HomeMy WebLinkAbout07-01-13 � pennsylvania
BUREAU tiF INDZV2DUAC TAXES N4TICE OG INHERZSAMCE TAX QEPARTMENTOPREVENUE
INHERI7ANCE T/J( UIVISION APPRAISEMENT, ALLOWANCE OR OISALLOWANCE
Pfl 847c 2806ai �F pEDUCTI0N5, AND ASSESSMENT OF 7AX OM REV-1548 pcAFP u2-12)
HARRISDURG PA 37128-U603 FN�T�i���i egR+.SRUST ASSETS
Rcco����� � ��, ,,r
�����"�� `"� �� 4`��E`�"�STATE OF SCHWARi'Z�� COLLEEN M
�5I' DATE QF 4EATH Q4-08-2013
�1l!IJ �ui. 1 �� � ��LE NUMBER 21 13-0549
t�jUN7Y CUMBERLAND
�LLi?}� l.�,r SSN/DC
IRMA H HERSHEY pCN 13124001
2q7 CHEROKEE DR ORPHAPiS' G(�L)RT APPEAL BY DATE:08-30-2013
MECHANICSBUR6 PA i7o5@{##����p�p �p„ p� tSeCt'ev¢t'SesideaYtderOb,%eCtionS) .
■ount Re�itted ��- �
MAKE CHECK PAYABIE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOU9E SqUARE
� CARLISLE � PA 17013
CUT AldN6 TNZS LINE ""'1' RETATN IOWER PORiION FOR YOUR RECORDS �""
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REV-154$ EX AFP (12-12)
NOFICE OF 2NNERITANCE TAX APPRAISEMENT, ALIOYlANCE OR DISAtL4WANCE OF
DEDUCTIpNS. AND ASSES5MENT OF TAX ON JUINTLY HELD OR TRUST ASSETS
DATE: 07-01-2013
ESTATE OF:SCHWARTZ COLLEEN M DATE 4F DEATH:04-08-2�13 C6UNTY:CUMBERIAND
FILE NO. : 21 13-0549 S.S/D.C. NO. : 209-46-0087 ACN: 131240Q1
TAX RETURN WAS: tX} ACCEPTEII AS F2LED { ) CHAN6ED
� JOtNT 4R TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PNC 6ANK NA ACCOUNT NO. : 5020tl08660
TYPE OF ACCOUNT: t )bSAVINGS C ) CHECKIN6 C 3TRUST t )TIME CERTIFICATE
DATE ESTABIISHED 04-03-1984
Account Balance 14,450.00 NqTE: TO ENSURE PR4PER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT. SUSMIT TNE
Amount Subject ta Tax 1,225.D0 UPPER PCIRTIOX dF THIS NOTZCE
Debts and Deductions •p� WITH YOUR TAX PAYMENT TO THE
Taxable Amaunt ? 225.06 RE6Z57ER OF WI�LS AT THE
Tsx Rate Y .045 ABOYE ADDRESS. MAKE CHECK
7ax Due 325.13 OR MONEY ORDER PAYABLE TQ:
"REGISTER dP WILl5, AGENT."
TAX CREDITS:
PAYXENT HECESPT DISWUNT C+) AMOUNT PASD
DATE NUMBER INTEREST/PEN PAID (-)
05-11-2013 CD017547 16.26 308.87
TOTAL TAX PAYMENT 325.13
BALANCE 4F TlUC QUE •OU
INTEREST AND PEN. .00
TOTAL DUE .00
r IF PAID AFTER THIS DATE, SEE REVERSE fqR CAICU�ATIpN OF ADDITIONAt IHTERES7. � �\
IF TO7AL DUff IS REFLECtED AS A ^CREDIT° CCR), YOU MAY BE DUE R REFUND.
SEE REYERSE SZD£ OF THZS F6RM F�R TMSTRUCTIOtiS.
FI�PUSE OF
NOTICE: Fo fulfill thd rwuiruants of Saetion 2240 of tba Inhacita�ce and Estste Taz A<t, Act 23 oi 2pU@. {72 P.S.
Saatiorv 9140),
PAYMENT: Detech tha Yop oortion of this notiu and subw9t with Your pav�pnt to tha He{Iistpr af Wills orintsd on the
ravarea s3tla. Xaics chedc at woav ordkr pavable ta: Ropistu eP W372s, Aasnt.
Fa11u�6 !o PiY the tnsc. Sniarost antl wnaltv tlu� 11�ey i`�lYli ip th! f11Snp n£ G 21M 3� Yht eyproD!']aL•
countv or tM issueric� ef an Orphan's Ceurt ciiet5on.
