HomeMy WebLinkAbout08-12-13 COMMtlNWEALTH OF PENNSVLVHNIA REV-1162 EXI11��96)
OEGARTMENT OF REVENUE
BUREAU OF INDIVIDUALTAXES
DEPT.28QBOt
HARRI58UFG,PA 1]128-0801
PENNSYLVANIA
RECEIVED FROM: INHERI7ANCE AND ESTATE TAX
OFFICtAI RECEIPT
NO. CD 018019
SHIELDS CHARLES EdWARD II!
SIX CLOUSER ROAD
MECHANICSBURG, PR 17Q55
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
------ �a�d -------
101 � $11 .10
ESTATE INFORMATION: ssN: �
FILE NUMBER: 211 1 -1339 �
oECeaErvT NaMe: PARTHEMER DARLENE M �
DATE OF PAYMEPIT: 48J 14J2(?13 ,
POSTMARK DATE: Q$Ii�I2O13 j
COUNTV: CUMBER�AtVD (
DATEOFpEATH: 72/02/2011 �
�
TOTAL AMOUNT PAId: 517 .10
REMARKS: RGPT TO ATTY
CHECK# 3181
INITIALS: DB1
sen� RECEIVED BY: G�ENDA FARt�ER STRASSAUGH
REGISTER OF WILLS
REGISTEFl OF WILLS
S/,./,� �an �Fic y,hM b9� _ g�vy t" _� �,. �'r-,�
MOTICE OF INNERITANCE TAX j i� pennsylvania
Y�,s APPRAISEMENT. AILOWANCE OR ➢ISALIOWANCE DEPARTMENTOPREVENUE
ari ERirnwce rnzA�rvisiori RT�t,V���� lt;���TI0N3 AND AS5ESSMENT OF 7AX ���
ftEY-1547 IX AFP (03-13)
PD DfiX 28U6U3 n �":..„- �{�� : ��
NARRI58UR6 PA 11128-Ob01�������"��`��tTf-�r�'���'�
�;� �'�J�' 13 `4`E',"1 �t��3 DATE os-os-zoia
ESTATE OF PARTHEMER AARLENE M
'ii�i� f���� 1 �,�,�i�_.� y �� DATE OF DEATH 12-02-2012
^�L�r"� C�r� pIL£ NUM6ER 21 11-1339
�RP �u�UR� COUN7Y CUM$ERLAND
SHZELDS II�ip����.`fEtL�,f�A ACN l0i
6 CLOUSER RD� �Y��H APPEAL DATE: 10-04-2013
MEC HAN Z CSBQI�����'}��+4,"� {See reverse side undtr Objeetions)
Awount Re�ittetl �� -, �
MAKE CHECK PAVAHLE AND BEMIT PAYMENT T0: �
REGISTER OF WILLS
1 COURTH6USE S4UARE
CARLISLE PA 17D13
CUT ALON6 THZS LINE �-? RETAIM �4WER PORTIflN FOR YOUR REG4RDS 1---
'--'--.'-"-"""--..'--'-"'-'---'--"-^""""'-""'--'--^'-"--'--^'--_'-"-"'-"-"-
REV-1547 EX AFP CO2-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR
DISA�LOWANCE OF DEDUCTI6NS AND ASSESSMEHT OF TAX ,_�,
ESTATE OF: PARTHEMER DARLENE MFILE N0. :21 11-1339 ACN: 101 DATE: D$-05-2013
TAX RETURN WAS: C}O ACCEPTEO AS FILED ( 3 CNANGED
APPRAI5ED YALUE 6F RETURM BASED ON: �1RZ6INA� RETURN
1. Real Estate (Schgdule A) (1) �26r025.�0 NOTE: To ensure proper
2. Stocks ana Hontls LSeheCule B) t2> z7r311.35 creeit to yaur aetourt,
.00 g�hmSt the upp6r po�tlon
3. Clasely Naltl StocWPaKnershSR =nte�ast tSChedula G) C3) of this to�m wit� your
4. Mortgayas/Notbs Raeolvable (SChadule D) C47 '00 tax paymenk.
5. Cash/&a�k Deposits/Nisc. Parsonal Propsrty {SChetlule E} {5} 93.292.60
6. Jo3ntly Ot+ned Property (SChedule F) C6) '�d
7. Transfers tSChetlule G) t7} 121.&15.93
t. Totai Asaets C8> 468.444.88
APPROVED DEDUCTIONS AND EXEMP7IONS:
9. Funarai ExpensasfAdm. CostslMisc. Expansas LSChaduls H} {ya 54,b$4.73
10. Debts/MOrtgage L3abilit3px/Liens C5chedule D (10) 8�2•95
11. Tokal Deductions ti13 �5r562.b$
12. Net Yalus of TaX Return L12) 402r882.20
13. Charitable/QOVernmental Beque5ks7 Non-slectetl 911i Truats (Sehedule J) �lg� •40
i4. Kat v�iva ot �state sue�act to Tax �iya 4�2,882.2U
N4TE: If an assessrent was issuetl previously, Lines 14, 15, 16, 17, 18 antl/or 19 will
reflect fiyures that inciude the total of ail returns assessed to date.
