HomeMy WebLinkAbout07-01-13 NOTICE OF INHERZTANCE TAX � pennsylvania
BUREAU OF INDLVIDUAL TAXES pppRAISEMEN7, ALLOWANCE OR pISALLOWANCE DEPARTMENT OFREYENllE
INM£RISANCE TAX DIYISIOt! REY-1548 IX AFP (IZ-32J
PO BOX 280601 OF�DEDUCTIONS. AND ASSESSMENT UF TAX 8N
HaRRTSBURG PA 17128-6603 }pINTIY HEl9 OR TRUST ASSETS
�C���Si:i:.� i,:," t �;i�+�.� �
nnrE o�-oi-zoia
"� �''�"� � ��=_f,� ESTATE OF MEHARGUE JANE A
������i �'�� �� ��� � � DATE OF DEATH 02-2$-2013
;`1j(3 �}i7i. � �i i 1 JU COUNTYUMBER CUMBERI.AND
SSN/DC
JUDY L KISER��C�.;.#� �y- ACN 13116757
208 HEARTH RD �fi h�,� r �±�� ,��'( APPEAL BY DATEz08-30-2D13
CAMP H I L L F�A �7b 1'1-$��i54 (S�e reverse side under Qbjectioxs)
CUMBERLAND GU'.. �'t1 A�aunt Re��ttse ("-----�
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILIS
1 CD0RTN4USE SQUARE
CARLTSLE PA 1��13
CUT ALON6 THIS LINE ""'� RETAIN LOWER PORTION FOR YOUR RECORDS f"�
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REV-154o EX AFP (12-12)
NOTICE OF INHERITANCE TAX APPRAISEMENL ALLOWANCE OR DISALLOWANCE 8F
DEDUCTIONS, AND ASSESSMENT 4F TAX ON J4INTLY HELD OR TRUST ASSETS
DATE: 07-01-2013
ESTATE OF:MEHARGUE JANE A UATE OF DEATH:02-28-2013 COUNTY:CUN$ERLAND
FILE N6. : 21 13-0294 S.SID.C. NO. : 209^t2-9$07 ACN: 13116757
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAI INSTITUTION: PNC BANK NA ACCOUNT NO. : 5113728544
TYPE OP ACC4UNT: ( IOSAYINGS C ) CHECKING C )TRUST C )TIME CERTIFICATE
DA7E ESTABLISNED 12-05-2011
Account Balance 5b fi54.00 NOTE: Td ENSURE PROPfR CRE4IT TO
Percent Taxabla X 0.166 Y4UR ACCOUNT, SUBMLT THE
Amount SubSect to Tax 9 442.52 UPPER PORTION OF THIS NqTrCE
gebts and Ded�ctians .00 WITH YDUR TAX PAYMENT Tp THE
Taxable Amount 9�442•SZ REGISTER qF WILLS AT THE
Tax Rate Y .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 424.91 6R M6NEV 6RDER PAYABIE T0:
"R£6ISTER 4F WILLS> A6ENT.*'
TAX CREDSTS:
PAVXENT REC£IPT DFSC�UNT {+) AMOONT PAZD
DATE NUMHER INTEREST/PEN PAID (-)
05-22-2p13 CDU17645 21 .25 403.66
TOTAI TAX PAYMENT 424.91
BAI.ANCE OF TAX DUE .00
INTEREST AND PEN. .00
TDTAL pUE .00
. IF pAID AF7ER THIS DATE, SEE REVERSE FOR CALCULATION OF ApDITIONAL INTEREST. + �\
IF TOTAL DUE IS REFL£CT£D AS A ^tREDIT"' tCR3, YOU MAY 8£ DUE A REFUND.
SEE REYERSE SIDE Qf TXIS FORM FOR INSTRUCTIONS.
PIR2P�SE OF
H9TZCEs To tul£S17 tha requ5reunts oi Saction 2340 of the InMritance antl Estate Ta�c Aetr Act 23 oP 2000. t72 P.S.
Sect3on 4748). �
PAYNENTo Datach tha tbn po�kion ot this notico antl xubeit xith voua Yanant to tha Kapistar ofi Wills priotetl an the
raverce sitle. Mnke <heck ar Nomy orGap Oaveble to: R�pister of Wi22s. Apent.
Failure to nav tha taf[, inhr�sk antl pwaltr Cue �av rosulk i� tho ffliny of a lian in the epnrovriate
couMy or tha isauee+ca of an Orohm's Court cdta{ion.
REFUND SCRS: A rofuM af a tarz ctvdit. which ras nat nqwsqd qn tha Eax raturn, �aY br r�ows#etl M cwpU{inp an
"�pplication fer Rffund af PemsylvanSa Inheritartco sntl Estetu 7u" {�y-7323). Aovlicakions ere availabla fro�
th� MDert�mk's WE 93f! �t 1Yw.NY�hu�.sl1S�•M.us� �rN k�9�st�r af Willa or RrYepw DiskH<t Office or fro� tha
iNVer}�aM's 24-haur enar�Hnp s�rvien 1�- �350� sorriq�s for tacoaYara wfth snacial kearine endfor
9PeNciPp nxASx 1-BUD-447-i820 CTT o�1vJ.
