HomeMy WebLinkAbout08-02-13 - �I
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NOTICE OF INHERITANCE 7AX �i�` pennsytvania
HUREAU OF ZHDIVZDUAL TAXES AppRAISEMEN7, AL�OWANCE 4R DISAILOWANCE DEPARTMENTOFREYENUE
iwHeRtraNC� rnx oivis[ox aF DEDUCTIUNS AND A5SESSMENT OF TAX ��� REV-1547 IX AFP coa-ia�
PO tlOX 240601
NARRISB�Af6 PA 1712$-U60I
�„_„ „ AATE 08-05-2013
REC�.,:.•
' �- r�= '�i" ESTATE OF PARTHEMER DARLEME H
��" �. t�r , . _„ DATE OF DEATH 12-02-201I
FI�E NUMBEk 21 11-1334
:�U(3 �;�j � F+�� t C4UNTY CUMBERLAND
SHTELDS III CHARLES E r � ��
ACN lAl
6 CLOUSER RD �t ��-,�, ._ .. APPEAL DATE: IO-04-2013
MECHANICSBURG PA �7�,��`���a1 �' (SeereversesEdcunderObjecHons)
� r;t";�°`'' {;�J;}'r A�ount Re�itted��—��----�
G��¢����-�`t�� ���•. PQ NAKE CNECK PAYABtE AND REMIT PAYMENT T8:
REGISTER OF WILLS
1 COURTH4USE SpUARE
CARLISLE PA 17013
CUT ALON6 THIS LINE �! RETpIN LOWER PORTSOH F4R YOUR REC6R05 t�
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REV-Y54T EX AFP (02-13) NOTZCE OF iNHERITANCE TAX APpRATSEMENT. ALLOWANCE OR
QISALl.OYtANCE OF DEDUCTIONS AND ASSESSMENT OF TpX
ESTA7E OP: PA&THEMER DARLENE MFILE N8. :21 11-1339 ACN: lUl OATE: 0&-05-2013
TAX RETURN WAS: CJ(} ACCEPTED AS FIIED t ) CHANGED
'� APPRAISEII YALUE OF RETURN BASED 8N: ORIGINAI RETURN
2. Rsal Estate iSChadulo A) (1) 226r025.0� NOTE: To ensuoe praper
P. S{OGKS and Bontls (Schedule 6) t2� 27r311.35 cratlit to vour aeeount,
OQ SUbmlt Sh9 UPpBP ROrkS4n
3. Closaly Heltl Stock/Psrtnersbip In4srest (SChedula C} f3} of thls form wtth your
4. Mortgages/Notes Receivable CSChsGUla D) C4) ��Q tax paYmant.
5. Casn/Sank DepositslMisc. Parsonai Proper#y tSeMadula E) t57 43�292.60
6. Joint2y 4wned Propo�ty tSChedula f) C6) '��
i. Transrers tscneauie c� f77 121,815.93
8. Total asseks ;gy 468,444.69
APPROVED DEDUCTIONS AND EXEMPTI4NS:
9. Funeral Expenses/Adm. Cpsks/Misc. Expansqs (SChadula H) �9� 64.b89.�3
2D. DebtsfMortpagc Liabii3ties/Liens (Schedule I> (1p) 872•45
11. ratal Deduciion: ii17 65r5b2.68
iz. eet va1�e ot rax Raturn �1z� 402,8$2.20
13. Charltable/GOVerrrmantxl Saqaasts; Mon-elaetetl 4213 Trosts CSchadule J7 �13� _ .00
14. Nat Yslu> of EstaYe SUb�ect ta Tax �iG� 402.8&2.20
NOTE: If an assesswen# was issued previously, Lines 14, 15, ib: 17, 18 and/ar� l9 x312
reflect fipures that includm the tatal of s21 raturns assassed to Eate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at svousal rata C15> •�10 g 00 = .00
ld. AmounY of l,2ne 14 taxa�trle at 13nea1 rata C16} ��•����7F X Q45 = 2,529.60
1t. AmounY of ltne 14 at sibling ratq t17) �4F•668_9�i X 1$ ' 41.6U0.27
18. Amount of line 14 taxable at coila#eral rate t187 .00 X 15 .OQ
14. Principal Tax Due �19�� 44,124.87
TA7C CREDT7S:
PAYMENT RECETPT DISCOUNT C+) AMOUNT PAID
6ATE NUMHER INTERES7/PEN PAI� C-)
0 -0 - 0 D 1 5 00. 4. .0
�5-24-Y013 CD017666 727.74- 34,857.62
EALANCE OF UNPAID INTERES7/PENAl7Y AS 4F D5-25-2013 TOTAI TAX PAYMENT 44,129.87
BALANCE OF TAX DUE ,pp
INTEREST AND PEN. 11.10
TOTAL DUE 11 .10
� IF PAID AFTER DATE INDICATED. SEE REYERSE If TpTAL 4UE IS REFLECTED AS A CREDIT (CR}, ypU MAV BE DUE �+�
FOR CALCULATION OF AUDITIONAL INTEBEST. A REFOND. S8E REYERSE SIbE FOR ZNSTRUC7TONS. c.1��Y
t�i
RESERVATION: Estater of dqcedents�dyi�p on or befwe Dec.t P, i982-H any fuWre iMer�t in the�eatate is transferrsd in ppasession or
enjoymeM ta caNaterai beneficiaries o#the decadert after the ezpiratian of�any estete tor l�e.w years;ihe Gpmrrwrnvealth
hereby expressty reserves tlie�rigM ka appraise and assess vanster inl�efttar�ce taacss at tlie lawful collateral rata on any such
� future inffirest.
