HomeMy WebLinkAbout07-01-13 N07ICE OF INHERI7ANCE TAX � pennsytvania
BUREAU OF INDIYIDtlAI. TAXES R�e'�����P�������WANCE OR DISALLOWANCE DEPARTMENTOFREVENIJE
ZNNERITANCE TAX DIYZSZOH q {�4�" ���4C^'r�=p�S AND ASSESSMENT QF '�AX ftEY•3547 £X AFP <03-13}
Pa btlX 26U601 {l��.ss.7 � ::.t; �}P" :. . ...:_. l
NARRISBURG PA 17128-Ob01
[lii3 JUL 1 Ptl 2 Oa nAre od-z4-zoia
ESTATE 6F PECK SHIREEY E
��.���'� ���� DATE OF DEA7H 01-17-2013
D��;��i °WN$� ��J„�tf FILE NUMBER 21 13-0108
RObERT 6 FEREY ����Eft�'����' �"'�" �"� C4UNTY CUMBERLAND
ACN lpl
5 S HANOVER ST APPEAL DA7E: 08-23-2013
CARLISLE PA 17UA3-3307 (SeereversesldeunderObjecNon�)
AAaunt Rewitted�----�
NAKE CHECK PAYABLE AND REMIT PAYMENT T6:
' REGISTER OF WILLS
� 1 COUR7HOUSE SQUARE
� CARLIS�E PA 17013
______________________________ ETAIN LOWER PORTION ROR YOUR RECpRDS l�^
CU7 ALON6 THIS LINE �-►
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REY-1547 EX APP t02-133 N4TIC OF iNNEBZTANCE TAX APPRAI$EMENT, AI.IONANCE 6R
DISALL 1WANCE QF DEDUCTZ6NS AND ASSE5SMEN7 OF TAX
ESTATE OFs PECK SH�RLEY EFILE N0. :21 13-0108 ACN: lpl DATE: 06-24-2013
TAX RETU N NAS: SJ(? AttEPTED AS PSIED C ) GHAN6ED
APPRAISEF YALUE OF RETURN BAS D ON: 4RI6INAL REFURN
i. aeal Estace csoheaule n� ', �y� 165,300.00 NOTE: To ensure croper
2. Stocks and 8ontls {SChetluia B)� t27 .0O cretl3t Yo vaur accounk.
�� subm3t tha upper portion
3. Closely Ncld StoekfPattnershijp Intarost fSehaduls C} [3} of this form xith your
4. MO�tgage5/NOtes ReteiV9ble CS�chsdula D) (4) •�0 taX peyment.
5. Casb/Bank DePOSits/Misc. Pers�onal Prvparty (SChadule E) (5) 15$�]87.00
b. Jolntly Oxnad Property {gchadulc F} C67 51,020.50
7. Tranxfers iSChedule G3 �'; ��� 5�276,�0
e, iotal Assetx �'�� C8) 390.383.50
APPROYED IIEDUCTIONS AXI} EXEMP'M'I4NS:
4. Funaral ExpanseslAtlm. Costs/�I15<. Expenses CSChedule H) tq} 21.$31.60
10. De6ts/Martgage Liabiltkles/L�.ens (SChetlule I7 (10> 5.000.00
1i. rotai oeaUOtto�s {ii� 26,831.00
Y2. Net Yalue of Tax Raturn � t127 �53�552.50
13. Charita6le/GOVernmen#al Bequ4sts; Non-ale<ted 9113 Trusts (SCBeAula J) �lg� •00
14. Net Value of EsYate Su6jecT ko Tax (147 353.5��.50
NOTE: If an assessEent was $ssued previausly, Lines 14, 15, 16: 17, 18 andlor 19 xili
reflect fiyuros that �nclude the total of all returns assessed to date.
ASSESSMENT OF 7AX: ''��..
