HomeMy WebLinkAbout07-22-13 � pennsylvania
$UREAU OF INDIVIDUAL 7AXE5 NQTICE OF INHERITAHCE TAX DEPARTMENTOFqEVENUE
INHEHI7ANCE 7A7c DIVIS14N APpRAISEMENT, ALLOWANCE OR DSSALLDWANGE �i7
Po etlX 2#aS07 4F DEDUCTIffNS. AND ASSESSMENT OF TAX ON REY-15.8 IX AFP L12-12)
IqRRISBURG PA 17128-06U1 JOINTLY HELD OR TRUS7 ASSETS
DATE 07-22-2013
ES7ATE OF SCHARF JONANNA A
DATE OF DEATH 02-17-2013
FICE NUMBER 21 13-0370
C4UHTY CUMBERLAND
SSN/DC
CZNDA A $OYD ACN 13122891
604 MAL�AR➢ RD APPEAI BY IIATE:09-20-2013
CAMP H I L L PA 17 U 11-2 214 (See reverse side under OBj�cfiorss)
Artount Re�itted r�—�--�i�
MAKE CHECK PAYABLE ANB REMIT PAYNENT T0:
REf�ISTER OF WIILS
1 COURTHOUSE SQUARE
CARLISLE PA ll013
CUT AL4MG TNSS LINE �"'> RETAIN LOWER P6RTION FOR YbUR RECORDS �
'-.-.-"-`-`-'--'-`-'---"-`-.--'-`-.-'-"""-"""-'--'-'-""-'-'-'-"'..-'-""""""
REY-254$ EX AFP U2-12?
� N4?ICE OP INHERI7ANCE TAX APPRAfSEMENT. AE�OWANCE 4R DFSALtBWANCf OF
DEDUCTIONS, AND ASSESSMENT DF TAX ON JOSNTLY HELD OR 7RUST ASSETS
DATE: 07-22-2013
ESTATE OF:SCHARF JOHANNA A DATE OF DEATHcD2-17-2013 COUNTY:CUMBERLAND
FILE NO. : 21 13-0370 S,SlD.C. NO. : 131-26-5278 ACN: 1'uI22891
TAX KETURN WAS: tX} ACCEPTEO AS FILED C 3 CNAN6ED
JBINT dR 7RUST ASSET INFORMATTON
FINANCFAI INSTI7UTION: METRO BANK ACCOUNT NO. : 833053648
TVPE OF ACCOUNT: L 7SAVINGS tl0 CHECKING OTRUST OTIME CERTIFICATE
DATE ESTABLISHED 0]-23-2004
pccount Balance 1 140 90 N4TE: TO ENSURE FROFER CREDTT TO
Percent Taxable X U.500 YDUR ACCOUMT, S1IBMIT THE
Amount Sub�ect to Tax 570.45 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TA�-_PAYMEI�is T� THE
Taxable Amavnt 570.45 REGI�l'ER OF YFLrxLS�T�'HE
Tax Rate Y �d4� A80V�kbDRESSc_ MJ{_I�?f=E�HECK
7ax Due 25.G7 OR M�IFT(. ORDE�'PAYS4��p T4:
� "REGE�T�R�F WZiIS ;A,�jENT."
TAX CREDITS: �-� �'.., ��:� r�
PAYMENT RECEIPT DISCOUNT C+) �f'- 7'�: ��,� ��
DATE NUMBER INTEREST/PEN PAID (-) AMpUNT PAIB�y; �,- . �
06-2?-2023 CD0178I7 .00 25:5 �-- �'. r..� ,;t
;J ;�J �U ;-•-
. ' y V�
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T07AL 7AX PAYMENT 25.G7
BALANCE pF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
� IF FAID AFTER TNLS DA7E, SEE REYEkSE F�R CALCULATIOH OF ADDLTIONAL INTERES7. • ` ��r
IF TOTAL DUE IS R�FLECTED AS A "CREDIT^ (CR). YOU XAY &E DUE A REFUND. Zy���
SEE REVERSE SIDE 6F THIS FORN FOR INSTRUCiIpNS. V1
PURPOSE OF
�� MOTItEi To fulfili tha raquirounts af Saet3on 214U ot tha IMaritanca and Estata Tax Act. Act 23 ut 2000. (72 P.S.
Ssckion 914D).
PAVMENT: Dataeh the top oortion of this nntite ana subWit with vour psyeenf to tha Hepister of Wills Vrinted on the
raverse s3de. Xaka chack o� aanev ordar oavable to: Repister of Wills. ADaqk.
Pailure to 6W tha ta%a intarcat antl DYPa1tY due YN MYUlt in tha fil3np ef a li¢n in khe bOVroOriaie
COUOfy or the issuenca of en Orphen•s Court citat3on.
