HomeMy WebLinkAbout03-13-80
REV.483 (8.78)
COMMONWEAL TH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
BUREAU OF FIELO OPERATIONS
INHERITANCE TAX SECTION
OFFICIAL NOTICE OF DETERMINATION
AND ASSESSMENT OF PENNSYLVANIA
ESTATE TAX
TO:
DATE:
ESTATE OF:
FILE NO:
COUNTY OF:
DATE OF DEATH:
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A. DETERMINATION:
1. Taxable estate based upon:
The United States Estate Tax Return (Form 706)
The communication from the Federal Government
confi rming the acceptance of or changes to the
Federal Estate Tax Return
2. Amount of credit for State death taxes (as verified)
3. Pennsylvania inheritance tax assessed
(excluding any discount and/or interest)
4. Normal inheritance tax paid to other States or
Territories of the United States (excluding
any di Scount and/or interest)
5. Total inheritance tax credits (line item 3 plus line item 4)
6. Total liability for Pennsylvania estate tax (line item 2
minus line item 5)
$ t13'10';/
$ ',,-- GJ
$ ,~9 ;;(;, <(I
-b-
$ 39;z~, V/
$
$ .-0-
NOTE: Complete line items 7 and 8 ONL Y when determination,
is based on Federal Closing Letter
Amount of Pennsylvania estate tax assessed on determination
~ed $
Addition (reduction) to Pennsylvania estate tax (line item 6, ...---7 ~
minus line item 7) ~' /J C'
Determination prepared C:' ~2c. t. ~~
Date: Z. _ -/3 -g-z)
--------------------------------------------~~------~-----------~----------------------
7.
8.
B. ASSESSMENT:
1. Pennsylvania Estate Tax reflected on:
line item A (6)
I ine item A (8)
2. Less credits:
DATE OF PAYMENT
$
AMOUNT PAID
INTEREST
($ )
($ )
($ )
CREDIT
=
=
=
3. Balance of Pennsylvania estate tax due
$
Interest is due at the rate of six (6) percent per annum from
to the date of payment.
Assessment prepared by:
AGENT FOR THE COMMONWEALTH
Date:
SEE REVERSE SIDE FOR INSTRUCTIONS
INSTRUCTIONS
To insure proper credit to your occount, the nome of the estote ond file number should be
c1eorly printed on the check or money order.
This determinatian and assessment is made in accordance with Section 421 and Sectian 732
of the Inheritance ond Estate Tax Act of 1961,72 P.S. 2485-421,732.
The estote tax imposed by Section 421 is due at the date of the decedent's death but shall
nol become delinquentlJntil the expiration of eighteen (18) months ofter decedent's death provided
that any estate tax occasioned by a final change in the Federal return or of the tax due thereon
sholl not become delinquent until the expiration of one (I) month after the person liable to pay
the tax receives final notice of the increase. Calculate interest from the delinquent date shown
on the face of this form to the date of payment using the fo!lowing interest tab'e:
--- ------------------- ------- -- -- ----- ------- ---- ------------------- ---- --- --- ---
I month .005 4 l110nths .020 7 months .035 10 months .050
2 months .OJO 5 months .025 8 months .040 11 months .055
3 months ,(115 6 months .030 9 months .045 12 months .060
1 day .00017 11 days .00186 21 days .00352
2 days .00034 12 days .00203 22 days .00369
3 days .00051 13 day s .00220 23 day s .00386
4 days .00068 14 days .00237 24 days .00403
5 days .00085 15 days .00250 25 days .00420
6 days .00101 16 days .00267 26 days .00437
7 days .00118 17 days .00284 27 days .00454
8 days .00135 18 days .00301 28 days .00471
9 days .00152 19 days .00318 29 days .00488
10 days .00169 20 days .00335 30 days .00500
Any party in interest, including the Commonweolth and the personal representative, not
satisfied with the assessment may object thereto within sixty (60) days after receipt of this
notice as provided by S"ction 1001 of the Inheritance and Estate Tax Act of 196 I (72 P.S.
~ 2485-1001)
Make check or money order payable to:
"Register of Wills, Agent"
Mail to the address listed below: