HomeMy WebLinkAbout08-20-13 INHERITANCE rax � pennsylvania
RECORD ADJUSTMENT �" DEPARTMENTOFqEVENUE
BUREAU OF INDIVIDUAL TAXES '
INNERITANCE TAX OIVISION REV-1593 IX AFP (12-12)
PO BO% 280601
XARRISBURG PA 1A28-Ofi91-^nr� J - _
P'C1 �',
s�`!< <' . .., � . . � _. ., DA7E 08-06-2013
ESTATE OF BOND FRANCES W
.,),� ` � ; !j �;l ', �_ �I r DATE OF DEATH 04-20-2012
FILE NUMBER 21 12-0558
�����;{�';; ;::�� COUNTY CUMBERLAND
OIRi'i�l,�''<�J� (;vL'�;(�i� ACN 101
ANDES ���BE�A���C J.� ,�.. Amount Ram3ttetl
525 N 12TH ST
LEMOYNE PA 17043-1245 MAKE CHECK PAYABLE AND REMIT PpYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
NOTE: To ensure proper credit to your accounY, submii the upper portion of this form with your tax payment.
CUT ALON6 THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS F
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REV-1593 EX AFP C 12-12) ■x """""""""""""""""'_"""""
IHHERITANCE TAX RECORD ADJUSTMENT ■■
ESTATE OF: BOND FRANCES W FILE N0. :21 12-0558 ACN: 101 DATE: 08-06-2013
ADJUSTMENT BASEO aN: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Raal Estate (Sehedule A) �1) 15��000.�0
2. SYOCks antl Bontls CSChetlule B) �Z� .00
3. Closely He1C Stock/Partnership Interast CS<hetlula C) (3) .00
4. Mort9+9es/NOtas Raceivable (SChetlul• D) �4) .00
5. Cash/Hank Deposlts/Misc. Personal Property CSChetlula E) (5) 21 .398.63
6. Jointly Ownetl ProperYy CSchetlule F7 �6) .00
7. Trensfars CSChetlula G) ���
8. Total Assets
.00
DEDUCTIONS AND EXEMPTIONS:
�g� 178,398.63
9. Funeral Expenses/AtlminlsfratSve Costs/
Miscellaneous Expenses (S<hedule H) (9) 24,591.49
10. Debts/MOrt9a9a LSab3lities/Llens (SChedule D (10) L�1Q5.�i7
11. Total Oeduetions
cii� 25,696.96
12. Nei Value ot Tax Return
az� 152,701.67
13. Charitable/GOVernmental Bequests; Non-alectetl 9113 Trusts (Schedule J) (137 ,00
14. Nei Value ot EsYate Sub3wt ko Tax Q4) 152.7�1.6�
TAX:
15. Amount of Line 14 at Spousal raie (15)
16. Amount of Line 14 ta:ablc at LlneaLClass A rate •�0 X•00 = .00
c16� 152,701.67y.045= 6,870.58
17. Amount of Line 14 at Slblinp rake
C17) .00y. 12 ' .00
18. Amount of �ine 14 taxable at Collateral/Class H rate
cie� .00,,.15 =
19. Pr3ncipal Tax Due - .0�
TAX CRE�ITS: C19� 6,870.58
R EI � �
DATE NUMBER INTEREST/PEN PAID C-7 AMOUNT PAID
05-15-2012 CD015970 343.53 8,500.00
04-15-2013 REFUND .00 1,240.55-
TOTAL TAX PAYMENT 7,602.98
ALANCE OF TAX DUE 732.40CR
INTEREST AND PEN. .00
TOTAL DUE 732.40CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A ••CREDIT^ CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIUE OF THIS FORM FOR INSTRUCTIONS.7
PRYMENT+ Detbc� the tpp nortion of t�is notice and sub�it with Xa�r oaynenk aada oavable to t�e naw and adares:
printetl an khe rewrsa sida.
Sf pnnant is for a ResidenF DaccdaM, �eka cheek or aonaY nrdct Peyab7a tos Reaister of Wills, A9ent.
If pAYwent Ss for a Nomrasitlent Decstlsnt. �aka eback or �omr order aavable te: Cvn�onuealth af Pennsvlrania.
Feilure to peY tha tax� inGrosR, ana poneltY dua �av result in the filinp of a lien pf reeorG zn khe
approoriate county, o� th� issuenca of an Orpban's Court eitaifon.
