HomeMy WebLinkAbout10-21-13 NOTICE OF INHERITpNCE TAX � pennsylvania
�t#y$E�IENT, ALLOWANCE.OR DISA4LOWANCE DEPARTMENTOFREVENUE
BUREAU OF INDIYI➢UAL TAXES �4 TlE�itlQTjS� AND ASSESSMENT OF TAX
IMNERI7f�tICE TAX DIYSSZUX � �' r�.,.� E �F. aEV-i�r oc aFV <ee-ia�
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IURRIBOUR6 P� 171R6-0601 � �� �7��� �t�
����`�'� ��� r � 6ATE 10-22-2013
�� tt� I� �� E37ATE OF SCNAF�ER JR JQNH
�? ;'��.�,` �..,;, DATE OF DEATH 05-10-2p12
�n;'ii rv � FILE NUMbER 21 12-0639
GUt4°' � '+`�� COUNTY CUMBERLAND
CONFAIR SUSAN u�r'�I f
2331 MARK6T ST ''„�-;' ACN APPEAL DATE: 12-21-2013
CANP HILL PA 17011-4642 (SetreversesiFCewnderObfeetions)
Arount Rsr�itt�d�—i�--�
� MAKE CHECK PAYAILH AND REMIT PAYMENT Tp:
REGI57ER OF WTLLS
1 C4URTH60SE SQUARE
CARIISIE PA 17013
CUT ALONC YNIS LINE ___� +�! RETAIN LQWER PORTION.FOR YOUR RECORDS !�
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REY-1547 EX AFP C8d-33} NOFICE OF INNERSTAMCE FAX ApPRAISENENT. AI.I.OitANCE 4R
UISAEL6MANCE OF DEDUCTI8N5 AMD ASSESSMBNT OF TAX
ESTATE OFs SCHAFFER JR JOHN FILE Np. :21 12-0639 ACNs 101 DATE: 10-22-2013
TASC RETURN MAS: {X} ACCHPTED AS FIIfD t } CHANBED
APPRAISED VAIUE OF RETURN BASED ON: ORIGINA� RfTURN
1. R�al Estat• CSchaEUl• A) � �1� 150r000.00 NO7E: To •nsura prop�r
2. S}ocks anA Bnnds CSCDmtlula E7 �Z� .QO crstr3X to youo �000unt.
.a0 suEmit th� vppor vortien
3. Closaly Nsld Stock/Partoors4lp 2ntarast {Schtdula C) f3) of thla torw xith your
4. MortytaY�s/Nates Rac�ivablo CSCh�tlui• D) (4) •�Q tax p�y�ant.
5. Cash/Aank D�po51t5/MisC. PersoMl Propooty {SCbstluls E) (5) g12r�61.81
a. Jointiv oxnea arov.rty cscn.a�1• Fa �a} , 17x347.13
7. transrars cscneaui. o� ��� 302,872.68
e. iotal Assats C8) .1.091.961.62
APPRQYED DEAUGTIONS ANti EXEMPTT4NS:
4. iun�r�i Expanses/Adm, CastslMize. ExO�+�s�s tSahqtlul• HJ tg� . 42.004.43 .
10. Uobts/MOrtpapa LiabSlitias/Lions CSch�dul• 2) (10] 26.809.49
is. rosai Dsauetsons tii� 68,813.42
12. Net Yalu• of Tax 8oturn C127 1�013.267.T0
13. ChaHtaDlc/6overnn�ont�l Bequeats; Non-�l�ctad 9113 Trusts CSchatlulo A C13� .634.975.23
14. Net Velu• of Est�Y• Sub]ati to Tax �lq� �78,192.47
NOTE. If an assass�ant was issusd Rr�Yiausly, Linas 14, 15, 26, 17> 18 andlor 14 vriil
r�flsct fSpures that include #he total of all returns assassed to date,
ASSESSMENT pF TAXa
18. Anount of lina 74 at spousal raks - C15} � .00 x 00 .00
ib. A�ount of L1n• 14 taxabla at 23ou1 nto C143 ���-��� -�� X 045 m 11,257J3
17. Awount of Line 14 at slbl3ntl rat• C17) -i9•6��-p� X 1� ` 4,761.35
16. Amount ot Lion 74 taxable at eollataral rata {16) �8&,343.27 X 15 = 13,251.49
74. Princiwi Tax Due {14}` 2q,27p,55
TAX CREDIT5:
PAYMENT RECEIPT 0 SCOUNT C+) AMOUNT PAID
AATE NUMBER INTEREST/PEN PAID C-)
4 - 7-20 DOlb 1� .53 r .
