HomeMy WebLinkAbout09-09-13 INHERITANCE TAX � pennsylvania
RECORD ADJOSTMFNT e ` oEPAerntEr�trOFRfVENUE
SUREAU OF SNDIVSDIlAI TAXES ■�w�
INHERITANCE TA% DIYISION REY•7593 IX AFP Q2-12)
PO !0% 280¢O1
iblRRISBtWtG PA 17128-Od01 �� �
rt_ ^ . �� _ , .
"" � � ._ DATE OS-30-2013
�� �-�� ' " � � � ESTATE OF STONE MABEL M
, '?. 1 �. DATE OF DEATH 04-28-20Y1
;:1`1.�� ��i�� " . , ,. � FILE NON$ER 21 i1-1058
CpUNTY CUMBERLAND
,��c , ..,-� ACN 101
FLOWER THpMAS � �` � � A�nount as�nittaa �
io � Hi�N sr GtS@r:���;`_�,!, . .. . .'� v
CARLISCE PA 17013-2422 MAKE CBECK PAYABtE AND REMIT PAYMENT T0:
REGISTER OF WIL�S
1 COURTHQUSE SpUARE
CAR[.ZSLE FA 1�013
NOTE: To •nsura o�opar oratllt ta Yaur account, submiY the upper porYSon of thSs form xitlr your tax P�Y�m�t.
CUT ALQN6 TMYS I.INE �► RETAIN LBWER PdRTIBN F6R YOUR RECORDS 4�—
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REY-1593 EX AFP (12-123 ■■ INNERITANCE TAX RECORD ADJUSTMENT ■■
ESFATE OF:570ME MABEL M p�LE NO. z2I 11-1058 ACNz 101 DATE: OS^3U-2013
ADJUSTM€NT BASED ON: BOARD OF APPEALS REFUND
VALUE OF ESTATE:
i. aeai Estate cscneduia p� {2� 150,000.00
2. 5tocks and Bonds CSchetluls B) t2) ,00
3. Clossly kaltl StocklPartnarship fnterest {Schadu2a G) <33 .00
4. Mortpa9aslXOtss RataSvaCle {$chaCUl• 03 [4) ,�p
5. CashlBank DapasitsfMisc. Parsonal Property t5thgdale ES C53 2$3,332.74
6. JointlY Ownatl Propwrty CSehadula F) �6� .00
7. Trmsf•rs (Schadule 6) t7) ,a�
e. rotai assetx fe} 433,332.79
DEOUCTIdN5 AND EXEMPTIONS: '
4. Funeral ExpensssJAdministrative Costs!
Miscsllanacus Expansas CSchcdula H) C4) 48,931.49
10. Oabts/MOrtys9e L3abilitips/Lians CSChatlulo S) C10) 4.08$.00
ii. 'rotai naauctions cit3 53,029.44
12. Nnt valua of iax Return cx2) 380,313.30
13. CharStablalGOVernmental $equests; Nort-alsttad 4i13 Twsts CSchedula J} C15) 12I�700.25
i�. xa2 vaius at eszate s�oiact to Tax c1�� 258,613.05
TAX:
15. Amount of tine 74 at Spousal rate C15) ,OOX.00 ` .00
is. n■ount ot iane i4 taxaui• ,c LSOCAl/CId55 A rats �ybk 64,653.26Y.045° 2,909.40
17. Amount of Llne 14 at SSblinp nta {173 .q�y. 12 = .Qp
lE. Amount ot Line 14 taxabla at Gollatsra2lClass H rata 1187 193r459.79y.15 ` 29.493.47
19, Ptineipal 7ax Due �lq�
TAX CREDITS: 32>003.37
{ AMOUNT PAID
DA7E NUN&ER INiERES7/FEN PAZD C-)
11-22-2011 C0015237 1,bp0.17 33.303.00
04-30-2012 SBADJUST .00 .2!
TOTAL TAX PAYMENT 34,4U3.38
ALANCE OF TAX DUE 2,900.a1CR
INTEREST AND PEN. .00
TOTAL DUE 2,900.O1C
* if PAID AFTEk DATE INDICATED. SEE REYERSE IF TOTAI dUE IS REPLEQED AS A "CREDT7" tCR). YOU NAY BE DOE �
FOR CALCULATIqN OF ADDITIONAL INTEREST. A REFIIND. SEE REYERSE SIDE Of THIS FORM FOR INSTRUCTIONS.)
