HomeMy WebLinkAbout96-00353
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1 02585 COMMONWEALTH OF PENNSYLVANIA
DlPARTMINT 0' RIVINUI
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
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RECEIVED FROM:
s
ACN
ASSESSMENT Ii'
CONTROL Ii.I
NUMBER
AMOUNT
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ESTATE INFORMATION,
m FilE NUM~~~ '/t., i,I": ,n
I:t NAME OF DECEDENT IlAST)
a liIIlJlil:t\I\1
II DATE OF p~:~~~_~~,.. 1;'/,
m POSTMAR~,~IE(<... ..','/,
COUNTY
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....
1-11.",1[.1 1-' I n[.l,' I 0
DATE OF DEATH
I' ..o/_.t,l!",
....
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m TOTAL AMOUNT PAID
I ..' , .i ~ I 'II I
REMARKS
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SIGNATURE
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RECEIVED BY
REGISTER OF WILLS
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4/-q~-353
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RE':-537 EX AFP (12-95* NOTICE OF NONRESIDENT INHERITANCE ACN
COHHONWUl'" or P[""SYlVA"IA TAX APPRAISEMENT. ALLOWANCE OR
~~:::~H~~II~~I~\~~~"'CS DISALLOWANCE OF DEDUCTIONS, DATE
O[PI, ZID"I ' AND ASSESSMENT OF TAX
"ARRlsaURO, PA 11US-ObUI
ESTATE OF GOODMAN ARLEEN H FILE NO. 99 96-00-5'0-----
DATE OF DEATH 11-07-95 DOMICILE NON-RESIDENT
NOTE. TO INSURE PROPER CREDIT TO VDUR ACCOUNT, SUB"IT THE UPPER PDRTION OF THIS NOTICE WITH YOUR TAM
PAV"ENT. "AME CHECK PAVABLE TO "CO""ONWEALTH OF PENNSVLVANIA"
101
04-29-96
CAROL WELCH
1109 SE 14TH AVE
OEERFIELD BEACH FL 33441
REMIT PAYMENT TO:
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
AliQuot R."ltt.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV:Si"niCAFP-TiF9SniciTYcE-onloNREsiiiENnNHEiiYiiiiici-TAlnpPRAYsEiiENT~--Ai:i.owiiNci-iiiC--
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GOODMAN ARLEEN H FILE NO. 99 96-0058 ACN 101
TAM CO"PUTATION "ETHOD ELECTED. IX I FLAT RATE I I PROPDRTIONATE
TAM RETURN WAS: I XI ACCEPTED AS FILED I I CHANGED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Estat. (Schedule A)
2. stocks and Bond. (Schedule B)
3. CloselY H.ld stock/Partnership tnt.rest (Schedule C)
4. Hortgaga./Hot.. Raceivable (Schedule D)
5. Cash/Sank Deposits/Hisc. Parsonal Property (Schedule E)
6. Jointly Owned Property (Schedule f)
7. Transfars ISchedule G)
8. Total A.s.t.
DATE
04-29-96
111
121
131
141
ISI
1&1
171
270,000.00
.00
.00
,00
.00
.00
.00
181
270,000.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expans.s/Adn. Costs/Hlsc. Expanse. (Schedule H) (9)
10. Dobt.l"artgogo Llobl1ttlo./Llons ISchodu1o II 1101
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests (Schedule J)
14. Nvt Value of Est.t. Subjeet te Tax
NOTE: If an assessment was issued previously, lines
reflect figures that include the total of ALl.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rat. (15)
16. A.aunt of Line 14 taxable at Lineel/Class A rate (16)
17. A.ount of Line 14 taxable at Collateral/Class B rate (17)
18. Principal Tax Due
TAX CREDITS:
PAV"ENT RECEIPT DISCDUNT '+1
DATE NU"BER INTEREST I-I
.00
,00
.00
270,000.00
.00
270,000.00
1111
U21
U31
U41
14, 15 and/or 16, 17 and 18 will
returns assessed to date.
.00 M .00=
270,000.00 M .06=
.00M.15=
.00
16,200.00
.00
16,200.00
U81
A"OUNT PAID
16,200.00
01-09-96
AAI02585
810.00
TOTAL TAX CREDIT
BALANCE OF TAX DUEl
INTEREST
TOTAL DUE
17,010.00
810.00CR
,00
810.00CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATIDN OF ADDITIONAL INTEREST,
I IF TOTAL DUE IS LESS THAN $1, NO PAV"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU "AV BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. I
RESERVATIONI E.t.t.. of d.ced.nt. d11ng on or b.for. O.c..b.r lZ, 1911 .- If .ny future Intere.t In the ..t.t. I.
tran.f.rr.d In po.....lon or enjoy..nt to CI... a Icoll.teral) ben.flclarl.. of the dec.dent aft.r the ..plratlon 0' any a.t.te
'or II'e or 'or year., the Co..anw.alth hereby ..pr...ly r...rv.. the right to appral.. and a,le.. tran.fer Inherltanc. Ta..'
at t~ lawful Cia.. I Icollat.ral) rat. on any .uch future Int.r..t.
