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Home My WebLink About11-19-14 COMMONWEALTH OF PENNSYLVANIA REV-1162 EX�11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUALTAXES DEPT.280601 HARRISBURG,PA 1 7 1 28-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 019935 MANUFACTURERS&TRADER TRUST CO 1 WEST HIGH ST CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL NUMBER _____'_' fold __'___'_" '_____" 101 � S 2,646.09 ESTATE INFORMATION: sstv: � � FILE NUMBER: 21 1 3- 1 259 � �ECE�EtvT N,4ME: RIDDLESBERGER MAY KITZMIL ER � DATE OF PAYMENT: 1 1/1 9/201 4 � POSTMARK DATE: 1 1/1 9/201 4 � courvTY: CUMBERLAND � DATE OF DEATH: 1 1/1 9/201 3 � � TOTAL AMOUNT PAID: $2,646.09 REMARKS: CHECK# 200460368-7 INITIALS: CJ SEAL RECEIVED BY: LISA M. GRAYSON, ESQ. REGISTER OF WILLS REGISTER OF WILLS � � NOTICE OF INHERITANCE TAX �� ? �Q'nnS��Van�a APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ' DEPARTMENTOFREVENUE BUREAU oF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX INHERITANCE TAX DIVISION �� - REV-1547 IX AFP (OB-13) PO BOX 280601 ��;,.^,"� , -;^Gnr �- HARRISBURG PA 17128-0601 '°b"=-�- �� t � +li i �1� ��-- �- ' `_ �_S �- � DATE 11-10-2014 �r;l, ±1f�, G � r ESTATE OF RIDDLESBERGER MAY K � �U 19 i �� ` tl, DATE OF DEATH 11-19-2013 FILE NUMBER 21 13-1259 vi.� , ;, ^�: � COUNTY CUMBERLAND MATEYA MARK � ,:;1' ('� - ACN 101 � �i,-� 55 W CHURCH AVE C(J k ., ; � APPEAL DATE: 01-09-2015 CA R L I S L E P A 17 0�� ' � `� �t (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS �- ------------------------------------------------------------------------------------------- REV-1547 EX AFP C08-13� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: RIDDLESBERGER MAY KFILE N0. :21 13-1259 ACN: 101 DATE: 11-10-2014 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate CSchedule A) �1� 268�000.00 NOTE: To ensure proper 2. Stocks and Bonds CSchedule B) �2� .00 credit to your account, .00 submit the upper portion 3. Closely Held Stock/Partnership Interest CSchedule C) C3) of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) •�� tax payment. 5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 641 ,809.73 6. Jointly Owned Property (Schedule F) �6� .00 7. Transfers CSchedule G) �� .00 8. Total Assets C8) 909,809.73 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9� 8 3,655.61 10. Debts/Mortgage Liabilities/Liens CSchedule I) C10) 5,824.86 11. Total Deductions cll� 89,480.47 12. Net Value of Tax Return �12� 820,329.26 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) C13� . 00 14. Net Value of Estate Subject to Tax �14� 820,329.26 NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will reflect figures that include the total of all returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at spousal rate (15) . 00 X 0 0 = .00 16. Amount of Line 14 taxable at lineal rate C16) 79r'•;�9-�� x 045 = 35,789.82 17. Amount of Line 14 at sibling rate (17) -�� X 12 = .0 0 18. Amount of Line 14 taxable at collateral rate (18) 25�000.00 x 15 = 3,750.00 19. Principal Tax Due �19�= 39,539.82 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) pMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 02-14-2014 CD018761 1,789.47 34,000.00 07-10-2014 CD019405 .00 1,125.35 INTEREST IS CHAR6ED THROU6H 11-25-2014 TOTAL TAX PAYMENT 36,914.82 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 2,625.00 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 21 .09 TOTAL DUE 2,646.09 � IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. RESERVATION: Estates of decedents dying on or before Dec. 12, 1982-if any future interest in the estate is transferred in possession or enjoyment to collateral beneficiaries of the decedent after the expiration of any estate for life or years;the commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. PAYMENT: Detach the top portion of this notice and submit with your payment to the Register of Wilis indicated on the front of the notice. Make check or money order payable to:REGISTER OF WILLS,AGENT. REFUND(CR): A refund of a tax credit not requested on the tax return may be requested by completing an Application for Refund of Pennsylvania lnheritance and Estate Tax(REV-1313). Applications are available from the departmenYs website at www.revenue.state.oa.us,any Register of Wills or Revenue District Office,or from the departmenYs 24-hour forms ordering service: 1-800-362-2050;services for taxpayers with special hearing and/or speaking needs: 1-800-447-3020(TT only). Please allow 4-6 weeks from the date a refund was granted to receive the check. OBJECTIONS: Any party interest not satisfied with the appraisement,allowance or disallowance of deductions,or assessment of tax (including discount or interest)as shown on this notice may object within 60 days of the date of receipt of this notice by: A) Filing an appeal online at www.boardofappeals.statepa.us on or before the appeal date identified on the front of this notice. Or sending a written protest to:PA Department of Revenue,Board of Appeals, PO BOX 281021,Harrisburg PA 1 71 28-1 021; B) Having the matter determined at audit of the account of the personal representative;or C) Appealing to the Orphans'Court. ACMINISTRATIVE Errors discovered on this assessrr�ent should be adu+ressed in writing to:PA Department of Revenue,Bureau of Individual CORRECTIONS: Taxes,ATTN:Post Assessment Review Unit,PO BOX 280601,Harrisburg PA, 17128-0601, Phone(717)787-6505. See page 4 Instructions for Inheritance Tax Return for a Resident Decedent(REV-1501)for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three calendar months after the decedenYs death,a five percent discount of the tax paid is allowable. INTEREST: Interest is charged beginning with first day of delinquency,or nine months and one day from date of death,to the date of payment. Annual interest rates are available on Form REV-1611,available at www.revenue.state.pa.us,or upon request by calling 1-888-728-2937. Interest is calculated as follows: INTEREST=BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR Any notice issued after the tax becomes delinquent will reflect an interest calculation to 15 days beyond the date of the assessment. If payment is made after the interest calculation date show on the notice,additional interest must be calculated. � REV-1470 EX(01-10) - INHERITANCE TAX �: � �� pennsylvania EXPLANATION r dEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRI BUR PA 17128-0601 DECEDENT'S NAME FILE NUMBER May K Riddlesberger 2113-1259 REVIEWED BY ACN 101 Yvonne Agent ID 96 ITEM EXPLANATION OF CHANGES SCHEDULE NO. � 2 Changed tax rate from 4.5 percent to 15 percent since an ex dauqhter—in- law is a collateral beneficiary. p:�,G l,v q,._ ��:: ;I�/e`��— � .,� — � ��r� �.�'v`.�e� � ��,,,t' . . `� . � � ��