REFUND CCR)+ A rafund of e Fn� cr�ditr which wes not roquesF�tl on tha tax return, �ev be rotluastad bY cooplatAny an
"Appliution for Rafund of Pennqlvsnia lnM1aritance and Estata Tex^ fREV-1313>. npplic�tions are available fro�
the tlavart�c�t's Wob sika 7pq{.ror�nua.state.a�.us, any Reaiztar of Wi37s nr Rawnuc Dixtrict Office, or fron the
Dapertunt's 24-haur ansusr{�p yarwTea: 1-E88=i624950; sarvicas for tasvm�ers xith apacial Mar3np anElor
speakine neatl5: I-88il-44T-SU28 CTT onTYJ.
REPLY
To: puestions repardinp errors contain�tl an this notice shauld be aatlra:sa0 to� PA Dever�want of Revanue, Buraeu
of Ineividuel Tarzas: AT7N: Post Assosseent Roviw Unfk. PO box 26Qd9i, Hnrrisburs Pp 1�128-65Q1. or call
tT37J 781-65Q5.
DISCDUNT: If anY iax dua is neitl ufthin three ealantler �onths aFtar the dacatlont's tleath. e fiva o+reent d4xcount of t6o
t8X PdiA i5 e13A(ad.
PEN,0.TVr Tha 15 oercent tax a�nesty non-oarkicivatian panaltv is co�nutad on iha tota} of the tez antl intqrost assesaad.
antl not oaid bafore Jan. 18, 1996. CYhe first tlav after t�e end nf khe terz e�nesty oeriodJ
� ZRTEREST: Intarart is cheryad be4inninp uftb ffrst Aay oF tlel5rwwncv or nina �onths »nG ana tlay fro� thc da4a of Cwtb
tp Sho Eate bf osv�mt. Tuces vhich boee�a delinouw# boforo Jan. 1, 1982 p�a� SM�rest et thp rete of six
ppraent ver ennu� ealculatad at a daflv rete ef 0.000364. All ta�cas vhich baca�a tlalinqmnt on and afbr
Jan. 1, 3982, will bear interest at a rate whieh verSas frw vear to vear with the �ate announ<etl by the PA
DoAartiant af Rarenue. Retas tor 1982 throu9h 2fl96 can b: found in tha Ptnnsylrania 2osident Instruetion
� . 8pokl�t LREV-1501), Mo Pennsylvanf� Nemrositlmf Instruttion 6uok3ot iRav-1736} er on kha U�9art�ent of
Rerqnw Neb sita ww pgYlnua.oa.us. Tha qpPliesble intvast retas for 2007 #hrouph 2U13 arn
� I�tarest pailv intarest Daily Intcrast BnilY
Year Rate Factor Year Rat¢ Factar Yeer Rate Foctor
20P7 BX .00�0219 '20P8 7x .00Ol92 2009 SY. .p4013�
2�1� 4Y. .00U31U TU11•7a13 3Y. •000082
IntBrest is Celeuleeed es followse
� INTERE57 m BAIANCE LiF 7A5C UMPXID X NUNBER AF AAYS DELLN4�NT X DAZCY IN7ERE5T FACTOR
AnY notica issuad e4tap the tax boco�as C�linVUant will �sflact erv interrst calculstAOn Ro.tifta�n darz
beyontl tha de4e of t�e ri55lSS�enk. If DaY�IMPIL '1s wade eFter the lntorozt po�outstion tlete shown on the
� notice, addi#ienal tntarost �uat bo caleulatetl.
��i'��' pennsytvania lNHERl7ANCE TAX
� UEPARTMENT Qp 4EVENUE EXPLANATtON
BUREAU pf iNOiVIpUPL TA%ES OF CHANGES
POl;ox 2808Qt
� HAR
DECi:DENT'S N,4ME FlLE NUMBER
Frances W. Bond 2112-0558
REVIEWEDBY �
James Russeli ACN 901
11'EM
SCHE3ULE hip, EXPLANATION OF CHAN6E3
Adjusted Real Estate Schedule A item#2 tUnimproved tot of iand alang Kennedy Vailey
Raad in Tyrone Townshtp, Perry Caunty, PA}from appraised valua of 543,000 to saie price
of$30,000.
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