HomeMy WebLinkAbout07-01-13 NOTICE OF INHERITANCE TAX � pennsylvania
suxenu oF INDSVIDUAI TAxes APPRAISEMEHT, ALLOWANCE OR DISALLOWANCE DEPARTMEN70FREVENUE
zxx�atTa�c� Trur osvzszox DF DEDUCT24NS AND ASSESSMENT 0� TA7(
REY-I541 IX AFP (93-13)
Pd 9DX 28U661
HARRISlUNG PR 17126-0601
� t���'tlkt�l'=.'.� . .:� -���' DAT6 06-24-2013
�SE�I;��;',;S �}i ';:"`...;s ES7ATE 6F DE�M4NIG0 A�UA L
DATE OF bEATH U4-16-2012
,'�;�a �ul_ � �� � j3 FILE NUMBER 21 12-0476
GOUN'fY CUMBERLAMll
CHARLES E SHIELDS IZZ , . 101
6 C�OUSER RD �%��r��t �'' ACN APPEAL DATE: 08-23-2013
MECHANICSBURG PARBd�'�4P���r (SetreversesuleunderObjections)
�,��}�E��Ja��} �,�., �� Aeaunt Re�ittedr �
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGIS7ER OF WILLS
i C4URTH�USE SQUARE
CARIISLE PA 77013
.CUT ALON6 7HIS LINE -•► ETAIN I.OWER PORTION FOR YOUR RECORDS F
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REY-1547 EX AFP t02-13) NOSICE 4F INNERITANCE TAX APPRAZSEMEML AIIOWANCE OR
DISALL6 ANCE OF DEDUCTI6HS AND ASSE5SMENT 6F 7AX
ESTATE OFs DELMpiNICO ALaA LFILE N0. :21 12-0478 ACN: 101 ➢ATEs 06-24-2013
TAX RETUI�N WAS: {�(} ACCEPTED AS PII.ED C ) CHANBED
APPRAISED VALUE OF RETURN BASEI'1 ON: �RI6INAl RETURN
1. Real Estate CSehetlule A7 C1) •00 NOTE: To ensu�e Prope�
2. Stocks an4 Bonds {SeheCuie H) {2) 2r162.16 crodit to vour account,
.00 submit the uqpar portion
3. Closely Held�� StotklPertnership Znterast tSChadulc C} {37 of this form xit� yaur
4. MaPtgiges/N4tes Raceivable CSChedula D) (4) •�Q tax payment.
5. CashfBank De�posits/NSsc. Parsanel Property (Sch4tlula E) (5) 59•46
S. Joiiiily ONnBd ?�apb�#X iS�ti�dU18 F} {6} 844.fl 0
�. Tra�sFers cscnea�ie c� �. c�> 2'g88'a�
8. Total Asset& C@) 6.053..62
APPROYED DE�UCTT6NS AND EXEMP'QIONS:
9. Funeral ExptnseslAtlm. CostslF�isc. Expansas tSehodule H3 �qy 5,242.$0
30. Deqts/MOrYB+�tlm Liabllities/I.1!ens (SChedule U (307 199.338.31
13. rctal neauctions � {ixa 204,581.11
12. Net Yalua of Tax Return t12) 198.527.49-
13. Charitable/6overnmental Haquests; Non-elacted 8113 Trusts (SChatlule J) ��3� .00
14. Net Value of Estate Sub7ect to Tax ��Gy 196-,527.49-
N6TE: If an assesswent rss issuad previo��slY. Linas 14, 15, 16> 17, 18 andlor 19 rill
refleet �fipures that inolude the tn#al of all returos assrssed to date.
