HomeMy WebLinkAbout08-09-13 R�CQR�F� Q°,1�� OF
REt���"` 0'r" :��...I_S
DATE: Comnnonwealth of Pennsy�i��l�
SUB]EC1' DdCKE7ItlCs NOMRESIdEMT DECEDE��'��' 4 #"'f� �Z O�
FILE INFGRMATION
CLERK �;_
� TO: � S' COt)RT
, COtlNTY REt;�IS����t���5G0.� PA
� FROM: E4I2ASETN A SLQpM
i TAX EXAMINER 2
I Inheritanae Tax Diviaioo
Bureau oi Indivfdusl Taxes
; Departroent ot Revenue
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� CQMMOMWEAUT��Qf.,�, ENNSYlYAN2A ,
' ^ DEPARTfkE�iT,�,l�EYENUE pQ��Sy�,V��'�a
i, ' � � DEPAR7MENT OFREYENUE
SUREl�tl OF fNDIYIDUAL TAXES HOTICE OF.=,�0}(RESID6�� � TANCE
INHERIIT�r�ce r�x ncvtsmr� 7AX APPRATS:�M£NT, A�C Q�� �jpR REV-537 E% AFP az•iz�
ro imp zsgsei DISAti.OWANC� qfi DEDU�T'�pN$`.
�u�eigAUR6 PA 1712d•06A1 AND ASSESSl4�NTt?/QF TRX��
�",;,i ��..;:,�DAjE�l� 08-12-2023
�� C�j�nC�'�;,x��'���f�J�,fE�4F�EATH 03A�4M2�12 JOSEPH M
'"`i!`�t�FY��IUMHER 99 12-2042 �l- I3 ia`f�
I tBAIN�Y NON-RESTDENT �U °t'
NEWKIRK STEPNANIE ACW A 101
SUITE 22Q0 APPEAL DATE: �10-II-2013
2545 6RAND &LVO (SeereversesideuxderOb}ecdoas}
KAN5AS CITY MO 64105 X�ount Re�ittsd ��
. MAKE GHECK PAYAEEE AND RfMIT PAYMENT T0:
PA DEPARTMfNT OF REVENUE
P.O. BOX 280601
HARRISBURG, PA 17128-06Q1
CUT LON6 THIS LINE RETAIN LOWER PDRTION FOR YOIJR REC4RDS__ � _
---' '-'--'-----'--•-'-'-' ' _"_-----�--'-'-'
REV- S7 EX AFP C12-12) NQT E pF NONRESIDENT INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DfDUCTIDNS AND ASSESSMENT OF TAX
ESTA E 6F 6RAHAM JOSEPH N FI�E N0. 94 12-2042 ACNlpl DATE 08-12-2013
UX COMPUTATZpN ME7HOD EiEttED: t l fLAT RATE t X3 PROPURTIBNATE
TAX RETURN WAS: C X� ACCEPTED AS FILEp S 7 CHANCEA
RESE VAT20N CONCERNINC FUTURE INTERE3T - SEE REVERSE
APPR ISED YALUE OF RE7URN RASED ON: ORIGINAL RETURN
. Raal Estata CSchatlul• A (1? •Q� NOTE: 70 lnsura proDrr
. Stooks sntl Eontls LSMSduls E) . (p7 24�2�6.00 cr�tllt to Your ■ccounS.
. tlesaly Nald StoeklPartnsrship inbr+st CSc�atlu3• C) LSS •�0 tubmiY tho upp�r parkion
. Mortpa9�afMaUs R�c�iwbls t5ch�tivia D) t4} .OD ot this for� with qour
. Gsh/&ank DeposSts/Mise. PsrsGnal Provarty {SthYtlu2e E) t5} ZQ1,987.00 kax pay�ant.
