HomeMy WebLinkAbout07-22-13 NOTICE OF INHERITANCE TAX � pennsylvania
I�N ERITANCE TWIDDTVISI NL T��S ApFRAISEMENT. ALIOWANCE OR AISAILOWANGf j�� DEPARTMENT�PR£VENUE
PO DOX 280a01 OF DEDUCTIONS, AND ASSESSMENT OF 7AX ON REY-1546 IX APP Q2-lz)
tv.xRISBUR6 aA 7772s•oaUi JOINTIY HEID OR TRUST ASSETS
DATE 07-22-2013
ESTATE OF LEVESQUE RAY K
DATE 8F DEATH 47-24-2612
FILE NUMSER 21 12-D868
C6UNTY CUNBERIAND
SSN/dC
THOR M LEVESQUE ACN 12145932
213 N MARKET ST APPEA� BY FATE:09-20-2013
MECHANICSBURG PA 17055-3342 (SeerevtrsesideunderQbjections)
Asount Rewitted r�—�----J�� ��
MAKE CNECK PAYABLE AND RENIT PAYNENT T0:
REGISTER OF W2LtS
1 COURTNOUSE SQUARE
CARLISLE PA 17013
CUT AL4NC THIS LINE '� RETAIN LOWER PORT24N FdR YOUR RECORDS '�"�
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REY-1548 EX AFP C12-12)
NQTYLE 4F INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLdWANCE 6F
DEDUCTIONS, AND ASSESSMENT dF TAX ON J6INTLY HELD 8R TRUST ASSETS ,
DATE: 07-22-2013
ESTATE OF:IEYESQU£ RAY K DATE OF DEATH:07-24-2p12 COUNTY:CUMBERLAND
FILE NO. : 21 12-08b8 S.SlD.C. N4. : 199-34-8924 ACN: 121G5932
TAX RETURN WAS: CX) ACCEPTEQ AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORXATI6ti
FINANCIAL INSTITUTZ�N: PNC BANK NA ACCOUNT MO. : 513016267b
TYPE OF ACCOUNT: CX)SAYINGS t } CHECKING C >TRUST t )TIME CERTIfICATE
DAtE ESTABLISHEO 03-01-1475
Account Balance 12,021.00 NOTE: TO ENSURE PR4PER CREDIT TO
Percent Taxable ]( 0.50D YOUR ACC4llNT, SUBMIT THE
Amount Su6ject to Tax 6 010.50 UPPER PORTION OF TNIS NOTICE
llebts snd Deductions .00 WITH YOUR TAX PA,YHENT TO TNE
Taxable Amount 6 010.50 REGISTE�OF WILL�AT :�SH�i
Tax Rate r .445 ABOYE A&BR�iSS. F�IAKE '�>`�f�K
7ax Due 270.47 OR MONE�OR7AER P4�,B 'L�i L9;
"RE6IST� DF�ILi�. A.,� "
TAX CREIlITS: - �" r.�E �y _:� �
PAYMENT RECEIPT DISCWNT (+) _.. �? '� <-"
;r
DATE NUM9ER IN7EREST/PEN PAID (-) AMOUNT PAI9 =- --.� "��
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INTEREST IS CHARGED THROUGH 07-30-2013 TBTAL TAX PAYMENT .00
AT TNE RATES APPLICABIE AS OUTLINED ON THE BALANCE 8F TAX DUE 270.47
REYERSE SIDE OF THIS FQRM INTEREST AND PEN. 2. 15
TOTAL DUE 272«b2
. IF PAID AFTER TNIS DAT£, SEE REYERSE POR tALCUI.ATTON UF ApDITLDNAI IN7EREST. � 1t��
IF T4TAL DUE IS REFLECTED AS A "CREDiT^ CCR), YOU MAY BE �UE A REFUND. �`�K
SEE REYERSE SIDE OF THIS FORM FOR INS7RUCTIONS.
PUkP0.SE OF �
NOTtCE: Ta fulfi2l kM requiro�tnta of Secfion 2I40 of the IohaHtance antl Estate Ta�c Act, Act 23 of 2tla0. C72 P.S.
Sactian 91401.
PAYXENi: �ateeh the top nortion of this not3ca anG sub�it with vour pey�en4 to t�a Rsqistar af Wills printsd on th¢
raverse side. Make ehack ar �onsv ord�r oevable tov Rapistor of Wills, Agant.
Fni2ure to vav tha tv�, intar�st and canaltv dw uv result in #ho filine of a lion in cho acpropriate
countr or the issuancs of an 4rphan`s Govrt citat3on.
