HomeMy WebLinkAbout97-00298
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/!J~ I/{i 'C~MONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAxes
INHERITANCE TAK DIVISION
DF.PT. ~a0601
IIAII1H!t8lJRO, IIA 1711.'-0601
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DAVXD W R~'GER ESQ'
23~1 MARI(~t' ST .
CAMP HILL .~: . PA
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17011
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APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Co~ts/Hlso, Expense. (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule X)
11. Tot.l Deductions
]2. Net Value of Tax Return
13. Charitable/Governmental Sequests (Schedule J)
14. Het Value of Est.t. Subject to rax
,9,/~(,n~d. fV'*'
t':...
1I~.'1I U ,,, lGl.tll
03"24-97
KINSEV
05-13-96
99 96-0841
NON-RESIDENT \JrA.
101
ELIZABETH
[~~__' ~~nt RO.I==:]
ll)
(21
(3J
(41
(SI
(61
(71
75,000.00
.00
.00
.00
143,503.90
,00
,00
DATE
03-24-97
HOTICE or HOHRESlDf:HT INIIERITANCE
TAX APPRAIIIEIIENT, ALLOHANCE OR
DISALLOHANCE Of DEDUCTIONS,
AND ASSESSIIENT or TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
PA DEPARTMENT OF REVENUE
DEPT. 28D601
HARRISBURG, PA 17128-0601
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
REv:.!i3''i' 'El(-AFir-{03~rj7nioTIcE "OF' NOtiREifiDEN-,'-'iNHERi"fANCE'TAX liPPRAfsEMftif, ALLoWANCE' OR--
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KINSEY ELIZABETH FILE NO. 99 96-0841 ACN 101
TAX COHPUTATION IIETHOD ELECTED, ( ) FI.^T RATE (XI PROPORTIONATE
TAX RETURN HAS, ( X) ACCEPTED ^S fILED () CIlANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON' ORIGINAL RETURN
1. R..I E.t.ts (Schedule Al
2. Stocks and Bonds {Schedule Ol
3. Closely Held stock/Partnership In1ere.t (Schedule C)
4. Hortgage./Notes Receivable (Schedule 0)
5. C..h/Bank D~posits/Hisc. Parsonal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7, 'fransfers (Schedule OJ
8. Total AU8'ts
(9)
1l0)
7.601.12
1.196.57
NOTE: To insure proper
oredit to your account,
submit the upper portion
of this forn with your
tax PDyn8nt.
(8J
218,503.90
(11)
(12)
(13)
(14)
8.797.69_
209,706,21
,00
209.706.21
will
NOTE:
If an a:Oili05l.lmailt wa& isll,led pr'eviously, lio1es 14, IS .md/clr 16, 17 ~nd .8
reflect figures that include the total of abh returns assesled to date.
ASSESSMENT OF TAX:
15. Allount 01
16. AII10unt of
17. AMount of
18. Principal
TAX CREDITS:
~ PAYIIENT
DATE
08-13-96
, 11-14-96
line 14 at Spousal rate llS) ,00 X , DO. .00
Una 14 taxable at Lineal/Cl... A rat. (161 ,00 X ,06. .00
Line 14 ~.x.bl. at Collat.raI/Cla.. Brat. (17) 71,300,11 X ' IS. 10,695,01
Tax Du. 118J 10,695,01
RECEIPT DISCOUNT (+l AHOUNT PAID
NUHBER INTEREST/PEN P^ID (-I
AA146621 526.32 10,000,00
AA163048 .00 160,26
TOTAL TAX CRE~~_~ 10,686.58
BA.':ANC~ OF TAX DUE __ 8.43
_~!~~~~~~,~_~EN -'_ ' 10
TOTAL DUE 8,53
------~..-..__.._--~ -_._-~--
( IF TOTAL DUE IS LESS TIlAN II, NO PAYHENT IS REQUIREO.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" fCR), YOU HAY BE DUE
A REFUND, SEE REVERSE SIDE Of TillS FORH FOR INSTRUCTIONS.J
L
INTEREST IS CHARGED THROUGH 04-01-97
AT THE RATES APPLICABLE AS OUTLINED ON
REVERSE SIDE OF THIS FORM
THE
. If PAID AFTER bATE INDICATED, SEE REVERSE
fOR CALCULATION or ADDITIONAL INTEREST,
RESERVATIO~I E.t8t.D of d.e.denh d~lnD on or b.fore Deo..b.r 12, 198~ ...1f an~ future Intere.t .tn the utat. ~.