AS5ESSMENT OF 7AX:
15. Amount of Lina 14 at spousal rate L15) .60 x 00 .60
ia. nmount ot lins t4 taxacia at itnrai �ata t1s� ����"��� x 045 � 2,529.60
17. Amount ❑f L1ne 14 at sibling rate (17) �46.66R.96 X 12 41 .b00.27
78. AmauM af Line 14 taxabie at collateral rote (18D .00 X 15 .�0
19. Principal Tex nue �19�m 44,129.87
TAX CREIIITS:
PAYMENT RECEIPT AISCOUNT C+) AMOUNT PAID
DA1E NUMBER INFERESTIPEN PRI➢ {-}
U -02-20 2 CD 15 2 0. 0 9,50 .00
05-24-2013 CD0175b6 ?27.74- 34,&57.61
BALANCE pF UNPAID INTEREST/PENALTY AS OF 05-25-2013 TOTAL TAX PAYNENT 44,124.87
BAIANCE 4F TAX DUE ,p0
INTEREST AND PEN. 11 .10
TOTAL DUE 11 .10
� IF PAID AFtER UATE iNDICA7ED, SEE REVERSE YF TUTAI DUE IS REPLECTED AS A CREDIT tCR}, Y6t7 MAY BE DUE
P�R CALGULATION OF ADDITIUNAL INTEREST. A REFUND. SEE REVERSE SIDE FOR IN57RUCTIONS,
RESEftYATION: Esffi�of � dyir�pn-or tseWre Dec.12,i�'L-if any tuWre inqtuesEin ttm 6s�r 3s in � n or
e�lal�t ta p5?tat�'aI bery�dan;es of the decedent after the e�iota o16[qE QAt�4 h}r I�M cr �, :�,s Cqt�9@W�v997Mh
hereby supretellY reeorves�a right to appraise antf assess trar�fer i�et8ance taxes at�e ra�on arry such
future'srnerest: . . .
PAYMENT: Detach ttfe�.:pwfion.flf#f�c natf�e ar�submft adth Y�'PBrinem W tFre Repiater of��tr�cafed on ttre froM ot tha rwtice.
Make che�dc�tlY NSOney ortler p�ty9Ui�Yo:REGISTER OF WILL,AGENT. �
REFUN4(CR}: A refund of a ts�c credit not requested pn the[ax relum may be req�wsted k�!,� .. fw R�of
PenngyNarda Mheritence and Eatate Tan{RfiY•7$f 3}. � ' ais a+�Ill �b at
Y�maY.C¢ttr� .�,anYRepietarc�WlNsbrt#avaratti A�Aie,crittlAa� � aNllourkim��-oMerinq
servfoe:7�BQD�982•. 54;servkes for te#q?aYers with aP��+berMO�lor epee�inp:-ns6de:1-8�Cl-4,4>-302d(Tf an1Y?•
PIes,Se aibw d-6 weeks frorri tlie'�ate a retund was�aMsd M aaive.
48:lECTI�NS: Any parly in irrterest not satisfietl with the appraisement,aNa.vaxe or ' ot ' .or e�seRBat9nt.pf tax
{indc�"111tp�iecpurrt or interest)as shown on ihis no#Iae may object wiihin&0 daye of Mre da#e M rdCOip{b1 tliis no�ce�by:
A} Fiktrrp an a�seai aniine at on or befae tlse BppeAi d��ideMi6ed on the{rortt af this ra5ce. �
6r ser�ding a written piakast ta:PA DeparimeM of R9venue,Board of Appea�,PCY��X 28121)t,Ne.rrisburg PA 17128-1021;
B? HavinB the matter de�rmined ai audit of the account at the perapne�i teprese�tative;or �
C} C)AppdaRng to the Orphsns'Gourt.
AO ISTRATiYE Errors�scwv�reti on this assessmerrt shouid be addressed in writing ta:PA Departmpnt of Reverq+e�BurWU qf Jnd'r�A[kie.I �
C ECFIONS: Taxei9,:4TTN:POSt Ae�es6ment R�aiew Urot,PO�iOX 28SIB01,HnCfh3p�yt PA,i T1�.16�i,i°t�ne'f717�?�Q6P6. 5�ee page 4
Instructiotrs for Inheri6anCe taz ReNm for a R�siderK Dec�tlent(REV-1501¢hu�+ . e(ss�ti . t�rcec6�bia �
EROfS.
OISCOUNI`: if any taz ck�e is paid within three calendar marsths aiter ttie deCedeM's deMh,a flve peroeM��acount af tFie ta�c paid is.allowabie. .
INTEfiE3T: lnterest is charged bepinni�with first day of c�� or Nne monthts 8+�d br�e d�#[orn�te of death,ta the da6e of �
paymenY. Mnuai iMerest rates are availeble dn For�V•1817,avail�e at ,a upol.rqUe�by .
calliag t•858-726-2937. .. . :
Interest's calsu{eted as foildws:
iNTEREST=BALANGE OF TAX UNPAIp X NUMBER OF DAYS DELINQUENT X DAILY IN7EREST FACTOR -
Arcy Plotice issued after the t�bacomes definquerrt witi r�flect an inte�rast oetculatlon ta 16 d�ya beyoMi the.date!bf.#he �
assessrrient. M payment is made after the�interest CaICUlAlian.d8te sfaw on the Nolice,addNkinaf Mtarest rtwet be caiculated.
CHARLES E. SHIELDS, III
ATTORNEY-AT-LAVi'
6CLOUSERROAD
Corner of Trindle and Clouser Roads
MECHANICSBURG,PA 17Q55
GEORGE M.HOUCK TELEPH6NE {717} 766-62Q9
(1912-1991) FAX (717) 795-7473
Augixst 12, 2013
Register of Wilis
Cazlisle Courthouse
One Courthouse Square
Cazlisie. PA 1'70I3
Attn: Wanda
Re: Estate ot'I}�rlene M. Parthemer
File Number 21 11 1339
Dear Wanda:
Please find enclosed check number 3181 in amount of$1 t.I4 in paqrnent ofthe enclosad
Inheritance Tax for the above referenced estate. Please call if yau have any questians.
Thank you.
Very truly yours,
C����'c�a�1?��'�' �� �'
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