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HomeMy WebLinkAbout08-20-13 (4) . _ _ jiy pennsylvania BUREAU OF INOIVIOUAL TAXES NOTICE OF INHERITANCE TAX ��� DEPARTMENT OFREVENUE INHERITANCE TqX OIVISION APPRAISEMENT� ALLOWANCE OR DISALLOWANCE PO eoX 280601 OF DEDUCTIONS, AND ASSESSMENT OF 7AX ON REV-1548 IX AFP c12-12) HARRISBURG Pp 17128-0601 JOINTLY HELD OR TRUST ASSETS •-n t • r _ r•�— L.'�`, e l._ : �. _ . DATE OB-19-2013 � � �� � • -'--' ESTATE OF LEICHTE MEDA M DATE OF DEATH 09-11-2012 'i�'", ' ��. �� �i' _ _ ��� FILE NUMBER 21 12-1094 �-' COUNTY CUMBERLAN� SSN/DC DONALD 6 SN�AFff��.,'� ACN 13143080 903 VALLE��3,�;.�;;�' G;;��!;� i APPEAI BY DATE:10-18-2013 ENOLA C J���r�R��*aA,1r7R25��542 (Seer¢versesideunderObjecrions) A�ount Re�itted MAKE CHEGK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALON6 THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS � -------------"-"""--------------'-----""'------------------------'------'-----""-" REV-1546 EX AFP C12-12) 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: LEICHTE MEUA M DATE OF DEATH:09-11-2012 COUNTY:CUMBERLAND FILE NO. : 21 12-1094 S.S/D.C. NO. : 196-14-2127 ACN: 13143080 TAX RETURN WAS: (X) ACCEPTED AS FILED O CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: REAL ESTATE LIVERPOOL/PERRY ACCOIINT NO. : 130,011,00-091 TYPE OF ACCOUNT: C )SAVINGS O CHECKING C )TRUST ( 7TIME CERTIFICATE DATE ESTABLISHED 04-20-1995 Account Balance 70,700.00 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0.500 VOUR ACCOUNT, SUBMIT THE AmounY Sub�eet to Tax 35.350.00 UPPER PORTION OF THIS NOTICE Debts and Deductions ' .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 35,350.00 REGISTER OF WILLS AT THE Tax Rate Y • 12 ABOVE ADDRESS. MAKE CHECK Tax Due 4.242.00 OR MONEY ORDER PAYABLE T0: "REGLSTER OF WILLS, AGENT." TAX CREDITS: PAVMENT RECEIPT DISCDUNT (+7 pMOUNT PAID DATE NUMHER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH OS-27-2013 TOTAL TAX PAYMENT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 4,242.00 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 26.78 TOTAL DUE 4,268.78 + IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATIDN OF ADDITIONAL INTEREST. � �� IF TOTAL DUE IS REFLECTED AS 11 ^CREDIT^ (CR), YOU MAV BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM F02 INSTRUCTIONS. P�RPOSE OF NOTICE� To fulfill the reauira�en4s of Section 2140 ot the Inheritanca and Estate Tax Rci, Act 23 of 2U00. (72 P.S. Section 9140). PAVMENT� Detach t�a too oortion of this notice antl sub�it with vour oav�eni to the Reeister of Wills orintatl on 4he rererse zitla. Meke check or �aney orGar oevabla to: Rapiztar of Wills, peenk. Failura io oay tha ku, intersst antl oenaltv Eua �av rasult in the filine of a lien in the aooroariaYe countY or the issuance af an OroM1an's Court eitetion. REPUNU (CR): q refunE of a ta eradit. whSch was not nqWSta! on tM tpx raturn, �q� ba r�Qy�axatl by e»olatlnp an "AOOlicat3on for R�funtl of P�nnsvlvanie Inh�Mtanca and Eataka Tu^ (REY431i). ADplieetiens ar� av�ilabL frw Lh� WD�tS�ellt's.W�b slk� at<prw.r�r�nua.st4t*.p;,.MA.