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HomeMy WebLinkAbout07-29-13 jiy' pennsylvania BUREAU OF INOIVIDUAL TAXES N6TICE OF INHERITANCE TAX ■�� DEPARTMENT OFREUENtIE INHERI7ANCE 7Ax DIViSiai APPRAZSEMENT, ALLUWANCE OR DI5ALLOWANCE r PO Bf1X T8a6tl1 OF DEDUCTIONS. AND ASSESSMENT OF TAX ON R£Y-7548 IX AFF C12-12} HAexiSeURC Pa 373ap-afloi JOINTLY NELD OR TROST ASSETS . DATE 0?-24-2013 , ESTATE 4F KRAMER CLYDE L DATE OF DEATH 01-01-2012 FILE NUMHER CpUNSY CUMBERLAND SSN/4C ANNE M KRAMER ACN 12146020 42 KENSINGTON DR APPEAL BY DATE:09-27-2013 CAM P H I L L PA 17011-7912 (See reverse side uader Q6j�ctinns) Aeaunt Rewitted r��—�---��—��—���� MAKE CNECK PAYABLE AND REMIT PAYMENT TQ: RE6SSTER OF WSILS 1 C011RTHOUSE SQUARE CARLISLE - PA 17413 tUT ALON6 THIS LINE �"� RETAIN LOWER PORTIOH FOR YOUR RECqRDS '� -'-'-^-^-'-"""".""--"'-'-'-'-�"'-'-^-"-'-'--"'-'-'-""-"--""-"-'-""-'-'-' REY-154D EX AFP C12-12� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE 6F DEAUCTI6HS. AND ASSE5SMENT i}F TAX ON JpINTLY NELQ OR TRUST ASSETS DATE: 07-29-2013 ESTATE OF:KRAMER CLYDE L OATE OF DEATH:OI-01-2012 COUNTY:CUMBERLAND FILE NO. : 5.5/D.C. NO. : pp�,-�,g-0764 ACN: 12148�20 TAX RETURN WAS: CX) ACCEPTEU AS FILED O CHAN6ED . J4INT OR TRU5T ASSET INFORMATION FINANCIAL TNSTITUTIqN: SOYEREICrN BANK ACCOUNT NO. : 0571132456 TYPE OF AGCOUNT: C )SAYIN6S { 74 CHECKFNG C >TRUST C )TIME CERTIFICATE DATE ESTABLISHED f15-28-199& Account Balance 5 b65 5S NOTE: TQ ENSURE PROPER CREQIT T4 Pertent Taxable X 0.56d YOUR ACCdUNT, SU&MIT THE Amount Su6jact ta Tsx 2>$4z•7g UPPER PORTION OF THIS NOTICE Debts and Deductians ' �Q� WITH YqUR TAX PAYMENT TO THE Taxable Amount 2 842•�8 REGISTER OF WSkLS A7�HE Tax Rate Y •OQ ABOV�E' ADARES� M�j$6sCHECK Tax Due .00 OR M�NE�'Y ORDE'+ft- FAY7�� T6: "RE�;SSER-�OF WtSlL3�5 7tGENT." TAX CREDITS: __ � ....q j,,. PAYMENT RECEIPT DISCOUNt {+) ` �. �'� �'"' DATE NUMBER INTEREST/PEN PAID C-7 AMOUNT PATD ` � � :, �:: � .. ' h—, ." ;'3'1 (` C� %� � _ 7 '%3 TOTAL TAX PAYMENT .l10 BALANCE OF TAX AUE .Op INTEREST AND PEN. .00 TOTAL DUE .00 + ZP PAID AFTER THIS DATE. SEE REVERSE FqR CALCULATION OF ADDI7IDNAL INTERES7. � (� IF TO7AL DUE IS REFLECTEp AS A '•LRE➢IT" tGR), Y6V MAV BE DUE A REFUND. ar SEE REYERSE 52DE �F TNIS PORM POR INSTRUCTIONS. �� PUkPGSE OF NOTICEo Ta fulfAll the req4irtlNeO;i af Sactian 2349 of the Inheritance and Estate T� Act, Act 23 of 200D. c7? RS. Seetion 9140). PAYMENT� Detac� tha top vortion of thAs notice end tuMit wiih rour oav�ant to tha RaY£siar of Wills prinied on the rararsa xide. Xaka check or �oeNy oYda� pAyabL to� Rapiste� of Wills� Ayent. FailuH ko pGY tlle td%r intlf'1st and oa0altY 4W MaI1 I'etYlY in tlle filiBg of a 2ien in tba iPOrOOr;at9 cauntv a� tha issuanca of an 8rohen's Court citat;on. REFiN16 tCR}� A refued of a taz crWit, which vas not r�qucstatl pn tb� tax ��tu�nr �aY ba roqu�abtl bY co�Plet5n0 �n "AOOlice#ion for R�fund of P�nnsylrania 3Maritsnc� antl EataL Tau^ tREV4l13). Applications aro availabl¢ fro► iM Droart+Mnt's Wb sYN at ww.nv�nua.st�,�ta,.��a.us, �ro R�pirtar of W311s er Rw*nu� Qistriot 4ffiw ar frw Ma Moartnnt•s 24•Aeor answ�rintl sir+`SC�s - pQ-E6P�-2YSDi s�rricsz for tarovavers xit� sp�c3a1 hsaHny sm!