HomeMy WebLinkAbout06-17-15 COMMO\\4EALTH OfvErvrvSYLvaKIP FEV-1162 EX111561
NT OF PEVEM1LE
BUPEAU CF IA91 VIOIIPL TAXES
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HPflRiS�VPG,PA I]�29�0601
PENNSYLVANIA
FECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 020853
MCIVER ROBERT H
240 KILLARNEY DRIVE
ROCHESTER, NY 14616
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 S5,424.46
ESTATE INFORMATION: ssr�:
RLENUMeER: Z� 14-O976 I
DECEDENT NAME: REILLY ANN M �
DATEOFPAYMENT: 06/17/2015 I
POSTMARK DATE: O6/1B/ZO�S I
couN7v: CUMBERLAND �
DATEOF DEATH: 70/08/2014 I
TOTAL AMOUNT PAID: 55,424.46
REMARKS: RECEIPT TO ATTY
CHECK# 539
INITIALS: CJ
sen� RECENED BY: LISA M. GRAYSON, ESQ.
REGISTER OF WILLS
REGISTEF OF WILLS
NOTICE OF INNER[TANCE TA% � pennsylvania
wa¢eu oc ixn[viouu iax[5 pPPRAISEMENT, RLLOWRNCE OR DISRLLOW�NCE DfPAFTMENTOFNEVENUE
ixxexrteuce w o�nvox OF UEOUCTIONS ANO ASSESSMENT OF T�% ¢�.�scr n err n�-�a�
ra �m aowi
waaiseuac re irtze-awt
O�TE 05-18-2015
EST�TE OF REILLY ANN M
OATE OF OEATH 10-08-2014
FILE NUMBER 21 14-0976
COUNTV [UMBERLANO
RUSSO PETER J p�N !O1
STE 203 APPEAL OATE: 07-17-2015
5006 E TRIN�LE RO (SeereversesldeunderObjecNonsJ
MECHANICSBURG PA 17050-3651 Amount Reelttetl 0
MR[E CNEC[ PAYIBLE ANO NEMIT PRYMENT T0:
REGISTEft OF WILLS
I COURTHOUSE SpIIARE
[ARLISLE PA 17013
CU7 ALON6 THIS LINE ____ �► RETRIN LOWER PORTION FOR YOUR RECORDS �
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REV-1547 EX AFP C11-14J NOTICE OF 1NHERITRNLE T�X APPRAISEMENT� ALLOWANCE OR
D[SALLOW�NCE OF DEOUCTIONS ANO ASSESSMENT OF TRJ(
EST�TE OF: REILLV ANN MFILE NO. i2l 14-0976 ACN: 101 DATE: 05-18-2015
TA% RETOPM MNS: O 4CCEVTED RS F[LEO O(] CHAX6EO $EE ATTACHEO NOTICE
APPR�ISEO VALUE OF RETURN 8115ED ON: ORIGINAL RETURN
l. Raal EitaL (Se�etl�la U (U 16�•�0�.�� NOTF: To • • propar
2. 5[ocka enC lanOa 6c��tlu1� t) (1) .0� �eeit ta yeu� a unt�
3. C1osQY H�lE Stack/Pvtn�roM1ip Int�r�st (Sc��Uule G (y) ,00 zuEnit [�e upP�rCportlon
af tM1is forn WtM1 vour
4. Nort0�0�s/Nobs Rac�lv�Ele 6[NtluL D> (4) •�� f�K prymm[.
5. [aaNlenk D�posSb/Miac. P�raen�l Yrop�rtv (Sc�eEul� E> [5) 35.121.91
6. JolntlY O�n�O P�ep�rty (SCMUUU Fl !6> '��
L Trensr.�: tscn�tlul� G) ��� 120�543.76
!. 1ota3 nss�tz �u 322.665.6]
�PPpOVED UEDUCTIONS ANO E%EMPTIONS:
9. Funa�al Expansoa/AEm. Cests/Nlsc. Expansas (Sc�eOule H) �g� 14.541.65
l0. O�Cts/MOHpape LfaCilltiaz/Lfens (SCM1�tlul� D ❑0> 866.01
�l. iobl o.mcuerm �ii� 15,407.66
�z. x.t vaiv 01 Taz a•turn �iz� 30L 258.01
13. CNriLGle/Gov�rnmental B�aueata: Nan-�l�c[�E 9113 Trvsts <Sc�eEula A �iz� .00
l4. Npt Vela� ef EsbL SUE]ect to T�z ���� 307.258.01
NOTE� If an assessment was Sssuetl orevlouslY� L3nas 14, 15, 16. 17, 1B antl/or 19 �I11
reflaci fipuras that inelutla t�a total of all raturns assessaE To tlate.
