HomeMy WebLinkAbout03-13-80
REV-463 (6-76)
COM\\ ONWEAL TH OF PE NNSYL VAN IA
DEPARTMENT OF REVENUE
BUREAU OF FIELD 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:
~he United States Estate Tax Return (Form 706)
--,/ The communication from the Federal Government
confirming the acceptance of or changes to the
Federal Estate Tax Return
2. Amount of credit for State death taxes (os 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)
,-. 0-
$
$
-0-
$
--- 0
--0-.
$
$
~o-
$
~'~.--
NOTE: Complete line items 7 and 8 ONLY when determination
is based on Federal Closing Letter
7.
Amount of Pennsylvania estate tax assess~d on determination
doted ..
Addition (reduction) to Pennsylvania estate tax (line item 6
minus 1 ine item 7)
$
8.
Determination prepared by:
Dote:
--------------------------------------------- --------------------------------------------
B. ASSESSMENT:
1. Pennsylvania Estate Tax reflected on:
I ine item A (6)
line 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 rote of six (6) percent per annum from
to the date of payment.
Assessment prepared by:
AGENT FOR THE: COMMONWEAL.TH
Dote:
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 determinotion ond ossessment is mode in occordonce with Section 421 ond Section 732
of the Inheritonce and Estate Tax Act of 1961, 72 P.S. 2485-421,732.
The estate tax imposed by Section 421 is due at the dote of the decedent's death but sholl
not become delinquent until the expiration of eighteen (18) months after decedent's death provided
that any estate tax occasioned by a final change in the Federal return or of the tax due thereon
shall not become delinquent until the expirotion of one (1) 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 following interest tab'e:
----------------------------------------------------------------------------------
1 month .005 4 months .020 7 months .035 10 months .050
2 months .010 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 days .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 doys .00284 27 days .00454
8 days .00135 18 days .00301 28 days .00471
9 days .00152 19 days .00318 'ZJ days .00488
10 days .0016.9 20 days .00335 30 days .00500
Any party in interest, including the Commonwealth and the personal representative, not
satisfied with the assessment may object thereto within sixty (60) days after receipt of this
notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961 (72 P.S.
~ 2485-1001)
Make check or money order payable to:
"Register of Wills, Agent"
Mail to the address listed below: