HomeMy WebLinkAbout08-02-13 (2) ' INHERITANCE TAX � pennsylvania
BUREAU nF iwniviDUn� 7nxE5 RECORD ADJUSTMENT ��11 OEPARTMENTOPREVENUE
INNERSTANCE TAX 6IVZSION REV-1543 IX AFP (12-12)
Pq &0% ?89fi91
XANkZSBlMtG PA 17128-0601
DATE 67-30-2013
ESTATE pF COOPER EVA K
DATE 6F DEATH 04-01-2012
FILE NUMBER 21 12-0458
COUNTY CUMBERLANA
ACN 161
RADEBACti ROH6RT 6 Amount scm�ttaa
912 N RIYER RD __�_____�
HALIFAX PA 17032-9543 HAKE CHECK PAYAB4E AXD REN2T PAYMEkT T0:
REGISTER OF WILLS
1 C4URTHOUSE S4UARE
CARLISLE PA 17013
No7E: 7a ensure praper eratlit to your account, submit tA• upner portian ot this farm with vour tax oavmanY.
CUT ALONC TNIS LINE � RETAIN IOWER PDRTION FOR YDUR RECORDS �
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REV-1593 EX AFP C12-12) �■ INHERI7ANCE TAX RECORD ADJUSTMEHT xx
i
ESTATE OFsCOOPER EYA K FI{.E N0. :21 12-0458 ACNm 101 DATE: 07-30-2013
AnJU3TMENT snsen oN: AAMINISTRATIVE CORRECTIdN
VALUE pF ESTATE:
1. Rnal EsYaSe cscheauie a> ti> 15D,531.83
2. Stocks and SonGS LSchetlula 9) i2) .60
3. Closely Heltl Stock/Partnarship Interest CSCheduls C) {3) .p�
4. Mortgagas/NOtes Reteivabla CSchatlule D) t4} .00
5. Cash/Bank Deposits/Nisc. Parsonai Property LSChadule EJ CS) Zpg,l&6.64
6. Jointly OwoeE Property CSt�etlul• K7 �a� .60
7. TransFers CSChatlule B? ��� .00
b. 7ota1 Assats �e� 358.718.47
DEDUCTI6NS ANI! EXEMPTIONS:
4. Funeral Exp4nses/Adm3n3strative CostsJ
niscailaoeoas Expensas Cschaaule H) (9) 3b,255.73
10. Dabts/Mortgape Liabil3tiaslLians CSChedula T? L10) 6�p§$.02 ` �, '�`
IS. Total Daductions � p Clll „��,�44 323.75
12. Net vaiue of iax Raturn � ;'�'. Q2? �_':� '�"il �• 394.72
13. Ch�ritadlefGOVernmentol &aquasts; Non-eloctotl 9133 Tr�sts tSchadula J) �1 —; ��3? --�,pp
14. Ne# Yalue of Estata Subjact to Tax � Z��� � i�+ ��
�- ,� mna� � �1i:�394.72
TAX: ?'" u: _ -�^,.-.�-
15. Amount of Lina 14 at Spousa3 rete L15) ��"�((Q�X QO � '�1` .00
16. Amount of 4S�e 14 taxa4le at lineallClass A rsts � ��
tis� 31b 39 ,�7Q 045gJ 1�i237.76
17. Amoant af Lina 14 at Sibling rate {17) —,��,l�C ' �,��, ,- .00
18. Amount of Line 14 taxable at Cal3atarallClass B rata t1g3� 15 r,�
14. Frincipal Tax �ue x (193
TAX CREDITS: 14,237.76
M S t AMO�NT PAID
DA7E NUMBER INTEREST/PEN PAID t-)
06-25-2012 CD6161t3 711.89 13,55Q.00
TBTAL TAX PAYXENT 14,261.89
ALANCE OF TAX DUE 24.13C
INTEREST AND PBN. .OU
TOTAL DUE 24.13t
* IF PAID AFTER DpTE INDICpTED, SEE RfYERSE IF T47TA� DUE IS REFLEC7ED AS A "CREDIT" {CR), YOU MAV BE DUE �
FoR CALCULATLON OF ADUITIONpL INTEREST. A REFUND. SEE REYERSE SIpE OF 7HIS FtlRM FOR INSTRUCTIONS J t
PAYNENT: Datach the tov oortipn of this not5ca antl sub�it with yaur oav�ent naae pavable to the naee and address
arinted on the ravarse siEa.
If oavvnt is Por a RaStAant Daesdsnt, �aks eM1gek cr wonav ordnr Oeyeble toi 6agister ot Wilis> Apartk.
IF Vavnant is fot a Non-residant DecedeM, �eka <hack or �onay order payable to: Co��mweaYth of Pannsvlvanfa.
Failura to nav tha tax� 3nt�rpsi, end ponelty du¢ say reault in khe tilinp af a liea of recortl in tha
epproorintm couMYr Of ih1 3S6Yb�CY of an Orphan's Court citation.
REPI#W CCR�: d rafuna of a.tau ttadit. which vas not requas{�tl on iha ta�c return, uy ba f09Yf3CYtl bY eowoleting ao
"Apolicatian for RatuM of Aannsylvania lnhari#enca and Eateta Tex" (REVd313). Aopliutio�z era arai]abla fra�
iAe tl�plfSN�k'S WYb sita y,}��avsnua aro kaa3star nf M}lls or Ravmua 09atriet Office, or frow the
OapartwanY's 26-MUUr en3veNny ptwi¢i: 1-6! -Sd2-2850; sarvicas for ierzpayars wiih sue<ial hearinp antl/or
speakine noetls: 1•8�0•467•3020 CTT anly).
REPIY
T0: puostions rocartlipp orears eqntainatl orv this notica should be adOrassad too pA D�periMani o4 R�vanue. 9ureeu
ot Individwl Tuz�s. ATTN: flost Assasswmt Raview Unit, Pp poX 2l0601. Narrisburs P� 1711`5-9401, ar tall
(11T> 787-6505.
�TSCOUNTe If am tarz eWe is paid witMn thraa eal�ntlar wonths attor thY deCedsnt's tleath, a fiv� parunk 0lscount of tha
t� oaitl is a12waC.
PEWI4TV: The 15 Veroent tex aenestv nan-oart3c3pat{� pepalty is ca�outad cn tha totsi af the tam and interozt essessetl,
and net OaiE bePore Jan. 19. 1946, ithe fint Eey afta� Lhq qnd of tha ta�c a�maty variodJ
INTERf&To Inta�ast is charyad b�pinainp rith first daY of tlalirWUaney or nine wnths arM ona dN fro� thd tlata af tleekh �
ko t�o dale af aavrant. Ta�us rhich becra Ce3l�quent b�foro Jm. 1. 1962 bcar int�nst e# tha rate of six
oarceM oar annw calcul�t�tl at a Cailv rota of U.b00164. Al2 tuas MMch bYCen delinaumt on and attpr
Jen. L 3492. wA2 traar intbrWSt at a rata wi�ich varSas ha� ywr ta Yaar vith tha rota announcad bY tho PA
➢p+ttwartt of R�vanw. 4etas for 198T throuph 200f can ba found fn the Pannsylvenia Rasld�nk Instruction
doqklat SREY-150ll. tha P�nnrylvani� Non-nsftlMnt Instruction Booklat (Rw•3736) ar an tha Dwarkaant of
Rsvrnw�M�b s"stc vw+.ror�nua.aa.us. iha apolicabia Snt�rest rates for 2007 thrauph 2013 arr.
Intarast Oailv Intarast Daiiy Interest bailv
Yaar Hat• Factor Yrar Rata Factcr Yaer Rata factor
268� &X .000219 2009 7x .DOQk92 2869 5X A901b9 �
ZOlU 4% .000110 2a11-2U13 3y .OGOG82
In#erast is celculstetl es Foilws:
IN7ERES7 . BALANCE oF TAX UNPASD X NUtlBER OF DAYS pELSN011ENT X DAILY IN7EREST FACT�R
Arrv not3cr issuad aftsr tha tra beemas tlalinouanf will roflect an int�ruf csieulation to fiftech tlavs
bsyand tho tlate oF tha assesa�ent. If nayFSnt is �etla aftar th¢ iMarest cwputation Gata shwn on the
notice, a0tlitfonal intaresk aust be caleulatatl. �
. . �.�. � . . �
nevn�mezto�-mt
�' pennsylvania 168-24-4071
INHERITANCE TAX
L� OEPARTMENT OF REVENUE EXPLANATION d/112012
EUREAU{Yf INDIYIDUAL TAXES OF CHANGES
POBox 28W01
DECEDENTS NAME FILE NUMBER
Eva K. Caoper 21 12-0d58
REViEWED BY ACN
Steven James 1d1
ITEM
8CtiEDULE µp, EXPLANATION OF CHANGES
� The reserve for Federai income Taxes due has been removed from the originai return as
requested on the supplemental return.
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