HomeMy WebLinkAbout07-22-13 (2) NOTICE OF INNERITANCE TAX i� pennsylvania
BN ERITANLE TAXDD YISI N` TAXE5 APPRAISEXENT� A4LOWANCE OR 425ALlOWANCE �i,' OEPARTMENTOFREVENUE
PO BO% 260601 6F DEDUCTZONSr AHD AS5ESSMENT �f TAX ON REV-1548 E7t RFP (12-125
tiARRiSBUR6 PA 3n?%-Ob01 JpZNTLY HE�D OR TRUST ASSETS
DATE 07-22-2013
ESTATE OF 6REEN III JANES F
DATE 6F DEATH 66-18°2012
FILE NUMBER 21 12^ti758
COUNTY CUMBERLAND
SSN/DC
RICNARD W FERRETTI ACN 12142974
2200 PARKWAV W APPEAL BY DATE:89-20-2013
HARRI58UR6 PA 17112-9158 (Seereversesufeunderpbjectionsf
Anount Ra�itted C^—�—����
MAKE CHECK PAYABLE ANA REMIT PAYMENT T0:
REGISTER OF WILLS
1 C011RTHOUSE SQUARE
CARLISLE PA 17013
CUT AI.ON6 TNIS LINE � RETAIN LOWER P4RTIpN FOR YOUR RECORDS r
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REY-1548 EX AFP L12-12?
NOTICE 4F INHERITANCE TAX APPBAISEM6NT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS: AND ASSESSMENT OF TAX ON JOINTLY NELD OR TRUST ASSETS
DATE: 07-22-2013
ESTATE OF:6REEN III JAMES P AATE OF DEATH:06-18-2U12 COUNTY:CUMBERLAND
FILE NO. : 21 12-0758 S.S/D.C. NO. : ZOb-32-1132 ACM: 12142974
TAX RETURN WAS: tX) ACCEPTED AS FILED C � CHANGED
JOINT OR TRUST ASSET INFqRMATIBN
FINANCIAI INSTZTIiTION: FULTdN 9ANK NA ACCOUNT NO. : 3623^75812
TYPE OF ACCOUNT: OSAVINGS ( b CHECKIN� C )TRUST t ?TIME CER7IFICATE
DATE ESTABLISHEQ 05-01-2009
Account 8alance 541���+ NOTE: TO ENSURE PRDPER CREDIT TO
Percent Taxable X 0.16b YOUR AGCOUNT, SUBMIT TNE
Amaunt Subjact to Tax 98.63 UPPER PORTIQbkOF Ti±�S NOTICE
Debts and Deductions ' -�� WI'RR YOUR TI�IGPA�12�7 TO THE
Taxable Amount 98.63 REG�+S',�R OF W�F LL�/k� THE
Tax Rate r •15 A8 -ADg,RE3S: C4�K�£'�'., CHECK
14.74 _a
Tax Due OR�N�Yr'ORDfiR PAXNBLE T0:
"RE�j�FE�(� 4F�Ill'^s.,�A�ENT."
TAX CREDTTS: -" � ��� ��' �"
.� ,
PAVNENT RECEIPT DISCtlUNT L+� ^�� � - -
AMOUNT P,�D� �. �
DATE NUN&ER SNTERE5T/PEN PAID (-) - r ,;.�i
tiy -
: .'"' � �
^� � -pq
r'.
SNTEREST IS CHARGEA THROUGH 07-3p-2013 TOTAt TAX PAYMENT .00
AT THE RATES APPLICABIE AS OUTLINED ON THE BALANCE qF TA7C DUE 14.79
REVERSE 5ZDE OF THIS PORH INTEREST AND PEM. .16
TOTAL DUE 14.95
� IF PAID aFTER TNI5 DATE. SEE REVERSE FOR CAICULATZON OF ADDL7IONAL INTEREST. • a{.�
IF T6TA� DUE IS REFLECTED AS A '•CREDIT^ {�R), YOU MAY BE DUE A REFUND. •��
5Ef REYERSE SLDE OF THIS FURM FOR INSTRUC7IONS. ��
PURPOSE OF
NOTSCEe 7a fultill !ho reuuireuots of Seetion 214P oF the Inhefitanee enE Estab Taz Act. ACt 23 of 20tlU. (7Y P.S.
Ssckion 914D).
PAYMEN7: detach tha too oe�t9on of tAis nokice antl subsit xith vour Oaftxni to the Reqister af Wills Drintetl on the
revers¢ side. Make check o� �on�y ordor payable toe Raqisteo of Wills: Apent.
Fai}u�e t0 PeY tha #e%, fObrY3t end pm�1tY dua �ay �asult ip the filin9 of a llen in the aqAropriate
countr or Lfie issuanw of an OroiSm's Cwrt eite#ian.
