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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
EDMUND G MYERS
301 MARKET ST
PO BOX 109
LEMOYNE
f[ ~ ~_,, ,~r,~ cc INHERITANCE TAX Pennsylvania ~
~;, r~jj~l~~,~„% ~ar'rl~~ ~t'RECORD ADJUSTMENT DEPARTMENT OF REVENUE
~a~n""^~, i^l~ i~,n~ ~ c REV-1593 EX AFP C12-11)
~~ai ~~~ _', ~i}E'~' ~~ DATE 06-25-2012
ESTATE OF REECE SANDRA L
;'} DATE OF DEATH 05-20-2011
C4_~=~;
QRp ~~ ;~~ v~~~~i~ FILE NUMBER 21 11-0674
CU~~~~L~~~ (~`~. PA. COUNTY CUMBERLAND
ACN 101
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
PA 17043-0109
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE -1 RETAIN LOWER PORTION FOR YOUR RECORDS ~-
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REV-1593 EX AFP C12-11) ** INHERITANCE TAX RECORD ADJUSTMENT **
ESTATE OF: REECE SANDRA L FILE N0.:21 11-0674 ACN: 101 DATE: 06-25-2012
ADJUSTMENT BASED oN: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate (Schedule A) (1) .00
2. Stocks and Bonds (Schedule B) (2) 2, 100.20
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00
4. Mortgages/Notes Receivable (Schedule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 15.200.00
6. Jointly Owned Property (Schedule F) (6) 5.614.41
7. Transfers (Schedule G) C7) .00
8. Total Assets C8)
22,914.61
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) C9) 7,762.19
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 30,219.61
11. Total Deductions C11) 37,981.80
12. Net Value of Tax Return (12) 15,067.19-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 15,067.19-
TAX:
15. Amount of Line 14 at Spousal rate (15) . 00 X.00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 726.72X.045= 32.70
17. Amount of Line 14 at Sibling rate (17) .00X.12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0X.15 = .00
19. Principal Tax Due (19)
32.70
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
INTEREST IS CHARGED THROUGH 07-10-2012*
AT THE RATES APPLICABLE AS OUTLINED ON TH
REVERSE SIDE OF THIS FORM
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT .00
E ALANCE OF TAX DUE 32.70
INTEREST AND PEN. .38
TOTAL DUE 33.08
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
PAYMENT: Detach the top portion of this notice and submit with your payment made payable to the nave and address
printed on the reverse side.
If paynent is for a Resident Decedent, Hake check or Honey order payable to: Register of Wills, Agent.
If paynent is for a Non-resident Decedent, Hake check or Honey order payable to: Commonwealth of Pennsylvania.
Failure to pay the tax, interest, and penalty due nay result in the filing of a lien of record in the
appropriate county, or the issuance of an Orphan's Court citation.
REFUND (CR): A refund of a tax credit, which was not requested on the tax return, nay be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" CREV-1313). Applications are available from
the departwent's Web site www.revenue.state.pa.us, any Register of Wills or Revenue District Office, or from the
Department's 24-hour answering service: 1-800-362-2050; services for taxpayers with special hearing and/or
speaking needs: 1-800-447-3020 CTT only).
REPLY
T0: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau
of Individual Taxes, ATTN: Post Assessment Review Unit, PO Box 280601, Harrisburg PA 17128-0601, or call
(717) 787-6505.
DISCOUNT: If any tax due is paid within three calendar months after the decedent's death, a five percent discount of the
tax paid is allowed.
PENALTY: The 15 percent tax amnesty non-participation penalty is computed on the total of the tax and interest assessed,
and not paid before Jan. 18, 1996, Cthe first day after the end of the tax amnesty period.)
INTEREST: Interest is charged beginning with first day of delinquency or nine months and one day from the date of death
to the date of payment. Taxes which became delinquent before Jan. 1, 1982 bear interest at the rate of six
percent per annum calculated at a daily rate of 0.000164. All taxes which became delinquent on and after
Jan. 1, 1982, will bear interest at a rate which varies from year to year with the rate announced by the PA
Department of Revenue. Rates for 1982 through 2006 can be found in the Pennsylvania Resident Instruction
Booklet (REV-1501), the Pennsylvania Non-resident Instruction Booklet CRev-1736) or on the Department of
Revenue Web site www.revenue.oa.us. The applicable interest rates for 2007 through 2012 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
2007 8Y. .000219 2008 7Y. .000192 2009 5Y. .000137
2010 4% .000110 2011 3Y. .000082 2012 3i .000082
Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
Am notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen days
beyond the date of the assessment. If paynent is nade after the interest computation date shown on the
notice, additional interest must be calculated.
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REV-1470 EX (01-10)
~ s ~~{ pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
( BUREAU OF INDIVIDUAL TAXES ADJUSTMENT
PO Box 280601
DECEDENT'S NAME FILE NUMBER
Sandra L. Reece 2111-0674
REVIEWED BY ACN 101
H. Moore
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
The additional deductions submitted have been applied against the joint accounts.
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