BEFUND CCR): A rofund ofi e tmt trotlitr +hich vas not riquitL3 on tM taz nturn. raY ba raausst�d by corolitin9 an
"Anolicatipn 9ar R�funtl ot P�nnsvlranie SMi�Mtanee eoA Estata Ta�t^ (REV-1313). AoPlications ero eveilablo fww
M� D�pertNnt's W�b sib at ew. wnu�. tat�:M.up �ny R�piat�r of Mills or Rswnur MaiHct Otfic� or f�u� ibs
DeP#rt�snY s 24-fiovr ansvsMn4 »tw en . O-Sf?�266D; sarvices for Aupev�rs with so�clal heerin9 and/ur
sprakinp na�ASa 1-BOd•4473p20 CTT anlY).
. OpJECTI0N3. Aro vartv fn intaros# not satisfiad with tha apnra3crmt, a37wanes ar tlisalia+anee of d�AUetions or assssawant of tax
tincludiny diswun4 nr intarost) as shpwn on t�is nntie� �Yy o6]oct within 60 Eays ot tha dap of rwafOt of t�;s notica
bYx
� A) Protaxt 4o Yhe PA Drpert�ant of Rqrenus, Beerd of APpwls bv filinp e orotest online at
rw.b f �� a. Ka. .us en o� befon t1» d9-tlu+ spptel periad hcpires.
In or r or fn o�oo rohit protrst !o ba va13A, you �uxt r�c�iva p eonfir�ation nwher entl orotassatl tlate
Pro� tha Baartl of App�a7.s Wob x4ta. Vou �ay alsp scnd � vr3tt�n Orot�st to PA Moarhant pf Rovanua,
fo�rC ot #oowls. P4 bx 2�1U21. NamisEUrY� PA ll126-1021. P�tStienx �apl not b� faxa0; or �
� B7 Elae! !o haw i�p �attap tlabr�3�wtl at tha audit of th� Dorsona3 revevamtstira atcount; or
Ap{IN- C? AOPCi1 to khq arpMna' CoUrk.
- ISt(tATIYE
� CORRECTIONS� Factuai arrors tliscararee on thfs eSSASS'Ient ShoUld ba adtlrossad in xritinp tw PA flapert�ant of Rewnue,
. Bursau oE Ietliritlual Taa[os, ATTX� Pozt Assass�eM Raviw Unit, PU Bnx 2Etl6UL Harrisburp, PA 17128-0601
or eall C717) 787•65tl5. Sea PnBO�4 ot "Instrud3ens for Inh�rlLanc� Tsx ReSUrn tor a Rasitlant Dacedant^ (REV-150ll
for an axnlanation of ad�inistretively cor�ectabla prcoos.
DISCOONT� If anv tuc due ix uaitl within three celandar pontAs aftar the dacetlant's tleath, a Five pB�ClO{'d35C6YO[ 01 }h1 tu paid
IS a114MB(�.
' PEN�ITV: Tna 15 oer<enk tafr aynaaSV non-oartic3pation penalty is coMputetl on tha total of the tro[ aod fntarost asatssatl antl not
eaitl bafope dan. 78,. 749d, tha firat tlav aftar tha aM of kha ta�c aewsty w�iod. This �a�•oarticioatian
v�nalky is aORwletrl� in tho aW�e �anmr mtl in kha tM se�o t3�e periotl as You voultl a0oeal tha tarz and interasf
� th�t has boen essass�d es 3nd3cabtl on this notica.
. ZNTERESTz IMerest 1s sharyod b�Di�ninp ++ith firxt tlav of dalinquency or nino �onths pnd bne day
fro� th� daie of d�a#n {o the tla4 of nsv�ant. Tbxog whieh 6�c#w d�linquont b�fora iam I, 39$2,
besr inb�est at tha reta of stx Oarcant par annt� ca7cu2ated at a 6eilY rata af 9A90364.
All tmeas rhieh bae,u� tl�l;nauant en or aftsw Jbn. 1, 19l2 will bear interast at a �ata vhie� varias frw
vaar to vear with t�s rata annquncod hy tAe PA WvaMwent of Raranua. Rates fop 19Q2 throuph 2dfl6 can bo
. . fuuvtl in tha Pennsyivania Ruidant Znstructinn Ecakl:t CREY45013, tho Pannsylre�ie Nno-Raxidant Instrvctio�
BoDklrt CBEV-1"!36) or on tho Dao�rtunt of Ravanua Web sita 11MW.1`qV�11W.92�L�.pp.u5.
� The appi3cabla int�rost retas Por 26aT throupfi 2013 ma�
- Interozt 6a31v Zntarast Dai7y intarest flailv
Y�ar Ra#a Paetar Yier Rata Pactor 9ear Rat• Factor
' 2007 BX .000219 200! 7Y. .000192 2009 5% .000137
2010 4% .066318 2833-2033 3Y. .600682
. , Znterest is ca7cu2ated as fokTwss
� INTEREST < 6ALAl7CE OF TAX IMPAI6 R NUMDER 0� OdYS DELTN4UENT X 7Y1IiY INTEREST F7�CTOR
Arry naiiea iasued after the tm� baco�es tlel4nauant will raflaet en infawast ealeulation to 15 tlays
� bayond tha Cate ot the asspss�ont. If oe»ant }s �atle after the 3ntarcat co�wkation data zhmrn en the
. . notice, aGEit3onal interesk �ust ba caleulataE.