HomeMy WebLinkAbout07-01-13 (2) NOTICE OF INHERITANCE TAX � pennsylvania
HUREAU OF INDIVIDUAL TAXES DEPFRTMENT OFREVENUE
INXERITRNCE TAX UIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 OF DEDUCTIONS. AND ASSESSMENT OF TAX ON REV-1548 IX AFP (12-12)
HARRISBURG PR 17128-0601 JOINTLY HELD OR TRUST ASSETS
RE(;U!i�i�� ��;� ��1CL OF nnre a�-oi-zoia
E�E�}� � s=i� L�S' `�,���I`._L.� ESTATE OF SWEET FLORENCE M
DATE OF DEATH 02-13-2013
�I)i3 JUI. 1 I ll 1 S� COUNTYUMBER CUMBERLAND
SSN/DC
MAUREEN A SAMWAYS �,��i�� Gr ACN 13127874
86 WINDSTONE OR OP�PNANS� COURT APPEAL BY DATE:OS-30-2013
PORTSMOUTH CuRI,.02821.-.37,3,31 PA (Seereversesideueder06jeetions)
MtStt(LaNll (;�J Asount Re�itted
MAKE CHECK PAYABLE AND REMIT PAYMENT 70:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
� CARLISLE PA 17013
CUT ALON6 THIS LINE � RE7AIN LOWER PORTION FOR YOUR RECORDS �
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REV-1548 EX AFP C12-12)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWAHCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMEN7 OF 7AX ON JOINTIY HELD OR TRUST ASSETS
DATE: 07-01-2013
ESTATE OF:SWEET FLORENCE M DATE OF DEATH:02-13-2013 COUNTY:CUMBERLAND
FILE NO. : pl 13-0635 S.S/D.C. NO. : 035-05-0785 ACN: 13127874
TAX RETURN WAS: CX) ACCEPTED AS FILED O CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. : 297153-11
TYPE OF ACCOUNT: C )SAVINGS ( b CHECKING OTRUST OTIME CERTIFICATE
DATE ESTABLISHED 12-13-2006
Account Balance 16,288.46 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0. 166 YOUR ACCOUNT. SUBMIT THE
Amount Subject to Tax 2.714.80 UPPER PORTION OF THIS NOTICE
Debts and Deductions ' .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 2.714.80 REGISTER OF WILLS AT THE
Tax Rate r .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 122.17 OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) qMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-03-2013 CD017708 .00 122. 17
TOTAL TAX PAYMENT 122.17
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIDNAL INTEREST. � �
IF TOTAL DUE IS REFLECTED AS A "CREDIT'• (CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. �
PURPoSE OF
NOTICE: To tulfill the require�ents of Saction 2140 af the InhariLence and Es[a4e Tax Act, Rct 23 of 2000. (72 P.S.
Sackion 9140).
PAYMENT: De4ach tha top portian of this nokice anC sub�it with Your oaY�an! 4o t�e Repister of Wills Drinted on the
reversa side. Meka check or �onev ortler oavable to� Ra9iztar ot Wills. Aaen4.
Failure io oav 4ha tarz, interask and nanalkv tlue �ev result in tha filinB of a lien in khe aporonriata
countY or the issuanee of sn Orphen's Court cifation.
REFUND (CR)i A rafund of a iuc eredi4, which was not rauu�stetl on tha tex raiurn. �ay ba reQUestatl M co�olatinp an
'•�nnlication for Rofund of Pannsylvenia lnharitance and Estate Tau" (REY-1313). Roolieetions ara availabla fro�
the Daoart�ant's WaE aita at ww.rovmua.stata.W.us,�ary R�plater of Mills or Rarenua Oistrick Offica or fro� the
o.oart.ent�: 24-hour answerinp s�rr ea��- - 2- �050; sarviees for tu�navers with soecial hearinv antl/or
speakine �eeds� 1-800-447-3020 CTT onlY).