ASSESSMENT OF TAIX:
15. A�ou�t of �3no 14 at spousalirata {15) ��Q X �� _ •�D
i6. Amount of t3ne 14 taxabla at;linsai rsts L16} -�� g 045 � .00
17. Amaunt of L1na 14 at sSbling'',,rate t17) -00 X 12 = .00
18. Am4uM of Line 14 taxable ati.collaYe�cl �ata C18] .00 X 15 = .00
19. Pr3nciPal Tax Dua . {f4�= .00
TAX CREDITS: �
PAYMENT RECEIPT AISCOUNT t+) qM0UN7 PAID
DATE NUMSER ZNTEREST/PEk PALD L-)
', TpTAL TAX PAYMENT .00
�� BALANCE 4F TAX DUE .00
� INTEREST AND PEN. .00
� TOTAL DUE .00
� IF ?AZD AFTER DASE TNDLCATED> SEEiREYERSE LP T�7Al DUE IS REFIECTED AS A CREDIT (CRL YOU XAY BE DUE ��[
FOR CALCULATZON OF ADDTTIONAC ZNTkREST. A REFUNB. SEf REVERSE SZDE FflR ZNSTRUCTZ6N5.
I
FESERVATION: Estates of decede�ris dying on or before Dec. 12, 7982•if any hriure iMerest in the e�ate is kansferted in possesaion or
enjoyment to callateral be�eficieries of the decedent after the ezqraNpn of eny 6atate for I'rfe pr years;the Commomvealth
hereby expressly reservas Me right to appraise and assass transter inheritance taxes at the lawfu!col�teral rate on any such
fulure f�terBSt.
PAYMENT: Detach the!op portlon ot this nptice and sudmit with yaur payment W Fhe Regiater of Wflls Indicated on the front of thre notice.
Make check or money prder pay�bie ro:RECiISTER OF WILL,AGENT.
REFUND{CR): A refund af a tau aet#t rwt requasted ao rtie t�reptm may be requegted by ' 8p ' ' �.�r#ie{�d of
PenrasyPrarria inheritar�ce arsd Estgte Tau{REV-1313}. Appiica6ons are avaite4le hom ihe depaiFmenYs web srte at
www.revqn�y�.�;L,any F3epi9terM Wills or Revenue Diatflet pNice,ar hpmitia depertnwtrnPs 24-hour tomre prdering
service:1-8p0�362-�*,dh,setvices for ta�payers with sp8cial hmarinp and/w speaW�needdis:i•8tl0-447-34120(7T only).
Please albw 4-6 weeks irom tt�e dats a retund was granted to arme.
68JECTttRdS: liny party in iaterest rwt sa6sfled vrith the appraisemeM,albwance ar disa7bwance of daciuqans,or as,esssmeM af tax
(inclu�nq discount or interest)as shown on this noHce may object wiMin 60 days of the date of receipt pf this ratice 4y:
A} Fi4ng an appeal oNine at � on or before the appeai data identl&ed on the front W this nati�.
Or se�og a wrttte�protest to:RR[Sep9rtment of fteve��,Board of Appeals,P4�X 281201,Warris6urg PA 17t28-1621:
Bj Havirg the maGer determined at audit of ihre accouM oT tM�persanat repr9ebnfative;or
C) C)Appeelirq to Me Orphans'Cqurt.
ADMINISTRATNE Errors discovered on this assessmeM stwuk!be addressed i�wriGng tp:PA[}epertment ot Revsrwe,Bureau of lndivi�a{
CORRECTtONS: Taxes.AT7N:Posi Assessr�r#Review Fh�i#,pp BOX 2bQ601,Harrisburp PA,Y7129-1021,Pt�wre{�7�787-fi505. See page 4
instructions fpr inherltar+ce Tax Retum for a ResideM Deaedent(REV-1561)for an expisnffiion of admirristratively cpnectable
arrors.
�ISCGUNT: If any tax due is paid within three calarffir mpMhs after the decedenYs death,a tive pert�t discaunt of thetaz paid is aibwaDle.
lNTERES7: Interest is charyed taeginning with firet day pf delinquency or nine moMhs and one date fram date of death,to the date of
payment. Annual interest rates ara aveilable on Form REV-7811,availaMe at www.reven ua.n ate. _ �c,pr upon rqu9st Dy
Calling 1•888-728-293'�. �.
Irrterest is qicuiated 8s foibws: �.
INTEREST=BALANCE OF TAX UNPAID X NUMBER OF DAYS DELIN�UENT X DAILY INTEREST PACTOR
Any NotiCe i&sued after ihe#ax becomes deHra�ueRt wiil retlect an interest aakuiation ta 15 days beya�!the date of the
- asses.sment. H payment is matle atter fhe interest caiaatatron date show on the Notice,addliionai interest must be caiculated.