HomeMy WebLinkAbout08-02-13 (2) NOTICE qF INHERI7ANCE TAX � pennsylvania
I XERI7ANGE TN(�D YZSi�i TAXES APPRATSEMENT. Al�OWAHCE 4R DiSA4��MANCE '�'� DEPAHTMENTOPREVEN�E
PO !OX 2bObp1 OP DEDUCTI�NS, AND ASSESSMENT Of TAX ON REV-1548 EX AfP t72-72}
NARkls6Uxc PA 11128-oa4] JOINTLY HELU OR TRU5T ASSET$
DATE U8-05-2013
E5TATE 4F BOWtBY CHARl4TTE R
DATE dF DEATN p8-28-2012
FILE NUMBER
COUN7Y CUMBERLAND
SSNIDC
LQRET7A J SNYDER ACN 121500U0
381 LINCOLN ST APPEAL BY DATE:10-04-2013
SQMERSET PA 15501-1308 (Seeraversesideund¢rObjections)
A�ount Re�ittad C��-����
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
� REGISTER OF WILLS
1 CdURTH0U5E SQUARE
CARLISLE PA 17013
CUT ALQN6 TNIS LINE �"> RETAIN LOWER PORTI4N F4R Y6UR RECpRDS �
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REV-1548 EX AFP C12-12)
NOTICE OF INHfRITANCE TAX APPRAISEMEHL ALipWANCE OR DISA�L.OWANCE 4F
DEDUCTIONS, AHD ASSESSMENT OF TAX 4N JOINTLY HEIB OR TRUST ASSETS
DATE: 08-05-2013
ESTAFE DF:$OWtBY CNAR�OT7E R DATE OP DEATH:�8-28-2012 COUNTY:CUMSERLAND
FILE NO. : S.S/D.C. NO. : 204-16-8691 ACNs 12150000
TAX RETURN WAS: CX} ACC£PTED AS FILED { } CHAN6ED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTI7UTION: MEMBERS 1ST FCU ACCdUNT NO. : 252602-42
TYPE 4F ACC4UNT: C }SAYIN6S f ? CNECKIN6 { }TRUSt tX7TIME CERTIFZCATE
DATE ESTAHIISHEO p9-15-26U8
Account $alaoce 106 406.37 NpTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.083 YDUR AGCOUNT, SUBMIT THE
Amnunt Subjeet ta 7ax S.B66.84 UPPER PORTIOI��E1F THI N07ICE
Debts and Deductions .00 WITH=NOUR TA�QAVCcI�H7� TO THE
Saxable Amount 8 866.84 REGI��.R OF W�ELS,xgT���iHE
Tax Rste v .045 ABOV� �c$DRESS���;-; MIt,I4E:'�LNECK
Tax Due 399.01 OR ''�'1' A�
rnrnF�X �1tUER PA'�{(B�,'� 70:
"REG�3'f�Ef�.'.OF 4'h2L�S, yFGENT."
TAX CREDITS: �- �` `� c � �
PAYMENT 2ECEIPT pISCOUNT C+) qMOUNT PApq, �^. - `
DATE NUMBER INTERE$T/PEN PAID (-) .
, ' ''..� �_., - .."..
� : _ ....
`[,` ke_. . z <..
�' ;J
�'t
ZNTEREST IS CHAR6ED THROU6H 08-23-2013 T4TA� TAX PAYNENT .00
AT THE RATES APPIICABLE AS dUTIINED ON THE BA�ANCE UF TAX DUE 344.01
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 2.52
7QTAl DUE 461.53
e IF PAiD APTER TN25 DA76. 5EE REVERSE POR CAICUUTIOH OF ADDITZONAI. 2HTE8ESL � .�yti�
IF T�TAI. DUE ZS REFIEtTED AS A '•CRED2T'" tCR}, YDU MAY BE DU£ A REFUND. �v
5EE REVERSE SIDE OF THIS F�NM FOR INSTRUCTIONS.
PURPOSE OF
NOTICE: To fulfill t�e requiraeants of Section 2140 of khe Inharitance antl Estate Terz Ack, pet 23 of 2000. (72 P.S.
SecLion 9140).
PAVMENT: Delaeh the too oortion of this notice anA subeit with vour o+r�ent to the Raalster of Wills orinted on the
reverse sitle. Make check or �onay ortler oavable 40� Rapister of Wills. Apant.
Failure ko pav the tax, intansY e�d panaltv Cm sey result in khe filinB ot a lien in t�a aaoropriate
couniv or the issuance af�an Orohnn's Court cikation.
