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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. 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