HomeMy WebLinkAbout07-22-13 (9) NOTICE OF INHERITANCE TAX i� pennsylvania
BUREAU OF IHDIVIUUA� TAXES APPRASSEMEN7, ALL6MANCE OR DZSALLOWANCE ��" DEPARTMEN70FREVENUE
INNERITAt�E TA% ➢ZVZSZOX REY-154s IX AFF t12-723
PD DOX 2lB567 4F DEDUCTIONS, AN4 ASSESSMENT UF TAX �N
NARRIS6UR6 PA l7126-06oi JOINTLY HE�D OR TRUST ASSETS
DATE 07-22-2013
ESTATE OF WANICH RITA A
DATE 8F DEATH 07-24-2022
FILE NUMBER 21 13-0448
COUNTY CUMBERLAND
SSNIDC
KRISTA A R6MITA ACN 1214579b
107 E6E DR APPEAL BY DATE:09-20-2013
CAR�ISLE PA 17015-7622 (SeereversesideunderObjections)
A�aunt Rssitted �—��
MAKE CHECK PAYABLE AND REMIT PAYMENT 70:
REGISTER OF WILLS
1 COURTHOUSE S4tlARE
CARIISLE PA 17013
CUT At4N6 7H2S tINE '�'� RETAIH LOWER PORTZON FqR YOUR RECORTYS �
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REV-1548 EX AFP C12-12)
NOTICE OF INHERITANCE 7AX APPRAISEMEN7, AILDWANCE 4R �ISALIOWANCE OF
DEAUCFIONS, AND ASSESSMEN7 OF TAX ON JOINTLY HELD OR FRUST ASSEFS
nATE: 07-22-2013
ESTATE OF:WANICH RiTA A DATE QF DEATH:07-24-2�22 COUkTY:CUMBERLAND
FILE NO. : 21 13-0448 S.S/U.C. NO. : 2pg-16-7281 ACN: 12145�96
TAX RETURN WAS: (X) ACCEPTED AS FIIED < ) CNANGED
JOSNT �R TRllST ASSET INFORMA7ION
FINANCIAL INSTITUTION: ORRSTOWN BANK ACCOUNT NO. : 4000040883
TYPE 4P ACCQUNT. C )SAYIN6S t } CHECKING CXSTRU5T C )TIME CERT2PFCATE
QATE ES7ABI.ISHED 03-15-2011
Account Balance 10,344.21 NOTE: TO ENSURE pROPER CREOIT Tp
Percent Taxable X 1.006 YOUR ACC4UNT, SUBMIT THE
Amount Subject to Tax 10 344.21 UPPER PORTI4N:-QF THIS NO72CE
Debts and Deductions .00 WITH '�OUR TAX�YMtGyl�iTO 7HE
Taxable Amount 10.344.21 REGIS�E$? OF W -�LtS �s'-�'PHE
7ax Rate Y .15 AS4V�A�HDRESS,r�-- MA��gHECK
Tax Due 1 ,951 .63 OR M4tlEq1� �kDE�fAYY1�BC� T0:
"RE6,�_ST�R:..'qF R�FLLS,,:Y A1iENT."
__. U-, -...
TAX CREDITS: i_. ,,
PAYMENT RECEIPT DISCOUNT t+) �� � -�
DATE NUMBER INTEREST/PEN PA'ID (-)
AMOUNT PAtII+ � --� �
r_.,
- r.�
U'S v... ;..P
�� �
INTER£ST IS CHAR6ED THROU6H 07-3�-2013 TOTAi. TAX PAYXENT .00
AT THE RATES AFPLZCABLE AS 6UTLINED pN THE SALANCE 8F TAX DUE L 551.b3
REVERSE SIDE OF THIS FDRM INTEREST ANA PEN. 12.34
T4TAL DUE 1,563.97
* Zf PASD AFTER TNSS DATE, SEE REVERSE POR CALCULATLON OF ADqi1`IOkAI LNTEREST, �
IF 70TA� DUE ZS REPLECTED AS A ^CRED2T^ {�R), YOU MAY BE DUE A REFUND. ,\`�
SEE REVERSE SIDE OF THZS FORI! FOR IMSTFtUCTI4NS.
PIIRPoSE OF
NOTICE: To fultill 4he reuuire�ants of Seciion 2140 of the Inheritanca antl Estata Tax Act� Act 23 of 2000. (72 P.S.
Section 9140).
PAYMENT: Oelach the too oortion of this notiee and sub�it �ith your oav�ent to khe Repistar of Wills orintad on the
raverse sitle. Make ehack or woney ortlar oavebla to� Nepister of Wills, Rpent.
Failura to pay t�e taz. intarest antl oanaltv tlua �ay result in tha filing of a lien in the aocrooriate
countv or khe issuance ot an Orohan's Court citation.
