HomeMy WebLinkAbout09-16-13 INHERITANCE TAX � pennsylvania
RECOR4 ADJUSTMENT �.,a DEPAR7MENTpFHEYENUE
BUREAO OF SNOIVIOUAL TAXES REy•1593 F7( AFP c12•12)
IMHERITANCE TAX DIVISION
Pa 84X 260501
HARRISBUftG PA 1'l128-O601
DATE 09-03-2013
ESTATE OF MULGREW PATRICTA
DATE OF DEFTH 12-14-2068
FILE NUMBER 21 0$-1268
COUNTY CUMBERLAND
ACN 101
HARTMAN $USAN J A�nount 2emltted
1 IRYINE ROW ��-
CARLISLE PA 17013-3019 MAKE CHECK PAYABLE AND REMIT PAYMENT SOz
RE6ISTER OF WI�LS
1 CDURTHOUSE SqUARE
CARLISLE PA 17013
NOTE: To an5uro Proper ereESt to yoUr account. su6w;t the uDPar pprtion of t�iS form wi#h y6ur tax peymBnt.
CUT ALONC TNIS IINE �--► RETAIN LOWER P6RTION FOR YOUR RECQRDS F
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REY-1593 EX AFP C12-12) �� INHEkITANCE TAX RECORD ADJUSTMENT ��
ESTATE OF:NUL6REW PATRICIA FIIE N0. :21 08-i2b8 ACNz 101 DATE: 09-03-2013
ADJUSTXENT &ASED ati: ADNINZSTRATIYE CORRECTION
VALUE OF ESTATE:
1. Raai Estats (Sched�ls A? tl> .�41
�,,
2. Stocka and Bontls (Schetlule H) �z> 00 " ::��" 1"�h
3. C3osaly Hald Stock/Psrtnershio Interast {Schadula C1 {31+�- `-~" �'��` '�'
r:
4. Mart9+9es/Notes Receivable CSChatlule D) �4J �,., i=n'•�
5. Cash/9ank Bepositx/Misc. Parsonal Proparty CSchadula E} C5) 10 <"% ��� ��
�...._.
6. JOirttly �w�aC Prop�arty (SChatlul8 P) �b) Y'� � � -, „ '
7. TransPers CSchadule G) t�� 9G7,jt]��,��, ��-
8. Total Assats � �,a5-, ', 356,t125.14
DEDUCTIONS AND EXEMPTIONS: � � �
G) L.:. � W ' . .
4. Funaral Expenses/Administrative Gastsf � s�> y--
Mis<ellaacous Expenses CS¢hodulu H7 C95 25�918 i�4'"' �rZ " -.,
30. Dabts/MOrt9o9e 11a6S31tias/Liens tSChadvla I) i10) ��,�52Q 1f0 C'�
li. Total naAuctions C117 37,441.49
12. Nct value of 7ax Raturn c123 328,583.65
i3. Charita61aJ6overnmsntai Baquests; Non-alacUtl 4113 Trusts {SChadula J7 C13) 2�4r369.77
Y4. Net Valun of EsFate Sub]ect Yo Tax Q4) 119�213.88
TAX:
15. AmounY of Lioe 14 at Spousel rate {lg) ,Qp X,DO ° .�0
16. A�nount of Line 14 taxabl• aY Linaal/Class A rat♦ C16� ,00 y.OG5` .00
17. Anount ot tina 14 at 33e71ny rate tl?a k14a213.88Y.12 ° 14,305.67
18. Amount of Lina 14 Saxable at Callatarel/Class B raYp �yg� .00y.15 ° .00
14. Principal Tax Dua {14} 14.305.b7
TAX CREDITS:
� AMOUNT PATD
DATE NUMBER INTEREST/PEN PAID C-J
06-30-2009 CD011423 .p6 14,3Q5.b7
TOTAL TAX PAYMENT 14,305.6'
ALAHCE OF TAX DUE .0
INTEREST AkD PEN. .0
TOTAL DUE .0
* SF PATD AFTER 4ASE IN�SCATED. 5EE REYERSE ZP TdTA� DUE IS REiLECTED AS A ^CREDIT^ (CR), YOU MAY BE DUE
FOR CALCIILA7ION OF ADDITIpNAI IH7EREST. A REFUND. SEE REVERSE SiDE OF THSS FORM POR INSTRUCTIONS.3
PAYMENTi Dataoh tha toc aortiop of this notiu a�tl suG�it with vour psy�ent �aCe oaYable to the na�e and aEtlnss
printad on the rwYrse s4da.
