HomeMy WebLinkAbout08-20-13 � pennsylvania
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX � DEPARTMENT OFHEVENUE
INHERITANCE TAX UIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWAHCE ���
PO BO% 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 IX AFP (12-12)
HARR�S9U���^,�Z.17.t-p6LL1 .- n,^ JOINTLY HELD OR TRUST ASSETS
i, � �
? � � ' ;� DA7E OB-19-2013 .
' � � ESTATE OF JONES RALPH P
DA7E OF DEATH 05-15-2013
,� i';��_ � %� �� � �.. ��. �i.� FILE NUMBER 21 13-0736
COUNTY CUMBERIAND
° SSN/DC
JENNiP@R�"` J'�BAIN ACN 13128513
��t'�7tU'�l�H�+l9�£��L�N APPEAL BY DATE:10-18-2013
�(IJ�[Q�.Q$}R�v., �AA 17055-7 00 7 (SeereversesideunderObjechons)
A�ount Re�itted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON6 THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORUS �
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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 7RUS7 ASSETS
DATE: OS-19-2013
ESTATE OF: JONES RALPH P DATE OF DEATH:05-15-2013 COUNTY:CUMBERLAND
FILE NO. : 21 13-0736 S.S/D.C. NO. : 2g1-26-2412 ACN: 13128513
TAX RETURN WAS: CX) ACCEPTED AS FILED O CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: CENTRIC BANK ACCOUNT NO. : 1099977
TYPE OF ACCOUNT: OSAVIN6S C � CHECKING C )TRUST OTIME CERTIFICATE
DATE ESTABLISHED 04-14-2004
Account Balance 4.071 .45 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0. 166 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 678.59 UPPER PORTION OF THIS NOTICE
Debts and Deductions ' .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 678.59 REGISTER OF WILLS AT THE
Tax Rate r .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 30.54 OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+7 pMOUNT PAID
DATE NUMHER INTEREST/PEN PAID (-)
06-27-2013 CU017824 1.53 29.01
07-09-2013 CD017856 .00 29.02
TOTAL TAX PAYMENT 59.56
BALANCE OF TAX DUE 29.02LR
INTEREST AND PEN. .00
TOTAL DUE 29.02CR
� IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. � \��
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI. YOU MAY HE DUE A REFUND. ;dI
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. v
. . . _ . .._._._. ._
PURPOSE OF
NOTICE: To fulfill. tha requira�onts af Saction 2140 of the Inhari�ance and Estake Tarz Act. Act 23 ot 2000. C72 P.S.
Seckion 9140).
PAVMENT� Oetsch fhe tov vortion of this notice antl subeit wiih your oev�ant to tha Repistar of Wills orinteA on tha
reverse sitle. Make c�eck or �oneY ortler D+Yabla foi Repis4er ot Wills, Apant.
Failure to nay the ku, inYerast and neneltv dua �ay rasult in the filinp of a licn in 4he aoorooriate
countv or the issuance of an OFahan's Court citacion.
REPUND (CR)v A refund of a taz cratlik, vAich was not npwabd on tha�tex ��turn, wy �ba r�qu�statl by.ewplrtlnp en
"AOClieation for R�funtl ef� P�misvlv�nie In��ribnee anA EsbH Tax" CRFV-1313). AovlicaClons an availabla fro�
tha Mwrtunt's W�b sitl ak w�w.ra �nus.at t�. �..us.�.aro A�yisc�r�sf Wills or R�v�nva� Diskrf<t Oftia��or frw the
Deosrt�mk'a 24-hour ensr�rin0 s`�C•j '�2' l5�0; sr'vie�s fer taxoeY�rs wiM �p�ciel MeMnp and/or
sneekinp. n��ds� 1-E00-447-3028 CTT onlY).
