HomeMy WebLinkAbout07-22-13 (2) ��I�I I
NOTICE OF TNNERITANCE TAX '�i� pennsylvania
BUREAU 4p ZNbZVZDUAL TAXES '�PP�AISEMENT. ALtOWAHCE OR DISALLOWANCE pgpAR'fMENTOFREVENUE
ixx�tiraace rax u[visioN QF QEDUCTIRNS AND ASSESSMENT OF TAX ���� aer�i�� IX AFP {a3-13?
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�+-;w r- - �.'{�,- ..,+�t � r DATE 66-24-2613
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ESTATE dF RIVERA MENA
iUi3 al�k. 1 F��'1 � �g narE o� nearH n�-zs-zoiz
FItE NUMBER 21 12-1024
CRAIG A NATCH ESq �%�-�%"�}� G't' �auNTY CUM9ERLAND
1p13 MUHMA RD ��"{�Fi��jd,�,�'�` �(ji,j�;"; ACN ppp�AL DA7E: pg-�3-2013
LEMOYNE �,�, B�Q�+�{t��;., �fa fSeereversesideunderObjeetians}
Asount Re�itted��----�--�—�� ��
MAKE CNECK PAYABLE AND REMIT PAYNENT Tp: �
� REGISTER OF WILLS
1 CQURTHDUSE SQUARE
CARtISIE PA 17013
CUT ALON6 THIS LINE � R�TAIN L4NER PORTION FOR YOUR RECORDS 4�
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REY-154T EX AFP CO2^13) NOTICE 'qF INNER2TANCE TAX APPRAISEMENT, AI.IONANCE OR
DISALLOiJANCE Q� DEDUCTIONS AND ASSESSMENT pF TAX
ESTATE QF: RIVERA MEN�1 FILE N0. :21 12-1024 ACN: 101 DATE: 06-24-2013
TAX RETURM WAS: CJ(} ACCEPTE6 AS FZIEQ C ) CHAN6ED
APPRAISED YA�UE OF RETURN BASED ON: ORI6INA6 RETURN
i. Real Estate tScfie6ula A) �1� 148�060.00 NBTE: To ensure praper
2. Stocks and Ba�ds fSChetlule e) . �p� .00 cratlit to yoar account,
.�� submlt the upper port3on
3. Closaly Haltl StoeklPartnarship Intarest tSchadule C} (3) of this form wSth yeur
4. NortgaH�s/Nqt9s Rbceivable t$qhedule D7 t4} •�a tax pryment.
5. Cash/Bank Deppsits/Misc. Pers0nal ProperYy CSChadule ES t5) 4d'715^12
6. Ja3M1Y �Mnqd PPOperYy CSChetlWle F) (4) 28'�96'05
7. Sransfers tSthaCU3e 6J (77 "��
8. Totai Asscts ce) 266.905.17
APPROVED DEDUCTIONS AND EXEXP4I6NS:
4. Funeral Expenses/Adm. Costs/Nisc. Expenses CSChetlule N3 �9) 22•158.19
10. DebtslMortgage Liab111t1es/I.Aens (Schetlule I) C10) ���
ii. Totai DatluctSons cii> 22,158.19
12. Net Value pf Tax Return . {12� 244�746.48
13. L�aritabie/G4vprnmantal Haqupsts; Non-e3ectad 4113 7rusts t5chttlula J) t33) .00
14. NeS Valua Of Estate SubjecY to T8X {ly) �iYi�t,746.96
NOTE: If an assass�ent wss d.ssned previously: LSnes 14: 15, 16, 17, 18 and/or 19 will
reflect fipuras thst inelude the tatal of ail �aturns asssssad to date.
ASSESSMENT qF TAX:
IS. AmouM of Line 14 at spouxal rats C15) .00 X 0(I = .00
16. Amount of Line 14 taxable aC Yineal rate tlb) �GG-7GF_94 x 045 = 11,013.61
ll. Amount ot Line 14 at sibling rate C17) -60 X 12 = .OU
18. Amount of Line 14 taxable a1 collataral rat• (183 .00 X 15 - .DO
19. Princioal Tax llue <1g�= 11.013.61
TAX CREDITS:
PAYNENT RECESPT DTS OUNT C+7 AM4UNT PAID
DA7E NUNBER ZNTEREST/PEN 7AID fJ
0- 2-2012 C 0166 7 52 . 2 10,040.00
04-23-2013 C4017492 .00 251 .14
INTEREST IS CHARGED THROUGN107-09-2013 TQTAL TAX PAYMENT 14,777.51
AT THE RATES APPLICABIE AS [�UTLINED ON THE BALANCE OF TAX DUE 23b.16
REVERSE SIDE OP TNIS FORM :� INTEREST AND PEN. 1 .45
TOTAL DUE 237.55
� IF PAID AFTER DATE INUICATED, 58E REYERSE IF T4TAl DUE TS REPLE4TED AS A CREDIT (CR), YOU MAV BE DUE �
F6R CALCULATIDN oF ADDIT24NAl ItiTEREST. A REFUND. SEE REVERSE SIDE FDR INSTRUCTIONS.
