HomeMy WebLinkAbout10-19-79
l'tEV.483 (8.78)
COMMONWEAL TH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
INHERITANCE TAX SECTION
OFFICIAL NOTICE OF DETERMINATION
AND ASSESSMENT OF PENNSYLVANIA
ESTATE TAX
DATE:
ESTATE OF:
FILE NO:
COUNTY OF:
DATE OF DEATH:
i'O - /9- 7/
, (Or); /~ ~Vi::t;'! BOA fa~u
7j;;21f/jc~7 ~
TO:
------------------------------------------------------------------------------------------
I. DETERMINATION:
I. Taxable estate ba sed upon:
The 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
L 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 St;Jtes (excluding
any discount and/or interest)
S. Total inheritance tax credits (line item 3 plus line item 4)
~. Total liability for Pennsylvania estate tax (line item 2
minus line item 5)
$ /?J J3y.:;J
$ _ 0 ~
$ '1 /~-f(17
- '" ~
$ 7/ fy: lY
$
- () -
$
NOTE: Complete line items 7 and 8 ONL Y when determination
is based on Federal Closing Letter
I.
Amount of Pennsylvania estate tax assess~ on determination
doted I () ~ / - 7/
Addition (reduction) to Pennsylvania estate tax (line item 6
minus line item 7)
$
~()
o
'.
Determination prepared by:
Date:
- c-l
---
-- - -.-- ----- - -------- ---------------------- ---- --------- ------- ---- ---- - -- --------- - ---
B. ASSESSMENT:
.. Pennsylvania Estate Tax reflected on:
line item A (6)
I ine item A (8) $
2. Less credits:
DATE OF PAYMENT
AMOUNT PAID
INTEREST
($ I
($ )
($ )
CREDIT
=
=
=
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 account, the name of the estate and file number should be
clearly printed on the check or money order.
This determination and assessment is made in accordance with Section 421 and Section 732
of the Inheri tonce and Estote T ox Act of 1961, 72 P. S. 2485-421, 732.
The estate tax imposed by Section 421 is due at the date of the decedent's death but shall
not become delinquent until the expirotion 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
sholl not become delinquent until the expiration 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 .(llS 6 months .030 9 months .045 12 months .060
1 doy .00017 11 days .00186 21 days .U0352
2 day s .00034 12 days .00203 22 days .00369
3 days .00051 13 day s .00220 23 days .00386
4 days .00068 14 doys .00237 24 days .00403
5 days .00085 15 days .00250 25 days .00420
6 days .00101 16 days .00267 26 day s .00437
7 days .00118 17 day s .00284 27 doys .00454
8 do ys .00135 18 days .00301 28 days .00471
9 days .00152 19 days .00318 '19 days .00488
10 days .DO 169 20 doys .00335 30 days .00500
,--------------------------------------------------------------------------------"
Any party in interest, including the Commonwealth ond 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:
R E V-48 3 (8-78)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
INHERITANCE TAX SECTION
OFFICIAL NOTICE OF DETERMINATION
AND ASSESSMENT OF PENNSYLVANIA
ESTATE TAX
/tJ/'-IY- If
DATE:
ESTATE OF:
FILE NO:
COUNTY OF:
DATE OF DEATH:
/C>-/ - 77
;'Sd'L/'/'''? S,u,AN fj-eiCfte~rl/{
, ~/- t~- 10"1
('. /VI Y 2 lo~ d
,1A,V.3,/ 7.8
TO:
--_.._-- -- ---- --------------- ---------- --- -------------- ------ --- ---- --- ------------ --- --
A. DETERMINATION:
Taxable estate ba sed upon:
~United States Estate Tax Return (Farm 706)
The communication from the Federal Government
confirming the acceptance of or changes ta the
Federal Estate Tax Return
Amount of credit for State death taxes (as verified)
Pennsylvania inheritance tax assessed
(excluding any discount and/or interest)
Normal inheritance tax paid to other States or
Territories of the United States (excluding
any discount and/or interest)
Total inheritance tax credits (line item 3 plus line item 4)
Total liability for Pennsylvania estate tax (line item 2
minus line item 5)
2.
3.
$ 13t:J3<1.53-
$ '--0 -
$ Z /gg, g'9
/
L.. -
$ 7/FI S7'
$
,
$ -<.:..-)
1.
4.
r
O.
6.
NOTE: Camplete line items 7 and 8 ONL Y when determinatian
is based on Federal Closing Letter
7.
Amount of Pennsylvania estate tax assessed on determination
dated
Addition (reduction) to Pennsylvania estate tax (line item 6
minus line item 7)
$
8.
,--- --- -- --- - -------- ---------------- ------- -- ---------- --------------- -.-- -------------
B. ASSESSMENT:
1. Pennsylvania Estate Tax reflected on:
line item A (6)
line item A (8) $
2. Less credits:
DATE OF PAYMENT
AMOUNT PAID
INTEREST
($ )
($ )
($ )
CREDIT
=
=
=
3. Balance af 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 COMMONWEAL. TH
Date:
SEE REVERSE SIDE FOR INSTRUCTIONS
-----
INSTRUCTIONS
To insure proper credit to your occount, the nome of the estate and file number should be
clearly printed on the check or money order.
This determination and assessment is made in accordance with Section 421 ond Section 732
of the Inheritonce and Estote Tox Act of 1961,72 P.S. 2485-421,732.
The estate tax imposed by Section 421 is due at the date of the decedent's deoth but shall
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 ar of the tax due thereon
shall not become delinquent until the expiration of one (1) month ofter the person lioble to poy
the tox receives final notice of the increose. Colculote interest from the delinquent date shown
on the foce of this form to the dote of payment using the following interest tob'e:
---------------------------------------------------------------------------------.
I month .005 4 month s .020 7 month s .035 10 months .050
2 months .010 5 months .025 8 months .040 1 I months .055
3 months .(lIS 6 months .030 9 months .045 12 months .060
1 doy .00017 n days .00186 21 days .~0352
2 doys .00034 12 doys .00203 22 doys .00369
3 doys .00051 13 days .00220 23 days .00386
4 doys .00068 14 days .00237 24 doys .00403
5 days .00085 15 doys .00250 25 days .00420
6 days .00101 16 doys .00267 26 doys .00437
7 doys .00118 17 day s .00284 27 days .00454
8 doys .00135 18 days .00301 28 doys .00471
9 days .00152 19 doys .00318 29 doys .00488
10 doys .DO 169 20 doys .00335 30 doys .00500
----~----------------------------------------------------------------------------
Any party in interest, including the Commonwealth ond the personal representative, not
sotisfied with the ossessment moy object thereto within sixty (60) days ofter receipt of this
notice os provided by Section 1001 of the Inheritance ond Estate Tox Act of 1961 (72 P.S.
Ii 2485- 100 1)
Make check or money order payoble to:
"Register of Wills, Agent"
Moil to the address listed below: