HomeMy WebLinkAbout08-16-13 �i
NpTICE OF INHERITANCE TAX � pennsylvania
suaEau op ixniviDUn� 7nxes APPRAYSEMENT, ALLOWANCf OR DISAI.LOWANCE OEPARTMENT�FREVENUE
INHERITANGE TAX bIYIS10N OF DEDUCTIBNS AND ASSESSMENT OF TAX ��� R�,-ysa� �c nFe coa-ia�
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NFRRISBUR6 PA 17128- bRl�„ ry'^�.Y,. n,."�t n w
R :C��.,;r� ) ., : , �u� OF'
�.� ' -�,i � . ,,,r� r c�,+ DATE OS-i15-2013
ESTATE OF MAURER JOHN F
>'�.i;1 iiUU l.� ill� �..� �9. DATE 4F DEATN 02-20-2012
FI4E NUNBER 21 12-0254
COUNTY CUMBERLAND
4tILEY �i���N�%>� M ACN 101
3 N BALT��f.�'��' ��(f�T APPEAL DATE: 16-04-2013
D I L�SB 0 1287 (Su reverse side under Objections)
�i BERL�P�i1"GkJ'..�t
A�ounL Rewitted�,_,
MAKE CNECK PAYABL,£ AND REMI PAYMENT 74: �
REGIS7ER OF WILLS
1 C6URTHdUSf S�UARE
CARIISLE PA 17013
CUS ALON6 THIS IINE �—�Y RETAIN �dWER FORTION FOR YOUR RECORDS !-- �
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REV-1547 EX AFP CO2-13) NOTICE OF INHERI7ANCE TAX APPRAISEMENT. ALLUWANCE QR
DISALl4WANCE OF tSEQUCTI4NS AND ASSESSlIENT 4F TAX .. ._
ESTATE OFs MAURER JOHN FFILE NO. s21 12-0254 ACN: 101 OATE: 0$-05-2013
TAX RETURN WAS: CjO ACCEPTED AS FILE➢ C J CHAN6ED
APPRAISED YA�UE OF RETURN BASED ON: ORIGZNAI RETURN
1. Real Este�Ye (Schmdule A) �1� 134a500.00 NOTE: To ensuru proper
2. Stocks antl Honds (SCheCUle B) t23 .00 crsdi* to your account,
6�373.04 �ubmit the uaper portion
3. Ciosaly Hald StackfPartnership Interest {SChatlulo C) C3J of this form wit� your
4. Mortgapas/NOtss Reeelvable� CSChedule 4] C4) �00 tax payment.
5. Cash/Bank DapositsfXisc= Parsonal Props�tv tSChe�ulo E3 {5} lrifi3r399.23�
6. Jolntly Owned ProParty cscnoaule F> C6� 39,58�.86
7. Transfars CSChetlule G> (7} •Q4
E. Tota1 Assets �g� 1 ,34'�,.860.15
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. funeral ExpeoseslAdm. CostslMisc. Expenses {SChedule H7 {g} 44.452.2�
10. Debts/Mortgage LiabiliYips/L1ens CSchetlule I) (LO] ZQ.68�.04.
ii. rotal Ueduetsons �yi} 124,133.24
tz, kat vaiva ot rax xecurn {12a 1,219,726.86
13. Charitabla/GOVernman#al Bequests; Non-8lected 9113 7rusts CSehadula J) �jy� -00
74. n�t Yalus of Estats ., bjacY to Tax �yya 1>219,726.86
NOTE: If an assessrkent,,was issuetl previously, Lines 14. 15, 16, 17. 18 and/or 19 wYll
refl�st fi9ures that inelude tha totai of ail raturns assessed to date.
ASSESSMENT OF TAX: �
15. Amount of Line 14 at spousal rate C155 ��8 X �� .��
76. A�oUnt o{ �ine I4 taxabla at lineal r8ta K16) � -��9•���-A� x 045 � $�i�8$�.71
17. Amount of Line 14 at s3Dling rata i17) -�0 X 12 .00
18. Amouot of Line 14 taxabla st coilateral rets t185 .00 X 15 .00
19. PrSncipal Tax Duu �I976 54.887.71
7AX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) p�OUNT PAID
DATE NUMBER INTEREST/PEN PAID {-}
0 -16-20 2 CDp 5986 2,6 7.Si2 50,50 .56
03-11-2013 CDpi7317 ,00 1>729.23
BALANCE OF UNPAIU INTEREST/PENALTY AS OF 03-12-2013 TOTAL TAX PAYMEN7 54,887.71
BALANGE 4F TAX DUE ,Qp
INTEREST AND PEN. 15.74
FOTAL DUE 15.74
� lF PAID AFTER OATE INDICATEU, SEE REVERSE IF TpTAI DUE IS REFLECTED AS A CREDIT tCR}, VOU MAY BE DUE
FOR CALCULATIqN tlF ApDITLONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTkUCTIONS.
