HomeMy WebLinkAbout12-24-14 COMMONWEALTH OF PENNSYLVANIA REV-1162 EX�11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.280607
HARRISBURG,PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 020068
GARBACIK RICHARD J
221 N 17TH ST
CAMP HILL, PA 17011
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
__""__ fold "_______' _"'___'
14101755 � 524.99
ESTATE INFORMATION: SSN: I
FILE NUMBER: 2113-0194 I
�ECE�ENT NAME: GARBACIK RAYMOND R �
DATE OF PAYMENT: 1 2/24/2014 �
POSTMARK DATE: 1 2/23/2014 �
COUNTY: CUMBERLAND �
DATE OF DEATH: 02/08/2013 �
�
TOTAL AMOUNT PAID: 524.99
REMARKS:
CHECK# 160
INITIALS: CJ
SEAL RECEIVED BY: LISA M. GRAYSON, ESQ.
REGISTER OF WILLS
REGISTER OF WILLS
� pennsylvania
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX DEPARTMENTOFREVENUE
INHERITANCE 7AX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE REV-1548 EX AFP C11-14)
HARRISBURG6PA 17128-O6o1 R��V������T�N�N��R�TRUST ASSETS AX ON
REGIST��' "" �`,`IL�.SDATE 12-15-2014
ESTATE OF GARBACIK RAYMOND R
���t� ��� 2� Ci1'� l 2�ATE OF DEATH 02-08-2013
ILE NUMBER 21 13-0194
COUNTY CUMBERLAND
��-��':+� �� SSN/DC
RICHARD J GARBACIK O�P����� C�i��T ACN 14101752
221 N 17TH ST j��Q �; �y,� n,�.� ��� APPEAL BY DATE:02-13-2015
CAMP H I L L PA 17�I1-39�� (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
l.Ul NLOI'IV TI'liJ LII°It � REiAYFI LI�MItK Y111�lIl�PI rUFC Y�UF� RtI.GFCLJ �� �
_____�_______��______���_____��______�����_____����___________����__________��___________��
REV-1548 EX AFP C11-14�
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 12-15-2014
ESTATE OF: GARBACIK RAYMOND R DATE OF DEATH:02-08-2013 COUNTY:CUMBERLAND
FILE NO. : 21 13-0194 S.S/D.C. NO. : 207-22-7678 ACN: 14101752
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: AMERICAN GENERAL LIFE ACCOUNT NO. : AXXXX950A
TYPE OF ACCOUNT: C )SAVINGS O CHECKING C �TRUST t )TIME CERTIFICATE
DATE ESTABLISHED 02-08-2013
Account Balance 115,721 .34 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 1.000 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 115,721 .34 UPPER PORTION OF THIS NOTICE
Debts and Deductions " •�� WITH YOUR TAX PAYMENT TO THE
Taxable Amount 115,721 .34 REGISTER OF WILLS AT THE
Tax Rate x • 12 ABOVE ADDRESS. MAKE CHECK
Tax Due 13,886.56 OR MONEY ORDER PAYABLE T0:
��RE6TSTE,P, nF �II!!_�. ACF!�lT.��
TAX CREDITS:
PAYMENT i2ECEi�PT DISCOUNT C+�
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
05-08-2013 CD017584 694.33 13,481.63
TOTAL TAX PAYMENT 14,175.96
BALANCE OF TAX DUE 289.40CR
INTEREST AND PEN. .00
TOTAL DUE 289.40CR
� IF PAID AFTER THIS DATE> SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. �
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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 lnheritance and Estate Tax(REV-1313). Applications are available at www.revenue.pa.gov or by
calling 1-800-362-2050. Services for taxpayers with special hearing and/or speaking needs are available at
1-800-447-3020. Please allow four to six weeks from the date a refund was granted to receive the check.
OBJECTIONS: Any party of interest not satisfied with the appraisment,allowance or disallowance of deductions,or assessment of tax as
shown on this notice may object within 60 days of the date of receipt of this notice by:
1.Filing an appeal online at www.boardofap�eals.state.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 281021
Harrisburg PA 17128-1021
2. Having the matter determined at audit of the account of the personal representative;or
3.Appealing to the Orphans'Court.
ADMINISTRATIVE Errors discovered on this assessment should be addressed in writing to:
CORRECTIONS: PA Department of Revenue
Bureau of Individual Taxes
Post Assessment Review Unit
PO BOX 280601
Harrisburg PA 17128-0601
See instructions for Inheritance Tax Return for a Resident Decedent for details on an administrative correction.
vivl:.vt)i'v i: l'I 3iiy LdX OU�IS�idlU Wlihl�i iilf88 iTiOflifl5 dR6i�IIl6 C1eC@aBili3 t78uiiy a;i j.7��Cctil i7��wU�ii Oi"iliis i8X Fia�u i�d��v.+.zviu.
INTEREST: Interest is charged beginning nine months and one day from date of death,to the date of payment. An i�terest calculator is
available at www.dorservices.state.pa.us. Annual interest rates can be found on form REV-1611.
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 shown on the notice,additional interest must be calculated.
