HomeMy WebLinkAbout07-31-13 (3) N4TICE Of TNHERITAMCE TAX � pennsytvania
BUREAU pP INDIVIAUAL TAXES vJ pEpARTMENT OFHEVENtlE
INMERiTANCE TAx DIYiSION APPRAISEMENT, ALL�WAHCE OR DISAlLOWANCE
PO !OX 2b0aU7 OF DEDUC71ONS, AND ASSESSMENT OF 7AX ON REV-154a IX Afe ti?-12)
lARA2581�tG PA 1ti2a-6601 JOINTLY HELD tlR TRUST pSSE7S
DATE 07-29-2013
ESTATE OF WESSMAN DAVID D
�ATE OF DEATH 01-01-2012
. FILE NUMBER .,�-����%�
COUNTY CUMBERLAND
SSNJDC
JEAN A WESSMAM ACN i2148083
5 KENGREY DR APPEAL BY DATE:09-27-2013
CARIISLE PA 1 70 2 5-7444 (Seereven.esideunderpbjections)
A�aunt Ruitted �--u—�� �
MAKE CHECK PAYABLE AMD REMIT PAYXENT T0:
REGISTER DF WILLS
1 COURTHOUSE SpUARE
CARLISLE PA 17013
CUT AtONC THIS LINE � RETAIN LUWER PQRTIQN FUR YQUR REC4RD5 �
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REY-1548 EX AFP f12-32)
� N4TICE qF SkNERITANCE TAX APPRAISEMENT, ALLOWANCE 6R LISAILOWANCE OF
DEQUCTIQNS, AND ASSESSMEN7 4F TAX ON JOINTLY HELD qR TRUST ASSETS
DATE: 07-29-2U13
ESTATE OF:WESSMAN DAVID D DATE OF DEATH:OI-01-2�12 C4UNTY:CUMBER�AND
FILE Nd. : S.S/U.C, NO. : 374-58-641$ ACN: 12148093
TAX RETURN WAS: CX) ACCEPTED AS FILEU� C ) CHANGED
JOIMT OR TRUST ASSET INFdRMATTON
FINANCIAC INS7ITUTION: SOYEREI6N BANK ACCOUNT ND. : 3381132059
TYPE .OF pCCOUNT: OSAVINGS ( JO CHECKIMG C JTRUST t >TTME CERTTFTCATE
DATE ESTABLiSHED U5-13-2002
AccounY Balance 3,277,08 NdTE: TO ENSURE PROPER CREDIT TO
Percent Taxatr2e X 0.50Q VOUR ACCOUN7, SUBMI7 THE
Amott�t Subject ta Tax 1,638,54 UPPER PORTION OF THIS NOTICE
Dabts and Deductions ' .00 WITH Y4UR TAX PAYMENT 70 THE
Taxable Amount 1.638.54 RE6ZSTER OP WIIIS AT THE
Tax Rate Y •0� ABOYE ADDRESS. MAKE CHECK
Tax Due .op OR MONEY ORDE,R PAYABLE T0:
"RF,G�ISTER OF=�WILkSq-"�c�AGENT."
t...; ...;..� c:'.i
TAX CREDITS: r=:: � y„� �
PAYNENT RECEIPT LISCOUN7 C+7 " �� "�';
DATE NUNBER INTEREST/PEN PAID C-) AM�UHT P#ZD-�. - _
f"i
r •� _
' c: c� :=a
Y.. , �PI
�J
" �__x .'-'I
e ('4
�_) `:{
. p.._�
TOTAL TA% PAYMENT .00
BALANCE pF TAX DUE .OU
INTEREST AND PEN. .00
TQTAL DUE .OQ
. LF PAID AF7ER THIS DATE. 5EE REVERSE FOR CALNLATIqN OF ADDITIONAL INTEREST. + �
IF TQTAI DUE IS REFLEttED AS A "CREDIT^ LCR7, YOU MAY HE DUE A REFUND. �
SEE REVERSE SIDE OF 7HIS FaRM FOR INSTRUCTIQNS.
aursrosE aF
N(}TFCE: Ta fulfill the rauuircwnts of 8ection 214p of the Inneritante and Estata T� Act� Aci 23 of 2000. t72 P.S.
� Section 914U).
pAYNENTe Ostach the YoG nortibn of thAs notiep antl suMdt with vnur psa�ant to tha Rayista� cf Wills printpd on the
reverze side. Maka check or wriev o�Aar oavable to: Roaister of Wiils. Avo�t.
PaRlure to vtY tha tak, intcrost antl oanaltv tlua �ay result in the fl7inp of a lian in tha apnrooriata
county or tha ixsuanco 6f Yn O�p�an's Court citatton.