tr&l1l1farraa In 'pon.uion or enjo)'lIent to Chili B (coUnteraU b.n,fle1Iwl'l of the dec.dent after the ei(plr~t1cn of M~ .Ue..
for Ilf. or for ~..r.~ the Co..onw.alth hereby expre.sly r...rv,. the right to Bppral.. and a.ee.. transfer Inh.rlt.noa Tlx"
at thCl lawful Clalt II (oollate,.al) rllh on lln~ such future Inter'elt.
PURPOSE Of
HOTICE:
OBJECTIONS I
'OIlIN-
ISTfIATtVE
CORRECTIONS 1
nISCOUNTl
REFUND (CR) I
PENAL TV 1
lNTERESTl
TO REHIT
PAVMEHTI
To fulfl1l the requlrolllontll of Section 1140 of the 1nherltatlOfl l\nd E.tate Tax Act, Act 21 of 1995, ('12 P.S,
Section 9140),
An~ party In Interest not satl.fied with the a~pral'o~ent# allowanoe or di~allowance of doduetlonl; or ..I.....nt
of tax (Jlloludlng d\scnunt or Inturest) es shmm on thh Noti!)e 1l1.11l1t object within $bty (liO) daye of r..Cl.lpt of
this Noti~.,
-Objection. lIay be lIado bYI
--wrJtten protest to the PA Departlumt of Revenue, B08rd of APPQl!Ih, Oipt. lBI021, Uarrhburg, PA 17128~1021, OR
~"1I1ectlng ta hElve thll nthH' deterlllned at uudlt of the personal r9pr..sentotlvG, OR
.-app..l hI th~ Orphans' Court of Oauphin County, Court UoulIe, H8rrhburg, PA 17101,
Fa(ltu81 errors ~hcovered on thh 81SIlIuent should be addressed In writing tOI PA Dep8rtlllent of Rev.IlUII,
Bureau of Indhddual Tax...., .UTN: Post Assosslllent Revll1w Unit, Dept, 280601, Harrisburg, PA l7l28~0601
Phone (717) 181-6505. Su PIIQII 1 0'* thll booklet "lnstruetlony for InherItancl'l Tex R.turn fOI' fl Nonruldent
Dec.dent" UfEV-1136) for an QXpbn81!on of adllllnlstrstively corre/;'t8ulo rtrrOrl,
If ~ny tax dUll 1. paid wIthin three (3) Months ~ftGr the decedent's doeth, n discount of flv. percent (5%) of
thO tax paid il allowed,
A r.fund of a tax credit, whleh loll'll not requoshd on the Tax Return, Il11Y be requ.sted by cOlllphlltlng an "Appl1eatlon
for R.fund of P&nnsylvanla 1nh9rltancll and Est8te T8x" (REV~13l3), AppllcatJonfl 8re avaIlable at the Office
of the Reghter of Willi, any of the 23 RevM,I(l Ohtrlr.t Offices or frolll the Dellltdliont's 24~houl' mswerlng ..rvlae
nulllbere for forllls orderIng: In Punnsylvanlrl 1'.800.36,h~OSO, outside Pennsvlvanl8 and wlthln leon 1 Harrisburg area
(17) 787-8094, TODII (711) 772-7.252 OIl1orlng IIIIPaIred OnlY),
The 15% tax 8111f1uty non~ptlrtlclpatJon panfllty is COIlPUhlll on the total of the tal( and Intel'ut pu....d, and not
paid btlforll January 18, 1996, the first day after the Gnd 0,* ~h. tax allnut'.' perAo", This nowportJclpaUon
penalty 11 opp.ahble in \hll Sft" mftnn"r !lnd In the the sw"e thle PQrlod as YOU would 8Ppe~1 the tax and Intere.t
that has bllln au.ned lit tncHeated on this noUce.