PAYMENT: DatacF tha toa cortian nf this rwtica and SUEFji viLh YoUh oaywnt wade payeble to the ns�a anE aCtlrass
p�lntRd Y� Sh! �YVbF51 Sitlk.
If oeY�ent is fo� e Resident bocatlant, �aka che<k or �onev ortler oevabla Yoi Ragisker o{ Wills, Apent.
If oay�ent is fpr a NomrexidrnY Dee6tlmt, �ake chcck or �enay ordv oayabla tcv Cooqmwalt� of Fennsvlvenia.
Failurt ko on the tax� intarost, antl Danalty tlue �av rosult in tha f3ling of n lian of re<ortl in the
euoroprdete oountv. or ths Ssauante of an Oroharv's Caurt c3tation.
REFUNO (CR): A rafunA of e tuc C��tl1i. Wh1Ch e�s not r�quost�A an tha iax return. �ay bo raqutstad M Ca�Platinp an
�Apn};tation for R�Fentl of PemsvIranis Inberitanco mE EYtat� Taa^ CREV-1311). Apolicetlans �ro av�ils61� frw
tha davert��nt's W�b s3L q{M•^YV��p.st�ta.oa,us, arqr R�pisbr af Mills or R�v�nm pistrict Offies, ot frw tha
Deoart�ant's 24•hour answ�r}�y0 s�trio�: 1-E9B-352•2950; serrie�s for tauoeY<rs with spoeSU MarSao an4/or
speakina neetls� 1-800-447-302tl CTT onlv).
REPLY
TU: � Qu+s#ians rocartlina arrora c�tsinad m t�is notica shoul+! 4a adtlressad tm PA Departrmt of Rovwup, Guraau
nf InGividual Tarzss. ATTN: Posk Assassunt Revieq Un3t. PO !mc 280801. Nahrixburp P� 17126-Od61, or mll
<717) 7D7-fi505.
DISCOUNT: If aMr tax due is I+a3tl w3th3n tbrot ealaMae �tonths aftar tfio da<�tlanYs Aeath, a fiw aorcant discount of t�a
taz CaiC is allaretl.
PENFL7Y: T�a IS percent taK a�aeatY non-aarticipeticn penalri is eosuuted on the tatal of tha taz and 3nterost aslcessetl.
anA nat oaftl be4ore Jan. 38, 1996, tthe first tlaY aftar tha and of t�a taz a�nasty neriod.)
INTEREST. Intarovt is e�aroetl b�yinninp rith first daY of tlolinquanev or nina �onths and ont dw tro� tha dala of Geath
to #ha tlafs of vaY�ont. Tmcas which b�oa�a tlalinquant b�foro Jan. }, jg� btai int�rest at thR rata�of siz
parcaM osr annw wlcuiatatl nt a dailY rate of 0.000364. All tu[es rhieh bacae tlalinqwnt on and afLr
Jan. 1� 19l2, rill bcar dntrrest at a rata vhich vaMas frow raer Ao »er vith tho rata annaunc�tl by thc PA
D�Vert��M ot Rwanua. Retcs far 3982 thrpu9h 2666 can ba feund in #h� Pannsylv�nis RcaiCmt Tnstwctfon
Boaklst {NEV-iSBi), the Psnnsylrenia Non-resiMnt Instruction Doeklet (Rev)7}O or on kh� INOert�ant ot
Rrwnur W�b sita ww.ravenua.oa.us. The apol}�a�la intarast rekas for 2U07 tArouOh 2013 aro:
Znfarozt Dafly IMere¢t DailY Intarast Dailv
Yeer Rata FacROr Vesr k�ta Faetor Y�er R�tp Factor
?¢�7 d% .000219 200E 9X .000192 2009 5Y, .000137
2010 4% .000110 2011-2033 3y, .009G82
Intaros! ia celculatatl e5 tollows:
INTEREST � BAIANCE OF TAX UNPAID X NUMBER OP DAYS DEIIRQUEMT X DAZLY INTERfiST FACTOR
Am notice issued nttar the tax bccowas dalinqumt will reflact en intarkat calCUletion to fit#am days
beyan0 t�a date pf tha assess�aM. tf pav�ent is �ada aiter tha intrrest ca�putatio� dati sharen on the
natica, adGitionel interest wst be calculatetl.