� REFUND CCH>: A refund ef a tax cr�tlit, whieh ras not rra�oattd on thW tax return. �ay bc r�qurst�el by cowpl�tinv an
"Apol3cation for R�funA of Ponnavivanis Inharitan<a antl Estats Ta" tREY-3313>. 8op13cstions ara available fron
tM #MparX�anYS MYb dti st wv..rcrsmusi�G�. ���us� s�y Rebister ot Mflls or Mvenu� Oiatriet Offic� or fre� t�s
WD+�tunYs 24^hour aresqriny s�rvSC�� 1^ 0 •8 !6?•2p50; sarvfeps for fn�DWars viM so�eial hsarinp enAlar
spaekinp noadsv 1•600-447-3020 QT on1Y).
oEJECROtiSs Arqt party in interaat not satisfietl with tha �pOraiaWOht, allwane� or disallwante of tl�tluctionx or assessunt nf taz
(inclutlinp Aiscount or inkarost) es shown on this notic� �ey ohi�ct within dG daNS nf the tleta of rwaivt oY this rwtl<e
bY:
A) Protoit ta tha PA Doosrt�ant at Ravanus. Buard af Appoals M filiny o orotosk online at
- ww.bpardofyfa� s.atWt�.p,�� on or b�forY th� 60�d1Y e0Vp3 O�rSOd a[pir�s.
[n erdm fo� Nn �l�c#ronie Orot�at to b� vRiitl, you wrt r�t�ira a eonHr�ttion nwirpr and vroctssttl date
� tro� tha loerd of AvD�ais YM sita. You �u. slsn s��d a vMttm arotust to PA Daoerbwt af Revanua,
� loartl of Aopaala. p0 �ox 261021, Xerr3sDurp, P► 1712l-1021. NrtiEipn� �w not 0� frapdi or
!) El�et to hav� tha �atkv CWbr�9nad K tha autlit ef tfi� pr�rnns3 reoresmteHVa aceouM; ar
ApMIN- CS Aonasl to tha Orohans' Court.
ISTRATIYE
CORRECTIdNS: Fattual arrors aiswvared o� this assessaeat shoula be address¢d in writi�e co� PA Denari�rnt of Ravenua,
Bureau of Intliridual Ta�[as, ATTN� Post Assess�tnt Reviuw Unit, PO Bar 2E0601. HarrisEUrpr Pl1 1?128•0601
� or c�ll {717) 7l7-6505. Sac Papa 4 of '4nstrvctibns for Inh�rftqncp Tex Return for e Heaitlant Oeoedent^ (REV•150ll
. fOf bn YXpllna4ion of atl�iniStYativelY coRpctpbll YMOI'S.
OISCtlUNT: If am tvc dua is Daid uikhin tMae calentlar �qnths aftar tha tlacatlant"s tleatfi, a firs oarcent Giscau�t af the t� paitl
ia alIUwatl.
- PENM1LTY: 7he 35 Oercant tvc a�nwsty iwn-Oanti<ioation 9anaity ii ca�DUtatl on thc total ot tha tax antl intlreYY assezsad and not
' naid bafape Jm. 18, 1946� the fi�st day efNr tho �oA oF 4be tm[ a�msiy oardod. Thix non-pa�ticipation
OBMSLY 35 bppUllbll S� {hY Spp �annar eOd 111 kh� t�1 Si�1 Y1�B Dlf10tl a5 y0U woultl aOPaal #�a k0% TpG 30881'e4t
� , that has ba�n essassed as inEicaksd on this notice.
INTEREST: Intareat is charpad b�pinninp with Pirst tlqy aF d¢73nquanev or nSna innths aml om day
frow thc tlata pf tl�sth to tAa data pf pav�snt. Teaas vhich baca�� A�lincuank baforo �an. 1, 1982,
: � bear intarest at the reta of six varcent par annw calculataG et e tla11Y rete of 0.004164.
� A31 tazas xhich bseqa delinqwnt on or aftor dan. 1. 19E2 will bear dntarest af a rote which va�ias fro�
, vsar to vsar xith the tato en�ouneetl 4y t�a PA Davarh�nt o4 Revpnup. Retas for 1982 iDrouO� �OG6 cen be
. fountl Sa ihe Ponnxvlranie Rositlent Instruction Booklet CREY-1801), k�a Pennsv3vaaia Non-Residc�t Instrvction
Booklet (REV•1736] or on tne Oooart�ant qf Ravonue Wad sita ww.r�vonua.stata.oa.us.
. The aoplicebla inkeresi rates for 20bT throuph 2033 art.
Inkerest Oailv . Intcrest DailY i�ta�est Daily
� Y�erv kata Factor Yaar Ra4a Pactor Y�ar Rate Factef
' 2007 9Y. .000219 2009 Ti. .p00142 Tb89 SX .009737
�. 2010 4X .000130 2011-2033 3X .0080$2
� Iokerest is eelculabd ev followxv
� INTEREST = MUMCE OF 7N( UNPAIU X HUNDER Of OAYS DEIINW�7T X 4tIGY IHTERE5T 6ACTfat
� Anv notica issuatl after tha tm[ becm�as deiinquent vill reflact an interest calCUlatfian to 15 daYa
bavond the date of tfie assess�ent. If oav�ent is �a4e aftor the inter�est co�outation tlate sbew�on the
notica, adtlitioml interost �usi be calculated.