15. Amount or �..tne �4 at svousai: rate tis� .�0 X pp = .00
1s. nmounz or �sne i� taxaeis �t��. i3.naaf rats cis3 ;�;-F��-�� X 045 - 15,409.86
17. Amouni of line 14 et 5lbling'� rafe C177 -�� X 12 .00
18. Amount af I.Sne 14 tazable ak�. collate�al rate C18) .00 X 15 .00
is. Prtneiaai Tax nua � �i4}= 15,904.86
TAX CREDITS:
PAVMEN7 RECEIPT DISCOUNT C+) pMOUNT PAID
DATE NUMBER ! TNTEREST/AEN PAID (-)
0 -02- CD017 2 95.49 1b,000.0
i
', TpTAL TAX PAYMENT 16,795.49
' BALANCE pF� TAX DUE 8g5.63CR
ZN7fREST AND PEM. .06
��� TOTAL DUE 885.63CR
* ZP PAID AK7ER DATE ZNDZCATED, SEE�REVERSE ZF TOTAL DU£ ZS REFLECTEp AS A CREDZT {CR7� YQU MAY $E 9UE �ht`
FOR CA4CUlATI�N OF AODITIONAI ZHT�REST. A REFUND. SEE REYERSE STDE F4R ZNSTRUCTIONS. \��t��
�pt
—_
RESERVATlINd: Estates of decedants dying on or betore Dec. 12,1982-tf eny tuWre iMerest in the estate is transferted in possession or
enjoymeM to collatgrel beneficiaries of the decedent after ihe e�irelipn of�any ystade for 8fe or yaars;the Comrtanweakh
hereby expressly rexerves the riqM to appraise and assess tranafer inheri�nae tazes at the lawtul collstaral�ate on any such
future interest.
PAYMENT: Detach the tap portion of this nodce and submit with yaur�yment W tfie Repiater of Wills indicated on the front af the no6ce.
Maka check or monay prder payaWe M:REC,ISTER OF WILL,AGENT.
REfUN6(GRj: A refund of a ta�c credit not r�sled an ttse ta�c reNm may�requested by compl6tir��n Apptication far ReEund pf
Pennsylvania lnherita�e arid Esta#e Ta�c{REV-1313). ' are avaNaWe from the clspsi#menYs web site at
,any Repister of Wflts or RevernM tNsbfCt CNfiee,or hpm tMe deparBneirl's 24hour fomis ordering
service:1�800.362•205q;services for tazpayers with speClal.heatitlp atM�or speakinp needa:1-800-447�302f1(TT nny).
Please alkaw 4-6 weaks from the date a retund was greMed ro ar�ive. �
09JECTiONS: Any party In interest not satss5ed with the appraisement,albwance or disalbwance M deductions,or assessment of t� �
(incNdinp dis�urrt or interest)as shown on this notice may object wfthin 60 tlays of the date qf receipt of this notice by: �
A) Fili�g an appeal pnline at on pr defore tt�e appeaE deYa�iderrtified an ihe frorK of Mis notice.
4r ssrukr�a written#otest�:PA�rtt of Reverwe,Baard of Appeai�,P4 HOX 287241,HatrisWug PA t?128-1021;
B} Naainp the matter det�rrtin�,!at wc#t ofttM aecouM of tMe persorta€re�eBentatwe;or
C) C)Appealing to the Orphans'Court.
ADMINISTRA7IVE Errors discovered on this assessment should be addressed in writir�g iq:PA Department of Revenue,$ureau of Ir�tNvidual �
GORREGTiONS: T��,AITN:Post nt Re»sw Unft,PO BpX 28a601,Fiatdaburg PA,17i28-1421,Phane{'If?)78T�65A5. See p�e 4 .
Instructipns for Inheritaru�Tax Retwrr#or a�Resident Oebederrt(REV-1501�}for an exptanakon ot administraCrvely twrrectabfe
arrors.
DISCOUNT: If any ta�c due is paic!within ihree calendar morrths after the dacedenYS daath,a flve percent discount of the taz paid is allowabte. �
iNTEREST: IMerest is charged beQinning wii#i flrst day of de{irpuency,or nine mpnths and pne date from date of death,to the date of ��
, payment. Annual iriterest rates are available on Form REV4611,avpilable at w�wvt.�eveng@,g}�.oa.us,or upon rquest by
calling 1•888-728-2937. �
interest is caicuiated as foibws: �
INTEREST=BALANCE OF TAX UNPAIb X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
Any NotiCe issued atfer the tax beCOmes deGnqusnt wiii refied an interest calculatan to 75 days heyond the date of the
sssessmerrt. B paymenf is m�a#ter the irrterest cakw�r date shrn.a ort the NoNCe,adcfltionai interest rr�st 6e caks�Iated. -