HomeMy WebLinkAbout06-07-13 NQTFCE OF INHERITANCE TAX � pennsylvania
au�eau a� tnniviaua� rxxes APPRAISEMENT. ALLOWANCE OR DISALLnWANCE oernarraearoFRevewue
1NNERIUNCE TAX OIVISION �iF DEDUCTIqN3 A�Z) ASSESSMENT OF TAX REY-1547 IX AFP (93-13)
P4 BOX 280681
IWRRIS6URG PA 17128-0601
RECORa�D O�F10E 4
R�,G�$TEt�� �� �tt��..�-S � DA7E Ob-SO-2013
ESTATE OF SHATTO JpHN E.
1�f23 �U� ry pR1 1 ''�� DATE OF DEATH 07-15-2012
� � � � FILE NUMBER 21 12-U857
DAYZQ B SHATTO �,L�RK O�' COUNTY CUMBERLAND
133 OAKLEA RD ��y�Qxs' �Q�(�� ACN 101
APPEAI. DATE: 08-09-2D13
HARRISBURG c���t��]AaN��j�„ pA (Seereversesfdeunderobjeetioirs)
A�aunt Ra�itted
MAKE CHECK PAYABLE AND RENI7 PAYMENT T0:
REGISTER OF WILLS
2 COUR7HOUSE SpUARE
CARIISLE PA 17013
CU7 ALON6 THIS LINE __ �-► RETAIN LOWER PORTION FOR YOUR REGORDS �(-�
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REV-1547 EX AFP (02-13J NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALEOWANCE QF DEDUCTTONS AND ASSESSMENT OF TAX
ESTATE OF: SHATTO JONN IFItE N0. :21 12-085� ACNs 101 DATE: 06-1p-2013
TAX RETURN WAS: ( }(7 ACCEPTEb A$ FILEO < 5 CHANGED
APPRAISED VAtUE OF RETURN BASED pN: ORI6INAL RETURN
1. Rea1 Eatata <SChadule A) (1) ��Or000«00 NOTE: To ensure proper
2. Stocks antl Bonds CScheduia B) �a} ,0� credit #o your account,
, 0� SUOmSY tha upp4r poPtion
� 9. Cioaely Held StocklPartnsrship Intarest f5chedula C5 (37 of th3s farm wlth Your
� 4. MortpagesfNOtas Raceirable tSChatlule ll} {4) •OQ tax pavmant.
5. Cash/BanK Daposiks/Misc. Pcreo�al Propwtx CSChatlule E) (g) 33r082.Q0
6. Jointly Ownptl Property CSChedula F) C6J �00
7. Transfers (SChadule G) ��� 38.989.00 �
8. Totmi Assets (&) 242.071.00
APPROYED DEUUCTIQNS AND fXEMPTIONSs �
4. Funeral Expensns/Atlm. Cnsts/Misc. Expanses CSthetlulm H) i9�_ 2,305.00
1�. Debts/MOrtyapa l3abilitiesfligns (Schetlule I} �lp} 3.609.00
il. Total Aeductions C11) 5,914.00
72. Net Value af Tax Raturn i12) �36.157.00
f3. C�aHtable/6overomentai Bequssts; Non-electatl 9713 Trusts {Schaduis J5 L135 '��
14. Net value of estate sub,�ect to rax tiq} 236,157.U0
N07Ez If an assessbent wss issusd previousiy, i.ines 14, i5, 1S, 17> 18 andtor 19 wili
reflect fi0ures that irtclude the tatal af all returns assessed to dats.
ASSESSMENT pF TAX:
i5. nmou�t ot iine 14 at sPausai rate C15) .00 X 00 = .Op
ia. nwou�t ot lfne ia taxabla et itnsaY rate tis� �;�-���-^� x OG5 = 10,627.07
17. Amoant of Line 14 at sibling fate ti7} .�6 X 12 = .0(/
18. Amount of Line 14 taxabie at collatarai rate t18) .OQ X 15 = .00
19. Pr3oc3pal rax nue �19�= 10,627.07
TAX CREllITS:
PAYNEN7 REtEIP1 DSSLOUN7 C+) AMO�MT PAID
DATE NUMHER SNTEREST/PEN FAID (-}
04-1 - Q13 C001 4 4 .00 D�b2 .07
TOTAI TAX PAYMENT 10,b27.07
BALANCE OF TAX DUE ,00 �
INTEREST AHD PEN. .00
TOTAt DUE .OD
• SF PAID AFtER DATE INDICATED. SEE REVERSE IF TdTAL DUE IS REFLECTED AS A CREDI7 (CR), VoU MAY BE OU
FOR CAI.CUL.A7IQN OF ADIIZTZONAI INTEREST. A REFUND. SEE REVERSE SZDE F6R ZMSTRUCTIONS.
