HomeMy WebLinkAbout07-22-13 j:�' pennsytvania
BUREAU 4F INDIYIDUAL TAXES N67ICE �P TNHERITdNCE TAX � a DEPARTMENT dFREVENUE
INHERITANCE TAX UIVISIqN APPRAISEMENL ALLUWANCE OR DISALLOWANCE �■J
YO Etl% 28�5@1 OF DEDUCTIONS. AND ASSE3SMENT OF TAX ON REV-1548 IX AFP C12-12)
11�RRISBURG pA 17129•0641 JOINTIY HELD OR TRUST ASSETS
DATE o�-zz-2aia
ES7ATE OF 6REEN III JAME3 F
DATE OF dEATH 06-18-2012
FILE NUMBER 21 12-0758
COUMTY CUMBER�AND
SSNlDC
KEITH HUMPHREYS ACN 12142980
13 KENSWICK DRIVE APPEAL BY DATE:09-20-2013
MECHANICS$UR6 PA 17050 (SeErev�rs�sideunderObjertionsj
Aeount Rawttted �� �
MAKE CNECK PAYABIE ANII REXIT PAYMEHT T0:
REGISTER OF WIItS
1 GOURTHQtlSE SQUARE
CARLISLE PA 17013
CUT ALOH6 TNZS LINE "'�' RETAIN LOWER PBRTION FQR YOUR RECORDS �
'-.-""-"'-"-'-`-'-"-`-"'--"'---'--_-'-"'--"'-'-""-'-'----'-'-"-'-`_"-`---""'
REY-1548 HX AFP t12-12)
� H4TICE dF INNERI7ANCE TAX APPRAISENEN7, ALLBWANCE 8R DISALLOWAHCE OF
DEDUCTIpNS, AND ASSESSMEMT OF TAX QN JQINTLY HELD OR TRUST ASSETS
DATE= p7-p�-2013
ESTATE OF:6REEN III JAMES F DATE OF DEATH:06-16-2012 COUNTY:CUMBERLAND �
FILE N4. : 21 12-0758 S.StA.C. MO. : 206-32-2132 ACN: 12I42480
TAX RETURN WAS: (X) ACCEPTED AS FItED C ) CHANGED
JOINT DR TRUST ASSET INFORMATION
FINpNCIAi INSTITUTION: FULTpN BANK NA ACCOUNT NO. : 3623-75812
TYPE OF ACCOUNT: OSAVINGS C b CHECKING OTRUST C )TIME CERTIFICATE
DATE ESTABLTSHED 05-01-2009
Account Balance 591.74 NOTE: T4 ENSURE PROPER CREDST TO
Percent Taxatrle X 0.166 YOUR ACCOUNT, SUBMIT THE
Amount Subject ta 7ax 98.63 UpPER P4RTION QF TNIS NOTICE
Debts and Deductfons •�� WITH YOUR TAX: P)1YMENT�TO TNE
Taxabie Amount 98.63 RE6T�7ER OF W�S /tX;�HE
Tax Rata y„ .15 ABOV�A�pRESS� MA�} `�jHECK
Tax Due 14.74 OR M��"ORDE(�#'AVA�#il:� T0:
*,REGItS�ER � �I LS;��:��NT.,'
TAX CREDITS: � "'. r'�-. {v ,.�� ^'-�
PAVNENT RECEIPT DISCdUNT t+) �'�`' �� '� <-�b '"'
AMOUNT PAI 'Sa-"` %' .-� -i9 "`�
DATE NUMHER INTEREST/PEN PATD C-) � � -�.4
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a") C.� ^ }^-' y::.. ,..,�
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INTEREST IS CHARGEO THROUGH 47-30-2013 TOTAL TAX PAYMENT .00
AT TNE RATES APPLICABLE AS CJUTLINED ON THE BALANCE OF TAX DUE 14.79
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .16
TOTAL DUE 14.95
. IF PAID AiTHR THSS 4ATE. SEE REVERSE FOH CALtULATION dF ADDITIONAL INTEREST. + ��
IF 70TAL DUE IS REFLECTED AS A '"CREDZ7^ tCR), YOU MAY BE DUE A REFUHD.
SEE REVEHSE SIDE DF THIS FORN FOR INSTRUCTIONS.
� P�kPOSE OF �
� NOTICE+ To fulfill tha r�quihafents of Ssctian 2149 of the Intreritanca and Estata Fau Ae#, Act 23 nf 2pG9. C72 P.S.
� Sactian 414U).
PAVMENT: Dataeh <M tap oortion of thfs notite entl sub�it uith vour payMant to the ftepisker of Wills vriMOd on tha
revarse zida. Nake chaek o� �onay orda� peyable to. Rppisier of NSlls. A6ent.
Failuro ta Ody !M1e 1iX. SO{yNiY Miil pYM1LY AUa Ny resulY in tha filirry of a iien i� tha aooropriate
tountv or the issuanca oi an Orphen's Court citation.