DEdECTIfiNS� Atry oarty in intarrst not zatisffed xiih th� �ooreds�rnt. allwr�nec nr tlis+�llwan<c of tlaductioos or asxesa��nt of tas
rtinClUtlin9 bls�ount of i�tY!'eStJ as si10Mp PO tfiiE not3cG ��y ob�tet Y$thin 60 tl6ys oF tb� tl�t� Df F�C�ipt Of th3s notfcY
�:
A) Protast to the PA Dape�tunt oF Ravanuo. BoarO of AYpeels by Hlinp e protaxt onliae at
+rw. �A f 's. �. a on�or b�fors tp� f9=dw wWal p��1od arzoiraa.
In ora�r ar'M �IYe lbnic protist to ba vaFiGr YW+���at nuiva a cpnfir�atian nwtwr entl p�ocassatl deta
fro� tha boarE nf Aopula W�b sita. You �pr alao a�rttl a rrltt�n arotut to PA Mnart�ent of Rsvmw.
EoaW of FVOaels. PO�ta[ 261023, Narrisburp, PA 1112t•182Y.��p�t3tions �W nct ti� f�x�d� er
DJ Elact to have the �akter dat�r�in�tl at tho autlit of tM varaand noros�nte#ira aceount; or
Ap1IN- C) Aop�el to th� Orohens' Court.
ISTRpTIVE
CqRIXfGTI0N5� Feetual orrpr5 discnre�ad on this aBSasswnt should ba adtlressad in vritinq to: PA Daostk�ent of Rav<nua,
Buroau of Zndividuel Tmcas. ATTN� Poat,ASSass�snt Raviaw Unit� PO !ox 28q601. HerNsburp, P� ll128•0691
or call t727) 787-S5B5. Saa Pep�4 of °Instroct3ens fo� Inheritanc� 7nc Return for e R�siden#Dscadant" (kEV-15pll
fcr sn �0lmakiert of�iC�inistrativWlv ear��ctab3,a �rrors.
DlSCOUHTi If anv t� tlua is peid witbin three calenear �onthz atter the tlecaCanY's ticath. n fSva oercan#discount of #he tax paitl
is alluretl. �
PENAtTY: Tbe I5 6e�cant taz i111�e2Ly f1011•OiItlClpdt}Otl poneltY is co�putrd on tha tokal of thq tvc antl inYSrsst azxansed anG nnt �
veid bafora Jan. 18� 749d, t�a first tlev after tMa �nA of tM1s kuc eMn�xty pariotl. This nomparticipatdon
vanaltv is apaeala07e in the sew �annsr anE in the tAa sew tS�e cariod as vou woulA aoPaal tha t� and intarast
thst has bon OSSY544G as itMicat+G cn this twtica. �
INT6RESTi Intarest is charpatl bapinninY wikh firat tlaY af dalinpwncy or nins Eontha aatl ona Aay .
troe khe date bf death to Lha data of pav�anR. Tau�s which beeaw C�li�vu�nt b�fbra Jan. 1, F982.
Eaar interest a4 #ha rete of six parcank par annu� calcuLY�tl at e tlailv rst� of U.BU4164. .
A77 ta1(15 wh5[h b@CYfY tll11lIqY1O4 OM1 OI` d4YiP JaO. 1� 19l2 WS11 bYif lIYLYY`!Sk !k a BCY MhiCh YlH05 ffOY
venr to veer vitt� the rote announccd M th� PF Oapart�ant of Ravanua. Ra4cs for 1962 throuyh 2006 oan ba
tovnA in tRe Permsvlrahia Bez3dent 7115i('UCt1oO bOOkle4 BEY•150ll, thv Pwnsvlvania Non-Reaitlant Instr�uetibn
Booklet fkEV•iJ3SJ or on tM Qa�rt�ant of $�ranua N�b sit� vw.�w�6u�.steb.pa.us. �
The avolicabla 3nSarast rotas Por ?U07 tMouqh 2013 tro� �
IM�rast Da31v Intarast Dafly Sntarost Dailv �
Ypar Rata Fxtor Y�ar Rata Paetor Y��r Rat� Fantor
2UU7 SX .QO@219 2@86 iX .060392 2009 5f.' .00d137 �
20A0 6X .00811P 2611-2013 II% .R08D82 �
Intarest is eslcula#aC es foliarex .
INTEftEST = MI,AMCE OF TA7[ IItSYAID X NUMBER OF blYS DftZXQt1EN? x 04I�Y ZN7EREST FACTOR -
Anv notica issuaE afLer fhe tax baco�ea tlelintluanY will reflact an interest calealation to 15 days
beyond the tlate of thY essYSS�snt. ;f peyl�ent Ss pade efter tM fntprest cwputakion daU tAa+n an tlro ' �
natico, etltlitional interest �ust be calculetatl.