1nt.rut 11 chllrglll1 beginning with first dall of lleJ.Jnquency or nine (9) "onthl !lnd one (1) day frail the date of
dtiath to th. dab 01 pay..nt. Tnxe. which becolle delinquent bafore Joml,.r.., I, 19&7. bear Interut at tlu~ rete of
,he (6%) percent per annuli oalouhted dt ft dally ."sto of ,000164, All la)(1I whioh becallle deIJnquent on and after
January 1, 19&2 will ueftr Interelt at n rnte which wIll vary fro' onlandnr YQaf to cn1ender y0ar with that rat.
annouMed by tho PA O.partlllent of Revenue, Ttl~ appllc8bl. interest fatu fOf 1982 through 1997 ar.1
'!!!! ~~~ Dally lnt.rut Fl'lotor ~ !,nhr8lt Ratu D811y Interest foetor
1982 20% ,000548 1961 91. ,000247
198] 16Y. ,000(,38 1988-1991 111. ,000301
19M 11% ,000101 1992 9~ ,000241
1985 131. ,OOO3!l6 1993-1994 11. ,00019l
1986 10% ,000274 1995-1991 9% ,000241
-"Inhrelt I. calculated al followSI
INTEREST' BALANCE 01" TAX UNPAIO X tlUIIBER or OAYS DELINQUENT X DAIL~ INTEREST FACTOR
nAny Notlc. I..ued aHor the tal( becalle. dallnqllent will reflect 8n Interest clIlculatlon to HU..n (is) dIY'
beyond the datal of the 811I1USIlI'8nt, If paYlIent Is .ade after tha interest cellPutlltloll dltte shown on th.
Notice, additional Intorost IlUlt b. calcll18ted,
D.tach thll tOI' portion of this Notice 8nd subndt lollth ynur pllYIlGnt to PA Deportunt of Revllflue, tlt the addr...
shown on the rev.rs. side,
~HQk.. c;heck er 1l0nGlY order pbyftbl. tcu COMMONWEALTH OF PENNSYLVANIA
~
'"'
. NONRESIDENT DECEDENT L
' , SCHEDULE A
PART 1
cOM'i~~~I~~IWll,rlrJIWrN,^ REAL PROPERTY SITUATED
. INNUlTANCI lAX MnU'N . .
___!l~!!l!!!!'!.~~L____~ ___.._I!'I_~ENN~YL ~A.(Il_I~__,_._ _ P"o.. Ponl or TYP'~n!o'mo~~___"
m,lit! Of -- - ._-,- filE NUMBER --
Elizabeth Kinsey
r.:, 1 r; ~ t III (S 111
Port I mu~ud,;Ii r.al property ownldby thl d';c.dellf Individually o;~~-;;nl in (ommon wllh~th.r parlv(i'.)1 having It I tltur. In Pennsylvania.
IP,oporty lolnlly.own.d wllh Right of SUrYlvo"hlp mu,l bo dlldo,od on Schoduio f.1 All roolo'loto mull bo roportod ot fair morkol voluo which II
doflnod 0' th. prlco at which prarorty would ho exchangod helween u willing buy" and a willing ..II.., nellh" being compelled 10 buy or ,.11, both
having rea.onabl. knowledgi 0 th'..;..ellvanf facti. __
ITIM
NUMBEM
DESCRIPTION
VALUE AT
DATI OF DEATH
1.