REFIIND (CR)s q refund of a tvic eroGit, wh1<h rtes amt rcWaatsd on tha tu� raturn� ��n p� raau�st�tl bY co�oleiinp an
"APVlication fo� Rafuad oF P+nnsYlr`nia lMaritance a�W Estate Tarz"' tREY-7333). AVOlieatlona are aMt118b10 fra�
th� Mpqrta�nYS q�b sita et ww`_rw�n �.aLb. a.ua, aro R�yfst�r of�Milis or R�venu� DSxtMct Offlca or tro� tha
1�oaarta�nt's ?4-hour ansreHnp x�rvies� ! b �50� sarvfns for ta:payars w3th spedel MaHnp and/or
sMaklhp fN�tlsi 1•SQO-4§7-3026 {TT o�lYa.
09JECTSINlSi Ar�y pattv 3n interast not satistiaa with tha apvrais�ant� allawaneo or Gisellwanca of tletluctionx or auass�ant of ta�t
Cf�eludinp tliscount or intarest) as slwwn an i�is nptic� �yr obiact vithin 60 tlayc of tha tlab of r�c�iot af this notica
by:
A7 Protest to tho PA Dopert�ant ot Rawnw. Boerd of Apoial: by filinp a orotast online at
mr.tio rEaf ab � t�. .0 en pr bsfarr tM 60-day aoot�al o�ripA lxpir�s.
In ord�r for��rt • ' -.Ywnic peebat to ba val}�, y� ipst neaiva a con{}Mation nu�bor and nracessad date
fro� tha Bo�rtl of Aao��ls W�b siU. You May �lao sW�d a Nf StY�n protett to PA D�DaM�mt of kar�nw. .
ao�rtl of Aonsats. AO imc 2l1821. Xarrisburp. PA ll12!•tD21. PMtitipps ��v not b� fa��tl; or '
!? Elect to luv� tht utter datt»iord at tha euCtt of th� aarsond rapr�:�nt�tivs account{ or �.
AtWIN- C? Aooa+l to tha O�chaos' Court.
ISTRATIVE '
COttREC7I6N5� Fnctual arrars diSCOVerbtl on this essass�eM should be aGtlraxsad in wrftinp to� PA Depart+�ont of Rovenvo. �
6uraau of Individua2 i�ss, ATiN� post Assass�ant Rov3ew Unit, PO Boz 2e0601� Harrisbur9. PA 17126-tlbDl �
or call t717) 7b7-65q5. Sea Pap�4 of ^Instruck3uns for InMritance Terc Rekurn tor a Rasitlent Detetla�Y' CRE4450ll
for an sxnlanation o£ atl�inistratively corroctablo arrora. '
UISCOUNT� If any tax dw is paitl wikhiq threa calx�dar �onths af}ar tha Mcetlent's Aeath, a fiw earcant diseount of tha tau peitl
3s allorad. �
PEN0.tTY� Tha 75 oerccnt twc rnaaty non-particioetion panaltv is eo�nutatl on tho total ot the tax and intarsst assazsad and oet
pa3d bafore Jan. IS. 199b, tha t5�st tlav aftar iha antl pf thr tna nnrstv eariod. Thtz non-vertic5natian
canaltY 1s aap�alable in tha sats Nsnnar antl in th¢ tha saR� iip pariod aa You would apo¢al 4ho tm� antl interest
that has trsen assssx�tl as indicstad ort tAis notict. '
INTEREST� Intarast is eharaod bevinniop vith first aay of dslinqw�cv or nim �o-ntt�s antl orta eay
frow #he aake of aoath ta tha tlata of oev�en4. Tssds which hocar� tlalinquwt baf¢ra Jan. 2, 3982,
baer iMerast et ths r�ta ot nix oare�nt oar �nnw eelculat�d at a tlaily ra2e of U.400264.
A21 taxas rhich bacna delinaueni bn or eftar Jan. 1, 1962 will banr iMarest at e rate which vari¢s frw ��.�
yaar to Wa� vith the rate announu0 Mv kha P8 6roart�ent of Revenue. Ratas for 19l2 throuph 2006 can ba
feund in the Pone�sylrania Residrat Inatwetion 600kle# LREY-15U73, thr P�nnsvlvnnin Non-ROaitlent Instruction ..
pooklat CREY-]Jbb) or on tha Davart+�ent Of RpYlMSY 1Hb 31Gf M1N.NY�TM�.EYOL�.Pi.tlf.
The applica6ltl inkarest rstas forv 2007 YhrnUCh 2023 arav
Intarast Oaiiy Irtarpst Dai1v Int�srast Dailv
V�ar Rata Facto� Y�ar Rata Fecta� Y`er Rpte Faetor
2007 BY. .49Q219 20Q8 7% .080792 2d09 5X .000137 �
TO10 4x .OPO110 2q114023 3X .BYQBSi -
Interest is calculatad as follars: ...
INTERE&T = pALANCE OF TA% UNPAYD X NUN6Ek OF OAYS fiELINVUENT X MIIY INTERE8T �ACTBR
Am. notSCe issued af4er the tax beco�es dalinquant will reflecf an intarest calculation to 15 dmrs
6aYOntl t6e data o# tha assass�ent. If oaY�ont ix �etle aftar t�e interast en�putaYion tlat� xhown un the ��
notia�, additianal intarest aust ba caSeulated. -