HomeMy WebLinkAbout08-02-13 (3) NOTICE OF INNERITANCE TAX � pennsylvania
$N ERI ANCE pgDA�100� TAXES APP2AISEMENT, ALLOWANCE OR 4ZSAlLBWANCE �i' DEpARTMEN7OPREVEMUE
Po Bo% 2HOa61 OF DEDUCTIOMS, AN6 ASSESSMENT OF TAX DN REV454H E7( AFa a242)
iWRRISBURG PA I7128-obol JOINTtV NELD OR TRUST ASSETS
narE 07-29-2013
ESTATE OF DUYALL ESTELLE C
DATE OF DEA7H 06-06-2012
FILE NUMBER 21 12-1025
COUNTY CUMBERLAND
5SN/DC
ANDRE C DUVAL ACN 12147781
APT 212 APPEAL BY DATE:09-27^2013
335 WESLEY DR (SeereversesideunderObjections)
MECHANIGSBURG PA 17055-3523 Aeount Re�itted r—y�---�—�
MAKE CHECK PAYABLE AND REMIT PAYMENT TQ:
REGISTER OF WILLS
1 COURTNDUSE SQUARE
CARLIStE PA 17013
CUT ALON6 THTS LINE �'1' RETAIM IOWER PqRTION F4R YOUR RECOROS 'E'�'
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REV-t548 EX AFP (12-12)
NBTICE OF INHERITAHCE TAX APPRAISEMEMT. AlLOWANCE OR DISALLBWANCE OF
DEDUCT20NS, AND ASSESSMENT OF TAX ON JBINTLY NELD OR TRUST ASSEFS
� DATE: 07-24-2U13
ESTA7E OF:DUVALL ESTELLE C DATE OF DEATH:06-06-2012 CQUNTY:CtlMBERLAND
FILE N4. : 21 12-1025 S.S/D.C. NO. : 57?-44-22$1 ACN: 12147781
TAX RETURN WAS: iX) ACCEPTED AS FIIED t 3 CHANGED
JqINT OR TRUST ASSET INFORNATION
FINANCIAL INSTITUTIpN: SOVEREIGN BANK ACCQUNT NO. : 1b85ll1587
TYPE OF ACCUUNT: C 7SAYIN6S C ) CHECKING C )TRUS7 C70TIME CERTIFICATE,._> �
DATE ESTABLISNEQ 04-2Q-1992 f? �.._� ,Y� �
.,, <-r
Account Balante 28 74D.46 NCiTE: TO EtAS1;IhE PR�ER �,Ta2�IT TO
Percent Taxable 7�. 0.50� YOU�/�G{St1NTt..�SllB�l,�t�7HE
Amount Subject to Tax 14,395.23 UPP �?DRTTOMcAF JHES NOTICE
Debts and Deductions ,00 WIT�Yr9ll��:7AX PAYMEI� TD TNE
Taxable Amounk 24 395.23 REGf3'TE�t��DF W�lS �AF�-�THE
Tax Rate y� .15 ABO�; �eElDRES�.... MfUCEc'xHECK
7ax Due 2 159.28 OR MON�"��' dRD�PAyA9q�E_ T0:
"REC�&TER OF 9�LL�5: -eyEN7."
TAX CREDITS:
PAYNENT RECEIPT DISCOUNT t+) AMDUNT AAID
DATE NUMBER ZNTEREST/PEN PpID C-)
iNTERE5T IS CNARGED THROUGH 08-Ob-2013 . TBTAL TAX PAYMENT .OQ
A7 THE RATES APFLICABLE AS OUTI.INED ON THE BAIANCE OF TAX DUE 2,159.28
REYERSE SIDE OF 7HIS FORM INTEREST AND PEN. 27.09
TOTAL DUE 2.186.37
� IF PA2D AFtER THIS DATE, SEE REYERSE F�R CALCULATiON OF ADDTTIONAL INTEREST. � f�, _
IF TUTAL DUE IS REFLECTED AS A '"CREDI7" <CR). YoU MAY BE DUE A REFUND. �y
SEE REYERSE SIDE OF THIS FORN FOR INSTRUCTIONS.
PURPOSE OF
NOi10E. To fulfill the �aquSrNanY3 ot Seetion 2140 af the Inheritanc+ and Estate Tax Act. Act 23 cf 2688. (72 P.S.
Section 914@}.
PAYXENT: Oetach tha kop partion of this natica tnQ suMit with your aeYeent tb thp Raqixter of Nills p�inted on the
reverse sitle. Make cFeck ar �o�rov ardtr 9+�a03� tns RaYister of Wills, Aysnt.
Fa11ure to pay ;he ta<, int�nsi �nd o�tulty tlua �+Y result in tM filinD ot a lian in tho aoPraoriate
countv or the ixsuance af an OrDfi�n'a Court c3tat3on.