. daintiv Ownad Proa�rty CScMaul• F> t6J 369,743.00
, innsf�rs Csch�dui• s? �7� 15i910,064.00
Totax Ass•ts �s� 16.496,070.00
APPRO ED DEDUCTTONS AND EX@MPTIOH5:
9. Funeral Expansat/Adn. Costs/Mise. Exp�ns�s CSchadul• H) (97 41.788.00
16. DMbts/MOrtp+p� Li�bilitips/41�ns 4SOhadula I? (10) 22.E01.00
ii. rotai oaauctions �il� 64,589.00
7z. Nat Vaiuc ot Tax Raturn � C121 16.431.481 .OQ
13 Charitablef6ovarn��nta1 B�O�+sts t5chodu79 J} t133 .00
14 Nat Va1ua of Estat� Sub�sct to Tax C741 �6.431s4$1.OQ
NqTE: If an :ssess�rnt was issu�d FrarlauslY. linas 14, 15 and/ar 16, 17, lE end 19 wili
r�filset fi0uros thst Intlud• the total of 1,�,J� r�turns ass�ssad to dtta.
ASSES MEMT OF TAXs �
15 A�ount pf Lina 14 •t Spousal raYa Q5) 165.068.00 X 00 . .00
lb A�ount af Lina 14 taxabU ak LSn�al/Class A rata (lbl �3.188.00 X 045 a 3.293.00
17 AnqunY of L3na 14 ak 51611np rat• �17) •86 X 12 = .00
18 Aspunk cf Lins 34 taxsbia at Co12�tar�ifClas9 B rab f183 •04 X 25 : ,DO
24 Princiaal Tax Dua ti93 3.243.00
t AMOUNT PATD
0 TE NUME&R INTEkEST/PEN PAIO C-)
12-D -2q12 NR016160 .54- 4,000.00
TOTAI TAX CHEDIT 3,999.46
� BAtAMCE dF TAX DUE � �06.46CR
INTERfST AND PEM. .00
� T47A1 DifE 706.46CR
� ZF P ZD AFTER DATE ZNDICATE4, SEE REYfRSE ( SF TOTAi. DUE IS LESS THAN tl. NO PAYMENT IS REGUIRED. �
FOR LCULATION OF ADDITTONAL IN7EREST. SF TOTA� DUE IS REF�ECTED A5 A "CREDIT^ tCR7, YOU XAY BE BUE ��
� � A REKUNCI. SEE REVERSE SIDE OF THIS F'ORN FOR INSTRUCTIONS J
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R6SERY�7ION� EatatWS�pf d�e�d�n;a tlyinp on or b�far� D�ewMb�P 12. 1962 -- If �ro futur�.int�epp qa iM.�st�t� is
trmshrriA in possns3on or �niey��nt to Clata 6 Ceol3at�rsl}Mm}1eSarUS af tN Me�pent �t�r tAi id[yint}yp of any sst�t�
far lifa or for yeMRS.: tp�� LoYierW��lth INr�hlk',pepNf4lly raservaa tM riaM to aocreiu antl +ss�sa krmsf�r Ind�rStan¢� T,ix�x
at th� Iawful Cxas}) SCt33�t*r�13 ��t+ on any iuch��futurt ioteroat.
PIIIIR4ISE OF .Ta fulfill tha r�auir�w�nts�of Saction 2#40 of the InMe#kwo►:�fntl:-'�.xt�to jat,.tat.. Aet 23 ef 380Q. l'7Z 9,5.
t7DTfGfr - dettion�lifD3. � ' . . .- . .
dNECTi0N5z aery wrEy in intsrsst nnt satis£i�d vitb 46(r tpp{a3�Im�, ail or d aW�y�1f!,� oP q�1144tSOns qp 4,WnY a4 tax
(�nclupxnp Qifeount er 3ntMf�}p) �s ahwn on. ShtYt INitiCU.RMI o�M1��.�+0� �1� tlf !h� AN� Pt eVICY�}j�.�Eh1: rpt$,es
iri filiny unc af tM fellori�� �� � � � � �
A) Prol�st to th� P� CNpart��nk of ��WIN��!. Yau^aMy��,#r #ii{p�,a M^�t��t �ntan�..s# �
,+w.n.+reer+ow�.is.:taa.p•.ns m��en tM11,6ir����iMti �wC;.�i1+Wr��i4A14M1 Nts�ki #M;sraeF #+r ..