/or speaitinP �o�tls� i-ltlB-447-302tl (TT onlv). OEJECTIONS: Aor oarty in interext noi satisfiaC v3th th� aokraia�ant. e72ow�nea or tlissllwanee of detluct3ona or asxess�en# of tax � (1nclutlinY tl3scount or intaresU as shovn on thls notic� �av obja9t Mikhin 80 tlavs of th� Cste of roceiPt ot th4s notica bYs A) protast to th� PA MpaMOnt af R�vonu�, Ao�rd af ApR�a2s by filin4 a protect nnZYM at wr. r of s s# .us an or b�fion t�W b0-tl�y ww�7. oaMotl �xnins. In ortl�a feF �n a1� ron4e.protot to bo valid. yw �uxt r�eei» a confiru#ibn n�bet and orowssa0 Eate fira� th� lesrd qf Xppw3s M�b sib. You �aY �lao s�ntl a rriSt�n proNat to P� U�o�rL�ent ot Rw�nua, � tqard of AoPOda� 1"0 liu� 261021, Hsrrisburp. PA 17125-3423. PttitioAx�aW eot 6� tn��tl; er D) El�et to haw tha �a{;tr tl�t�tifnad at tM qutlit ef ih� DY�s4M1�NpNY�IlkYilVB accauni; or pp�IN- C� App�al to th� tlrpMns' Court. ISTRATIVE , CORftECT2QNS. Factual o�ron discoretatl on this asstss�ant should be etldressetl in writinD tov P� DOpa�#�ebk of R�renue. Bu��au uf Intlivitlual Tb%es. ATTN: Post Assass�ant R#riw Unit� PO 6oz 288G91. NarriSbury. PA 1R28-Ob�l or call (717) 7p7•6505. Saa Papo 4 of "Instruetiona for Inharitanca Tax Ra<urn for a Rasitlent Deceaant^ <REV-15U13 for an azpianet3on ofi ed�inistntiva2y corractab7a �rrors. DISCOUXT� If any tax aua ix neia within lhroe calwtlar �oMhs af;ar the AecqtleM's aeath. a #iva perwnt aiswunt of kha tarz paid � is allwretl. � PEXAL7Y� ihq 15 vorcant tez a�mstY non-oer4icioation nanelty is co�ou#ad on #he tofal bf the ken entl 1n4e�ast ssseise0 und not oaid baforo Jan. lE. 294d, the first Qay afYar the antl af kha tax a�nasty Ooriod. This non•aar4icination pe0a1{y ]8 ipp!llibla 1O YhY 9A�� �80qe� e�a in tn• thtl Sd�G 4iwa AfP10d ts you xoultl mo�al M� tarz 3nC ip}ere5t �. that hes baan asaessatl es intlicaiaG on this notSce. - INTERESfo Interest is charyaE eepinninp with Hnt tlay af delinauency or nina �ontAS and one tlsY fro� tha dete of tleath to the datr of pey�ant. T�uces which b�MU aalfnquant b�fnra Jan. 1� 19l2� bear intetast at tna reta of six O+rcent Oor annw cn7cu2aY�tl et e tlaily rafc of 0.088166. All taues whSch heeaMa tlelinouent nn or aft�r Jan. 1. 1982 vill bsar inbrezt at a rat� xhi<h vaMas frow -� veer to vaer rrith tbe rata annuuncaA bY ths pp DanerY�ant of Ravenue. Rakas for 1982 throuph 2006 can be � tound in tha PeMSylvanie ftesiAent Instruction &odclat tRtY-I501J. the Paetnsylrsnia Non-Res9tl�M Inztruction ' eoaklat (NEY4]36) or on tha Otlpaf{�afYt of Rcvenue Web sita www.r�vmua.ataU.pa.us. � The app2ica614 interast ratss tor 2067 throu9h 2813 are: '. Zntarast Oai1v 7n#craxt Dailv Iatarast Orilv �� Y�ar Ratr Factor Y�ar Rata Factor Y`ar Qate Pactut 2007 Bf.' .000219 2008 7X .U00192 2tl09 SY. .08613J � 2U10 4k AOdlld 2011-2073 SY. .000082 � Intorast is <aleu2ete0 as fol3ars: INTEREST = BAIpNCE OF 7AX tiNPAID X HUN6ER OF MY5 DE47N411iENT X INtLY INTERES7 FACTtlM Am nokice issuetl aftar the tax baco�es tlelinouant will reflect a� interest calculation to 25 Aavx � peyontl tM tlate o£ the assessient. Zt aav�a�t is �a¢o afteT th� 3nteYast coeputetion tlnta shoun on thq . noCice, additSonal interest �ust be taleulatetl. - �