Real property located at 102 Wayno Avenue, New Cumberland
Pennsylvania
$75,000.00
0."
0 15 ~
, If:'
~ it ::\ ,
, y--:-
'-,"~ {~
i , ~- '-.)
~
c' ."
""
, :11
> ;, -. ~
> .:u p; ~a.
cc.
TOTAL (PART I)
75,000.00
-0-
75,000.00
TOTAL (PART 2) (Proportlonall Method Only from 'ov.... .Ide'
- .
GRAND TOTAL (Allo ont.. on line 1, Rocapllulallon) $
(If mare .poce I. needed, In..,1 oddllional .h.." of .ome .Ize.)
,- ,~-_,:.."",,-,,,."..~,-,,,,"",,,_.,; c, '~c""';'~_""-""',,,~. "c.; ~_
/"'--
COf(MONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
IHHF.RITANCr l~K DIVIS'ON
flfflT. l80601
tMRRISBURO, PA 171U~0601
NOTICE or NONRESIDENT INIlER1TAliC~
tAX APPRAISE"ENT, Al.LOIIANCE OR
DISALLOIIANCE or DEOUCTIONS,
ANU ASSESSIICNT or TAX
03-24-97
KINSEY
05-13-96
99 96-0841
NON-RESIDENT ~~.
101
E~~~--A~oun.f R.III~=t,.d
,,~ ,-...,
--~,>-,,-
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
PA DEPARTMENT OF REVENUE
DEPT. 28060 I
HARRISBURG, PA 17128-0601
CUT ALONG THIS LINE ~ RETAIN I.OWER PORTION FOR YOUR RECORDS ....
'Ritli:JJ3'7--ii'(-AFi.Toj:"rj'j'j--NciiYcEcIF NllN'R~S"iiji!kf - INHERi i ANeil' iAX'APPRA1SEHEN'r, ALLOiiANCE" OR"---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMEN'r OF TAX
ESTATE OF KINSEY ELlZARETH FILE NO. 99 96-08',1 ACN 101
TAX CO"PUTATION MET lion ELECTEDI<< ) FLAT RATE (Xl PROPORTIONATE
TAX RETURN liAS I ( X) ACCEP'rEO AS FILED (I CHANGED
RESERVATION CONCERNING FUTURE INTEREST .. SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Estat. (Schedule A.)
2. stocks end Bonds (Schedule 8)
3. C1oloh Held stock/Partner'ship Int.r.es"l lSohedule C)
4. Mortgmg.a/Note~ Roc.ivablD (Sohedulft OJ
S. C..h/Bank Deposits/MIsc. Parsonal Property (Schedul.' E)
6. Jointly Owned Property (Schedule f)
7, Trenlfer!ll (Schadule OJ
8. Tohl A...h
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUkTY
ACN
DAVID W REAGER
2331 MARKET ST
CAMP HILL
ESQ
PA 17011
I
.1
"
II
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hilc. Expensl. (Sohldull H)
10. Olbtl/Hortgagl Liabilities/Liens (Schedull X)
11. Tot.l Deductions
12. N.t Value of Tax Return
13. Chari~.bl./Goyurnment.l Bequests (Schldule J)
14. N.t Va]ue of Estate SUbjMCt to Tax
III
(2)
(31
(41
IS)
(6)
(7J
75,000.00
.00
,00
.00
143.503.90
,00
.00
(8J
Gi" pt.
UY.ill U'" 11I.fll
ELIZABETH
DATE
03-24-97
(9J
llOI
7.601.12
1.196,57
NOT~I To insure ~roper
oredit to your account,
lubMit the upper portion
of this forM with ~our
t.x p.Ylllnt.
218,503, 'L!
Ill)
(12)
U3l
U4J
8.797.69
209,706.21
,00
209,706.21
will
NOTE:
If an assessment was issued previously, lines 14, lS and/or 16, 17 and 18
rpfll'l"1' figl1~"" that include the total of Il.bl returns aSlie"l'd to date.