� lid. vou w�st NCNSVM u.amf}�;iwi �noRa�p�k�� frW t�pr
ipil�tl�af#o1�i�3;a�.YNi1tr.'l�eu ig also a�rt3 s Mt}tSaa p'trkest t6x M o'F� �QSFtl a'# AW�ala.
P.o: l�s Yilf�i, N�reisbiury, PA 1RP1-�1671. Patltiaru �er.net 7� f�et�rd.
i) £le[cti7�5�fa rysvM NK�Ht#ir dottrfii»tl K {� a�bit eT tfio accatpit o# tM���w�sora3 nqr�a�ntrtive.
A�;� C) Apy�al to tM O�pl��ns' Cotirt. �
�TBTRXFIVE .
COI�CTtbNS� FbcWil arrors Q�gcevrrotl an ;his saseswtnt ahould yo ssrd in wr;t�$s�p .t�ai P; Mp�r��n� nf q, rtw:
•u�ew o} Indiviikw�l TaonM.��M1TN� VusS Jlssusrm R�rfw�t. F.O. Yax IIiNi01�-N��r3a4YryiP'i� 171'YY�f91
Phom C7173 767•�rR5. Spa 9�.4,.v} tM�bpaklat ^inatweHsna fo� IpMHt�u�-'iy7r R1tw�r�for a MaY�'rslAent
lNeadent^ CRfV-17S6J�4x m Y1rolWntion of aNi�isttttiv�lv corroet�blr a�re�s.
DI�Ts ff aro t�tt.tlua is paitl xithin thraa t3) �oMhs aftar tM Goc�dent's daeth, a tliscaunt of five pere�aY�LSXJ. af
tb� t�x p�id is �llw�d.
REFUND LCR)i A rotunG of r tax or it, wh ch_.rMS eltlt fVq4WStW on tM 7�z R�ha�n:,�ytpr OR M cp�,�ti n
"Aeolfe�tion for RsfW tl af eQa 2MNrflM�e� 14�dliitllts TiK° t��1i1�39���S�&�'ara �M�S�111a
� onlim at ww•r���y�> s�y MtSStsr ef Miils ar RYVMUle��llSwt�lcR Ad94nz ar ltM�.,tM p�;.�a. .
��. 24•haur ansV�riny a�rrioi��oT btYn ard�rse 1-60d•Sf2-2850; sswic�s fx tntoalnrrs rStR :p�etal Mirv}vW��ntllaf
�iM�4no neftla: 1-p09-447-3C28 [TT onlr). ' �
PEN1141Y� 7ito 15X t� a�Mrstr non-wrtiCiCation wMlty 3Y c4YWitsi.ort ti}R ipt�l�,Th# j�q[ a1M i#rS}MSt ai¢�,x,M�l...#+W not
. wyG tiifort d�nu�e�5r 1E, 1496. t�e fir3! day at[�r th! �oA�ef kM tYi� .s#y p�fietl. 1'lils 1qM•p�wt�C�pitien
wn�1Cr is �po�aispl.a in th• sro nnmr antl in tM tn� aa�e Ha v�riaC"ef yaiY�wtdE�ao��ai ttn tax��rrrt��int�»st
� that baa M�n ssaessetl as fnEiwt�4 oe this netlu.
� INFEREST: intsr�st Se cyarpsd b�yirmiew:xith first� yy:pi 6si3nqwpq ar n39e.<4�nanthr�:MtM qw {i)�Ny iROe.tM�tt af
�� dMath to ih� Aat• ef owunt. Tn[ea whic� bieNH�tl�linaWnt 6ofon J�nuM• 1, 19k^ Wer intrrosi e1;,tM �N� uf
six Cbx) o�rc�nt wr �nnu� plculat�tl �t a tl�31Y rata 6f .S@bS{E. ASY Sllpf�i YF51ih M4Y� d�linw�hY-'�+ aM'Ntit�
d�nuarv 1, 3482 viil Mar iwt�rsst et a rata�rbleh vill viry 4ro� sal�mHr yaac to ee}.MpA+�r yr�r vikb thai rqts
�nnounc�tl by tlw� P!� ,Mpp�{Mp;,►f�Rawnw.� Mtos for y�#Ca lYa i��auYU T�99 cM IN t4iqM�in tM PaAnfylva�rSa
Rasld�nt iwtructian 3odp1t2. Y11GY-7861�..-ihrxhnnsyivu�,4Y ftan+�ra4da�'W" ksikruetf�rt �Me3rt."(R@Y•178iT��� or on tM
P�nnaylvsni� Mpt. nf Rrr�nua wb sits an+.rev�nw.stab.pe.us. Th� albV3itibY� f�tRr�st rotor Far Y��rs 20p0 t�reuyh
� 2ffI3�ari2 . . ' .