. pennsylvania
BUREAU OF INDIVIDUAL TAXES p NOTICE OF INHERITANCE TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION l�::����T��- A�ASSESSMENTSOFLTAXNON
PO BOX 280601 REV-1548 EX AFP (11-14)
HARRISBURG PA 17128-0601 �:��-��-�����4��y����� TRUST ASSETS
�t DATE 12-15-2014
Z��� ��L Z� �� •1 2�STATE OF GARBACIK RAYMOND R
DATE OF DEATH 02-08-2013
������� �� FILE NUMBER 21 13-0194
COUNTY CUMBERLAND
QRPFfAivS' C4JRT SSN/DC
RICHARD J GARBACIK �����.����j� ��, � ��ACN 14101755
221 N 17TH ST APPEAL BY DATE:02-13-2015
CAMP H I L L PA 17 O 11-3911 (See reverse side under Objections)
Amount Remitted �
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
.�'.tlT AL.Qt�G T�l3S LT.NE �'�' F:�T,"-.:N LCitiE� P^uRTIO�i rr^v€2 Y'JJR i�ECCR'�3S ¢"
-------------------------------------------------------------------------------------------
REV-1548 EX AFP C11-14�
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLDWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 12-15-2014
ESTATE OF: GARBACIK RAYMOND R DATE OF DEATH:02-08-2013 COUNTY:CUMBERLAND
FILE NO. : 21 13-0194 S.S/D.C. NO. : 207-22-7678 ACN: 14101755
TAX RETURN WAS: CX) ACCEPTED AS FILED O CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: WESTERN NATIONAL LIFE ACCOUNT NO. : XXXX8458
TYPE OF ACCOUNT: OSAVINGS O CHECKING C )TRUST OTIME CERTIFICATE
DATE ESTABLISHED 02-OS-2013
Account Balance 24,529.70 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 1 .000 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 24,529.70 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 24,529.70 REGISTER OF WILLS AT THE
Tax Rate x • 12 ABOVE ADDRESS. MAKE CHECK
Tax Due 2,943.56 OR MONEY ORDER PAYABLE T0:
"REGTSTER OF WILlS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) pMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-08-2013 CD017584 131 .97 2,507.43
INTEREST IS CHARGED THROUGH 12-23-2014 TOTAL TAX PAYMENT 2,639.40
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 304. 16
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 10.23
TOTAL DUE 314.39
� IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. *
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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 lnheritance and Estate Tax(REV-1313). Applications are available at www.revenue.pa.gov or by
calling 1-800-362-2050. Services for taxpayers with special hearing and/or speaking needs are available at
1-800-447-3020. Please allow four to six weeks from the date a refund was granted to receive the check.
OBJECTIONS: Any party of interest not satisfied with the appraisment,allowance or disallowance of deductions,or assessment of tax as
shown on this notice may object within 60 days of the date of receipt of this notice by:
1.Filing an appeal online at www.boardofappeals.state.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 281021
Harrisburg PA 17128-1021
2.Having the matter determined at audit of the account of the personal representative;or
3.Appealing to the Orphans'Court.
ADMINISTRATIVE Errors discovered on this assessment should be addressed in writing to:
CORRECTIONS: PA Department of Revenue
Bureau of Individual Taxes
Post Assessment Review Unit
PO BOX 280601
Harrisburg PA 17128-0601
See instructions for Inheritance Tax Return for a Resident Decedent for details on an administrative correction.
iiiJCJUIv'. il�lilj�idX C7Li6 i,'"��3i(i i�Yii�"lifi'irli8t;i�.^.fl`l(IS uf't@o ti1C u?�:i:uCi]t�:�G'3a��1�ii J j�SiGi.ii�G��iaCviii i v�i�c i2:��niu i5 3�:v^Y�:�,�,'^i�c.
INTEREST: Interest is charged beginning nine months and one day from date of death,to the date of payment. An interest calculator is
available at www.dorservices.state.pa.us. Annual interest rates can be found on form REV-1611.
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 shown on the notice,additional interest must be calculated.
f�ii/ l �f- /a l'i�",� 1`H X f�U� 3/�•�`�
,c� � N /�/ � / '7�"=� 1,�;`x �/'� ���YtS
>f�X D�'� '�y.qq
�
�
� � �
� � � � �
� � � � �
, � c,
�" � � rnrn
� � � � � �
� �' �; r:� c�
� � �' � -,� --r�n
�� � �
�� � � ca
� � �-` r rn
� � o tn -� I
� '•�'�
R�
n N�,} �
� �� i
�� i
2�G- R
_�� �
��a !
D'"' N , 7
�\ �'
V �``
Q
�
� ~ � �
�
� � � :,
� � ,
� ��
� � ti
� � �
.—� � . ,
"\ �] � 1
� 1 � r
p•b �� ( i
....I ,h �
T �r, r,
f..� �,` �
;::.
{si C
C:� � ;,,.
��7 � rn � ;
t�X � ��� ��
�tt
tf.?
� � � ;
� � _ '
, � ��
�,, .
�. � � _ `�� ;
�J � � — :s:; :,.
'\ ���E �'rt�' !
yas Sy,: I...�
�
_. �'
...a :.:�' �l
i.� 1
'�' ' 1
�. �
�''� ` f 1 ' � �� ,r
� .i�:'��;�.,�°P�'�N a r�r��
�r� ��� � s� ��� ,
� , ,.���I� �� ��� '
,
� �
��� � ;
t �� " s
TZ T �� �Z �3�J �I�l � � ��:� `
_. s7�tr�,� .�� �� �-�� �
.:1.S1�32� :�!� :�. „
�fl 3�f:�.�i� (I3��(f3a3a �W '.
.� �
;,� ��� =� �
!-Y
qP
�
r r.
e�e
�.
- ,,s.
c i!+', _
` , i.li
�:i ' �'
� ._ `i r_
a i�= '"" .>> t
�' �� '�' "%-
,� i,;- ",,i tv..
►,
- �
, r; .`
� S '
,•
4 �
i� - +
` .m
� �..� .v��..'>>.
.�s �lv
r?r,: