HomeMy WebLinkAbout06-20-14 COMMONWEALTH OF PENNSYLVANIA REV-1162 EXIT 1-961
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.280601
HARRISBURG,PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 019321
MATEYA MARK A
55 WEST CHURCH AVE
CARLISLE, PA 17013
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 $423.85
ESTATE INFORMATION: SSN: 194-44-8959
FILE NUMBER: 2113-0396
DECEDENT NAME: TODD PATRICIA J
DATE OF PAYMENT: 06/20/2014
POSTMARK DATE: 06/20/2014
COUNTY: CUMBERLAND
DATE OF DEATH: 02/20/2013
TOTAL AMOUNT PAID: $423.85
REMARKS: RCPT TO ATTY
CHECK# 111
INITIALS: DB1
SEAL RECEIVED BY: LISA M. GRAYSON, ESQ.
REGISTER OF WILLS
REGISTER OF WILLS
RECEIVED JUN 16 2014
NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF IX DIVISION TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 IX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 06-16-2014
ESTATE OF TODD PATRICIA J
DATE OF DEATH 02-20-2013
FILE NUMBER 21 13-0396
MATEYA MARK p COUNTY CUMBERLAND
ACN 101
55 W CHURCH AVE APPEAL DATE: 08-15-2014
CARLISLE PA 17013-3202 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE + RETAIN LOWER PORTION FOR YOUR RECORDS
REV 1547 EX AFP (08-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TODD PATRICIA JFILE NO. :21 13-0396 ACN: 101 DATE: 06-16-2014
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) (1) 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) . 00 credit to your account,
.
3. Closely Hold Stock/Partnership Interest (Schedule L) (3) 00 submit the upper portion of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) C5) 375,793.86
6. Jointly Owned Property (Schedule F) (6) 5,416.41
N
7. Transfers (Schedule G) C7) 102,172. 15 0�
-rte s = m
S. Total Assets X48 c,,
APPROVED DEDUCTIONS AND EXEMPTIONS: Z in
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9) 21 .80 y.-�R-1- N rn rn
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 19�:'-'t$'D' m O 7T+ p
✓r} C.7
11. Total Deductions '°(11)2' 21934.61
12. Net Value of Tax Return 545.81
-- n
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) OC IT) 00 L
14. Net Value of Estate Subject to Tax - ( 61c-5 4.81
o N (n Q
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17y> 18 and/mo 19 will
reflect figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate C15) 182,399.54 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 979, IGG-97 x 045 = 12,561 .99
17. Amount of Line 14 at sibling rate (17) . nO X 12 = . 00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= 12,561.99
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-20-2013 CDO17625 402.63 7,650.00
11-13-2013 CDO18385 .00 4,093. 12
INTEREST IS CHARGED THROUGH 07-01-2014 TOTAL TAX PAYMENT 12,145.75
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 416.24
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 7.61
TOTAL DUE 423.85
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
RESERVATION: Estates of decedents dying on or before Dec. 12,1982-if any future interest in the estate is transferred in possession or
enjoyment to collateral beneficiaries of the decedent after the expiration of any estate for life or years;the commonwealth
hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such
future interest.
PAYMENT: Detach the top portion of this notice and submit with your payment to the Register of Wills indicated on the front of the notice.
Make check or money order payable to:REGISTER OF WILLS,AGENT.
REFUND(CR): A refund of a tax credit not requested on the tax return may be requested by completing an Application for Refund of
Pennsylvania Inheritance and Estate Tax(REV-1313). Applications are available from the department's website at
www.rev�ny�gstat�ga us,any Register of Wills or Revenue District Office,or from the department's 24-hour forms ordering
service:1-800-362-2050;services for taxpayers with special hearing and/or speaking needs: 1-800-447-3020(TT only).
Please allow 4-6 weeks from the date a refund was granted to receive the check.
OBJECTIONS: Any party interest not satisfied with the appraisement,allowance or disallowance of deductions,or assessment of tax
(including discount or interest)as shown on this notice may object within 60 days of the date of receipt of this notice by:
.A) Filing an appeal online at wwwboardofaooeals s1aAe.pa us on or before the appeal date identified on the front of this notice.
Or sending a written protest to:PA Department of Revenue,Board of Appeals,PO BOX 261021,Harrisburg PA 17128-1021;
B) Having the matter determined at audit of the account of the personal representative;or
C) Appealing to the Orphans Court.
ADMINISTRATIVE Errors discovered on this assessment should be addressed in writing to:PA Department of Revenue,Bureau of Individual
CORRECTIONS: Taxes,ATTN:Post Assessment Review Unit,PO BOX 280601,Harrisburg PA, 17128-0601,Phone(717)787-6505. See page 4
Instructions for Inheritance Tax Return fora Resident Decedent(REV-1501)for an explanation of administratively correctable
errors.
DISCOUNT: If any tax due is paid within three calendar months after the decedent's death,a five percent discount of the tax paid is allowable.
INTEREST: Interest is charged beginning with first day of delinquency,or nine months and one day from date of death,to the date of
payment. Annual interest rates are available on Form REV-1611,available at www.revenue is ate oa us,or upon request by
calling 1-888-728-2937.
Interest is calculated as follows:
INTEREST=BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
Any notice issued after the tax becomes delinquent will reflect an interest calculation to 15 days beyond the date of the
assessment. If payment is made after the interest calculation date stow on the notice,additional interest must be calculated.
REV-1070 EX(01-10)
pennsylvania INHERITANCE TAX
�> DEPARTMENT OF REVENUE EXPLANATION
DLN: 13211408
BUREAU OF INDIVIDUAL TAXES OF CHANGES SSN: 194-44-8959
PO Box 280601
DECEDENT'S NAME FILE NUMBER
Patricia J Todd 2113-0396
REVIEWED BY ACN
Jason Kreiser 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Jointly owned and transfers are taxable outright to the beneficiarylies before
determining residue.
ORIGINAL Page 1
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