@EFUND CCR)� A nfuntl of a ts�t eradit, rhick ras rtot PiW6SkYd OP ih� taa� ra4uwn, �ay b� rooucsGtl 6y co�n3rtinY an
^ApnliSatian for Rsfund ot Psip�sylrartia lnhe�itanee and Estato Tm[^ CREV4R3I. AnOlice};ons ar� araiLEla trw
th� D�parHSnt's Wsb sitt it LM�y6NYltWl.RtaY.�•OIY•YSr �ro R�aistar of qi11s qr R�rtmp 6istrict 6ff3ei or #row thc
Dowrt�ant's ?4-hour anaeer}np a�rvi<��1-�050i serv3eas for tszcaY�rs rith so�ci:i htarirq antllar
swMcin4 ��dsi 3-AC9•447-i020 (TT on1Y).
OBJECSI9NS: AnY perty in iaYarest not satisfietl with tha aonrais��nt� allwancc ar diasllWe�e of dotluctinna o� assasaron4 of tau
tinclutlinp discount ur 3ntaresU es shown on this notio� �aY abi�it vithin b8 d�YZ af kM tlsi� o� racaiet et th3s notica
bY:
A) Protast to tha PA Wpart��nt at Rerrnua. 9oartl af Aopcels bv t111nY e oro#aat online at
rw.poerdafaOwQS:alt9M•w.us an or b�for� ipM 60•tl+y �Kw�al aariotl ocpiras.
� Tn o r teF in �itetfeAle Dnot�sk !o b� velid, Yeu �unb ��e�ir� a oonHrutinn nwbqr anb orocassetl tlata
- fres tha 5¢ard of Anp�sls W�ti siie. You �aY slsa s�ntl a wrdttm protist to PA Woartant of Rcwnw,
6oartl of AVwals, PO �ooc 2l3021, Hsrrisburv. PA 1712;-19Yk. PctttSans �rir rwt bt f�roQ; or
- B) El�ct to havo thc ��ttar tlebr�inad at tht auqit of tM perwnai raorasentakir� atcount; or
A➢MIN- C) Apo�el to tha Orphans• Laurt.
ISTRATNE
CORRECTIRNS: Poctwl arrors discovaraA a� tPis assesx�rnt shou3A be addrexsed in wr3t3np tn� PA Wvart�ant ef Reranue.
� Burr�au of InE3vitlwl Tezas, ATTN� Post Ass�ss�pmt Rsviw Unit. P9 @ox 260b07, Her�isburp. P8 17128-Ub01
� oh call tR77 T87-d595. SYa Papp 4 of "Instructions tor Inharftnnce Tax Retu�n for e R�sidant 6ecediot" tRfl/�1581)
f0!' itl BYPlA�Gfiop 6f �b�1039SNYiYlly COf!'etYi618 !1`FOFS.
� DISGOUNT: If �nY tmt tlua is aaitl within threa calondar wo�ths aftcr the tlscetlant's 0oeth, a fivp percent tliscount af the taz paid
. is alYouatl.
' PEN0.LTYs Tha 15 percant tut onas}v non-oartiaipatian Daoa7ty As emputad oe #ha total of tba tmt and inkarest exs�ssmd antl not
� caid batora Jan. 78. 1996, tha firxt tlxY aftar tha pnd of tha fal� s►ncsfY paHpd. This non-paWticlpatinn
- pfnalb it appe6labla in thB Ss�r YinMr and in YhB fh! Sa�� ti�4 Porlp6 a4 y0U u0uld apvQal kha Ym[ 8ntl iniBreSk
� th:t Ms bean assgs6ad as intliCntetl cn thiv notica.
' INTERESTr Interast is cha�DQd bYpinninp xith f3rYt diy of tlalinqucncY or nina �onths and ona daY
. fro� the da#e of daatfi ta tht tlah of pm�ank. 7u�es which haca�a tl�l3oawnt before Jen. 1. 19$2.
. bear interest at tha rata of six ooro�nt oar annu� cslculataE a# e tlailv reta of 0.000164.
�11 tstes qh3c� Ouca�e delSnquant en or aftar Jan. L 1482 will baar intarost at a roia wh3eh vnHex frp�
. ye>r ko vear with the raf< announcad by t�e PA OeOa�t�ant of Rersnu¢. ftates for 1982 throuoh 200b can be
' . found 3n tha Pennsvlvanie Ras3d�ni instruction Baoklet CREY-1501), the peannlvanie Non-Rasitlant tnstruct5on
� � DookYatl CHEY•1736) ar on Yhe Oapart�on# of Raranue W�b site nnr.roverw�.stat�.pa.us.
Tha aeplicable intarest rotea fot 20p7 thrpvp� 2015 are:
' SM1;frbsi �Pe11Y Inkara5t Dii]Y IOiBrv85} Dai1Y
' Yeer Reta Factcr Ycar Rata Factor Year Reb Factor
2007 8X ,000219 2008 7Y. .U90192 2009 5X .00tl137
- 2010 4Y. .000110 2011-2035 3% .490082
IntarosY ia calculatatl as fo3lows�
INTEREST = B1ILANCE OF TAX UNPAIO X NUNEER Oi MV5 lifLINOUENT X DiiiY 7NTEftESS KACTt1R
Arw notice issued efter tha tss becwas delinquan# will rotlect en intenst pa}caiatien to 15 tlavs
� . bayrood t�e data of thv assessweni. If pav�ant is �atle after the interest cwputatian tlate shwn on the
� aorica, atltlitional inta�est �ust be calculatetl.
- - . ... . .. .. , .. .P... �:�s