HomeMy WebLinkAbout08-02-13 NaTicE oF iNx�a=rnnce rnx '�i� pennsytvania
BtlREAU OF INDIVIDUAL 7AXES DEPARTMENT OFREVENUE
INHERITANCE 7AX UIVISION APPRAISEMENT, ALLOWANCE tlR pISALL4WANCE �a1
PU bOX 28C4@1 8F DEDUCTItlNS� pND ASSESSMENT OF TAX ON RFV4548 IX AFP (12-12>
WIRRISBURG PA 171I8-O601 JOINTCY NE�D OR TRUST AS$ETS
nar� oe-os-zoia
ESTATE OF KOIt WF�tSAM P
DATE 4F DEATH 01-05-2012
FILE NUMBER ai-t3-�,�
COUNTY CUMBERL ND
SSN/DC
�OUISE M KOLL ACN 12148643
2411 WAtM1)T S7 APPEAL BY OATE:10-04-2013
WIILIAMSTDWN PA 1 7048-1434 f�eereversesideunder06j¢ctions}
A�ount Re�itted �'�--- �
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WIL�S
1 COURTHOUSE SQUARE
CARLISlE PA 17013
CU7 ALqN6 THSS �INE � RETAIN LOWER PBRTION F8R YOUR RECORDS '1�'
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REV-154E EX AFP C22-12? -"-�-�
NOTICE OF INNERITANCE TAX APPRAISENENT, AI.LBWANCE OR DISALLOWANCE OF
DEDUC7ION5, AND ASSESSMENT OF TAX QN JOINTLY HELD QR 7RUST ASSETS
DATE: OS-Q5-2�13
ESTATE 6F:KOtL WItLIAM P DATE OF DEATH:O1-05-2012 COUNTY:CUMBERLAND
FIlE NO. : S.S/D.C. NO. : 5tig_14-5487 ACN: 1214864�
TAX RETURN WA5: (X3 ACCEPTEA AS FILED ( > CHANGED
JOINT QR TRUS7 ASSET INFpRMATION
FINANCIAL INSTITUTION: SOVEREIGN BANK ACCdUNT NO. : 8205Q14832
TVpE OP ACCOUNT: OSAVINGS C ) CHECKING OTRUST C70TIME CERTIFICATE
DATE ESTABLISHED 06-16-20p8
Account Ba2ance 1�3,684.14 NOTE: TO ENSURE PROFER CREDI7 TO
Pereent Taxable X Q.500 YOUR ACC011NT, SUBNIT THE
Amount Subject to Tax 51.842.37 UPPER POR7ION OF THIS NOTICE
, Debts and Deductions .00 WITH YOUR TAX PAYMENT 70 THE
� Taxsble Amount 51,842.37 REGIS7ER OF WILL5 A7 7HE
Tax Rate Y •00 ABOVE ADDRESS. MAKE CHECK
Tax Due •60 OR MONEY ORDFR:��� PAYABk.iE T0:
"REGd'fiaTER OF �MI,2LL�s� `tA�',,ENT."
TAX CREDITS: c= c.-•
PAYMENT RECEIPT DISCOUNT (+) 7 �-�. c;��> 'Y;.
ANqUN7 PA�� _., ""
DATE NUMBER TNT8RES7/PEN PAID (-) � _;,.. '.,... y-� �����1
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70TAL TAX PAYMENT .OU
BALANCE QF TAX DGE .OQ
INTEREST AMD PEN. .00
70TAL DUE .00
• IF PAIO AFTER THIS DATE. SEE REVENSE FOR CALWLATIOH OF ADDITIONAL INTEREST. � n�
IF TOTAL ➢UE 25 REFLECTED AS A °CREDIT" tCR). YOU MAY HE DUE A REFUND. t�...�Y�+�
SEE REVERSE StDE qF THIS FORM FpR INSTRUCTIONS. ���./
PURPOSE OF
NOTIOEi �o fulfill tha roouiro�ents of Swtiorf 2148 of the Inherftance and Estata Tax A<t. Act T3 ot 240U. C72 P.S.
Sactfon 914UJ.
PAYMENTs O�tach the too oortion of thls notic� antl xubM14 witb your oaY�ant to tha Ra9ister of wills priMad on the
pavarse sitle. Maka cMck or �onav ctdo� oaYeb2c to: R�pister of Wills, Apant.
Fa53un {D PaY thp tur tnLaP�SY antl MMIYy GY! �eft rosUlY 1n {ha filSn9 Of e 11ln in Yha ponropH848
countv or the issuence ef an Orphan's Court citatien.
REFUND (CR1: p refund of e tex cr�dit, r�ith wss mt roquaxtad on th� tax rsturnr ��Y bo rownataA�bY cowDlatinp m
"Anp73cft'xotf for N�fuM of F�rmsylvania lnharitance aed Estita Tu" fREY-3313). Applieetions �ro aveilabla Pro�
th� bMSr1�iM'siNb aib��t�rw.re nw.st t��.,pa_,.ua. aM R�tldeter of Wflls er Ravrm�e Distri<t Oifier or fi�o� tha
D+D6HMYnt•s 24-MUr enwtrlYW—satw e►� i- � -332�56; servieas for tazpay�rs rith spwial hsbfintl anA/or
sncaklao n��Ae� 1-BOp�447-3020 ttT onlv).