Int��u# Daily Int�r+st, Dl,ily InN�t}t Mi3y
'(��� Rat� F�cYar Y�ar Ratt �'Y2ti�r Year kr�e . f�alor
-.�..�..-
� 2U98 ty .GOC239 20D1 9% .ppAIGT 2002 6Y .0401t4�� �
2403 5X :000137 . 2004 4X , :�y�1T0 � 28QS 5X .808137 . �
�. 2806 . 7X .868192 ?6Y? A'1 .l��;4 28CR 7X .Obi242
� 2tl09 5X .000137 2019 47[ .8tl►110 2011-2E13 3X .BfOPt2
--Intersst ix cnl<ulatitl as follqta:
. INTEREST = BAIAMCE OF TAX tiNPASD X NUXiER OP DAYS DELZN4UEN7 X LAZIY IN7EREST FACTOR
--Am Notic� isswd atter tM taz W¢oNS tl�l#q4uant w131 rdl�ct a� inter�at telculation te fift�erv [15) tlers
b�yond th� tlrt� pf ih� asass��nt. If O+YMnt ia �aN Wfi�r tF� intrr�at coAlpuk�ltion tl�U sheMn on th�
Natlz., +daitionai inL�o�st wst w eaTiv7.rt�tl. � � �
.. TD,I�FlIT
� PRYMIFNTI Datach the tup porkion ef this NntieM antl suh�3t wiLh yaup o+Y��nt to PA Mp�rt��nt of R�rmuo, at the atltlrass
shorn on tha rov�rst sitle.
-Mak� sbsdc or weny a�e�r wy�bl� to� PA DEPAR7MENT OF REYEMUE
� Feilun to oev SM tq, lnt�nsi�. mQ p�naltY du� �W ruult 3n the filinp of a liarv of rocprd in the eooracr3ata
cauntvs or ths issuanc� of an QroAao's Court cStatSan.
. _ ,
SCHEDULE PA PROPERTY
00% Interest in Graham gamily Residence LLC which owns pA
esidence (see attached valuation) $239,900
� 2032 22v! �
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CO EAITH OF PENNSVLVANIA
DEPNA�FMENT OF REVEMUE PtNN�Y1�"VAN1A
euR u oF nvo+viou,u.r,sxES 11�IMERIT'.ANG� ANQ �TA'TR TAX
DEPT 2808pt
HARR SBURG,PA 17728-0801 O�RICrAL R�iC�.IPT
No. NR016160
REC IVED FROM: ACN
ASSESSMENT
!.A HRC}P d� GAGE LLF coatr�o� AMOUNT
MA Y S SHAFER NuMSeR
234 GRAN#) AVE STE 2400 101 4:�.�0
KA SAS CITY MO 6410$-2684
E8TA E ItiFORM4t1lON ��
FllE N b�ER . .
9912��a4'�
NAME F OECEDENT (USn (FIRST) {Mp
GRANAM JOSEPH M
DATE FPAVMENT
�ti�aso�s
� ���
a srsr�raat �o i 2
cau
NonWR*std�nt
DATE �ATH
3/4/2012 TOTAL AMOUNT PAID 34.000.00
RE KS
' 12EGEIVEd BY
Eilzabeth Bioam
SEAL
GOMM01�1MM�AL.T4i OE PtN1�I�YI.YANIA
DEaw�s�wrr o� Rav��ue
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