OBJECTIONS� Rro nartv in interest not satisfiad ri4h tha apGreis�ant, allowanea ar dizallwsnce of detluctions or aszass�an4 of tu�
� [includinp tliuount or inbnsU as shown on this natica �sy obiect rithin 60 devs af the tlab of neeiot of this notice
by�
A) Prot�st to tha PA Dao�rk�snt of Ravanus, Boartl oi Aooaals bv filinp a oratsst anline at
ww.bwrdefaowsls.atata.pa.us on or bafora YM �60-dw apaoal oarioA a:oi�as.
In ord�� fo� M 11�CS1vp01i orotast to b� v�11A. vou �uat r�c�iv� e confir�ation nwbar entl processatl tlaG
fro� ihe BoarE of �ppeals W�b sib. You �av elso s�nd � writtm orot�st to�PA Moartvnt of R�wnua.
loartl of �oD�els. Po !o: 2/1021, XarrisEUrp. PA 1712l-1B21. Petitions �a not ba fsx�E� or
B) ElaeY to her� iha uYbr d�Lr�ined at Ma autlit of tha o�rsonal reprasentatiw aeeounl; or
pq�2N- C) Aooael to tM OroBms' Court.
ISTRATIVE
CORRECTIONS� Facfual errors dizcovaratl on 4his assess�ent shoultl be atlErassed in writinp fo� PA OaoarY�ani of Revenue,
Buraau of Individual Tues, ATTN� Post Assess�ant Raviw Unit. PO Bex 28�601, Narrisburp. PR 17128-0601
� or call Q17) 787-6505. Sae Pape 4 of •'InstrucYions Por Inharitanee Tax Return for a Rasiden4 Uecedant" CREV-150ll
for an azplanaiien of etl�inistrativclv correctabla arrors.
DISCOUNT� If anv taz tlua is oaid ri4hin 4hree calen0ar �onths aft�r tha decsd�nt's Eaat�, e fiva parcani discount of tha teu oaitl
is allo�etl.
PENALTV: The 15 percent taz a�nasty non-partieioetion penaltv is co�nutad on the ioial of the Yaz antl intarest assessetl anE noi
oaid before Jan. 18, 1996, Yha first Aav efter the enG of tha taz a�nasiy oeried. T�is non-oarticioation
DenalkL is ao0selabla in the sa�a �annar antl in ihe th0 sa�a ti�e par3od as You would appaal t�e taz and interesk
t�at has baan assessatl as inAicatad on this notica.
INTEREST: InYerest is charpatl bapinninB wi4h first GN of tlelinouancv or nine �ont�s antl ona tlav
fros tha tlate of tleath to t�e Eab of pay�ant. Tazes whieh Qaona 0e13nquent before Jan. 1. 1982.
bear interest at tha raYa af siz parc�nt par ennw calculatatl at a tlailY reta of 0.000164.
All �tmces which becre tlalinouent an or afte� Jan. 1, 1982 will bear intarest at a rata which varies Fro�
year to year �ith tha rata announeed by tha PR Daoart�ant of Revenue. Rakes for 1982 throuph 2006 can Ca
fountl in ihe Pennsvlvania Resident Instruction Booklat (REY-1501), tha Pennsylvania Non-R�sidant Instruction
Boaklet CREV-1736) or an tha Deoari�ant af R�ranua Wab site ww.ravanus.state.oa.us.
The aoolicable interast ratas for 2007 ihrouph 20I3 sra�
Infcres4 Deily Interesk OailY Interast Ueily
Y�ar ftaka Factor Y�er Rata Factor V�ar Re4a Factor
� 2007 8X .000219 2008 7X .000192 2009 5X .000137
2010 4X .000110 2011-2013 3X .000082
Interest is calculatetl az followsr
INTEREST = BIILRNCE OF TAX UNPAID X NUMBER OF MYS OELINWENT X 0111LY INTEREST FACTOR
Am notice issueC afier tha 4ax beco�es tlelin>uant will reflect an in�arast calculation to 15 tlays
beYOnd iha daSa of t�e assess�enl. Sf oav�enY is �atla etter the intarest eo�0uiation tlate shown on the
nofice, additional intarest sust be caleulatetl.