HomeMy WebLinkAbout03-25-14 Ma r. 24. 2014 9:43AM No, 9441 P. 2
RECgORDE,4b1(iFiFIERITANCE TAX pennsylvania
MCIE OR BUREAU OF INDIVIDUA4 TAXES RL' dFDDh01�'$ASSESSMENTAOFOTAXCE DEPARTNENTnFREYENuE
INRIRITAMCC TAX DIVISION RCV-IS47 EX APP (63.10
PO SOX 19a6PA 2dt4 MRR 25
NINRIS6UN0 PA 1i120-0601
. �t i �� 19 DATE 06=24=2013
CLERK Of ESTATE OF HINKEL MARIE T
ATE OF ORPHANS' COURT FILE "UNDERTN 21 13.0035
WILLIAM P DOUGLAS
CUMBERLAND CO., Pry COUNTY CUMBERLAND
AGN 101"
43 W SOUTH ST -- APPEAL DATEi 00.23.2013
CARLISLE PA 17013.3432 (See reversesldeNafferObjeciiens)
Amount Romitted
MAKE CHECK PAYABLE AND REMIT PAYMENT Tot
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE o► RETAIN LOWER PORTION FOR YOUR RECORDS
REV-1547 EX AEP (d2-132 NOTICE OF INNERITANGE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OFr MINKEL MARIE TFILE NO. t21 13.0035 ACNI 101 DATEr 06.24-2013
TAX RETURN WASt (X) ACCEPTED AS FILED I 7 CHANGED
APPRAISED VALUE OF RETURN BASED ONi ORIGINAL RETURN
I. Real Estate (Schedule A) (1) 122.618.49 NDTEt To ensure Proper
2, Stacks And Bonds (schedule B) (2) no credit to your account,
2. Closely Able Stack/Partnership Interest (SCh4tlu la C] (B) 0o submit the upper portion
Af this form with your
4. NorteaaeS/Notos ROtOlVable (Schedule D) (4) .00 tax payment.
0. Cash/BonR D6aoslts/Mist. Personal Property (Schedule 5) (a) 15,685.60
S. Jointly Owned Property (Schedule F) (6).... •Do
7. Transfers (ScbodUlo 41 ,(7J .00
C Total Assets (D) 138,204.09
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. FUnoral ExPentes)'Ado. Coats/Mist. Expenses (Schedule H) (91 23,93n.10
10. Debts/MortBeoO Llabilities/Lions (Sohodulc 0 (10) - 81.117.32
11. Total Deductions (11) 105,047.42
12, Net Value of Tax Return (i2) 33,156,67
13. Cbaritabl4/OAVernmentA1 Bequests, )lam-aloeted 9113 Trusts (Schedule J) (13) on
14. Net Value of Estate Su41*et to Tax (i4) 33.1G6.67
NOTEt If an assessment Was issued previously, Linos 14, 15, 16, 17, 18 and/or 19 will
reflect figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX=
15• Amount of Line 14 at spousal rate fiB) •00 X 00 = .00
16. Amount of Line 14 taxable of linool rata CIS) .. np X 045 = .00
17. Amount of Lino 14 at ilbilno rate Cl?) %A.Ir4.A7 X 12 a 31978.80
Ea. Amount of Lint 14 taxable at collateral rata u6) .00 X 15 = .00
19. Principal Tax _Duo (19)= 3,978.00
TAX CREDITS)
PAYMENT RECEIPT-' PT D O T +} AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
C3-28-2013 "FM o 198.94 ' - /i,- "0012 -
04-26-2013 CDC17507 .00 3,987.80
TOTAL TAX PAYMENT B 294,99
BALANCE OF TAX DUE 4,316.14CR
INTEREST AND PEN. 40
TOTAL DUE 4,316,19CR
I IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL _DUE 16 REFLECTED AS A CREDIT TCR), YOU MAY BE DUE
POP. CALCULAYLON OF ADDITIONAL INTEREST, A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
Mar. 24. 2014 9:44AM No. 9491 P. 3
RESERVATION: Estates of docedonts ng on or bofora Dec,17 1082-If any future Interest Io the estate Is transferred to poasasston or
enjoyment to Collateral eneitetatesat tae dsaedant aNar the axp3retian of any estate for life or yaara;the momveallh
hereby expressly reserves the right to appraise aid assess Vendor Inheritance tuxes at the iawrul coilaterat rata on any such
fuhiro interest.
