HomeMy WebLinkAbout08-02-13 NOTIGE OF IMHERITANCE TAX � pennsylvania
APPRAISEMENL ALLUWANCE OR BISAtLOWANGE
$UkEAU nF ittnivinoa� iAxes qF DEDUC7IONS ANA ASSESSMEN7 4F TAX �j'� DEPARTMENTOFREVENUE
INHERITANCE TAX OIVISION RkY•1547 IX APp (03•13)
PO BO% 2EU601
WIRRISBU&6 PA 17728-0601
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DATE 08-05-2D13
��^,y ; ��,:": , �,� �., . `..;i ESTATE OF SHUEY RICHARQ D
OATE OF DEATH 09-03-2012
'!;!3 �'��U 2 F'� y G7 FILE NUMBER 21 12-1054
� COUNTY CUMBER�AND
MURREN 8S4 KATHLE�+N �&,., ,,= p��N 1D1
FL 6 ""-- APPEA! DATE: 10-04-2013
17 S 2ND ST ��� i��`. �u �'�:7 � {See reverse side under Objeciions}
HARRISBURG C���AI)A;��'"s�v., PA A�ount Ra�itted��-----^-�
MAKE CHEGK PAYABLE AND REMIT PAYMENT T0:
REGI5TER OF WILLS
1 COURTHOUSE SQUARE
CARLIS�E PA Z7023
CUT ALON6 TNIS LINE __ r! RETAIN LOWER PORTION FOR YOUR RECORDS t-�
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REV-1541 EX AFp CO2-23) NOTICE 4F ihHERITANCE TAX APPRAISEMENT, AtLOWANCE OR
DISAlLOWANCE dF DEDUCTIONS AND ASSESSMENT dF TAX
ESTA7E 4F: SNUEY RICHARD DFItE H0. :21 12-1059 ACN: 101 DAT@: 0&-Q5-2013
7AX RETURN WAS: CJ(7 ACCEPTED AS FILED f ) CNAN6ED
APPRAISED YAEUE OF RETURN SASED ON: ORIGINAL RETURN
1. Raax Esxata cscneauia a> �y� 169,900.q0 NOTE: 7o ensure Prooer
2. Stocks and Honds CSched43e H) �z� .00 crodit ko your accaunt,
,o0 9ubMih #hY UPPBC p0('t10n
3. Closely Neltl Stock/Partnarship Intarast CSChodule CJ C3> of Lh3s form wlkh your
4. Morteages/Notes Receivabla CSChedule D) (4) •00 tax osymant.
5. Cazh/Ba�k DepositslMisc. Personai Fraperty CSchedule E) 15) 10>270.OQ
6. dcintly Ouned PropertY t$Ghoduis F7 C6� 272r837.Q0
7. rraossars tscnaauie c3 �T� 53,356.40
e. Totai Assets <9) 506.363.00
APPROV@D DEDUCTIqNS AND EXEMPTIONS:
9. Funoral Expapsas/Adm. CostsJMisc. Expa�ses CSehadula N} tg� 22 .044.00
!Q. Dobts/Mortga9e �1abilitSesti.ians t5cbetluia l) �10) 967.00
11. Tntal Detluctfons t115 22�011,d0
12. Net Value of Tax keturn ti2� 484r352.00
13. Charitable/GOVernwenFal Baquests; Non-electatl 9123 Trusts t$chadula J) t33> .00
14. Net Value of Esiate SuC�ect to Tax C14� 484.352.00 �
NOTE: If an assessNent wax issued previously, Linas 14: 15, 16: 17, 18 sndlor 14 xill �
refleat fipures that include the total of all raturns assessed to date.
