ORI6INAL RETURN
1. Roal Estat• (SChatlula A) �1) 46.000.00 NOTE: To •nsuro propar
2. Stoeks and Bontls (Seh�tlul• B) �z7 .00 eratlit to your account,
.00 sub�lt th• upPa� oortSon
3. Closaly Xald Stock/Partn�rshl0 I�Y�rast (SCh�dul• W (3) o} thls for� w1t� your
4. Mortpap�s/NOtas Rae�lvabla CSChotlul• D) �4) .00 tax Vaym�nt.
5. Cash/B�nk D�poaits/Mis<. P�rsonal ProparYy (SeMtlul• E) (5) 56r167.00
6. JoinYly OwnaC ProD�rty CSehoAUla F) �5� .00
7. Transfars (ScAatlul• 6) ��� .00
9. 7ota1 Ass•ts ca) 102.167.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funaral Espensas/AAS. Costs/Misc. EXP�nsas (Se�atlul• H) �g7 9.450.00
30. Dabts/MOrtpap• LSab313tias/L1ens CSehcAUl• I) C10) 24.419.00
11. Total c•auetsons �11� 33.869.00
lz. Mat valua ot 7.z e•turn �lZ� 68.298.00
13. Charibbl✓GOV�rn�onLl Baqu�sts; Non-dactaE 9113 Trusts (Schatlula J) �y3� .00
14. N�t v.iw of Escac. suei•ct to rax cia� 68.298.00
NOTE: If an ass�ss�ent was issusd Pr�viously, Linss 14, 15. 16, 17. 18 and/or 19 will
rsfleet fipures that include the total of all raturns asssssed to dsts.
ASSESSMENT OF TAX:
15. llnount of LSno 14 at sDOUSal rat• C15) .00 X 00 .00
16. A�nount o� une ia taxaeie at lineai race cis� �R.�oa_nn X 045 • 3,073.00
17. Awount of L1n• 14 at s3D11n9 rata (17) -�0 X 12 .00
18. Amount of LSne 14 tazabl• at collat�ral rato (18) .00 X 15 .00
19. Pr3ndDa1 Tax Due �19�° 3�073.00
TAX CREDITS: .
PAYMENT RECEIPT �ISCOUN7 (+) qMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
B-0 - 013 CD 82 .0 3, .00
TOTAL TAX PAYMENT 3,073.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
� IF PAID AFTER DATE INDICATED. SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREOIT CCR)� YOU M11Y BE DUE \
FOR CALLULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. �
RESERVA?I4N: E44�ah4s� ' �t9.tN dqf�s Pec.72�1982-if�y k�Nre i�in Uta etmAe is tr�aferred in paseeaeqn or
e�np��ymerrt lo ri�of tl�e�C eAdm tM e�tpkaliGn M atty esfa�fa Ilfa w yeeCs�Ihe 5oR!ryW�eaM�
nereby ex nqssrveetlae+f�t eo�ua�se arrtl aseess tra�1lr i���Izes at iNe�wAUI coN9teVal ivtle on arry su�ch
� tuhire it�ere�.� .
PAYMENT: Detac:h the tay,Qorifon of#his nq5oe�d�t�YCw PeYment�ft�Reqisier of WiNs indVcated at�the front of the no6ce.
Make cheek w money cttder payalfb�:REf3I8'CER qF WILLS,ACiENT.
REFUND{CR): A retund ot s tax cxedit not requested on thetq�ro6un may be requea�d��rt'��n ior Refurid oi
Pen�syivania k�herNance arad�aN�Te�c{HEit-tSt3}. aro tAe s�at
766�0t. . . .. .:,�Af Y�6�r�WMM�,G�RP>�a liom 1�N:+��52q-qouc tOrms ardBrinp
service:t � g�tpty6+R Wl�apqdel h�1^I, and�or ePealurrq needs:t-80o�447-3020(7T ony).
Please aqow 4-8 wiMelta fium tlrs deM d rMund Vves gteMed�o rb�iti'lhib cheok.
t)8,lECTi�$: Ary party rat s�f' red x�tlae ' rrt. a of ,a aeaessmeM W ts�c
{indudinp'datburk oi ir�rest)as stwwn on N+�s�may ob�bct wifhin 80 dsys of d�e deM M teceipt of this notice by:
A) RNnp an,, onGne ffi 7�,� � .LLS�on or bebre,the appeal daOA ide�tfied on the h4nt Of this rWtice.
Or a written prob�et to:�'A p�ep�i� . ef 9awtwe.8onrd of Appeeis�PO BOX 26t241,Har�3s6urQ PA 17t28-7021;
C}. . .��r��m�iftt�ffi98ac�urrt��periayt . ' ,or
AbM�NISTRATIVE Ermrs ckswvered an lhic asaeasment atauld po t�idreeaed in wrltlnp to:PA Depertment of Revenue,9ur�aP Indivbua�
GORREGTIOMS: TazpB,ATTW:Post, Heutpw Urr�,RQ$OX 260$Qt,Fiarr�cnp PA,17128-06Qi.Pfqrp{7i7j787r8505. See�4
ir�ructlarre#w lidiec „�oe"7az Rettim fior a Regis�FaM Decedent(REY-1507}for ar�e�anatlon W�tistrabveiy mrrectable
ertors.
DISCQUNT: It any�x due is paid�witliin three cab�dar moMhs efter the decetlBM's death,a Nve percent discourn W the ta�c�paid is aNOwable.
tNTEflEST: Irrter�t is eharG��G���D with first day af . nr rrine morNhs arui or�e day from�te of deaM,�tlwe dete of
paymen4 Mwal irlkerost ra6�ls are avsilabls on�Form R V-1611,availeble at ,or upon rquest by
calFng 1-888-728•2537.
. Itrter�t.iS caicui8ted�folbws: �
INTEREST=BALANCE OF TAX UNPAID X NUM9ER OF DAYS DELINQUENT X DAILV MTEREST pACTOR
My notice iesued after the tau becomes delirp�Wnt wiN reNec2 an IMerest cak:ulatlon to t5 days bayond the datb ot the �
assesstttertt. H paymeM is mflrle after itro IMerr�t� ' datB ShOw ai tiM notit�.8tkNtlona!6tt9r83t rt�ust b9 Caicui8t9d. �.