PURPOSE OF
NOTtCE:
OBJECTIONS I
ADKIN.
ISTRiT1VE
CORRECTIONS:
DISCOUNT I
REFUND (CR)I
INTEREST:
TO REMIT
PUKEMT:
To 'ul'lll the r.qulre..nt. of S.ctlon ZI~O 0' the Inh.rltanc. and E.tata Tax Act. Act ZZ of 1991. (7l P.S.
Section zt~O).
Any party In Int.r..t not .atl,'I.d with the appral....nt, allowanc. or dl.allowanc. of deduction., or a.......nt
0' tax (Including dl.count or Inter..t) al .hown on thl. Notlc. .u.t obj.ct within .Ixty (60) da1' of receipt 0'
this Notice.
.Obj.ctlon. .ay b. .ad. b11
..wrltt.n prot.,t to tha PA D.part.ent 0' Revenue, Board of App.al., Dept. ZII021. Harrl.burg, PA 17128.1021, OR
...Iectlng to have the eat tar det.r.lned at audit of the p.r.onal r.pre.antatlve, OR
..app.al to the Orphan,' Court 0' Dauphin County, Court Hou.., Harrllburg. PA 17101.
Factual .rror' dl.cover.d on thl. 8..e....nt .hould b. addr.s..d In wrltlna to: Pi Depart..nt of R.v.nue,
Bureau of Individual T..... ATTHI Po.t A..e'I..nt R.vle. unit, Dept. l80601, Harrisburg, PA 17128.D601
Phon. (7171 787-6505. S.. page 5 of the booklet "In.tructlon. for Inh.rltance Tax R.turn for a Nonre.ldent
Decedent" (REV-1756) for an a.planatlon of ndeinlltratlv.1Y corr.ctabl. .rrorl,
l' an1 tax due I_ paid within thr.. (5) lonth. aft.r the decedent's d.ath, a discount of flv. p.rcent (5~) of
the tax paid I. allowed.
A refund of . tax credit, which was not requ..ted on 'hI tax Return, .a1 be requ..t.d by coapletlng an "APplication
for R.fund of Pann,ylvanla Inheritance and Estat. tax" (REV.1513). Application. ara avallabl. at the Office
of the Rlgl.t.r of wills, any of thl 23 Rlvlnu. District Offlc.. or fro. 'h. D.part..nt"s l4.hour an.werlng ..rvlce
nu.bars fGr ';1(e. ord..rlnll' III r..nlu1lv8nla 14QQO.36Z.2DSO, outside PennSYlvania end within local Harrisburg area
(717) 717-IQ9~, TDD' 17171 77Z.Z252 (H.arlng I.palred Only),
Intera.t I' charg.d beginning with first day of delinquency or nine (9) .onth. and one (11 day fro. the date of
death to the date of pay..nt. tax.. which b.c... dellnqu.nt b.fore January 1, 198Z bear Int.re.t at the rate of
.Ix (6~) p.rc.nt p.r annul calculated at a dally rate of .000164. All t..e. ~hlch b.ca.e d.llnqu.nt on and aft.r
January 1, 1982 will bear Int.r.st at a rat. which will vary fro. calendar year to cal.ndar year with that rat.
announced by the PA D.part..nt of R.venu.. the applicable Int.rest rat.. for 191Z through 1996 ar.:
~ Int.r..t Rat. Dally Int.re.t ractor V.ar Int.r.st Rate Dally Int.n.t ractor
IIJIIZ ZOX .0005~a 1987 9Z .OD0247
1983 16:C .00DUI 1911.1991 lIiC .000301
1984 t1~ .000301 1992 9Z .000Z47
1915 13:C .000356 1995.1994 1Z .00D19Z
1916 IOZ .000Z74 1995.1996 9Z .OOOZ~7
~.Inter..t I. c.lculated as foUow.:
INTEREST = BALANCE OF TAX UNPAID X MUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
~.Any Notlc. I..ued after the taM b.co..' delinquent will r.fl.ct an Int.r..t calculation to fifteen liS) days
b.yond the date of the a.,..s.ent. If pay..nt Is .ad. after the Inter..t co.putatlon date shown on the
Notlc., additional Int.r..t lUst b. calculaled.
Detach the lop portion of thll Notlc. and lub.lt with your pay..nt to Pi Dep~rt..nt of R.v.nue. at the addr...
Ihown on the rever.e side.
-Kak. check or .on.y order payebl. to: C0l1110NMEALTH O~~ PENNSYLVANIA
All pay..nt. rec.lved .hall b. appll.d flrlt 10 any Int.r..t which .ay b. due with any r..alnd.r applied to the ta..