HomeMy WebLinkAbout08-20-13 BUREAU OF INDIVIDUAL TAXES NO1'ICE � INBERITANCE TAX �;�j pennsylvania
INHERITANLE TAX OIVISION APPRAISEIIPI.IS ALLONAIICE OQ DISALLOtiANCE �
PO BOX 280601 OF DEDULI'I�t A�1D ASSES$MEli'f OF TAX ON
HARRISBURG� PA 17128-0601 SECURISY ACCOUNTS NELD IN DEPIIRTMENT OFREVENUE
n C!s(.'!i'!'}?.'� !'.°`1 n-__ ��t' BF.NF.FICIAQY FORM eev-�sue ur uz-�z�
' 1
, . ., �i ...:_`� DATE 08-19-2013
ESTATE OF THOMPSON JOHN P
��-,�� �;�J.� �r� �lfil � �i Li�' DATE OF DEATH OS-10-2012
U � I k FILE NUMBER 21 12-1086
COUNTY CUMBERLAND
i::.�:�i'i �� SSN/DC
231NSENIOQP'DR����P�D�����r ACN 12503854
n APPEAL BY DATE: 10-18-2013
SHLPPEN�BE��A� �SiPsa762 (SeereversesideunderObjections)
A�ount Resitted
MAKE CHECK PAYABLE AND REMI7 PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON6 7HIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS �
- -- - - - - - - - - - - - - - ' - - " " " " - - - - - - --- - " " ' - - - - - - - - - - - - " - - - - - - - - - - - " - - - - - -
REV-1548A AFP C12-12)
NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF 7AX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE: 08-19-2013
ESTATE OF:THOMPSON JOHN P DATE OF DEATH: OS-10-2012 COUNTY: CUMBERLAND
FILE NO. : 21 12-1086 S.S/D.C. NO. : 195-22-9368 ACN: 12503654
TAX RETURN WAS: (X) ACCEPTED AS FILED OCHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: OPPENHEIMER ACCDUNT NO. : 195229368
TYPE OF ASSET: O SEWRITIES ( X SECURITY ACC C ) STOCK O BONDS
DOD Valuation 2.596.86 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.250 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 649.22 UPPER PORTION OF THIS NOTICE
Debts and Deductions .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 649.22 REGISTER OF WILLS AT THE
Tax Rate X .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 29.21 OR MONEV ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER LNTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 08-27-2013■ TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 29•21
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .26
TOTAL DUE 29.47
� IF PAID AFTER THSS DATE, SEE REVERSE FOR CALCULATIDN OF ADDITIONAL INTEREST. � ��
IF TOTAL DUE IS REFLECTED AS A "CREUIT^ (CRJ, VO❑ MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
PURPOSE OF
NOTICE� To fulfill the raquira�ants of Saction 2140 of the Inherikance a�d Esiata Taa Act. pct 23 of 2000. (72 P.S. Section 9140).
PAYMENT� Oata<h the top oartion of this notice antl sub�it with yaur oevnen4 to t�e Repisiar of Wills orintad on 4ha
rowrsa zitle. Meka ehack or �on�y ordcr OWabls ioa Rapistar Of Wills. Ap�nt.
REFUNU (CR)v A rafuntl of a tax cr�dit, rhieh waz not raquastatl on tha tax return, �ev ba reauastetl bv co�vlatinp an
"AO�11c�Lien tor Rafund of Pann�vlrania ln�o�itance and EstNe Tu" (REY-1535). �OO13utions are avaYlabla fro�
tha D�part�mt's W�b site at .r.'� strt�.w�.0 7 am R�YSs4�r of Wills or R�v�nw Oiatrict Ofific� or frw th�
DeoarY��nt's 24-hour answrinp s�rv eav 3-800-3Q-2C5�; s�rv4ces for 4ezDaY�rs.wiYh sn�cial hurin9 �nd/or
sp�aklnp neaASi 1-800-447-3820 <TT on1Y).
OBJECTIONSa Rnv wrtv in intarast no4 sa4isfiad with 4ha anoreisa�ent, allowanea or Eisa33awanu of tlatluctionz or assazs�ant of tu
(includinp tliscount or inter�sU as shwn on this notie� �ay obiaei riMin fB tlays of th� tlst� of raeaiot of this notica
bY:
A) Pretasi to the PA Daoart�ant of Revanue, Boartl of Aooaals bv filinp a orotest online at
ww.boartlofa0veals.state.pa.uz on or Cafora tha 60-dav eooaal oariotl ax�iras. In ordar tor
en alaetrenie orotast to ba valitl. vou nust recaive a confi�ation nu�ber antl orocassaE date tro� the
BoarE ef Aonaala Nab site. You �av alao santl � rritten nrotesk to: PR Oenart�eni of Revenue,
BoarE of Aoaulh PO Box 281021, Harris6u�p,, PR 1712l-1021. Petitions �sy not be fazetl; or
B) El�ct to �ev� tha otter tleter�inad at tfia �utl5t ef th� parsonel Mores�ntakiva account; or
C) ADGael to !ha OrpAans' Covrt.
Ap1IN-
ISTFRTIVE
COBRECTIONS� FacLual errors diseovaroE on t�is essasz�ant shoulE Ea aEtlrasaatl i� w�ikinp tm PA Daoart�ent of Rwmw.
�uruu ot Intliritlwl laxaa. �iiN: Past Assess�ent Rwinr Unik. PO 6ox 2lD601,. Narrisburp, PA 17128-0601
or eell (717) 7lT-65B5. S�a Pap� 4 of "Inskructions for In�arit�nce Tu Rekurn for a Resitl�nt DecctlenY" (REV-1501)
for an axolanation of atl�inistrativelv correctable errars.
DISCOUNT: If am tax Cue is neitl �it�in thrae calentlar �onths af4er the tlacadan4's dea[h.. a fire nercent tliscounk of the tax oaitl
is allwetl.
INTEREST� Interesi is chareed bapinninp wit� first dav at dalinouancv or nina �ont�s anE one tlay froe tha dato of tleath to the
tlaie ot oay�ant. Taxas w�ich baea�c Ealinquant bafore Jan. I. 1982, baar intarast at tha rala of six oarcant vQr
annuo calculataE at a Aaily rate ot 0.000164. All taxea which bacua tlelinouant on or aftar Jan. 1, 1982, will bear
interest et a reta whieh veries tra� vaar to vear rit� t�e rata announcetl Ey tha P� Dapart�ant of Revenue.
Rates for 1982 throuph 2006 can be fountl in the Pannsvlvania ResiAent Instruet3on Booklat CREV-1501),
ths Pannsvlrania Non-resitlank Instruction Booklei IREV-1736) or on i�e Oenart��nt of Revanue WeG site
ww.reven�e.ststa.oe.us. Tha eoolieable intarast rates for 2007 ihrouyh 2013 are:
Interesk Oaily Inkerest Deilv Interest OailY
Yaar Ret• Factor Y�ar Rat• F�etor Yaar Rata P�ctor
200] eY. .00D219 2008 7Y. .000192 2009 5% .000137
2010 4X .ODB130 2031•2013 3Y. .000082
Interest is calculated as follows�
INTEREST = BRLRNCE DF TAX UNPRID X NUMBER OF MVS OELINpUENT X MILY INTEREST FACTOR
A�ry notice issued after the SaY Eeco�es tlelinaueni vill roflecS an intens< calculation to 15 davs
bavontl the tlate of Ma assasm�nt. If pe�nan� is �ada eftar tha intarost ca�putation Crt� shwn on i�e
notice, atltlitional interesi wust �e calculateC.