�am RW3sk�r of M131s or R�v�rwc �3strict Offic� or fro�..4ha FNOertwmt's 24-hou� �naw�rinp�a�rvie��Si -'S�05B; ssrrie�s fc� tupsy�rs v4th so�e5a1 h�eMnp arrdlor soaakiny naatlz: 1•B00•447-3020 (TT onlv). OBJECTIONS: Am nartv in intarost not saiisfiad with the annrais�ant, allwanpa or diswl3wanca of tlatluctions or assess�ant of tax Cinclutlin9 Giscount or iMansU as shawn on t�ia noHc� �a ob�wt withfn 60 d�ys of tha Eatr ef rae�ipt of this nokie� M� A) Protczt to tha P� OrYa�tMnt of Ravenw.Joertl of AD@wls by Hlinp e nrotast online at yw.Q r .s. a .0 .on or baton tha 60-tlye �op��l n�riod �xoins. In or �r or.prt:�ih�. ,.��• -protyk ka b� valid, yeu.waL r�¢�iva a cenfir�ation nu�b�r and vrocessetl date fro� tM BoarA ef App��1s�W�b sfte. You �aY��iso a�ntl e J�Stt�n prot�st to P� D�part��nt ot Rawnw. LWfd. Of ADPi�lir Po {aoc�261021, N�er�sMurp, PA 173Al-1021. P�tYtians �p�mt b� fsx�0; or � � B> Elwt fo �hava Yh� uita��A�tar�in�A��aY�lfie au0it of ttia psrsen�l nOna�ntrtiva aeeount; ar pp�2N• C) ADD�el k0 Yh� OrD�mS' LOYft. ISTRATIVE CORRELTIONS: Factual errors tliseovarad on 4his essass�ent shoultl ba atltlrazzatl in wri4ine kov Pq Oenart�ant of Revenue, Buraau of Indivitlual Tues. RTTN� Post Assasz�en4 Ravia� Unit. PO Box 280601, Harrisbur9� PA 1]128-0601 or eall (717) 787•6505. See Papa 4 of ^Instruetiona�to� Inha�iSance Tax Raturn for a Ras4dent Oecetlmt^ (REV-150U for an axolen�tion of ed�inSst�ativalv corr¢ctaEla �rrors. OISCOUNT� If anv tex tlua is oeitl within three calsnEar sonths eftor the tlreetlant's daat�, a f3ve percent tliseount of the tv� oaitl ia allowad. PEIULTY� Tha 35 oareanf iaz rnesty non-oarticioation oanelly Ss co�puketl on the total of ihe tax antl interast assessetl anA not ositl bafora Jen. 18, 1996, the first Gav after ihe and of tha tax a�hastv oariod. This non-partieioation neneltv is eooaelable in the sa�e �anoer anC in iha tha aao ti�a oariotl as vou rould appeal the tax and inierest � t�at haa baan assaszatl as 3nAicekatl on this notice. INTEREST: Interest is charpatl b�pinnine with first tlav of Aa3inqu�ncy or nin� �onths antl on� dav frow the tlate of tlasth to tha tlste of pey�ent. Tuces vbic� beceu dallnquaM Oefore Jan. 1. 1982. baar iniarast et the rate ot six parcant ver ennu� caleula4�tl et e d�11v rata of 0.000164. All tues vhich becase tlalinouani on or after Jan. 1, 1982 will bear interast at a rate which varies fro� vear to year with ths rata announced by the PA Oapart�ant ot Ravanua. Rates for 1982 throuph 2006 can be found in iha Pennsylvania Rasitlant Instruc4ion Booklet CREV-1501), the Pennsvlvania Non-Rasid�nt Instruction Booklat (REV-1736) or on Y�e DeDa�t�ant of Ravenua Wab site ww.r�ranu�.sYSia.oa.us. The eonlicabla inbnst ratas for 200� t�rouph 2013 are: � Inkerest Uailv Intarest Oaily Intarast Oailv Yaar Reb Factar Y�ar Nate Fae4or Vear Rab Factor 200'! 8X .000219 200E �% .000192 2009 5X .000137 2010 4Y. .000110 2U11-2013 3X .000082 In4erest is�caleulakatl n follws� INTEREST = BlW1NCE OF TAX UNPAIU X NUM�ER OF WYS DELINOUENT X MILY INTEREST FRCTOR Any nokice issuetl after the Su beco�es EelinOUant will refleck an intarest calculaYion to 15 dars baYOnd 4he tlate of the assassnent. If pay�enk is �aCa aftar iha in4erest co�outaifon tlate shown on tha nofice. atltlitionel interesk nust be calculatetl.