HomeMy WebLinkAbout10-30-09 ' COMMONWEALTH OF PENNSVLVANIA
- i DEPARTMENT OF REVENUE
�`�' NOTICE OF INHERITPNCE TPX -
B�RERU OF INOIVIO�AL TF%ES pPPRqISEMENT. ALLOWANCE OR �6ALLOWANCE
INHERITRHCE T<% OrvISIOX OF DEO�CFIONS ANO FSSESSMENT OF TAX "
PO BOX 3S060I
M10.0.ISEORG PA llIBB-0601 REV-ISLi EX 4FP tYl-Y9)
20°i° G�i �2 Fi','�?� C��nre ia-zs-zoos
ESTATE OF VERONIKIS STEVE 0
� �ATE �F DEATH 09-23-2008
�' ^- � � � � FILE NUMBER 21 08-1�68
�� - �� COUNTY GUMBERLAN❑
MARIELLE F HAZEN ` �� � qCN 101
HAZEN ELOER LAW APPEAL UATE: 12-25-2009
2000 LINGLESTOWN RO 2 (SeerevusesideunderObjections)
HARRISBURG PA 17110 Aeount RenitYeA 0
MAKE CNECK PAYABLE AN� REMIT PAYMENT T0:
HEGISTER OF WILLS
CUMBERLANU CO GOIIRT HOUSE
CARLISLE� PA I]013
CUT ALON6 THIS LINE ___ H RETAIN LOWER PORTION FOR YOUR kECO205 H
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REV-154] E% AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALIOWANCE 02
OISALLOWANCE OF DEOIICTIONS ANO ASSESSMENT OF TAX
ESTATE OF VERONIKIS STEVE D FILE N0. �1 OB-1068 ACN 101 DATE 10-26-2009
TA% RETIIRN W/5: ( ) R[[EPTED AS FILEO ! X] CHRNGED SEE ATTACHEU NOTILE
RESERVATION CONCEkNIN6 FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF kETURN BASED ON: ORIGINAL RETORN
l. Real Estate (ScM1etluL R] (Il ���r�00.�0 NOTE: To in5u�e prope�
0. Stocks antl BanEs 6cM1atlule B] (2l .00 retl3t to your a unt,
3. ClosalY Heltl Stock/PartnersM1ip Interesf 6chetlule C] (3l .00 5uEm1< Ma uppe�Cpo�tlon
of Mis form v1tF vour
4. Mortgages/Notes Rewivable (SCM1etlule �) (4l .00 taz vayment.
5. Cas�/Bank Oeposits/Misc. Persanal Praeartv 6cM1atlule E) (5J 528.97
6. Jovntly OvneO Properiv (Sc�etlule F) (6l 9 648.72
�. rrensfers <scneauia s� o) 1L402.66
e. rotai nssets �a� 127,580.35
APPROVEU DEDUGTIONS AN� E%EMPTIONS: 10�684.84
9. Fune�al Eapenses/Ptlm. Cos[s/Misc. Ezpenses (SCM1etlule Hl (9]
10. DeE[s/Martgaae Liabf11t1es/Liens 6cM1etlule I) [10] 2.0]0.52
Ll. Tatal UaEuctions lll> ����SS�iF
lt. Net Val�a of �az net�r� �iz� 114.824.99
13. C�a�ltaEle/Governmental Bequests Nan-electetl 9113 Trusts (SCM1etlule A (l3) •��
1a. rvat valua of estata s�e�a�2 2e rex �i�� 114.824.99
NOTE: If an essessnent ras issued previouslv, lines 14, 15 antl/or 16, 17, 18 antl 19 will
reflecY fl9ures [�at inclutle [�e toYal of ALL returns assessetl to tlate.