ASSESSMENT OF TAX:
H, Alllount of Line 14 .t Spou.al ".t. US) ,00 X ,00. ,00
16, Altount of Line 14 't.xable et Linell1/Cllss A rot. U61 .00 X .06. ,00
].7. AMount of Line 14 taxable at Col~at.ral/Cl.ifi BrIt. (17) 71,300,11.. X ,15. 10 , 695",!L
18. Princ!pllll Tax Du. ll8) 10 , 695...:!.L
TAX CREDITS:
PAYHENT RECEIPT DUCOUNT (+ J AMOUNT PAID
"I OATE NUMBER INTEREST/PEN PAID (-J
08-13-96 AA146621 526.32 10,000,00
11-14-96 AA163048 .00 160.26
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DU[!
10,686,58
8.43
,10
0,53
( IF TOTAL DUE IS LESS TIIAN 'I, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU MAY 8E DUE
A REFUND. SEE REVERSE SIDE or TillS FORII rOR INSTRUCTIONS. J
INTEREST IS CHARGED THROUGH 04-01-97
AT THE RATES APPLICABLE AS OUTLINED DN THE
REVERSE SIDE OF THIS FORM
. IF PAID AFTER DATE INOICATED, SEE REVERSE
fOR CALCULATION OF ADDITIONAL INTEREST.
~~
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RESERYATION, F.,tet.. ofao_dlnh dYina on or before Ole.llb,r U, 19U ~. If any future if'll.r..t In thl,..tat. II
\ranlf,rr,d in po.....lon or enjoy.,nt to CI.., a (0011it.r.l) blnefloiarl'. uf the diold.nt after thl .~plr.tlon of any I.t.te
for 11'. or f~r ~..r', thl COMMonwealth herebY expr...ly r...rV" thl right to appr.I,. Ind ."e,. trlntt.r Inheritance Tlx..
.t thl llwful Cla" . (ooUet.r.1> rlU on any IUClh 'utur. Int.r..t.
PURPOSE OF
NOTICE I
OBJeCTIONS,
ADIIIN-
IS1RATIVI::
CORRECTIONSl
DISCOUNT,
REfUND (CR) I
PENAL TV,
INTEREST I
TO REMIT
PAVHENTI
To 'uHUt Ul. requir'.lImtt of Sletlon 2140 0' thl Inheritanct ftnd Eltate Tal\' Act, Act 21 0' 11]95. (12 P,S.
Slotlon Y140).
Any p.rtv In .I"hrut not ...thf.l.d with the IPpreho.ant, l11oNlnol (lr d.l..1tOWIIlOIl of dlduoUon., or ........nt
of hlC (inoluding dlsoount or Inhra.tl !II thown on thh Hot1(la .u.t objl(lt wHhln ,ilCty (60) day, of rl(lalpt of
thh Hotlu.
~ObjaoUon. .ay be .ad. bYI
--wrltt~n prota't to the PA Depart..nt of Rlv.nu., Board of ApPlall, Dept. 281021, H~rrj,burg, PA 11123-1021, OR
--alaatlny to hftvI the .attar detarMined at audit of the plrlon.1 repr..entative, OA
--eppoII to the Orphan.' Court of Dauphin County, Court Hou.e, Harrl.burg, PA 17101.
~aotual Irror. dlloovlrld on thl, ........nt .hould be .ddr....d In writing tal PA Dap.rt.ent of AevenuI,
Bureau of Individual 'IoKOI, ATTNI POlt AIl.8l8unt Aeview Unit, nept. 280601, H.rrhburg, PA 11128-0601
Phone (717) 787-6505. See page l of the bookl.t "Instruction. for Inherltonce TalC Aeturn for a Honralid.nt
nec.d.nt" (REV-1136) for an IKPlanatlon of administratively correatablo error..