ASSESSNENT OF TAX:
15. Amaunt o4 LSna 14 at spnusal raYe {15} ,OQ X DO - .00
16. Amount ot �ine ta caxeelo at it�sai rate c1a} 4R4-�G� -nn x 045 = 21,796.Oq
17. Amount of Line 14 at sibling rate {7,7� .00 X l�c - .00
16. Ampunt of LSne 24 tazable at eo2lateral rat• (fe] .OQ X 15 .00
19. Principai Tax Due �19�0 21a796.00
7AX CREDITS:
PAYNENT RECEZPT bISCqUNT (+) AMOUNT PAID
DATE NUXBER INTERES7/pEN PAID C-)
1 - - 0 2 D016 7 . 52.6 0: 0 .00
Ob-03-2023 CD017701 .00 743,00
07-24-2013 SBAUJUST .00 .37
70TAt TAX PAYMENT 21,796.00
SALANCE OF TAX DUE ,pp
IN7EREST AND PEN. .00
TOTAL DUE .00
� LF PAID AFTER DATE INGICATED, SEE REVERSE IF 70TAL DUE IS REF�E6TED AS A CREDT7 (CRS, YtlU NAV HE DUE�}��
FOR CALWLATiON oF ADUITIONAL iNTEREST. A REFUND. SEE REYERSE SIpE FtlR INSTRUCTIDNS. ��Y
� RESERYATION: Estaies of dgaede�ts dyitigon or before Dec.12, 1982•if any iuture irNet�t in tlie esWte is hartsterred in pos�ron or
enjoyment ta WN2terat benef�iariea of U�e decederrt after the ezpiratkan ot BI�+.eet8�e l�sr Me.or years;tE��G�tt�anwsaith
hereby express1y reeeive�l�e right ta appraise ami assesa transferinharttance t�es at tlie Isw[ul collatera!rate on arry such
hrture ir�est. . .
PAYMENT: Detach the&fp.poakpn o}.ihis no6ce amtsubmit with.your paymeM to the Register of wiis Indicated on tlre ftont of Yhe ratice.
Make ohpck�or motYtiy brdbr�aysbi8 tp:FtE6iSTER OF WtLL,AGENT.
� REFUNp(CR): A refund of a ta�c crecfit rwt requesiad on tlre ta�c retum msy be raqueated b�t�4u�p}eJi�an. . ' . #or Refynd�of
� Pennsyivsr�e inhar{tar�ce ar�Estate Tau{R£Y-1313). Rppliaatiqns are � Iran Uie � � �s web slke�et
- ww,w.reve � � �` i�.a�Y��r..of Wii�or Rewm��e C1ktN�tiJfAc:e,or fidn H»deperttnenYS�2A-h�ur fomFS orckring
. . service:1-80Q-368' �50;services for Ya�9yers wkh spedal haq�inp anEUor speaidnp naeds:t-�-A4J-3026(2T onty}.
Please albw 4-6 waeks from the date a rufund was gratrtetl to arrive.
' OBJECFIONS:- Any party in iMerest+rot sstisfied with the sppr�meni,albwance or tlisallowarace of deductWns,or.assassment of taz
� (including discouM or irtaresX)as stw�m�ft�s nr�tiica may ob�ect�in 60�days of the date of recefpl of 41ds no8ce by:
A) Fili�p an appeal anline at on or befare iqa appeal dete ideMifie�i�on ihe trorN af ihis nuiice.
Or sendinp a written protest to:PA QepirbnerK a#Reverwe,Soard M Appegis,PO 84X 281201,Harristiurg PA 11128-1421;
. . B} Navmp the mader debsrmirro�i�at aa�k of the accouM Of 2he�psnohet r .. ;or
� C} C}Appea6ng to ttre Orphans'Court.
� ADMINISTRATf VE Errors discovered on this assesa�ment sMwkl be addresssd in writing to:PA DgpartmaM of Revenue,Bureau of Indipidu8t
� GQRREGTIONS: .Taxes,.ATTN:Post Asseasmrat Review.UM[,PO BOX 280601,Nartistwrg PA;iTt28•tiQ2'i,P#qns(Tt�787-fi5t��_ Ssepage 4
�. � Instructions tor Inhetitance Taz Reium for.a ResideM Decedent(REV-i56t)fw an e�lanaiipn ot admkdstratively eprrec3eble
errore.
�� L1ISCOUNT: if any tan due is paid within three calendar morKhs after the decedenYS deaih,e five perceM dscouM oi the ta�t paid is aiiowabie.
� INT6RES7: InUarest is charyed beginninq with first day of delinqUenCy,or nine months and one dete from daie of deaih,to the d3te af
- paymeM. Annuai inkerest retes are avaNaMe orr Form REV-561 i,avaitabie at ,oc upon rt�estby
� cafling t-888-728-2937. � �
� � lnterest Is calculsted as fdbws:
. � WTEREST=BALANCE QF TAX UNPAID X NUMBER OF DAYS DELiNQUENT X OAILY INTEREST FAGTOR
- Arcy NotiCe issu5d after the t�becnmes debtiurX'went wil!seflect an intere&t celculation tq 16 days b0yond the dflte Of the
� sssessment. If payment is made atter She interest aalculaiion date show on the Np[ice,additional iniere�t must be caiculated.