XEFUND (CR)a A rafuntl of a tuc erstllt, wRich wes �wt requatod on tM tmc rvLurn, asy b� rcaurztcd by co�pl�t3nq an
"AVPlicakion for R�fund qf P�nnsYlvania Tnh�rlLnep antl Eskata Tax" (HEY-1313). Applicstions aro axailabL froM
k�s iH6�rt»nt's W�b sito ei rw.P�v�nu�.it� 1. �w.um aro R�pSsfar of WSAs 01' RYY�DYI 015EPSCk O}flq or Pro� the
Desart�enYs 24-hour �eeaweMntl serete�s '[T 6.- �59; ssrr3ws for tezpyars with spscial�hssrinp and/or
sp�Mklnp na�tls� 1-lOU-447-3D20 QT pn1yJ.
d6JECTIWIS: Am vartv in intarost nat seti:fied xith tM aaorsiaaant, ailouanca or disellananea of daduetiona or As416A�qOt of tau
�YOC1Ud311Y d13COYM ot intensU as sharn on thls nqtip �sy o6jsct vit�fn k0 tlays of tha tlata of roUiPt of this notica
bYv
A) Protest to the PA DsPerNpnt of RAYenw, 6oe�tl of AOprals�by filine a protest tlnline at
u�n+.bwn�of . a a.s . a. s on o� Osfora Rtw�68-tl+v wwaY p�riod szpins.
In ortl�r for iNi el���ronfe orot�st to Ea v►lSa. veu rust r�ctira a cantir�at3an nu�b+r and procassed dzto
fro� tha 6oar4 of ApD�+la M�b sito. You w�y qlso s�ntl � rr3ltm orotast to VA D�Y�rtNnt of Rwenue.
Ba�rd of Mwala, PO {mc ?61822� 3terrieburo. PA iT12b-1021. p�t3Hons ��Y not be fuWf ow
B) Eleet to hev� tha WalLO tl�tar�in�tl et <h: autlit of kM oenonsl evpnzantatire accaunt; or
AOMTH- C7 Avpcai to th� Orphans` Court.
ISTF7ATIYE
GLRRECTIONSS Factual arrors discowreG on this 855YSS�BOS SIIOUlE EI adtlrqssetl in wrStlnO ta: PA OYOeP4�ent of RavYnue.
Buroau of IntliviGUa3 7mros. AT7N: Pqst 7�asass�ent R�vi¢r UnSt. P� !qz 2Dp601. Harrisbu�o. PA 17128•0601
or tall CT177 787•55�5. Se� Papo 4 of ^Instructiorts for SahariUnea T�c Raturn �or a ResiGant D�cetlont° (REV-1501)
for an �zplanatian of adMl�isLratirolv correctaDl¢ arrors.
DISC4UNTs I# aw tau dua is naiE rithin threa calentlar aoMhs aftar tha dacedewt's deatb, a Hrt veroent Giseount of tha tau paid
is eAa+atl.
PENAIiYs TI» 35 Cercant ta�e a�noatY non-narticipetion o+naltv is ewpuYetl an the totpl of tha kaz and intaraaY assessetl antl not
eaiA befure Jen. 18, 3996. the first tlmr atter the ontl at thc tn� a�nasty porintl. This non-particSDation
c�naltY is apnes2atrla i» the sa�s anmr aeW in the tho saw ti�a oariod aa you wou31 epp�a7 tha ta�t entl interas< �
that hes baen asspxsatl As intllcstqd on this rtotica.
INiEREST: IMaresk is charpetl ba0inninp rith fint dey of eelinauencv or nine �onYhs and orre dN �
4row thp det� of tlpath to the data of oavont. Tues whi<h baes�s tlalinaurnt bqfere Jan. 1, 1982,
baar intarest at tha rate of six percent per snnu� ealculst�tl �t e daily rob of O.p00164.
A72 Laas wnic� etcare delinqwnt un nr aftar Jan. I, 19D2 rill Oaar intervst at a ratp which varies froa �
yaar to Ysar kith tha rate annau�cetl GY the PA Dapart�ent of Rsvanue. Rabs for 1462 khrouph 2006 can ba .
fountl in tha Psnnnlvania Rasidant Inatwctinn 6odc16t tREV-1501). tPa Pamssylvaoia Non-Rrsftlant Instrvction .
Bonklet BEV-1736) or on khe Uepart�ent of Raranu� Yatr site ww.ror�nu�.staY�.pa.us. �
T�a apnlScpbU iMqreat ratae for 2007 #hrouph 2013 arer ��
Inta�axt Oaily Intcrest Oaity Intet�est Aa31v .
Y�ar Reta Factor P�ar Rate Pactor Y�ar tGsto iactor
T00� e# .000219 20Q8 7x .BD8142 2004 5X .Oa6137 � -
2010 4X .p00130 20}1-2013 3X .QOPP82 .
Inkeresk is talculabd ax follws:
TNTEREST = BA4INCE OF TAX IIHPAItl X NUM6ER OF UAYS UELINqUENT X lNILY INTEREST FACTOR �.
Any notica issuad after tha tez be<was dalinnuent vill roflect an 4ntprost calculatien tu 35 tlays
bayond ths tlate of tM1e assass�ent. If pav�ent is �ade aFter kha 4nterest co�putation daie shwn bn the �
natica, addzt4on»1 intsrast �azt bo c8ltulAtatl.