If any taK dUI J. paid within thr.a (3) 1I0nth. After thl dec.d.nt's d.ath, a di.oount of flv. p.roent (S~) of
the talC paid I. allowed.
A refund of a talC oradlt, whloh was not requ..ted on tho TalC Return, .ay b. rlqul.tld by cD.platlng .n"Appllcatlon
for Refund of P.nnl~l\lonlll Inh."Jtanoll I!Ind Estate TalC" (REV.1313l. ^ppllcatlon. arl IlvlIilablo at the Offloe
of thl RIsllter of Willi, anY of the 23 Alvlnu. District Offloe. or fro. the DIPart..nt'l 24-hour anlwerlna I.rvloll
nUllb.rl for for.. oloderinlll In P.nn.ylvanla 1-800-362-2050, outside Pllnnlyl"'l!Inla and wJthAn 100al tlarrllburg area
(111) 187"8094, TOOl (717) 772-2252 (dearing h1palrlld DIlly).
The lS~ tllC I.nl.t~ non-pllrtloipotion penalty 1. oOMputed on the total of the ta~ and Int,re.t as.e.uedj and not
paid b.fore January 18, 1996, the first day aft.r the .nd of the talC n.nl.ty periOd. Thh non.partlolplltlon
penalt~ I. appealablll Ih the .a.e ~ann'r and In the the .all. ti.. p.rlod a. yOU would apPlal the tax and Int.re.t
thet hat bien .......d at Indlaated on thll notloe.
Intar.at I~ oharged b.o\nn!n~ with flret day ~f d_Ilnqu.no~ or nlna (9) ~~nt~1 end on~ (I) day from th~ dati of
death to th_ datil of pay.ent. TalC.. which becaMe dellnq~.ent before Janu"ry 1, 1982 bear Interut at the rate 0'
.11C (6%) plrcent per annUM caloulated at a dilly rate of .000164. All tax~, whlth b.ea.. delinquent on and after
January I, 1982 will bear intere.t at a rat. whloh will vary frOM oalendar Ylar to oalendtir yaar with th.t rat.
announo.d by the PA nepart.ent of Revlnue. The applloabl. Interalt rat.. for 1982 through 1997 arel
'!!.!.!: Inter.. t Rate Dally Inter..t Faotor ~ ~~ DailY Interut raotor
1911I2 20% .000548 1987 9X .000247
1983 16% .000438 1988-1991 11% .000301
1984 11% .000301 1992 'X .000247
1985 151: .000356 199;',-1994 1% .000192
1986 10~ .000274 1995"1991 '9% .000241
--lntt"lt it oaloulalld II followlI
INTEREST . BALANCE or TAX UNPAID X NUIIBER OF DAYS DELINqUENT X DAILY INTEREST FACTOR
--Any Hotlee i..u.d aft,r the talC beQo~'1 d.llnquent will refl.ot an Inter..t calculation to flfte.n (IS) daY'
beyond thl date of th, a.......nt. If paY.ent II RId. aftar the Intlr..t oo~put.tlon d.t. .hown on the
Hotle., additional Int.r..t aUlt b. oaloulat.d.
D.taoh thl top portion of thl. Notiet and 'UbMit with your pay.ent to PA Depart.ent of R.....nu., at thl addr...
shown on thl r.v.r.. tide.
-Hllk. chick or Mon.y ord.r payable tal CO""ONHEALTH OF PENNSYLVANIA
COMMONWfALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
BUREAU OF INDIVIDUAL TAxes
INtll(RIUNCE UK U11JIS10M
OEPT, 2806Dl
ttARRlSIURQ, PA 17121-11601
NOTICE or NONRESIDENT INIIERITAt:C~
TAX APPRAISEHENT, AI.LOIIANCr. OR
DISALLDHANCr. or DEDUCTIDNS,
ANU ASSESSIICNT or TAX
03-24-97
KINSEY
05-13-96
99 96-0041
NDN-RESIOENT ~r~.