REFINiO CCR7: A rofntx! ef a tuc er�dit. rhich ras 60C NqYOY[�d on t�a t�tc raturnr �sv ba nauosto0 bv eo�Vl�#inp-m
"App]icaticn for Rofund of P�nnsylvenie Inheritsnw and Estab Tax" (REV-1523). AD>13ut}ons ate av�iEahla fra�
ths O�pHHiOC�E NMb sit� �t ww.r�v�nu�:ai�t0.. ••n�.:� ery R�pfst�r of Nills er Rw�nu� �Sstr4ct Of41c� or tra� tha
11Y011I'fllYnY�3 24-�04!' snsttHnY dY Y N� - �"•�b7� 50; s�rrless for taxpaonrs rith ta+c}al Maring aMtor
anaakiep naads� I•fl00•447-3020 (TT only).
D&JECTIONSa A+n oarty in intetvst not satizfiad with ths woraia�ant. a3lwanu or dixallwansa ofi detluctions ar sssass�pnt qf tn�
Cincludinp disceunt ar iMaresU as shoun on t�is natie� �aY obtlact wit�in 6U tlNS of tht GLtr of pec�lDt of this natice
bY:
A) Protest to the PA Wpa�kY�nt of Ravanua. $oard of AOUOals bY filinp a crutest onlino at
ww,bo�M 1 .s tr. s.us on or b�for� the 68-d�y ap9q1 p�riatl �a[oitvs.
In ortl�r for�im t �NtMn1e pFnbst to be valid. Yw wst rw�ir� a canfinatfon nu�bsr antl propssgtl tlata
fro� tM1� loard af Aop��ls W�b s9tw Yeu �qr a3so smd a wHttm orot�st tq PA ��p�rt��nt o1 Ravenue.
poarA of Aon�l�is. PO �o: 2i1G21> lNrKShur9= PA 1T32Q-3D21. P�titltM aa! not M taxW; ur
b7 EUCt to here th� uttar Aatan9ned at th� autlit uf M� panon�l np�as�ntaYiw �ceounts or
ppplq. C) Anp�al to #M Orohana' Court.
ISTILITIVE
CORRECTI6HS� Factusl errun tliscovoretl on this assesawant sbould bp adtlrassatl in wr5tinp tae PA Oaoartont of Reranue.
Huraau of Intlivieual Tuas: ATTNS Post Assass�sni Reviw Un14. PO Box 260b07, Narrisburp, PA 7112B-qdUi
n� call O17) 787-d505. Saa Pape 4 of "Instru¢tipns for InhYritenu TeX RaYwn for e R153A�Ok UBCYEepk° (REV•15UU
4or an szolenatio� of ad�inSStrativalv wrnctabla srrors.
DISCOUNT: If anv ta�c due is paitl within three calanear �onths aftaw thr tloeadant's dkath, a fiva Oercbnt tlistnunt of tha tefr oaitl
is sllawatl.
PEtULNi The 75 pereent tax amosty non-neMicioatian oenalb Ss co�YUtad on tha total uf tM taz antl interast nssessetl antl not
paid 6afore Jan. 28, 39%, ths flrst tlay a{Xar tha tttd of tha tm »nas#fr Period. This non-participetion
peOdlkY ls qPpYA1L43Y 111 6hG 3lYtl MO�Yf ap{7 iq �h! 2hB SM� 43p MfiPd eR Y01! X941d lOPYG3 th� YiF aOd ibtetesk
that hax bem assass�tl as indicatoa on th5s notica.
� INTERESTv Inte�est is cherpad bapinninp with flrst day of dYlinqwncY or nina wnths and one tlav
fros tha Aata of Eeath to tha dets o£ oeY�ant. Taxes Mh1Ch bYCO� dplinqu�nt before Jen. 1. 1962,
blar intarest at the tata of xix par<+nt wr annW ca2eulatatl at a tlaiYy rab ot 9.e001b4. .
All taxex wh3ch beca�o delinquank on or aft�r Jan. I, 19ES rill 6aar inkeresC at a rata �hicM1 vtriax fro�
vear to year with the rate announcad bv tha PA Dooert�ant of Rwunue. Hatas for 1982 tnrouph 2906 can pa
f0und in th! Pe�nsYlvania Rasldeot 2nztwctian Boeklat tREYd59ll. tha P+emsvlvmiw Non-Resitlant Instruetian �.
Booklet CREV-1]S6) or qn tM OYPe�L�M�L of RaWpu1 Web sita �w.�pynuY.st+Yh.P�.4s. �
The aovlicab2a 3nterast ratas for 2V07 th�ouph T813 arss �
Interast pai2y Intarost Daflv IMnrosk bailv �
Yen� Rats faetor Yaar Rate factor Y�ar &ate Facto�
2007 8X .000219 2008 lT. .00B192 2U04 5Y .Utl0137 �
2p28 4X .U80178 20312813 3J: .000082
Interes4 is calculated es to22ws: �
ZNTERESt = EdUNCE 6F TAX N6`A20 X NUM6Eft OF d{YS OELINGUENT X ORSLY INTEREST fAtTOR
Anv notice issuetl aRnr the ku becn�as dalinouant vill roflect an interesk cslwlakion to 15 tlavs
bqvond the data of tha azsesswant. If pey�ent is �etle aftar the 3ntarast cw0uiet3an da{r shwn on ihe
notice, atltlitional interest �ust ha calculatetl.