ASSESSMENT OF TAX:
I5. Rmount of Llne 14 at Spousal �ab U5) z9.257.87 K 00 _ .00
36. Rmount of Llne 14 taxable at Llneal/Class A �afe (36) g5�56�.12 % �45 = 3rg50.51
3]. Rmamt of Llne 14 at Slblln8 �a[a (1]) '�0 % 12 = .��
19. Rmaunt of LSna 14 taxabla ak [ollaka�al/Llass B rake (1B) •00 % 1$ _ .0�
ls. vri��ip:i ras nm �iq>= 3�850.52
TA% CREDITS:
PAYMENT RECEIPT �ISCOONi Ul pM00NT PiIID
UATE NUMBER INTEREST/PEN PAIU (J
12-19-2006 C�010670 189.47 3.600.00
INTEREST IS CHARGEO THROUGH 11-10-2009 TOTAL TAX CREDIT 3.789.47
AT THE RATES APPLICABLE AS OOTLINED ❑N THE BALANGE OF TAX OUE 61.05
REVERSE SIDE OF THIS FORM INTEREST ANU PEN. 1.17
T�TAL OIIE 62.22
i IF PRIO RFiE0. ORTE INOICATEO� SEE REVERSE ( IF TOTFL OUE IS LE55 TNFH Bl� NO PAYMENT IS ftEGVIFEO. �
FOR CALCUlATION OF AODITIONPL INTEREST. IF T�TAL �IIE IS REFLECTEU RS R "CFEDR^ (CRI, Y00 MRV BE �OE
R FEFUNO. SEE 0.EVENSE SIUE OF THIS FORM FOR INSTRUCTIONS.J
� _
aeserzvnr�on: E:e.ea. of ee�aa.�e, A..�e o � eoror. oa�a.oe. �z, isez — .s n v ��mr. m<a.e:o �� u. ..�.m ss e�a�:rerree
. � .�< to eiass e ��oiisea�si� t.�ara�.a�:e: o� on. a.�eae�� ateo� <ne e �a<m� ar a .,<ate for
i.ra o.�ro��. a.:e�m.�co..o�..sien na�pov . �.ir .::.� : cne r.ene <a soora�:e a�a .::.::�e�a�.rer mne�na��e n,e:
e< k�a lauiu3eCla55 B (collab�all �a[¢ on any xucM1 futureVintere5t.
PORPOSE OF
HOTICE. To iulfill t�e �eym�enents oi Sectlan L40 oi t�¢ InM1e�ifanw antl Estat¢ iax RcL Act 23 of 2000. O3 P.S.
Section 9140).
VqYMEXi: Oetac� tM1e Sao po�tlan oi k�is Notice anE SUEnit vlf� Y en( (o tM1e Repisb� at Mills p�lnteJ on t�¢ �ere�se xiEa.
--Nake cpeck a o o�tle� navable [o: RF.CISTENOFKILLS.AGE�'i.
Failwa to ory•tM1eYta:, in[enst, antl oanalb Eue nav �esult in tne £vllne oi a llen of �eco�tl in t�e apo�oor'fake countv.
a� t�e Lssuance of an Or'o�an'S Lourt citat�an.
REFONp 6R): R reiunJ of a tas cnG1t� �hicF ya mt r' ez[ep on t�e Tez Retu�n. n y Oe � esfetl M1y c �pletinp a
"AoplicaHon far' qefunC ot Pennsylvania lnpe�itance antl Es<ab Taz" (qEV-131ID9uApollcatlons a aalable
online at uwv � 5tate o y pepistpr a£ Wil3s or Ravenue Oiz[rict Otiice� or Ro� SM1e Dapartm¢nf'S
$3-bou� a vtne sa�vlce PorJfo�nsaor'tlers: 1-00�-36$-3p50; se���ces fo� taapmers vitM1 zpecial �ea�ing anE/or
soeakln0 neetls: 1-800-44]-3030 RT only).
OBJERIONS: Any pa�fy in inte�esk no[ 5atiziietl vit� tM1e aoo� isa�ant. allorance or' Jisallovana oi YeGuctlons a 5 z eni oi t�
UncluEina Eiscaunt or an[e�eztl as sM1avn m SM1iseXotlu �av oOJect vit�in 60 tlavz o1 tM1e Eate of receoot oi tM1is natice
by filinp o of the follavinp:
�R) P�otes< to t�e PL pepa�t�ant of ftevanue. Baartl of Rpneals. Vou n o0iact M filinp a �o[esi anline at
a�Eo£aooealz sfab o r EaPore Me ¢ �ation of tLeYsiatv-tlav a eat v ioE. In or0e� Po�
�electronic O�obs< to �e vali4��y uzt r onfirnatlan nunGer antl p setl tlate tron t�e
Boa�J ai Appealz vebsitn You � y elso 5entl a �itten pr'o<es[ to: PR OeoertnantfoieRevenue. Boa�C a£ 10Gea1z.