OBJELTIONS: Am aar4y in inLrast mt saiiefiod with ihe aponis��nt, allowanea or tlisal]wanea of tlaEUetions or assassunt of tax
(incluAin9 tliscouni or interasU as shwn on khif neYie� ��v ob]�et within f0 tlavs of the tlata of raeaioi ef 4his no4ice
bY�
A) Pro4est 40 4ha PA MO+r4�ant of Rwanua. le�rA.of ADl�+ls Ey filinp a orotast enlin� et
w�.bw. af t . . s on or b�for� tM [O�-Aav wwal parietl �aoiras.
In or0�r for:m'��p: �1R:orol��t to b� rali4;r vw �ust r�uive a confir�Nion nwber antl orowssad date
frow the loerA ef �pbuls Wab sita. You �av also s�ntl�a rritten orolast to PA D�oaHUnt of Rwmua.
eo.ra� ot Aooaals. Po �oz 2ai021. HarrisEUrp. PA 1712l-3021. P�titipna �sv �wt br.tat�tl; or�
� B) EUet to haw tha �atbr daNnin�tl at the sudit of tha wrsanaT noresDntative account; or
pp�IN• G llooaal to t�a Orohana' CouH.
ISTRATIYE
CORRECTIONS: Faetual arrors discavaraE on this aszess�ant should Ea .ear.::.a in writinp tov PA Uaoart�ant af Revanue.
Buraau of InEivitlual Taxas. ATTN: Post Assasz�ant Reviaw Unit. PO Bw[ 280601, Narrisburp, PA 17128-0601
or eell C717) 187-6505. Seo Pmpe 4 of "Instructions for Inheritanea 7ez Return for a Ras3tlent Dacedent•' (REV-15B1)
for sn �nlanation of atl�inistrativelv corractable arrors.
DISCOUNT� If anv tu[ tlue is naitl vithin thrae calentlar �onths aftar tha tlee�tlant's tleath, a fiva oercent diseaunt of tha tax aaid
is ellwetl. �
PENALTY: Tha 15 oarca�t tn[ e�nesty non•earticioation oenaltv is co�outatl on tha total of tha ta antl intares4 assassad and not
oaitl bafore Jan. 18, 1996, tM first tlav atbr the wA bf fha tn[ a�nastv oeriotl. This non-uartieioatian
cenaltv is aooaslaEle in tha ss�a �anner an0 in tha th� ara tiwa nariotl aa you rould aoneal the tax and intaresT
that he3 baen assessetl as intli<atatl on t�is notice.
INTEREST: In4orast is eharpad bepinninp wi4h first day a4 tlalineuancy or nine wonlhs antl ona day
fro� the tlata of daath to thc deL of cavunt. Taxas whieh baeoa A�llnwant bafora Jen. 1, 1982.
baar intarazt at tha rata of siz oarcant oer annu� csleul�t�E at a tlsilY rata of 0.000164.
All taxas whi<h beu�a tlelinquant on or aftar Jm. 1, 19l2 will baar interozt at a rab which raHrs fro�
vear to vear vith tbe rata announcad bv the PA DaoarLant of Revmua. Ratas for 7982 thrauph 2006 can be
fountl in khe PannsYlvania Resitlant Inskruction Booklat CREV-1501), tha P�nnrylvania Non-R�sitl�nt Inslruction
Booklet CREV-1736) or on tha Danartunt of Ravanua Web site vrw.rwenw.ataL.oa.us.
The eoolicable inter�st rates for 2007 4hrouph 2013 are� �
Interesi Daily Snterest Oaily Interest Dailv
Year Rete Faetor Yaar Rate Faetor Year Rate Factor
2001 8Y. .000219 20�8 7% .000192 2009 5X .000137
2010 4X .00011� 2011-2013 3% .000082
Interast is celeuleted as tollows�
INTEREST = BALANCE OF TAX UNP�I� X NUM�ER OF d1Y5 OELINQUENT X MILY INTEREST FACTOR
Any notice issued af4er the kax beco�es tlalinuuent vill refleck an interast calculation to IS davs
bevond tha date of !ha assasswant. If oav�ani is sada efYer 4he intarest cosou4etion dete shown on the
noYice, adtlitional interest nusY be ealculated.