HomeMy WebLinkAbout08-20-13 (2) BUREAU OF INDIVIDUAL TAXES NOTICE OF IN9EBITANCE 7AX � pennsylvania
INNERITANCE TR% DIVISION APPRAISEMENT ALLOIIANCE OR DISALLOIIANCE
PO BOX 28a6o1 OF DEDULTION� AND A886SBMENT OF iAX ON DEPARTMENTOFREVENUE
HARRISBURG� PA 17128-0�pl SEC11BIfY A�.'ro{�fl'{'$ I�LD IN
r�l�v `"--"� BENEFICIARY FORM xev-�sae��rr ux.�xo
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� ' • -. . DATE OS-19-2013
�� ESTATE OF THOMPSON JOHN P
=f.'�.�i �?�;;; j�i .r.�-� . � t�;; DATE OF DEATH OS-10-2012
"� ' -�- ;-7 FILE NUMBER 21 12-1086
COUNTY CUMBERLAND
`��-�-������ :i� SSN/DC
AMY D���Id1�f�S �,r ACN 12503855
216 S Q����j��At��`�'�T APPEAL BY DA7E: 10-18-2013
SHIPPENSBUR6 'P� �YZ�-2,5��2014 (SeerwersesideunderObjections)
A�ount Re�itted
MAKE CNECK PAYABLE AND REMIT PAVMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SpUARE
CARLISLE PA 17013
CUT ALON6 THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS �
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REV-1548A AFP (12-12)
NOTICE OF INHERITANCE TAX APPRAISENENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE: OS-19-2013
ESTATE OF:THOMPSON JOHN P DATE OF DEATH: OS-10-2012 COUNTV: CUMBERLAND
FILE NO. : 21 12-1086 S.S/D.C. NO. : 195-22-9368 ACN: 12503855
TAX RETURN WAS: (X) ACCEPTED AS FILED OCHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: OPPENHEIMER ACCOl1NT NO. : 195229368
TYPE OF ASSET: � ) SECURITIES C '.( SECURITY ACC O STOCK O BONDS
DOD Valuation 2,596.86 NOTE: TO ENSURE PROPER CREDIT TO
Pereent 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 TNE
Taxable Amount 649.22 REGISTER OF WILLS AT THE
Tax Rate X .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 29.21 OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) pMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHAR6ED 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 TXIS DATE, SEE REVERSE FOR CALCULATION OF ADUITIONAL INTEREST. + ^
IF TOTAL DUE IS REFLECTED AS A ^CREDIT^ (CR), VDU MAV BE DUE A REFUND. ��(�)�
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ��
PURPOSE OF
NOTICE: To fulfill tha raquirwants of Section 2140 of the Inheritance antl Estete Tax Act, Act 23 af 2000. C72 P.S. Section 9340).
PAVMENT: Uatach t�e too nortion of this notiea end subwit with your oeY�ant to tha Rcpistar af Wills orintad on iha
ravarza sitla. Xake chaek or �omv o�tlsr oWabla tex Repistar �f Wills. Apant.
REFUND (CR): A refuntl of s tau cretlit, which was noT raquazt�d on tM tax return, �av be roouart�E bv co�pletinp an
"Annliution for Rsfund of Pannsylvania lnhaNtenea �nd EaLta Tm[^'(REV-1513). Apoliutions sr� bvailabl� fron
t�a O�Dar4�ent's Wab s5t� at wYw.nv�nu�stata.oa.us, a'ry R�p3st�r af Wills or Rw�nue Distriet Offiea or trw tha
Deoart�snt's 24-hour enswerinp sarvlea: 1•800-362-2050; s�rr3e�s far tuoav�rs wit� so�cisl Marinp and/or
s�eakinB nasds: 1•B00-447-3U20 (TT onlY).
OBJECTIONS: Am oariy in intarast not satisfietl �ith t�e aouraisaMnt, ellwance or tlisallowsnco of tlotluckions or assacs��nt of tu
(incluAinp tliseount or intansU as shovn on khis notiu �av o0iact vithin 60 dwa of M� tlaN of receint of this notice
br:
A) Protest to tha PR Deoert�ent ot Ravanua, Boartl of Apoasls bv filinp e orotast onlina at
wr.boartlofaDUaals.statc.pa.us on or before tha 60-tlav aooaal oariotl axoires. In orEar for
an elaetron3c oratast Yo be valiG, vou �usY recaive a confination nwDer antl oroeaszatl tlate tron the
loertl of �poaals Web site. You �ay alsa s�nU s written orotest to: PA DenarS�ent of Revanue,
Boertl of ADDeals� PO 6os 281021. Herriaburp. P� 17326-1021. Petitians �sy. net Ea faxatl; or
B) Elact to haw M� utter tlaianinetl et �4h� auAit of tha osrsonel raD��s�nt+tive eccouni; or
L) Apo�el to tha Orphans' Court.
AOMIN-
ISTRATIVE
CORNECTIONS: Facfual errars di9covlred on ihis essess�ont shoultl W etltlr�sacd in writine to� PA Uapart�ant of Ravanue.
Bureau of Indfrldual Tucas.. ATTN: Posi Aszasswant Reriw Unit. PO Bo� 280601. Xarrfsbu�u, PA 1�12B-O601
or caII (717) 787•6505. Sea Pepe 4 of "Instwetions for InMriianea Tarz Return for a ResiEant Oecatlent" CREV-1501)
for an a:olaneiion of sA�inistretivalv eorrectsEla errors.
�ISLOUNT: It ariv tax due is caitl rithin t�ree calentlar Ronkhs after the OecaCant's Gaath, a fiva oareant tlizcount of the tu paiE
SS BSSOMBE.
INTEREST� Interest is charpad b�pinnine with tirst dey of tlelinquaney or nine �onths entl ona Ew froe the tlste of Geath to the
tlate of pey�ant. Taxaz whieh bece�a tlalinquant bafora Jan. 1. 7982, bear inierast et tha rate of six percent ner
annuw celculetatl at a tlailv rete of 0.000164. AIl tv[as w�ieh Eeea�a Aelinquant on or aftar Jan. 1. 1982, rill bear
iniarest at a rate whieh variaz tro� vaar to vear wit� the rate announcaA by iha PA Daoart�ant of Revenue.
Rates for 1982 t�roup� 2006 cao be fountl in T�a Pennsvlvania Resitlenf Instwction Booklet CREV•1501),
the Pennsvlvenia Non-resitlant Instruction BookleS BEV-1736) ar on Ma DeCerbenY of Revanua WeE site
�w.rav�nua.stats.oe.us. The applicebla intarest rafas for 2007 t�reugh 2013 are:
Interest Oaily Intaresk OailY Intarast Oaily
Year Rate Factor Vear Raia Factor Y�ar Rate Faetor
2007 BX .000219 2008 7X .U00192 2009 5X .00Dli7
2030 4X .000110 2011-2013 3Y. .00ODffi
Interest is calculatetl as tollws:
INTEREST = BALANCE OF TAX UNPAIO X NUMBER DF �44Y5 OE�INpUENT X WILY INTEREST FACTOR
A�ry nokice issuetl afker the tax beco�es delin0uent vill reflect an interast calculetion to15 tlrys
bevontl t�e tlate of the assessnent. If oey�eni is watle efter t�a interest cwDUtation Eata ahown on the
noiice� aEtlikional interest wust be calculatetl.