RESERVATI4N: Eetates of decedentad�nng on or bafore Dec.12,1982-it any tuWre intersai in the estata is trar�sferred in possession or
enpymaM ta co�ateral banofici�ries of tfie decederrt affer the expiraHD�of arxy esEate tor�fe w years;tlae Comrrwnweaith
hereby ezpressty reservee�the�right to appraise antl assess transfbr inheritance[azea et the lawful collateral rate on any such
future inierest.
PAYMENT: Detach the fop.partio�of Utis rrotice and submit with yaar payment�the Repister ot Wiiis lnckcated on the fi'orrt af the notice.
Make chpck or�money order payabie ro:REGISTER OF WILL,AGENT.
REFUND(CR): A refur�of a ta�c cr�t not requested on the tau rep�rn may be requested bk-qomple8np�an Applicetion�for Rei�d of
Pen�ylvaMe Inheritance and Estafe T�{REV-t3t 3}. A�licatbns sre av�iaWe from IM1e departmeM`s web site at
. . .. : anY Reyisfer of Wil�or FlBVerwa fJtst�iet{71Yks,orfrom ihe depertmeM's 24-Mwr#orms ordering
sarvice:1•80D•362-2p50;sarvices for taxpaysrs wtth sp�cial hearinQ aad���spe�i�needs:i-Sq0-447-3D2p(TT anty}.
Piease a0ow 4�weeks from the date e refund was granted W arrive.
O&lEC714N3: Any party in interast not satisfied x�fi ifse appr8isertrpnt,aibwance or cG&aiWwance of deductions,or a�se&sment of ta�c -
{including discouM or irrterest)as stwwrz on tMS�otice may object within 68 days af the date of receipt of this notice by: �.
A} Filinp an appeai oNine at f�99�i,st�tg,pa.y�on or btelore tl�s�tle�ide�fied an the frortt of ihis notice. '.
Or ser�d'inp e wriiten protest to:PA�e�rtment of�Rbvenue,8oard o/Appeals,PO 90X 261201,Harrisburg PA 17128-1023;
B} FtaHnp Nre matter delermined at au�t of thd sccourrt ottha per�nal repres6rrtative;or
G) G)Appealir�p to the t7rpt+ars'C,ourt. �
AdMINIS7RATIVE Errors discovered an ihis assessment shoukf be addressed in writinp�:PA f}epartmeM of Revenue,Bureau of Individuai �
CORRECTIONS: Taxes,AT7W:Post AesesSmeM Review�Un$,PO 80X 280fi0i,Harrisburg PA;171261Q2t,Ptwne{71�78?-fi5D5. See page d �
7rrsVUCtions for Inheritanoe Tax Retum for a ResideM Decedent(REV-15pt)for an eu�anatlon of adminisRatively correctable .�
srrors.
DISCOUNT: If any tax due is paid wfthin three calendar mortths after the decedenYS dsath,a five perasnt�i�count of the tsx paid�is aibwable. �
INTEFtEST: IMerest is charped bepinning with first day of deknquency,or nine months and one dafe from date of deatl�,to the date at ��
payment. Annuai iMerest rates are avaiWWe on Form REV•1611,awailable at�._rRyg(y�e.�e.oay,ar upon rquest by
calqng 1-889-728-29;i7.
Interest is cakulated as follows: �
iM1ITEREST=BALANGE dF TAX UNPAID X NUMBER OF pAY5 DELINQUEN7 X DAILY INTEREST FACTOR '
My Notice issued aftar the i�becomes deNnquent xdti raflect an irrterest cak�uia6pn to 15 days beyqnd the date of the
assessmem. If payment is made atter the intergst cak�latlon date sho�v on ttre Notice,ad�tional iMerest must be oalculated.