P.D. lax �91031. XarrisCu�p. P4 1]129-1021. V¢titloni • na[ Ce fazetl.
e� ei.�e.o� xo na.. me .see.� a.<.�.io.a .e ma a�a�a or �ne a«oo�e oe en. per:ooa� �eo.e�:��ne....
aoxxx- o noo.ni eo me o�ona�.� co��e.
csrxnlrve
coua[cr�oxs ra�c�ei e � : e�:�o.er.e a� m�: a e�e �no�te e. sae�a::.a . �.ti�e eo: aa �eoare..�e o� a...��.,
9weau a}'InElvltlua] TaxeSr RiiN: pash A55exzmenf Revlav Onit. P.O^ 9ax 300601. Har�isLurp. Pp V13B-�601
PFona ( ] ➢B]-6505. See p i t�e Loaklet "Instru<tlonz fa� In�e�vtanw iax Return {o� a R¢sitlen[
DewEant"[REV-I501) for an exolanaHon oi aG�anrstrativelv mr'�actab3e erto�r.
orscouxr: u a�.. <.: e ,;e . n.� en�.. <v �.i.�m� .a��n. .t�.� en. ae�¢a.�r. e.a�n, . r... oe.�e�� esr.> ai:�o��c or
m. ea. n.ia�.:�a�ia,an.le
r[ra�n: rne �sr. e� a o:�v � a�ei�.oa�.00 o �a�<v . o�e.e o� an. m<,i or ma ea: a ��a....< . :.a, a �o�
ai0 Cafo�e January 1B.� 1996� kM1a flrstetlay aftvCtM1e ¢ntl of Me ta� a esty P iatl^aT�ls n a�[icipatioo
v nalty i ealehla in t�a s anE in tF¢ t�e za�e tlne Oe�loJ as you voultl appealnt�e iu antl lntar'¢s[
enae n,: o::o a,.e,.ee a: .�m�a<eaaoo m.� �oei=:.
iereaesr: mta�.:e . �na.aee neo.��.,,o .nn r.�,x aav or a.is�a�e��v, o e tv� .00tn: .�a o . u� nav ��o. me aao: oe
e.aen, eo tn. ese. or a .��. ra.e: .u�n e.�a.e o.isoe�.�e tero�e �a��arv �, �vez ea.r i�e.�e:e .t me �ace o�
. c¢x> o e�t e �a��i.em ae . aa.m �a<e of .000iea. aii �...: .n:rn oe�a.: aei.�e�eoe o am .seo�
�.��.rs �,eisez .m e.a��a�tere:e :e a �rta .m�n �.i� . n r�o. �aie�ea� v � to �ai.oaa� v ..m mat �ae.
c¢E by Me PR pepart�ent oi q¢�enue. Raf¢s io� yaars 1980 M�auB� �9<9a<an be PounE inetM1e P¢nnsVlvania
Renitlent Instruction Booklet, [REV-I501)� t�e Pennsvlvanla Nan-reslEmt InstrucHon Baaklet (REV-1]36l a n t�e
ae��.vma�.a o.ot. or x...�„e .pe :.e. w..�..e��..:ese..o..��. rne aooii�am: a�te�e:a �sea. ror vaa�. z000 m�o�en
2009 a�e.
me.�..e o.nv i�n.�a.t oasiv ��e.�e:t oauv
Yea� pate Facto� Yea� Rab Gacto� Vea� Raf¢ Fac<or
2000 pY. .00OIl9 $ppl 9Y. .000]4] 2002 6Y. .00OI64
2003 5Y. .00OIA 2004 4Y. .00YlIO 3pp5 5y. .00013]
2006 iX .00Y192 200] BX .00OB19 2008 )y. .000192
2009 5X .00013]
--Inte�eg[ is ca]CUla<etl as follavs:
INTEREST = BAIANCE OF TAX ONPAIO X NUMBER OF �AVS OELINQOENT X OAILV INTEREST FACTOR
--FnY Hotice i wE afbr' Me ta baco�es Oellnquent vill reRect a inbnst calculatian to ry{ben (IS) prys
Eevontl tM1e Oa[e of Me a en[. If o ant i naJa afb� M¢ inte�ezt comoutation tla[e sM1wn on t�a
xon�., aeeit.e�ai .�ee�a:�5.�:e ee �.t��i.e.a. 5
CJQ
AE._,.,a�,«�,
� INHERITANCE TAX
'� EXPLANATION
COMMONW EALTH OF PENNSY�VANIA
OEPARTMENTOFREVENUE OFCHANGES
BOFEBU OF INOIVIDUAL TA%ES
PO Box 280fi01
HFFFI59lIFG PA 11128-C601
DECEDENT'SNAME . FlLENUMBER
Veronikis, Steve D. 2108-1068
REVIEW ED BV ACN
Justin R. Gilmore 101
ITEM
SCHEDULE ryp. EXPLANATION OF CHANGES
F &G Transfers and joint property are taxable outright to the beneficiaries before determining
residue.
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