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HomeMy WebLinkAbout07-01-13 � pennsylvania BUREAU pF INDIVIDUAI TAXES N07ICE QF SNNERZTANCE TAX DEPARTMENT OFpEVENUE INHEftttANCE TAX DIVISIDN APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ��T PO Btl7c 280601 OF DEDUCTIpNS, AND ASSESSMENT OF 7AX ON REV-1549 IX AFP t12-12> H0.RkIS8UR& PA 17i28-OS01 RECQi�Ilf.���.f '-.}��i'1'~'��RY HELD OR TRUST ASSETS R���i.E....�f �i- :.�.�.?l.�_�� DATE 07-41-2013 ESTATE dF SHEIPE LtOVD V 'm p DATE OF DEATH 2O-16-2012 LL�� JIJ�. Z F� 4 i JU FI�E NUMBER 21 12-I185 COUMTY CUMBERLAND �( �tt�{ {';;�" SSNIDC 264-20-4394 CHRISTOPH A SHEIP , , ACN 1225455k 25 NAILOR LN ��p�'��� �'���'� � APPEdL BY DATE:p8-30-2D13 NEWYILLE CUM,6�iE#�43�[�;fa!k.� �t�. fSeereversesideund¢rObjections) Awoont Re�itted � � MAKE CHECK PAYABLE AND REMI7 PAYMENT TU: REGISTER OF WILLS � I COtlRTHOUSE SQUARE CARLISLE PA 17013 CUT ALON6 TNIS LINE � RIETAIN LOWER PORTI�N FOR YOUR RECORDS '�"� '---""-`-'-'""-""-""""-"""""-""'-""""""""-""-'--'-'-"-'-""---' REV-1548 EX AFP C12-12) NOTICE OF INHERITANCE TAXiAPPRAISEMENT, AI,COWANCE DR DISALLOWANCE OF IIEQUCTIONS, ANQ ASSESSMEN'T OP TAX ON J4INTtY NEtD OR 7RUST ASSETS �� DATE: 07-01-2013 .« I ESTATE OF:SHEIPE LLOYD' V DATE dF DEATH:10-16-2012 COUNTY:CUMBERI.AND FILE NO. : 21 12-1185 S.S�!D.C. NO. : 164-20-9344 ACN: 12154554 TAX RETURN WAS: tX} �,�CEPTED AS FItED O CHANGED IJOIN7 4R TRUST ASSET INFdRXA7I8N FIMANCIAI INSTITUTTON: MEMBERS �3T FCU ACCOUNT NO. : 14353-41 TYPE OF ACCQUNT: OSAVINGS t ) CHECKING C70TRUST L )TIME CERTIFICATE DATE E57ABLISHED 02-04-2U10 Accou�t Balance 15 Q09 80 NOTE: TQ ENSURE PR6PER CREDIT TO Percent Taxable Z(, 1.�00 YOUR ACCdONT, SU$MIT THE A�4Ufit Subject ta Tax 15,004.80 UPPER PORTION OF THIS NOTICE �ebts and Deduct"xans ' � �a0 WITH YOUR TAX PAYMENT TO THE Taxa62a Amaunt � 15,d09.80 REGISTER OF WILLS Af THE Tax Rate y„ .045 A&4YE ADDRESS. MAKE CHECK Tax Dae � 675.44 OR MONEY ORDER PAYASLE T0: "REGISTER OF WSLLS, AGENT.^ TAX CREDTTS: PAYMENT RECEIPT � DISCOUNT t+) AMOUNT PAID DATE HUNBER ZNTERES7lPEN PAID f-S �5-17-2013 CD017621 .O4 675.44 TOTAI TAX PAYNENT b75.44 BALANCE dF TAX DUE .00 . INTEREST AND PEN. .00 ' TOTAL DUE .00 a ZF PAID AF7ER THIS DATE, SEE REVERSE i?OR CALCULATION OF ADDITIONAL INTEREST. • �'� IF TOTAL DUE TS REfLECTED AS A ""CREDZY^ tGR). YOU MAV 8E DUE A REFUND. SEE REVERSE ST➢E OF THIS FORX FOR INST'RUCTI�NS. � PURPOSE OF � liaTICEz 7o fulfill tPO raauire�aMs of Sact3m 2140 ot t�e Inheritenu antl Esteta Tan �ct, Act 23 of 2tl00. Q2 P.S. �. 5ackion 9140). PAYMENT Ualach the ton oortion of khfs not3co entl subMiY wiCh vour pev��nt ko the Rap3sbr of Nills Drintad an the reverse side. Xako check or �OMY oM<t 9aYab1: to: Rapistor cf Wills. Apmt. Pailure to oav t�a tau�, intar�st �nd a�naltY Au� �av result fn #he fil6np of a lian in the eoorooMaYe countv or the issuanca of an Orphan's Court eitsiian. REFUNp CCR)r A refund of e tvc <rsditr rMeM1 wa: trot roWasbA on tha tau r�turn. waY bc rsqwxtad 6y edWOl�tinp m ^AOplic�tion £er Retuntl of PannsYlvanie Inheritante end Esteb 7�x" CHEV-1Slb). �oolfcetions era �wileble fro� ths D�p�rMnt's W�E sita �t ww.rev�nu�stet�.w.us, aro R�pist+r of MiYls or Rartrwe pistriet Offiu or fror Yho Oaptrt�anYS 24-hour answvirt9 s�ew