PAYMENT: Detach the top.porlinn af this rwtice and submit wikh your payme�t to the Regisier of Wills in�cated on ttre front of th¬ioe.
Make check or moneynrd�payabie to:REGiSTER OF WILL,AGENT.
REFtiND(CR}: A refund qf a t�credtr riot rer,�ested pn tfie ta�[reWrn may be requested by compleyng an.AqpNCation fa ReSUnd of
Pennsylvania lnheritance and fstate Taz{REV-1313}. Apppcations are aveifaMe from fie tleputtmenCs web site at
� ww�v.reve� ���nY RepiSter of Wills or Revenue DisMiaY�Ofpce.or from tl�e dspsdrtmen['s 24how fwms.orderir�q
service:1•BOq^36�-.�. 50�,flervlCes tor taXpayere wfth Speael heetri�ansi/or sPeaking needs:i-8tM3-447-3020{TT aniy).
� � Please ailow 4-6 weeks trom Me tlate a refund was graMed to amve.
OB,IECTtt)P3S: Any pariy in irrterest rrot satisfred with tlie appraisement,albwance or tlis8llowance of dt�ducW�ns,.or assessment of tau
. {inchidlrq�discpurrt ar interest)as shown on this notice may object within 60 days of the date pf recelpt of this notice by:
A) Filing an appeal anline ai � �on or b�sfora tlie appeai dsde i�ntified on the frora W this rrotice.
� Or sending a written protest to:PA Deparfine�rt o(Revenue,8aard af Appeais,PO BOX 281241,Harrisdurg PA 17128-1027;
� 8)�Hevinp Me matter ddEartmrred�at at.�t ot the acxwuM oi�pereonal represeMahve;or
Cj CjAppealinp to the Otphans'CouR.
ADMlNISTRA7IVE Errors discovered on Mis Assessment shoukl be addressad in writing tq:PA Deparpnent of Revenue,Btmeau pf individqei
� CORPEC710NS: Taxes,AT17J:Post kssiessmsnt Reviaw.UnR,PO BqX 28Q6U7,Harri�6urg PR,47128-1027,Phorre{7S 7}787�85Q5. S�e p�e 4
. Inshuctions ior Inheritance Ttix Return for a Resident DecedeM(REV-1 S01)fa an expinrtation of adminieVatively correctable
errors.
. DISCdUN7: It any taY due is paid witMln three calendar months afler the decedenYs death,a five percetrt cGsCOUnt qf the tau paid is aAOwabie,
, � INTEREST: Intarest is charged Deginninp with first day oi deiinquency,or rrirre mon#rs and orre dsie trpm date of death,ta ths d�fe of
payment. Annual interest rates are avaiisbie on Form R£V-i 6t t,avaitat�s at www_reven��s.g re.oa <,or upon rquest by
. catfing t-888-728-2937.
� . Interest is cal�ulate�i as follows:
� . fNTEREST s BALANCE OF TAX UNPAID X NUMBER 6F DAYS DELINQUENT X DAIIY lNTEREST FACTOR
Any Notice issued at£er the tax becomes deAnquent will reflect an interest calculation to 75 days beyond the date of the
�- assessment. It payment is made atter tlre interest eslcula6on date shaw on the NoUCe,addiNonai interest must be catculated.