HomeMy WebLinkAbout09-09-13 NOTICE UF INHERITANCE TAX ,�i pennsylvania
HUREAU OF IN�IYIDUAL TAXE5 DEPARTMEN7 QFREVENUE
INNERITU�E Tl+X nlvlSiON APPRAZSEMENT, ALI�MANCE OR BZSAL�OWANCE TiT
Ptl WE 28GE07 �F DEDUC7I�NS� AND ASSES$MENT OF TAX 6N REY-1548 IX AFP a2-72)
VURRISEURG PA 17128-0601 JOTNTLY HELD OR TRUS7 ASSETS
�� �� � �� � DATE �9-a2-2013
- � � � � �*- ESTATE DF ROUSH CONNIE �
DATE OF DEATH 02-15-2012
- _ � '} FILE NUMBER
�" �° ' ���� " � " COUNTY CUMBERLAND
SSNlDC
RAYMOND Ckj��t#�i {i,� ACN 12154916
32 MARII�hIpAR.<<��` �;:,f;;���' APPEAL BY DATE:11-01-2013
CARLISL E,;.i.�-�_-,. , Ra. 70�3�-8818 (Seercwerseside(�un��derObj�ecH�ons) ��
t;Ut*:���rct;�.r'•i�., s.��., s �-, A�aunt Rs�itted F �
MAKE CHECK PAYAB4E AND REMIT PAYMENT T0:
REGISTER dF WILIS
1 COURTHOUSE S�UARE
CARIISLE PA 11'Q13
CUT AlONB TNIS EINE � RETAIN �4WER PORTFON FOR YOUR BECORDS F'
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REV-1548 EX AFP t12-12) �--���
NOTICE OF INHERITANCE TAX APPRASSEMENL AILOWANCE OR OISALLOWANCE OF
llEDUC7Z4NS, AND ASSESSMENT 6F TAX ON JOINT�Y NELD DR TRUST ASSETS
DATEs 09-02-20Y3
ESTATE QF:R011SH CONNIE L ItATE Of DEATH:02-i5-2Q12 COtiNTY:CUMBERLAND
FILE NO. : S.S/D.C. NO. : 2p3.42-2141 ACN: 12154916
TAX RETURN WAS: IX} ACCEPTEA AS FILEI! C 7 CHANGED
JDINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SqVEREIGN BANK ACCOUNT NO. : 0511q85443
TYPE 4F ACCOUNT: f }SAYIN&S C76 CHECKZNG C ?TRUST C 3tIME CERTIFICATE
DATE ESTABLISHED 07-23-26�9
Account $alance 512.94 NOTE: TO ENSURE PRQPER CREDIT Tp
Percent Taxable X 0.5�0 YOUR ACCOUNT, SUBMIT THE
Awount Sub3ect to Tax 26b•47 UPPER PORTION OF THIS NpTICE
Debts and Aeductions .00 WITH YOUR TAX PAVMENT Tp THE
Taxable Amount 256.47 RE6ISTER dF WRLS AT THE
Tax Rate Y .06 A90YE ADDRESS. MAKE CHECK
Tax Due .00 OR MONEY pRDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
TAx CREDITS:
PAYMENT RECEIPT DI9COUNT Ct> AMOUNT PATD
DA7E NIIMBER IN7EREST/PEN PAID (-J
' T4TA� TJUC PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
T4FAl DU£ .00
. IF PAID AF7ER THZS DATE, SEE REYEHSE FOR CAICULAtTON OF 0.DDITZDNAL INTERESt. � �
IF TOTAL DUE SS REFIECTEll A5 A °CREDIT*" tCR}� yQ� g�ty BE DUE A REfUNb. �
SEE REYERSE SIDE aF THZS FORN FUR TNSTRUCTZONS.
PURpUSE OF
NOTICEz To fulfill the reouirewanFs of Soction 2140 of the InharSkanca and Estata Tez �et, �ct 23 of 2DOp. (72 P.S.
Section 474U7.
PAYMENT: p�teth tha top pertion of this nolSCa and sub�it with Your canank to t�e Rep9star of Wills orinted bn khe
reva�se sid>. Meka check or �onev o�tler oevsbL to: Ropister at Wills, Aqant.
F813Uro Lo pSy tAt baIIr ihLiMit iOC penL7Ly AW �EY �BSUSi ln }h8 P37in9 6f y lian ln YhB 9pPf9pf38YG
coun#v or the iszuante of an Orohan's�Caurt citat3an.
� REPUNp CCR}; A rafuntl ot a tsfc cr�dit> vhieh vss no4 raCUastrd on tfi� tau r�turn, aav ba wyWesteA 6y toicletinp an
"Ap!+liwtion ior R�fund of Psnnsylvanis InhvrAtanea sntl Estatc 7bc° CREV-1313). AOP11ceAfons ara avail�ble Froa
th� Mo��t�mk's Wrb �aft� st unr.��v�nu�.st k�M.p�.us� arW Rap3rt�r af Wflla ar Raw'w� I15sSriet pVfSc� or trn� k�e
Dope�t��n!'B 24-hour pnsw�rinp s�rv n��i'�i �]-63D'^ t�- 50; s�rvins for 4exosYOrs rith sprcial haerYnp and/or
ap�Ncinp nettlse I-D08-44t-38t8 fTT onlY}.