OBJECTIONS: Anv Darty in intcrest nok satisfiiatl rith thr apnr�istont. alIovmc� or dixsliarantQ of duiutt3pns qr assezsnnt pt terz
LinclvQinY tl4sceunt or interesU es shawn on k�is aatic���ry objeet witMn 60 dWS of ths da4a of reeeiot of this notics
bv+
A} protesk to the PA MC�rtrsM oP $av�nw, Bo�rtl at Appuls DY £ilinY n Orotask onlina at
rw. f .us on er Wfen tM FO-MY Mhal wMO3 axp5ros.
� Zn order e�ivF�i i 10 Protwt ta bt vsiid, you �usk reeaira a wr�fir�aLion nwWr and processetl daie
frp� tha poerd ot Anpa�Is W�E sit�. Ypu �av also s�nd a writt�n oro}�st to PA Dapart�snt ot Rer�nua.
ba�ra of t,pwais, PD tmt 2l1821, KerMsbu�p. PA 7722l-i�B3. Pst#titlns �q not B��fn[ad; nr
!) Elrct ke hava t�e utter tl�teninatl at th� sutli! of tFa�D��sonal roDresmtet3ve eeequnt; o�
ppMiN• C) AODNI to tlfa Orphms• Court.
. ISTRATIYE .
CORRECTIONS: Factual errara dizcovand on Mis assess�ent shoultl be aAaresseE in wKtfn9 to� PA Deoert4ant ef Rarsnue�
- Hvrqau bf InCSvSAUal Tauos, ATTX: Aost Assessrent fteviat UniO PO Boa 2EOSOL Harritburp, PA 17128-0591
or call <717) 7L7•65p5. Sae Papa 4 of °Instructinns for IM1�rilMCS Teo� RsLUrn iar a ResiQont tlacadenf^ IHEY-15Ull
. £or en oxol�nalioo of ad�inistratiValY corroctabl� or'rers.
�ISC4UNTe tt nnv tmc tlue is caftl withfn three calendar ronkhs aftar tha dacadant's tlnth, a ffw parcent tliacount of tM taz peiC
is ellowed.
PENAITY� Tha 15 Dertent t�it MpastY Oen-pa�tielpation panalb is Co�pUtetl OYY YhC tDtal of thB ta% abd ilYterlat as50ss08 ADtl Oot
pa}tl bafape Jen. I8. 399b, tht first tlay affar tha Ynd of tht t� B�nYSb DaPivd. Tfiiz non-9artici0ation
Oa6b1tY i4 applfl#blp 10 Lfi0 SNi NOPYf Lt1A 3l1 th� khY 5!H t3�B pBPYPtl !3 YOU Moultl appe0l Yhe kUC qnd inS@I`ebL
that hea�bs•n 85ElfSBd i3 111diCeLed On Yh15 �tlk1CB.
INTEREST� Intorast is aharyad ba4lnninY wit� first dav of delinquencfr or nino �artths antl one dav
fro� the date of tlaath ta tha d�ta of paY��nt. T�IxpS q�ieh baci�o tlalinauant bafore Jan, i. 1982.
� b•ar interost at t�a �ata Of slx p��eint pa� annua calcYlatOd at a tla37v rata of 8.pB93b4.
A17 taaes rhieh baea�a Aaiinque�t an ar a4ter Jen. 1, 19l2 xill bear intcpast at a rab vhieh raNas froM
Yoar to veer with the wte ennounciA by tM PA oao+rt..nt of RWVwue. Rakes fer 19l2 throuqh 280b mn be
found in th� pannsvlvan3a RRS3Cant Znstructipn Eooklat LREY•f501?. tbt PannsYlrania Non-Rasitlent Ins#rvetion
800klat fREV^1736) ar on thI! Oqpartunt oF RYVSrtw Web SitY MMM.f�Y�OUY.Yt�CM.Db.us.
The aoPlicablo inbrest ratas for 2007 throupF 2013 arei
Intarast DaiIY Inbarest DailY Zntere5t Da31y
YTar Rata Factcp Y�ar Rata Factcr Y�ar Hata Pactor
2907 SX .dOC219 200! tY. � .00tl19T 2009 5X .00Oli'!
2010 4X •000110 2011-2U13 3Y. .00tl082
Intarast is calculatad as follma
INTERE5T � B�LANCE tlF TA% UHP�ID X NUNlER OF WYS oE6IN4UENT % dSiLY INTERES7 FACTOR
AnY notice iswed a£te� the tau boeoses tlelinquant will reflect an inbrost caleulation to 15 dqys
� bayond She deie of tha nssass�ant. if oaY�ont is �ada aRer the intprast eo�nutation data shmrn on the
natice, adtlit"sanal intarest �ust ba ca7cWat�C.