101
F--- ._.^~~}J~ ~!i~~d -J
-L_,_____
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
PA DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
CUT AI.ONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECDRDS ....
iIEv:siY-Er"AFji-Tiij:"97r-N'oi'i"cE "OF' iii.iN'R Es'iii ENT PINHERITANcE" TAX"APPRAISEHEWt, . AC[OWANc-E'-euC--
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KINSEY ELIZABETH FILE NO. 99 96-0841 ACN 101
TAK CDHPUTATiON HETHOU ELECTED, ( ) FLAT RATE (XI PROPORTIONATE
TAX RETURN HAS I ( XI ACCEPTED AS FILED () CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
}. R.al Est.t. (Schedule A)
2. stocks and Bonds I Schedule B)
3. Clos.ly Held stock/Portner.hip Inter..t (Sohadule C)
4. Hortgagas/Notes Receivable (Schedule D)
Ii, Cuh/Bank n.pod t s/f'lho. Parsonlll Property <<Schadule E}
6, Jointly Owned Prop"rty (Schedule f)
7. Tr'.nshrs (SchRdule GJ
8. Totlll Aluts
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
DAVID W REMER
2331 MARKET ST
CAMP HILL
ESQ
PA 17011 .
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. fun.,..l E)(pen..s/Adll. CostslMisc. Expanse. (Sohedul. H)
10, Debts/Hortgage Liabilities/Liens (Schedule 1)
11, Tobl OeduotIons
~2. Net Value 01 Tax Return
13, CharUebb/Gov6rnlllenh1 Bequests (Sohedule J)
14. Net V.hle of Estate Subject to Tax
If an assessment was issue~ previouslY, lines
rl'lflect figu..p'l that inclllde thA total of M:!..
ASSESSMENT OF TAX:
NOTE:
15, AMount of Lin~ 14
16, AMount of Lin~ 14
17, AMount of Line 14
18. Principel T8x r>ue
TAX CREDITS:
PAVHENT
DATE
at Spoutal r.te
ial<able at Une.l/Ch.. Arab
texable at Collateral/Clal' Brat.
RECEIPT
NUHBER
DISCOUNT (')
WTEREST/PEN PAID (-)
526.32
.00
08-13-96
11-14-96
AA146621
AA163048
I1J_
121
( 31,
(41
(S)
(6)
(7)
75.000.00
,00
,00
.00
143,503.90
.00
,00
'*0;',
;pV'./
/
...
(81
*
UV'III U t" U1.tll
EL IZABETH
DATE
03-24-97
(9) 7.601.12
(10) 1.196,57
NOTE I To in lure proper
oradit to your Rocount,
tubnit the upper portio"
of this for. with your
tax pay",.nt.
218,503,'10
(11) 8.797.69
(12) 209.706. 2l
(13) .jLgL
ll~l 209.706.21
14, 15 and/or 1&, 17 and 18 will
rllturns aSlleul'ld to date.
ll&)
(16).
(17)
---:"!!Q. X ,00.
.00 X .06-
71,300.11 X .15-
(18)
,00
.00
10,695.01
10,695,01
10 686,58
8.43
.10
8,53
Ir TOTAL DUE IS LESS TNAN 'I, NO PAVHENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAV 8E DUE
A RtFUND, SEE REVERSE SIDE OF TillS fDRH fOR INSTRUCTIONS. I
INTEREST IS CHARGED THROUGH 04-01-97
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE Dr THIS FORM
. IF PAID AFTER DATE INDICATED, SEe REVERSE
fOR CALCULATION OF ADDITIONAL INTEReST,
AIIOUNT PAID
10,000.00
160.26
TOTAL TAX CREDIT
BALANCE OF TAX VUE
INTEREST AND PEN.
TOTAL DUE
PAVHENTl
n.,.ch ~ht top porUon of thh "'IoUOI and tub.1t with your ~.y..n' IIll1de payablt to the "'... andaCldr...
prln,.d on thl rly.ri. .ide.