7pTAl TAX PAYMENT 35,276.30
HALANCE OF TJU( DUE 6,005.75CR
ZNTEREST AND PEt1, .00
TOTAL DUE 6.005.75CR
« SF PAID AFTER DATE INDICATED. SEE REYERSE Zf TOTAL DUE IS REFlEC7ED AS A CRED2T {CR}, y00 XAY &E DUE
. POR CALCUI.ATZOH 6K ADDZ7IONAl ZHTEREST. A REFOND. SEE REYERSE SIDE FOR SNSTRUGTS�NS. �l
�
RESERVATION: Es�t95 of dMO9dROq ' oq or batorE pec.12,18�t:-ifany kpura irkarast in tbo e�Oqoe ie va�ened in po,sesson w
enl?Yment 1D i�4�'��n�kie�iu of tho ds��eeleM aher tl�e e�4f�y��ior NI@ 4�YONB�Uie commornvealth
fiereby exp7pq'tesenro��NP'riptR ro�antl aesws Van9ter ` Wbe'tAi�es af the'lawlul iwN�eral rate on anY such
� hrture ir�r�t. �
�. PAYMENT: Detach the jpp p0�an a#�s no5a and�st�R�k M�th l�a.vvpaY�M to tlie Repister of Wills indcated on the froM W the notice.
� Maka chede'ex money oidlr�peyebb itf:�RE{,�$TEq OF 1NILL5,A(iENT.
REFI7ND'(CR): A reNnd of a tez credil not reqt�eated on the puc reWrn may be requested py cp dD n tor R9fynd of
PennsykaN8lnheril9nce and Es1�e Tax(R�Y-1 S1S). �are au�leWe�h�1e d�teAl'swlbbi�'at
Of W{�At�YA(N�1���M k9R1llIF dOp9NA0FIK8 24hOWf�1ORR8�Ofd8��0
servlCe:7 � '� WIIl1lpl�{BI �Nasp9aldrqneede:l-800-447-3020(lTOnly).
Please albw 4-9 wbdks Mxn tlro�drte�wiie Orankd r�d Nte Check.
� OB9ECTtONS: My party interest not setiafied with the apprdBMnent,allowanca or disa�bwarae M deducHOns,ar W fax
� (indud'irp c�acouM or interest)as slrown on tMa nti�ce mey object wHMn BO cffiys ol the deM of recetpt�o tl�sntiwttce by:
� A) Filinp an.appeal onNne aileroOM �,�an w 6ebre��o . .,R�eW�d:on C�e p�oM of tlus notice.
B) Mp ,�mNMr dg�e�. at autBt af '� � ���,�������1201,Harrisburg PA 17128•1021;
;�1g,�M M the pewonel repr96eMaAve;or
C) Appe�a q�u,e ort��$'ca,n.
ADMINISTRATIVE Errors discavered on ihis assessment should eesed in writlrp to:PA DepaNnent W Fevenue.Bursau ol Individual
� CORRECTIONS: Taxe@.ATTN:Post , R�4yl�r���X 38Q601,HertisM�rg PA,1712b-p601,Phone(717)787-6505. Se6 pa�4
InstruCtbne�for InheRifenCe�Ya�z�qeNm ior a Re�IbM DecedeM(REV•1501).tor an expianetion of administrativey conectable
ertors.
� DISCOUNT: If any tau due is paid wilhin�tl�ree Calendar moMhs efter the deCede�rt's death,a five perCeM discount of the tex peid is aAowable.
� iNTEREST: IMerwt is charped 6epinnirg with first day of nCy or mne moMhs and one day from date ot death,to the dete of
. �y�eM.���rest rates are availetile on��REV-1671,available at www revenue.sfafe.oa.us,or upon rquest by
. IMerest is cabulated as fdbws: � �
�. INTEREST-BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
Any rwtice issued after tl�e taz beaomes dalillquant wi�l refbct a�iMerest cak;ulation to 15 days beyond the date of tfre
. assessmeM. If paymeM is mede after the irrieroSt ca�uletion date afww on the notice,additlo�l iMerest must be cekailated.