ASSESSMENT OF TAX:
15. Ameunt o/ Llna 14 a[ spousal �ab (IS) .00 y O� .00
�s. nmaunt of un. ia tax.el• at iin..l �•ta u6> i����s^ � ^� x 045 = 13,826.61
n. �.ount or un. ta .t aneiinv rat. nn �� x 12 .00
le. �mount or �in• ta xaxaeis ae collacar.i r.a [�e> .00 x 15 .00
39. Princlp�l Ta Du• <ts>' 13,826.61
TA% CREOITS:
PRYMEHT RECEIPT pISCDUNT G> pMOUNT VRID
O�TE NUNBER INTEFESi/PFM PpIO (J
oi-o -z cn o0 4zo.ii , .
PRYMENT MUST BE MAUE BV 07-08-2015�. TOTAL TA% VAYMENT g,402.15
BALANCE OF TAX OIIE 5,424.46
INTEREST �ND PEN. .00
TUTRL OUE 5�424.46 ( �
� tF P1ID OFTER DATE [XOICRTEU� SEE 0.EVERSE IF TOT4L OUE i5 NEFLECTED RS R CREDIT (CR). Y00 MRY BE UUE V
FOG CALNLRTION OF RDOITIONRL INTEREST. p REFIINO. SEE REVERSE SIDE FOR INSTHOCT[OMS. I�
RESERVATION: Estates of decedenis dyinp on or belore Dac.12,1982-i/any Nmre iMerest in fie esWte is trans(artatl in possession
or enjoymem to Collateral beneficianes of Ne tlacetlent atter ihe esplre4on of any as�ate for ii(e or years,the crommo�rxeallh
hereGy expmssy reserves Iha nBM W eppraise arM essess transier inhentar¢e taves et tlre Iflwlul colla�erzl rata on any
9UCh(V�UfB I(118l85�.
PAVMENT: Detach ihe rop poNan af ihis iwOce and submit wilh your peymenl to Ihe Reqister oi Wills inGicate0 on the front of the
no6ca.Make check or money wder payable lo:Rapistar o1 W1115,ABerrt.
REFUND(CR): A refuntl of a tax cretlit not requestetl on t�e tau mNm may Oa raquestetl Oy complatinp an AppkaGon for Refund of
PeniaylvaNa Inhetltanca aM Estata Tu(FiEV-1313). Applicelbns are available al www evenue oa aov or by
wllinp 1-800�362-2050. Services tor taepayers with spedel heannq anNor speakinq naeds are avallaEle at
1-800-4473020. Pleaza allow fourto siX weeks from�ha tlata a refund was grantetl to recaive Ma clreck.
O&IECTIONS: Anypartyotinle�as�nolsaOsfietlwMhiheeppreismeM,allowancaordiselbwariceoftlatlucEans,o�a55essmenlofWaz
shown on ttiis notice may object wit�ln 60 tlays oi the dale of raceip�ol lhis notice by:
1.Filing an appeal online et boardot�ry a�=_s�te oays on Or bekre Ihe appeal tlata iderNlietl on�he iront o��his�ro�ice o�
sendnp a written pmtes�to:
PA DBpartrneM ol Fevenue
Boartl ot Appeals
PO BOX 281021
Hartisburg PA 171284021
2.Havinp me matter tleterminetl a�eudi�of�he accouni ot fie parsonal represantalive;or
3.Appealinq b ihe Oiphans'Courl.
ADMINISiRATIVE ErrorstlismveredonUisassessmen�shoultlbeatltlressetlinwn�inpla:
CORPECTIONS: PA Depatlmentof Revenue
Bureau o�InOiNdual T�es
Post Ascessmenl RaNaw UiiN
PO BOX 280601
Harrisbury PA 1]12B-0601
Sea insbuctlons lor Inhenfa�e Tav Return br a ResideM DecetleM tor tletails on an atlministretive correcfion.
DISCOUNT: Ii any tav dua is paitl within ihree moMhs aker ihe decedeM's tleath,a 5 parcent tliscount ol tlre�paitl is albwa0le.
IMEREST: Interest is charped beB��^inq nine months entl one day irom tlate oi Gee�h,to the tlate ol paymenG An iMerest wkula�or is
availaDle at wwx�meerv'ces sLte oa es. Annual interest rates can be founE an lorm REV4611.
Any notice issuetl after ihe tar becames tlalinquent will reflect an irrterest calcula6on ro 15 Aays bayond ihe tlate oi iha assessment.
Ii payment is matle atter ihe inh2s�wlculation tlata shown on ihe rrolice,atltlitbnal Interest musl be wlculated.
um�-mi
� .� pennsylvania lNHERITANCE TAX
DEPARTMENTOFHEVENUE EXPLANATION
DLN: 15010601
BUFEAUOFINOIVI�UALTA%ES OFCHANGES
POBoe 380601
DECEDENr'S NAME FILE NUMBER
Ann M Reilly 21140976
REVIEVVE�BV A�N 'O'
Jason Kreiser �
ITEM
SCHEDULE Np, E%PLANATION OF CHANGES
G 1-2 Annuitles are fully taxable with no exclusion.
ORIGINAL Page i