1f RESIDENT DECf.DEHT Illak. chIck or lIonlY order payable tOI REGISTER OF WILLS} A~EHT.
If NON-RESIDENT DECEOl!HT Makl check or IIOnay ordllrpaY8ble tOI COMMONWEALTH OF PENNSYLVANIA.
REFUND (CR11 A r.fOnd of a talC or.dlt. which WI!lI not r~quutad on the TftlC R.turn, IlIlY be requa.ted by cOIllPletln~ an
"Application for Refund of P4nn.ylvanla Inheritancl end Ettmto TalC" (REV-1313>. Appl1cmtlon. are availabLe .t
tn. OffiCI of tha Regl.t,r of WIll., any of thl 23 Ravenu. Olltrlot OffiCI' or froll the Dopart.ant'! Z4~hOUr
IntWarlhll ....vlc. nullbart for for.1 orderlngl In Plnnsylvanla 1.800-362.'2050, outlldl P.nnsyll.lftnla
bnd within local H&rrlcburg araa (717) 787-8094, TOO' (717) 772-2252 CHlaring IIIlpalr8d onlyl.
REPlV Tal
Qu..tlon. r.gardlng arrol" contained on this notlc' should be sddrellld tOI PA O.partMont of Rlv~nut, aurQau
of IndividUal TalCI', ATTHI Po.t A.......nt Rlvl.~ Unit, n.pt. 280601. Harri.bur~, PA 17128-0601. phon.
(117) 781-6505.
DI$COUHT I
If eny tIIlC due it paid within thrl' (3) cal.ndar .onth. after the dlcld.nt'. duth, a flv. plrolnt (Sin dhaount
of thl taK paId i. allowld,
PENAL TVI
Th. )fl% tall: Ilmatty non-pllrtioipt'lUon panaltY it oo.puted on the total of the tall: and If\t.rut u..lted, and not
Plld b.fore January 18, 1996, the fIrst day after the and of the tall: a~n..ty period.
IHTEREST I
Inter..t Is charg.d b.glnning with first day of llIUnqu.ncy, or "1M (9) aonths and ani (1) day *"01 th_ date of
d.ath, to the d.tl of pay..nt. T611:.ti which b.~8.' d.linquent b.for~ Ja"u~ry I, 1962 bear Int.r..t at the rat, of
.!l1 (6%) pora.."t p'r ~nnull cal/Jula.tod III II dlllh rntCl at ,uCl0164. 1\11 t81(0I whJeh booa.. tt.Unqu.nt on and aft.r
Jlnulry I, 1982 will b.ar Int.rut at 1'1 rlllt.. whlC1h will vary 't'OIll Dabndmr y..r to oal.ndar yur with that ratl
announc.d by thl PI\ n.part..nt ~f Revenue. Th. appllcabl. Int.r..t rat.. for 1982 through 1997 llIrl:
Vlar
Int.r..t Rat. Oally Inter~.t Factar
VeDf
Intlrut Rat.
Dally Int.r.st Faator
1982 1.0% ,000548 1981 91, .000Z47
19&5 16:< ,000438 198~-1991 11% ,000301
1'64 11% ,OOUCl 199Z 9% .0001.47
19U IS:': .OO03!t6 1993-1994 1% ,000192
1986 10% .000274 1995-1997 9% ,000241
~.Intlr..t 11 elJllculat.d .. fClllow'l
XNTEREST . SALANCE or TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST rACTOR
--An\! Notic. iI,lJ.d .ftllr UII tax b.tou. dalinquent 101111 r.U.et an Int.rut cltlculltlOfl to flU.." OS) dil~'
b.yond th. d.t. of th. ft.......,.t. If pay..nt i. .Yd~ aft.r thl Int.r..t co.putatlon date .hown on t~
Notlr.., additional Int.r..t .u.t ba calr.ulat.d.
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