RESERVATiOhI: Estates af det�ten�dyir�}on or betore Dsc.i2,1982-it any fuWre irtterest in the�ffite rs transterred in passession or
enjoymeM to crailaterai Deneflciaiies ot the decedent attgr the ex�ratiore.af efry.estate fw Nfe or yeare;the Commpnwealth
� hereby expressly reserves tl�e rig!ht to appraise and assess transfer ir�he�4tanc8 taxea at the lawtul collateral rate on any such
futute intereat.
PAYMENT: Detach the tap pwtia�of tl�s�rotice and s�mit with your payment�it�Register of Wills Indicatad on tl�e hant of the notice.
Make chack or money order peyabte to:REOISTER OP WILL,AGENT.
. REFUND(CR): A refund of a tax credit rrot requested on the t�reWm may be requested hy compietitag an Applicat+on for Refund of
�� PennsyNania lnheritance and Estate Tax{REV-1313). Applicatione are a�vail96fe from Hro departmenYs web site at
mr�t rev w sfsrs,,: ,� �y.ReOiSt�of��oe ftevenue Qishict.t�lioe;ar hom tlte�depeRm�rYs Y4haur totms ordering
sarvice:i-800-362-2060;services for t8xpayers wfth speciai hearinp andlor spealdr�q�eeds:1-800-447-3020(TT onyj. .
Piease aibw 46�eiss tfam�6�e�d9te a reWnd was 4�Med ta amve.
� OBJECT14N5: Any party in interest not satis8ed with the appraisemeM,albwance or disHlbwance of deduc6ons,or esga&¢meM of ta�c
(inoiuding discouM or irrteresT}as shawn on this rrotice may object within 60 d8ys M the t�te of receipt of tl�fs noNce by:
A} Filinp an appea3 p�Gne at. an pr be�re Ure appeai�d�e iclenGfipd on the front ot thi&tatice.
Or sending a written pratest M:PA Departrnent of Revenue,Board of Appeais,RO 86X 284201,Harrisburg PA 1 71 28-1 021;
B) Harinp lhe.mathar determinetl at au�dit ot the ac�ouM of the personet rapresenleiive;or �
� C} C}Appeatinp to the Oiphans'Court.
ADMINiSTRATlVE Errors ckscavered an this assessment strouk!t�,�addrsssed in writir�p to:PA DepaRment af Reve��,8ureau of Iridividual
CORRECTIONS: Taues,ATTN:Post.AsseasmeM Raview UnR,PCS BOX 2806q1,Hartisburg PA,47128-1027,Ptq�e('7'77)78�-65D5. See page 4
instruckkrcms for inhetftar�ce T�Retum for a Resitkrtt pecedent{REY•45p7)far an e�lansibn of edrninistratively correctable
errore.
6ISGOUN7: If any tarz due is paid wirt+in three caiendar manths after Nfa decedanCs c�ath,a five percent discouM of die taY paitl is a�va6�.
IPITEREST: interest is r�ra�d begin�ing with first tlay oi de4ieu�ncy„a nine monEhs and one data Nom date of death,to the date of
payment. Annual inigrest ratea are availa4le on Form REV-1611,avaiiabie at ,or upon rquest by
calling 7-988-728�-2937.
Intgrest is ca�ulated as fqlbws:
IN7EREST=6ALANCE OF TAX UNPAID X NUMBER OF pAYS�EtWQUENT X DAILY INTEREST FACTOR
Any Notice isaued aRer the tau becarnes deNflquem will refiet:i an iMere&t caleula6on#o t 5 days beyor�i the t�ta at the
assessment. If payment is made after the interest calculation date show on tha Notice,adtlitbnel intarest must be cal�ulated.