REFUNO [CR)� A rotunE of a Yuc crotlit, whieh was not raawst�d on tha tax return. �� ba raau�sHd by co�olatinp an
"Applic�tion tor R�fund of Pennavlvanie Inheritance antl Estab Tu^ (REY-1i13). �pvliutions ere available trow
tM OOOert�aM's W�e slta at vw.nr�nw.stK�.pa.us, sro R�pSsUt of Wills or R�r�nw DialHet Offiea or fro� the
Deoarbant's 24-hour anaw�rinp ssW ce+ 1- 0 - 50; s�rvieas for 4axvevers with soseial hurinp and/or
somkinp na�ds� 1-800-447-i020 RT enly).
0lJECTIONS� �ro aarty in intcrest nak sa4isfietl with tha aoorais�ont, allowanc� or tlis�llwanca of tlatluetions or assess�ent of tax
(ineludinB discount ar inkarast) as shwn on t�is notica �av obieet within 60 davs of the tlata of reeeint ot this notice
byi
A) Protast to th� PA Wpa�t��nt of Rwanw, loertl of Aoo�als hv filinp a orotast onlim et
vw.boartlof� M� :.sY •�. •.0 on or b�fo�� M� 60-tlaY WOUl wr5etl n[Di��s.
In ard�r for an r1�eFeroh�e Orot�st to b� v�lid, vw �uat r�c�iv� a eonfir��tion nwbar end proeassed date
fro� tha lo�rA of �ppuls W�b ziia. Vou �ay alse s�nd a vrittan orelut to PA Mp+rt�ant of Ravsnue,
�oa�E of AooUls. PO Eoz 2U021. X�rrisburp, PA 1712l-lEtl. Patltions �ay not ba fuutl; or
!) El�et Lo h�va t�a �at4er Oeter�in�d et the autlit of the o�rsonal rapr�sant�tiva aecount; or
Ap7IN- C) �ooeal to th� Orphans' Court.
ISTRRTIVE
CORRECTIONS: Factual errors tliscoveratl on this essess�ant zhoultl be a0tlrassad in vrifinp to: PR Oeoart�ant of Revenue.
Bureau of InAividual Tazes. ATTN: Post Assess�ant Rcviaw Unit, PO Box 280601. HarrisburB� PA 17128-0601
or call C717) 787-6505. Sae Papa 4 of "Instructions fer Inheritanea Tac Raturn for a ResiEent Uacetlent" (REV-1501)
tor an explanation of ad�inistretively rorcectabla arrors.
OISCOUNT: If ery tax tlue is oaiE within thraa calsndar oonths after tha tlecaAant's tleath� a fiva parcent tliscount of tha tax paitl
15 8110MBd.
PENALTY: T�a 15 oarcant tuc a�nastv non•oarticioatian oenalb is eo�oukatl on the toial of the tv[ and inkerasi assessed and not
paiG bafora Jan. 1B, 1996, the first tlav aftar the entl of tha tax a�nestv oariod. Th3s non-aarticioation
pena3tY is a0PaelaEle�in tha sa�e �enner antl in the t�e sa�a t1�e Dor3oC as You weultl aoPeal the tax and inYerest
that has Oaan essassetl as indieaiad on this notite.
INTEREST: Interest is chareetl Oeuinninp with first dav of delinauencv or nine �onths and one tlay
fro� the tlata of daath to khe tlste af v+v�ant. Tues rhic� bace�a dalinquent bafore Jan. 1, 1982.
bear intarast a4 4ha rete of six parcant per annw calculetatl at a dailv rata of 0.000164.
All taxes rhieh baeawe tlelinaueni on or after Jan. l. 1982 will baar interest at a rote rhieh varies tro�
vear to year vith iha rate announead bv the PA D�oert�ant of Rav�nue. Rstas ter 1982 t�rouph 2006 can be
found in tha PannsYlvania Resitlent Ins4ruction Bookla4 CREV-15a1), the Pennsylvanie Non-Residanf Instruction
Boaklek (REV-1736) or on 4he Departunt of Revanua Wab site rww.rovww.stsb.pe.us.
The aoolieable interest ratas for 2007 throuph 2013 are:
Inte�est Oaily Interesi Deily Interest Oeily
Y�ar Reta Factor V�ar Rat• Fa<tor V�ar Rata Factor
2007 BY. .000219 2008 1X .000192 2009 5X .000137
2010 4X .000110 2011-2013 3X .000082
Interest is calculatetl as fellovs�
INTEREST = BALANCE OF TAX UNPAIO X NUMlER OF MYS DELINGUENT X MILV INTEREST FRLTOR
AnY notica 3ssueE after f�e tuc beeo�as tlelinVUent w311 refleet an interost calculation to 15 tlays
bavond the tlata of 4he assess�ant. If oav�anL is �atle attar the intarast co�putation dake shown on the
noYice, adAitional intarast wusY ba <alculateE.