HomeMy WebLinkAbout08-20-13 (3) NOTICE OF INHERITANCE TAX � pennsylvania
BUREAU OF INDIVIDUAL TAXES DEPARTMENTOFREVENUE
INHERITANCE TNC DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ����
PO 60X 280601 OF OEDUCTIONS, AND ASSESSMEHT OF TAX ON REV-1548 IX AFP C12-12)
HARRISBURG PA 171 ��1 _ _ JOINTLV HELD OR TRUST ASSETS
�°r_:,� � ' -�.-
,
�°'� ^ � �- � � ., DATE OS-19-2013
� �� � � � "'' �� ESTATE OF CALEYSEIG SHERRIE
DATE OF DEATH 11-11-2012
;i3 �: .. � �m, , „_
ic.�' %�� , ., � , : �,.� FILE NUMBER 21 13-0016
COUNTY CUMBERLAND
BEVERLEY L 'FRLE�F� �'��� SSN/UC
ACN 13136013
645 SILV�"i6�dt�� ���_i;j- APPEAL BY DATE:10-18-2013
M E CHAN���i��;�,pr,� �05fy�T 28 73 (See reverse side under Objections)
� A�ount Re�itted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
RE6ISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON6 THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS F
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REV-1548 EX AFP (12-12)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 08-19-2013
ESTATE OF: CALEYSEIG SHERRIE DATE OF DEATH:11-11-2012 COUNTY:CUMBERLAND
FILE NO. : 21 13-0016 S.S/D.C. NO. : 191-56-6550 ACN: 13136013
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT NO. : 05741002017
TYPE OF ACCOUNT: CIOSAVINGS C ) CHECKING OTRUST OTIME CERTIFICATE
DATE ESTABLISHED 10-24-1983
Account Balance 10.120.31 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Sub�ect to Tax 5.060. 16 UPPER PORTION OF THIS NOTICE
Debts and Deductions ' .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 5,060.16 REGISTER OF WILLS AT THE
Tax Rate r .045 ABOVE A�DRESS. MAKE CHECK
Tax Due 227.70 OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAVXENT RECEIPT DISCOUNT (+) qMOUNT PAID
DATE HUMBER INTEREST/PEN PAID (-)
07-22-2013 CD017926 .00 227.70
TOTAL 7AX PAYMENT 227.70
BALANCE OF 7AX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
� IF P11ID AFTER THIS OATE, SEE REVERSE FOR LALCULATION OF ADDITIONAL INTEREST. � `\^�
IF TOTAL DUE IS REFLECTED AS A •'CREDIT^ (CR7, VOU MAY BE DUE A REFONO. a VI
SEE REVERSE SIDE DF THIS FORM FOR INSTRUCTIONS. v N
PURPOSE OF
NOTICE: To fulfill tha rouuin�ants of Sactfon 2140 ofi the inheriianw antl Estatc Tme Rct, Act 23 of 20tltl. (72 P.B.
SoGtPon 4240?.
PAVMENT: petaeh tha top Cortion ot 4his nqtics anC suk�it wilh Ytiur nav�ent to the Repfs4er of Wills arintad on fhe
reva�se sid¢. Make chcck or wney prdar peyabla to: Ropister of Wills. Apent.
Faiivra ta paY the taze intar�st And penalty tlua isy roSUlt 3n thc ti75n9 af a litn 3n the acoropriate
eaunty er the issuance of an OrphaNS CauM c3tatien.
REFtPrt77 CCRJ: A rofund af e tax eradlt. xhicp kas n6t reQU#stttl 9n {Fq; }� 'yturn. tay Ea �tWt;LW tgf EwOla#inp an
"Apqlieatian Por Rafund of Prnnsylvmnia lnheriLsno and EsLie Tauc^ CREV-131D). Aoo3iCations ara availabla fro�
tha Wwr4Wnt's YNb sit� at ww.rav�nw.sRflt�..p�,ya. �ny R�p3at�r of Miila nr R�ruww_Distriet qffiw ar Ar�uY tha
Drp�rHent'a 84-hour �nw��fnp�srrvie�+ 1- 56;� s�rvie�s fa� taroa�rs rith 6Meia1 horino anA/er
sna#inc rwads: I-e@e-447•3820 CTT only}.