OBJECTIONS� p�pr Oertv in intarest nat 5akisfieE �ith the epprais�cnt, allwanca or tlisa111wmu of tletluetions or assass�ant of ta�s
CinUuEina disaoun4 op intansU as s�wn on 4�is notic� �av obicct wiihin 60 dws of the date o1 rwciot of this notica
dYr
A) Prutast #o tha PA Dsparkwnt of Rerenuc, 6oaM af Aapaals Ev t'xlinp a protast onlina at
Mww�.bo� � x. �a i. :us on ar bifars�tM d8-Eay apcO3 ptrind ixpUis.
In ortl�r fior w�i ICl.tsnl�'Trot�at to 0� vslitl. Yw �usi ��c�lv� a conHnation nwbar and oracassed deta
fro� 4hr loard of 11pp��ls WYb sit�. You �aY also s�ntl s wHHan Oret�st #o P� O�o��k�ant of R�vanua,
baM of Apna�la. Pp��ex.2�1p21, Narrisborp, P� 1712/-�88. PetiL3ons.��y mi b� 4azrE; or
DY Efsct to Mva th� utter Eatar�fa�G at tfi� audit uf tM D�fYO(41S �1pro;IbtaYSYi aceount; o�
At1lfIX- C) Apo+al to tb Or6Mns' Ccurt.
�. iSTRATIV6
CORRECTIONS: Fac#ual erroFS tliscovaPed on thia assazs�ent shoultl be etldrossad fn writinp toa P� DeParbent oF Rsr�nue,
Buroau of Intlividual Teues, ATTN� Post Assass�ant Ravfw Unit. PO 6ox 280601, Harrisbury, PR 1712!^0601
at <aA {71T> 78T-6545. Sat Pape 4 ef ^Instrvctions to� Snharita�ee Tac R4turn for a Residant Decetlant^ tREY•258ll
fow av �xp30�k2306 of adiioistrotivalvi cerractable errors.
OISCOOWT: If aw tax dqe is oaid wft�in thrua nlenaer �onihs aftar tM tlac�tlsnt's Oeath, a tire percant dixcount of tha tan naid
is allowad.
PENpLTYe The 35�oareent tax onestY non•o»�t3eivation Panaltv 3s eo�outa0 on tbe total of the tmq antl intarost assessatl and ewt
peid b�fore Jan. 18, 1996, t�e first aay efker th� md of the tut rwnastv p�riotl. Thia non-uert3cipation
pillilty is Appe�lsble 3i1 Lha sa�� YYflner aptl in tha thR 3a6 tillp pel'iotl a9 90u woultl �ppaal Yhe LiX antl inkYY¢st
kfiat has bean aasezzad aa 3ndicatad on this notice.
INTERES'f� Interast is oherpatl U�aln�inp wit� first Eay qf dalinougney or nin� �onths an6 ona aey
fro� tha Oate ot tl�ath te tha tl�t� of eaY��n#. Texas whiph Eaeqe tlalinouont 6afora Jan. 1, 1982.
beer inte�est et thc reto of sl% p4PCOnt OiP ennua <ilculat�tl at a tl�ilv rata of 0.000164.
All tuss xMCh 6ecwa Celinawnt on or aftar dan. 7, 14E2 xil7 bur Sntsrast at a rats vhicn varvias trw
year to vear with the rate announwtl br tbp PA O�oartwant of Rewnuo. Rates For 1482 thrauph 20p4 un be
fountl in tha Pannsrlvan5� Ruident Instruetlon looklet CkEV-150ll, tM Pannnlvania Non-Rasidmt Instruclion
9ooklet (REV-1930 ar on ih� UaneM��nt of Ravanua W�b nita �W.F�WlIW.SSitY.pi.u5.
Th< apClicebla intar�st rotes far 2007 throu0h 2013 dre:
Sntarest Dailr Inta�ast Dativ Zntarost DailY
� Vqar Reta Factor V�er Rate Factur Y�pr Rete Faotor
2007 Bx .00a219 2U08 7z .000192 20�4 9Y. .00tl137
203� 4Y. .U9a219 2tli1^2013 3X ADQ082 ' �
InLerast is m1cul�bA as follwsx
TXTEREST � MI.ANCE OF TA7( UNPAZD% NUlUER OF CkYS DE4SN4UENT X iNTIY INTfREST 51Ci0N
AM notice lssueC aftor tha tax becoox tleiinovent will roflec} en interesk cslculetion te 35 deys
bevontl the data of t�a assess�mt. If oavnant is �ad¢ aftar the interazt co�putalion date shown on the
natSce, atlditional interest wust ba cel<ulatetl.