u��'������•�2'b50, sarvicbs for tesaeY�rs NSth YOBC3i1 IIaSHnY antl/or � so�NCinO n�adsa 1•l00-447•itl20 (TT on1Y). ObJECTION&: Aw oartv in intarost nat sstis4iatl Nith the appoa3aw�nt. aiiawmca or Gissllaran<+ of tleduetions or ass�ss�ant pf tax Cinclutli�tl diatount or inter�st) as shown on th3s notiea �sy ob9�et within 6B tlrys af tha dete af reca3vt ofi thia notict bv� A) Pro4est ta the PA D�Oa4��nt ot Rwsnu�. Boartl af Appaals bY filinp a protest oalino ak www.bo rdpfwwals:sk�#e.Ra.u: en or b�taro LM b0-OaY aovrt2 paHaA espiras. � In or a� ur ao 1r1YCRronie prot�st to ba v�lftl, You �ust.r�e�fva n eonfir�ation nwbar And ProCas4otl dete fro� tha Ao�rtl at APp�als W�4 sita. Yuu �av also samt a rHtttn orotaat to PA D�oerkxnt of Ravenua. , laprtl of Apwals, PO 6wc 261021. Narr{sbuwp, PA 1712EQtlZ1. P�titlme �q.no4 4� faft�dy or . !) Elqet te hevM th� ��ttar tl�tsr�inatl et ths autlit af th� p��sanal reorosantatira atcwnt; ap ApSZX- C) Aopeel to tM Orphans' Cou�t. � � IS7RATIYE CURRECTTONSe Faetuel arrors dizeovarad orv this assass�eM siwuTC bv atlGrossaE in vritin9 toe PA Departaent of Revveue. � &uraau af TnAiriOwl Tnus, ATTN+ Posk Ass�ss�a�t Raviarr Unft. PO 6ax 2l0601, Xarrisburp. PA 17128•0601 � or eell (717) 787•65p5. Saa Paoa 4 of "Instruetions for Inh�ritenn Tax R�turn for a Ruidmt Dawdan#^ CREY-1561) for en �xpianat3an of aA�inistrstfraiy carreetabla arrors. OISCOONT: If am ta�c dua is vald within three calendsr �onth� afiar thv dacpEant•s daath. a five percent disqount af the tax paitl . is allovaA. PEN�LTV: Tha 15 parcant tau wneatv non-pertieiPatdan panalb is eow0uted un the total ot tM1e fine md intarost assassetl and ttot . paid 6efore Jmr. IB, 199b, the #irst tlay aftar tha en6 aE the tes �rresty pariod. Thia �on-oarticioatian . , PYREiky 35 ipANllbli ifl thP SA�o IIie11bB!' e�E 10 She 2he SiMO i1\e n•Moa .: vou NOU}d iPDBel khY k!X eOd i02Y1`efY tha4 he� 6wn sasossad as indSCatetl on Mis notice. INTEREST� Interest is charqOd baDloninY with tirst dav of deliBCUancY or nina �pnths and ona tlev fro� tha data of tl�akh to th� tlate of oav�ant• tqzes vhic� baeawa tlalinwont before Jan. 1. t462. . baar Sntarest et the rate of sis oarpnt per annw csiculatotl aY a Aad1v rat� af U.00U164. All tmces which baeaW� dal3nquent on a� afte� Jen. 1. 1982 will bear interast at a raca whieh var3as fras . voe� to Year rith tha rate announcttl bY tha PA Daearbant pt Rerenue. Hates for 79&2 throuph 260b can bt foond in tho Pannarlvar�ia 8asident ZnStraction 9oaklet lREY-1501), tht Psrtnsylwnie Non-RCSidant InstruCtion � Booklet (REV-1738) ot on tha Oapart��nt of Rev�nus W�E sito www.r�v�nu�.stato.w.us. Ths eppiicable intarast retas for 200T th�ouph 203E ar�i � Intarast Ueilv Zntarast Da31v Zntarut Dai]v � - Y�a� Rate Fe<tor Y�ar Rata Factor Vaar Rete Fpctor �� 20tl"! EX .0002A9 2U08 7R .00A192 2009 5X .800137 . 2010 4X .tl80716 2011-2d13 3X .8@OGSZ . Zntersst is caxculatad aa follors� . INTEREST . BALAMCE OF TA7( UNPAIO% MIMBfR 6F 6tYS DElZN6UENT X INZLY IXTEREST FACTOR Any nutica insued aftar tha tax bacoMes tlalinquant will raflect en intarast calculation to 15 days beYOntl tho tlata ot the assesz�ent. If �a»e�t is EaOs after tRe ;ntarest cwoutetion tlato shewn on the � noticr, atltlitionel interest eust be celculakatl.