RESERYA714N: Estates of �dytnq on�or�:befare��Dec.12,1�2-if any f�urs i�ra�in the esfab is trarrafortbrt in passession or
an�yment to oollateral bengficiarfes of the decedent aker the expiration of ay!,a��4ta tw�tl or yevs;tt�e Commor�weakh
hereby expressly reaervea�!#+e�ri{jkif to appraisa arni assess teansfer inheritanee�zss at tha iawtui caNaterai rete on any such
future iMgrest. -
PAYMENT: 6eUxh the�p pordan of ihis noUce and s�mii wtth yaur paymert ro Uw Repister of Wii�irdicatac{on the front of the norice.
Make check or money ord6r pay8bte to:REGISTER OF WILL,AGENT.
REFUND{CR): A refund of a tarc crecfit not requested on the tax retum ma be requested by pr,1 ' for Refund of
Pennsylvania lnheritance arW EaYdte Tax{REV-7313). A�kceqoma��are ava�te� ` s web site at
� ,aa�l Rapiater of Wi�ar RaventYe�Mict�GlNWo�ov A�niFr� '..:.. 2A�how forrv�ordering
service:1-$Ot,H382t�i6q;seMces for�taxpaYers with special twarinp�.and/or.spealdrag needs:1-800-d47-3020{7'T'only).
Pie�e allow 4-b iveeks irorh the tkte a ietu�d was granted ta aR4ve.
' O&lECTIONS; Any pary�i�interest not saUsfied with ths appraisement,albwance w disaibwa�s of deduc;inns,w a&sessment of ta�c
� {fncltldinp disa.surrt or irrterestj as show�on this notice may object within 50 days of ifie date of receipt of tfiis notice by:
A} Feiing an appeai oniine at ort or bef8re th8 appeal daYe�id6Mified pn ihe front of this notice.
Or sending a written protest ta:PA Department of Revem�e,Boerd of AppeNls,PQ BOX 28f201,Harrisburg PA 1 7 7 28-1021;
B) Having Me matter del�mined az auc�t of tl+e accouM ot�rs parsormi represe��tive;or
C) C)Appealir�to tbe Orphans'Court.
ADA4INISTRRTIYE Error�disGovered on this asses&ment shouid be addressad in wri6�W:PA DepactmeM of Fievenue,Bureau of Mc�vidual
CdAAECTIQNS: Taues,A7fN:PqsYAssesament Fteview Unft,�PO BOX 284601,Harrisburg RA,�77:lt�5•1q2Y,Phorre{717)7Q7-85Q5. See B.�9e 4
f�tructions for lnharttance Tas Retum tor a Resident Deeacfe�i{REV-1541)fw an exp�on of aciministrativety conedabie
errprs.
DISCOUN'f: dt any tau due ts paid with'rn thrge caiandar morahs aRer the des�dent's desth,a five percent discouM of the tau paid is ailowabie.
tNTERfST: f'rierest is charged beginning wi2h firsi day of delirtquer�y,or ni�rrwMhs and ane ciate hom date af de�tth,W the date of
payment. Annual iMerest rates are avallaWe on Form REV-1611,availaWe at www r5ygID19,.atate.oe.us,or upon ryuest by �
calAng 1-$88-7P8-2937. �
Interest is catculated as follows:�
iNTEREST=BALANGE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTE�tEST FAC70R �
AAy Notice issued after the tau beCOmes defir+queM wiii reilaCt an iMerest cO�CUIa¢on OD 75 days beyond the date of the
assessment. If paymant is made aker tha interast ca�ula6on tlete show on the Nodes,addkional intgrest must be ca�ulated.
COMMpNW EAi.TN OF PENN5YtVANtA REV��71 B2 EXf 11-95�
DEPAPTMENT 6P flEVENUE
SVREAV Of INONt�UAL TAXES
DEPT_28�801
HAqRISB�RG,PA 1]128�0801
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEiPT
►vo. co 01 so37
WILEY JAN M
THE WILEY GROUP
3 N BALTlMORE AVENUE
DILtSBURG, PA 17019
ACN
ASSESSMENT AMOUNT
CONTROL �
NUMBER
"__.."__ fo10 _._____.__
~_701 � S15J4
ESTATE INFORMATION: sSN: �
Ft�E NuMBeR: 2112-4254 �
DECEDENT NAME: MAUREft JQHIV F �
DATE OFPAYMENT: 0$/19/2013 �
PQSTMARK DATf: 08/15/2013 �
COUNTY: CUMBERLAND �
DATE OF DEATH: 02/20j2012 �
(
TOTAI AMQUNT PAfD: S15.74
REMARKS: W1LEY GROUP
CHECK# 1296
INITiALS: DB1
SEAL RECElVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
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