REFUND (CR): A refunE of a tu cr�tlit, whieh wes not roqu�sbtl oo th� tax.r�4urn, �ay ba r�awat�d by ewplKinp �n
"AOOlication for R�fvnd of P�nnsvlvania lnhariianca antl Estab Tu^ (REY4313). �opl4eations �re ersilabla fra�
th� Dp��hmt's�WW� slt� �t ww.��r�ew�.stN�.p�.us. �ta A+yist�� of�Milla�erAw�nu� Diat�iet Offie� or tro� k�e
oanarhent's 24-nour a�svarinp tftW9tlY1�1=D00+SR-2050; s�rrie�s fOr tOxpay�rs rith so�efal Marinp and/or .
snoekinp n��tls� 1-800-467-i020 (TT onlv).
OBJELTIONS� Rro oar4y i� intarest no4 satisfiad with tha aoarafa�ent, allaienea or tlisallwanee of tlatlue4ions or assass�ent of tuc
(inelutlin9 diseount or in4aresU as ahown on this neYic���ay obiaet withfn�60 tlays af tha tleL af racaiot of this notiea
bv:
A) ProHSt to the PA D�oaMpnt of Rwanua, Bo�rtl of Apaaals bv filinp � vrotes! eelin� at �
wwr.swrda , t t��. , t on or aferv M� 60-dm �p��al o�riod �zpi��s.
In ord�r for�n"i �� i�4p s��.�rot�st to G� V�lSd. YO4.�US��NCYiv� a confir��tion nu�Qar and vrocassad tlate
fro� th� loard of Apo��ls WaE sfte. You ��y alao sa'W e vritt�n oroi�st 4a P� Mo�rt��nt of R�vsnue,
loaM of Aooasls. PO��m[ Z81021, Narrisburp, PA 1712l-1B?1. Petitiorts Yaor not b� f�x�d; or
� !) El�ct Yo her� th� utLr tl�ier�imtl�ak tM1Y audit o( th� oorsonsl nor�ssntatira aeroun�; or
AOMIN- C) Aooaal to th� Orohfns' Louri.
ISTRATIVE
CORRECTIONSi Factual errors Eiseoveretl on this assass�ant zhoultl be atltlressod in vritinp to: PA Daonrt�ent of Raranue. �
Bureau of InOiritlual Tarzes, RTTN: Post Assess�ani Raviw Unit. PO Box 280601. Harrisburp. PA 17128-0601
or�eell (717) 767-65U5. See Pape 4 of ^Instru<tions far InhaHkenee Tm[ Roturo for e Resitlant Oecetlant" (REV•1501)
for m�a[olanetion of ed�infstrativalv rorrectabl� �rron.
DISLOUNTv If any 4ez tlua iz naitl within thraa calentlar �onkhs aftar tha Eaeadent's tlaath, a five oercant discount of the tax oaid
is allowad.
PENRLTY: The 15 oareen4 tax a�nasty �wn-particioaiion penalb is co�putaC on the total of tha iarz antl intarost assessatl antl not
vaid baforo Jen. 18. 1996, the first tlav aftar the antl�of iha tam am�sSy periotl. ihis non-partieioation .
oansltv is apo�alabla 3n th� soa �snnar and in t�e th� saN ti�� oaHed es you voultl eooeel tha tarz antl intarast
that hea baan�ass�as�tl as inEicatsd an kh3s notice.
INTEREST� Inierest is eharped bepinninp viih first day of delinouaney or nina �ont�s entl one tlav
fro� tha tlab ot death to tha Aate of oav�ant. Tues w�ich bacaa tlelinauant bafore Jan. 1. 1982,
baer iMarast ak th� ro�a of zix vorcmt oar annu� cale�lrt�d at a dally rote ot 0.000164.
All taxas which beca�a tlalinouant on or ati�r Jan. 1. 1982 will bear iniarest at a rato w�ich varies fro� �
year to vear uith the rate announcatl bv tha PA Oenartsant af Revenue. Rates for 1982 throuoh 2006 can E•
found in tha Pannsylvania Rasitlent Instrueiion Booklat (REV-1501), tha Pennavivania Non-Resitlent Instruction
Booklat (REV-1736) or on iha Daoart�ent of Raranue Web sita ww.revanua.stata.Da.us. �
The aoolieable interast retes for 2007 LhrouB� 2013 are�
Interesi Dailv Interosk Oa31v Interast Dailv ..
Year Rate Factor Y�ar Rab Factor Y�ar Rat• Factor
200� BX .�00219 2008 ]X .�00192 2009 5X .00013]
2010 4Y. .000130 2011-2013 3Y. .000082
Interest is caleulatatl es follovs:
INTEREST = MUNCE OF TA7( UNPAID X NUMBER OF d1Y5 DELINOUENT X MILY INTEREST FACTOR
Arry notiea issuetl afte� the fas beco�es delinpuan! will reflact an interest calculation to 15 Eavs
bevond khe tlata of the assess�ant. If oaY�ent is nade aftar fhe interast co�oukation data shwn on 4he
noYice, additional inta�ast �usk be calculatetl.