PAYMENT: Detach the top pardon of this notion and subndtwiih your payment to t o Register of Wins Indicated an tea front of the notice.
Math sneaker money order payable to:REGISTER OF WILL,AGENT.
REFUND(OR), A refund of a tar,credit rot requested on But tax return may be roquested by complafing an Application for Rotund of
Pennsylvania lnheritanoo and Estate Tax(REW1313). Applications are available from the depabnenfs wob site at
t+aww.ravanua,r ldLa,any Rogistar of Wilo or Revenue Dis*10f ica,or from the dopaBne ifs 24-hour towns ordering
service:1-800-M-2050,servtoes for taxpayers with aposial hearing and/or spoaldng needs:1.808447.3020(TT only).
Please altey(4.8 weeks from the data a ref aidvtas granted to arrive.
OBJECTIONS: Any parry in Interest not satisfied with the appraisement,olfowancs or disallowance of deduadons,or assessment of tax
(indud4tg dlsrwunt ce Interest)as shown on this notioe may onjoot within 60 days of the date of receipt of this notion by:
A) Fling an app¢af oniMa:twxar.baardoiappaais.stata,pn.us an or before the appeal date Identified on the front of this native.
Or sending o written protest lo!PA Department of Revenue,Board of Appeals,PO BOX 281201,Harrisburg PA 171281021;
B) NIwIng th matter determined at audit of the account of the personal repraeantadve,or
C) G)Appealing to the Orphans Court,
ADM#NISTRATIVE Errors discovered on this assessment should be addrassed In writing lo:PA Department of Revenue,BuroAu of Indivlduet
CORRECTIONS; Taxes,ATYN:Post Assessment Review Unit,PO BOX 280601,Harrisburg PA,17128.1021 Phone(747)787.6505. See pago 4
instrucdane far inhedtanoo Tax Return for a Rostdent Docodam(REV-1501)for an axplaondon of admInlslratvaly xoirectablo
errors,
DISCOUNT: If any lax due Is paid wlth(n three calendar months after the decedent's death,a Bve percent discount of the trot p.Nd to Ntowabie.
INTE REST: I nerest is ohargad beginning with first day of dolinquenoy,or nine months and one date from data of doath,to the dato of
Oft ment. AnnUaf Interest rates are availaba on Farm REV,1611.available at or upon rquest by
caning 1-888-728-2837.
Interest is calculated as foyaws:
INTEREST=BALANCE OF TAX UNPAID X NUMBER OP DAY$DELINQUENT X DAILY INTEREST FACTOR
Any Not(aa issued after the tax bosoms dennquent trill roesat an Interestoabulation to I days beyond the date of the
assessment. li paymont to made after tie Interact atulatan date show an the Nodoa,additional interest must be calculated,
Mar, 24. 2014 9:43AM No. 9491 P. 1
r pennsylvania
DEPARTMENT OF REVENUE
TO Cumberland County ROW FROM Steven James
FAX (717)240-77117 PAGES 3
PHONE (717)240-6345 DATE March 24,2014
RE Estate of Marie T. IIinkel cc
Attached is a copy of the Assessment notice issued in the above-referenced estate,
This message is Intended only for the use of the Individual or entity to which it is addressed,and may contain
Information that is privileged,confidential and exempt from disclosure under applicable law, If the reader of this
message Is not the Intended recipient or the employees or agent responsible for delivering the message to the
intended recipient,you are hereby notified that any dissemination,distribution or copying of tills communication Is
strictly Prohibited. If you have recoived this communication In error,please notify us immediately by telephone,and
return the original message to us at Vie above address via the U.S. Postal Service.Thank you.
Department of Revenue....-.......x :.8 601 1 Harrisburg, . . ... . .... ........ve e.,_-._.,...us.
1 PO Box 2a0 burg, PA 17128-06011717,787.6505 � www.revenueslate.pa�us