REFUNp (CR)� A refund of a ta�c er�ditr �hieh was not requaBbd on tha Ymt ra#urn. �riv bo riqu�stad Ov eo�nitt3ntl sn
^Appiication for RefunG of p�ratsylranie Znbarltao<s s`W EsUta 7erz^ {&Ey-1375). AOOlieatioes e�e availabla fpow
. 4hb Mpa�t�snk•s Wob site at �.ro��q.. .o�.;.u,y amr R�a�sbP o£Willa qr Ravm4� pfstMet OfHq or Pro� the
D�part��nt's 24-fiour ampeari�sarvica� 1-68 -id7 t850; serricas for tmceavara xith sastiai h�aring atW/or
� sOtlekinp neaAS+ 1-BOtl•447-Sp20 RT on1Y).
o6JECTI0N5: Aro oartY in iMarest nok satisfietl rith tha aoaro3s�ant. alfweno� ar dixallwanes of drtluat3ons or a:s�szwnY of taic
{lEUYd1(1p d1SCOU04 Pt ltiia��St) aa shwn on this notiq �ey ob�act wdtMO 6q dWS ot th� dab of rewiut of tRis notic�
�'1
A) Protest ta tha AA INDaMMant oF Ravsnw. Boartl of Appuls by filin4 a orotast onYino at
ww.eo��doi� w►7.s.{}�a.or�.ua on or q�faro xM 60-dav wp��l psNod �xoinx.
Zn or�a�m��liC tetfie�OreteaY to Da vslltl: you �ust rseeiva e <onfiHation nwbar anC prn<assatl Aata
� frp� kha Boerd of App��ls.Wab site. Yau Msy also ssnA a rHttap Drotasi to PA IDpDerticnt of Rovenw,
� Eaartl at App�a3s, PO Wc 267023. N�rHs6urp. PA 1J126-iQ21. P�t1tloAS sty n9t ba fu�tl; or
. B) Elaet to havY tN �ettaF dolar�inptl et th9 autlit of t�a DeFSOn#1 rwrosmtaqira aeCqunt; or
' AtIMIN- C3 Appwl to thi Otpt�M�S' Court.
� ISTFATIVE
CORHECTItlNS� Fac4ual arrors aiseoraratl on this i55YS5A904 shoultl ba aAtlressatl in writine koe PR OYpA�tMlnY oF Revpnue.
� 6ur+au et IrWiridu�l Tu�s� AttN: Past dssasspnt Rcviaw ifiit. PD Boz 28p667. Harrisburp, PA 17128-0803
- or eall (717J 787-6505. Sa� Papa 4 of ^IOStructions for Inh�Htenn 7aic Raturn for a Bpsident DecuAent" CREV-1501)
forv an �xplenetion of aMinistMet3raly eomaC4eEL �rrors.
�' DISWWlTZ If �m te3c tlu� is oeitl vithin three calantler �onths aftar tho dac�tlant's d�atA, e fivs perconq distount af tha tu� paitl
is allowed.
� PEN4LTY: T�a 15 par<ent tale q�aAtY non-pertieipation panalty is eoNputptl oh tha ttltal of thY tery( antl 3ntarast asaessad nnd not
paltl�DCfora Jan. 18. 1996. tha ffrst dav efter Fha end pf tAe #uc a�npsty wriad. Th3s non-oarticivation
� cmalty ia aoPaala43o in tM sa�a onnor and in kha Lha sa�o t3u peMod as you vouYd App�al tha tm[ and intorest
thet hes baan nssossad as intlicatad on th5s nq4ice.
- INTERESTs Zntorast is cMrpetl beGSnainy with first tlm of delirt9++sncy or nine �onths aoG oer tlav
frop the date of tlasth ke the dat� af oav�ant. Texas vhie� b�cua tlolinauent bafore Jan. 1, 1982,
- � baa� iMarest at tha rata of six parcent p�r annu� caFCUlat�tl nt a tlaAlv �ate ot O.B881d4.
- AYS tacas xhich bacea dallnawnt on or aftv Jan. 2, 19a2 xill Gaar Sntarost ak a rete which varios fron
_ . veer to vpar with tha rate announcad by thc P� Danawtont of Ravmua, Retes for 1982 khroup� 2006 can be
� founA in the P�nnsvlvaMa Rasirtent InstrvctSOrv 800k2at CREV-TS011, {ha Qannsylvan3a krn-Rasidant Ins#wctian
Booklet SREY-1�3d) or oo the Dsoartunt et Rsvanua Web xitu www.ravebua.xYata.o�.us.
� Thp applicabla interpst ratrts for 2007 throuyh 2tl13 are�
Interest Dpilv Iniarpat pailv Intarest Da31v
�- Y�at Rate Faetor Y�ar Rata Factar Yiar Rata Factar
... 20A7 SX .499219 2U04 '/X .0�0192 2p09 5% ,o0q137
2010 4X .000114 2011-2013 3X .U00082
interest is cakculatotl as to73owsx
INTER85T = lAL11NCE OF TAX UXPRID X NUNBER OF MYS DELINQUENT X diILY INTEREST FACTOR
. Aro notica ixsuad after tha ta5t bace�4s tlQinauani pill reflact en intarest ealculatian to 1S days
beyond the tlete pf the assass�ant. If oaY�ent 3s �ede af}af the intprast ca�0utat}e� data shawn on the
' nctica, atltlitianal Saterest wust be ca7culatatl.