OBJECTItlNS� Rro oerty in 3ntaresk not satisfAetl with tha #ooreia��nkr allowpnCa or qisalla+anea of dotluctiqns or assess�ent of 4p�c
CincluEinp tlfseount or inbresc) as shown orv�8his netic�s �av ob,��C4 wit�in 60 Esya of th� dab�qf h�e�int 4f this nok4cc
M/v
A? Pro#ast #o tha PA t#4p�rtqnt ot Reramu..iaaM af Appasls by T31inq a Otroteat online a#
ww- ar . s on nr Nforo ths 4i•dtn wwal ParfaA ncRirss.
In o�Aar 4nr.�nr�R}ptroniA.�w'ok�st to P� wlid, Yp¢�usA MO�SVa s con#ruiion nwber antl procassed daSa
froe tha loerd of Appads W�b sS4a. �YOU �sY also x�ntl a�writ4an vrotask ko PA D�part�ant af Rpwnus.
loard oF Appols, PO toz Y61021, H�rrysburp, PA 1712!•lYYl. P�Itftioqs uY not b� fax�tl; ar
!) Ftaet to�hsra th� utter tlettnimtl�et tM wQtt oF tM Oerspna2 nor�s�ptrtir� necau�t; or
ASRiIN- C) A�cal to th� 8rah�ns• Eourt.
ISTRATIVE
CORRECTIONS� Factual errorx diseovarad on this assazz�ant should ba etltlnssed fn writing to: PA qpart�ent of ftav�nue.
Bu�eau of IntliviEUal Tnxss, ATTN: Post Asaeas�cnt Rwiew Unii, PO Box 280601, Marrisbur0. PA ll128-0601
or c�27 C71]) 787-6505. Sea PaQa 4 of ^Snstruct3ans toF IMeritmp Tarz R�LUrn for a RasiBant PaCeCent^ CREY•i507J
for an es93anat#on ot a�inistrttivqlv correctabla arrors.
DISC4UNT: If snY tax du� is oaid within thrax talendar �aM�s afker tha tlacatlmt's tlaeth. a fivp parcent discount of tibe tau oaid
is ASSowBd.
PENALTVx Tha 35 oereant Yax aMestY nen-aarticiastinn panelty fx c6�nutad an tha tatal of tha tm[ antl intarest asseaxatl and not
paid Cefore Jan. 1!, 1996, tha first 0av after iha �nQ of tha 4ex eMnastv paried. Th1s non-oart3cipation
pMilb is eppp�leble in tha se�Y �snner antl in tha tbP 6Ya 45�Y pa�ioA as you voulA APPeal the tess anE Stltk�BSt
that Ras baen xas�az4d ea imtieatotl o� this rwYica.
INTERES7: IMerest is charpatl Ea4�nninp with first dey ot 0alinawncy ar nina �ooti+s and ane Eay
fron tha date of tleath to iha tlata of Vay�>nt. Taxes wMch bacaq d�linpuant bafora Jan. 1. 1982.
bea� intsrost at tbe rnto ct six perc�nt poW annu� c�ltulat�E at a d�f1Y ��ta ot O.00OZ65.
A11 tm�es which 6ecse daiincuant on or aftar !m. 7, 1982 rill btar intarest at a rat: wMeh vai�ias frw
vaar ta vaar witn tha rato annauncatl by tM PF D�cartNant of Rawnua. Batas for 3462 throuph ZU06 aan ba
fountl in tho PannsvlvprvSe Besitlant InzYrue4lnn looklot CREV-150ll. Yha Pmnxvlvsnia Nan-Ruitlmt Instructian
Bonklat (REV-1736) or on Ma DeveMonY of Ravenuo W�b sita rrm.r�vonua.sGta.na.us.
The aoclica4L intarext ratas tor ?OU] tRrouqh 2�13 ara:
Intarest bei7v Interast Dailv Znterost Da{ly
Y�ar Rata Fnctor V�er Reta Factor Y�ar Reta Fecter
2007 BY. .000219 2tlC9 7Y. ,000192 2009 S# .DOtl137
2tl10 4Y. .00011� 2U?l•2013 3Y. .000082
Intmros! is cal�ulatetl as follows�
IN7EREST a AAI.AMCE Of TA% UNPAZD X XtIN6ER UF MYS DELINQtiENT X A4,IlY INFEFEST iAtTOR
Any natice issuetl after tha tmc baconex dei3neumt �511 rofiect an interest calculation to IS tlays
D¢yontl iha dete of tha essasswant. If oeyeanR is �aEa nFter the #nterest co�putalion tlete shwn an kha
notice, aEtlitionel intarest �usi be caleulatetl.