If oav�ant is for a Rasitlent OecaCant, Raka chsck or �onov brtler nnable ta: Ra9istar af Wi12s, Apent.
If pav�ent is for a Nomresident Decatl�nY, uke chack or wn�v ortlar aevable to. CoNOmrcalth ot Pannsylvania.
Failuro to peY th� ka%. ]nte�ast, �Od p�nalty due uy re9ult in tb¢ ti2ing of a llen of record in LAe
a�rocriato cauntY� a� tM issuance af an Orphsn's Court citetian.
BEFUND CCRJi A rafuntl of e ta: andit, rhich wu oat ro�wsted on the tu roturn, ��ey b� reau�ctad EY wrplatinp an
°8o01ieation for RafunC of Perx�sylraoia lnhrritance antl Estate Tu^ LREY4S737. ApnlScations an av�5lebla tro�
tha d�oarbpnt's Wab site rwr.nv�nu�.at� �.o�.us� aror B�pixtar of Wills or Awwu� ➢iz4rict O}fice, or fro� tha
Daparta�M`z 24-t�our mav�Mnp slrrvfe�s 7-E68-3d2•2850; serricas for ta�oevers vith scacial haarinp antl/or
speakinp ne¢tiv 1•B00•44)-3020 CTT only).
REPiY
T0: 4usstivns rope�dini �rrors ecntsimd an this nottcs shw1C Ee addrossad tao PA IHpertwnt of Ravanue. Burapu '
nf IndiVidual Teaas, ATTN: Post pssoss�ant Rwiaw Unit. PO bax 2lY601. Xarrisburp PA 1712a-9d01. or eall
1717) 787-d505.
DISC01@iT: it any tas tlue 3s paid within threr calantlar wanths after tha dpcaacnt's aaetM1, a #iva varsant discount af the
taz paid ia allovad. -�
PEN0.tTY: Tha 35 Yrrpnt karz e�nasty non-carticioet3on oanalty ia eo�outed on {ho tatal of the #ex and intarost aasaxsad,
antl not paid bsfora Jan. 18, 2446, Ctna first Aay aftar }ha and of the tmr ainasty yatiotl.)
7NTEftEST: Interast is chawyad b�pinninp with flrst day of dalinqwncY or nina �oMpz antl ona tl� fro� t�a tlata o4 Geath ��
io tMa Eate 8f pey�ant. Tlocea wM1Seh b�tb�a tlal3nquent bafore.Jan. 1, 14l2 d�ar iMar�st et kha rete of six
oarcent per am��tn talculat�d et t dailv retc ot 6.BitU3b§. A11 tauss rhich btcs�� ticYfnau�nt on and eftar .
Jan. 1, 1987. will 6ear intarost at a rate which varies frw Yoer ic vear with thQ reta afl�oanted bY t�e P8 �
IIaoaMunt of Rev�nue. Rates for 1962 throupb 20ad can be fountl in #he Psnnsylvania Rasitl�nt Instruetion .
Epoklet (BEV-35trll. tM P�nnsYlvsnia Non-rasldent Instrvction 6adc2at tR�v-�73d) or an th� INp�rk�ant of '
Rpv�nw W�b siLe ww.ruvenw.ua.ua. Tha aoplieeblc iM�roxt ratoa Por 20U7 th�ouph 2013 are� .
Tntarest Dailv Ihte�ast Oailv Irvterast DsiIY �
Year Rab Factor Yaar Raka Fsctor Year RaU Psctar .
200� 8X .P0�219 29D6 Jg .00tl142 20Q4 5x .880I37 �
2030 4X .P90110 2011-2013 3X .0000l2
Intarest 1s caltulated a: foliwss - -
ZNTEREST = &AIANCE OF TAX UNPAID X NUMHER OF DAYS DELINpUENT X DAILV INTEREST FACTOR
Airy nOtic4 issuad efter ihe tm[ baewes tlelfnaumt will rofl0ct an intec�st calculdtiOn t0 fifte¢n days
beyond tbe data of the essess�unt. If paywant is �atlr aHcr tha int�rost po�putatien dab shown on iha
rtotice. adtliklonal i�toresY �usi trr ceiculateG.