HomeMy WebLinkAbout09-09-13 � pennsylvania
BUREAU OF INDIVIDUAL TAXES NO7ICE OF INHERITANCE TAX
INHERITANCE TRX OIVI5I0N APPRIIISEMENT, ALLOWANCE OR DISALLOWANCE DEPRRTMENT OFREVENUE
PO !OX 280601 OF DEDULTIDNS, AND ASSESSNENT OF TAX ON REV-1548 IX AFP c12-12)
HARRISBUR6 P� 17126-p4p1�.. ,, ,.. , . _ ,. _. . , ., JOINTLY HELO OR TRUST ASSETS
i?_.. .. .._ .... . �
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� � � DATE 09-02-2013
�� ` ' � '- � ' �" �� �� �� ��� ESTATE OF HERSEY GLADYS V
DATE OF DEATH 11-14-201
;',i , , ,.` �j �; FILE NUMBER �I��"�j-O j�-�''j
COUNTY CUMBERLAND
-� - �-. SSN/DC
CHERYL L STyl�il�'�"� `-'� ACN 12154451
479 HEISEYQ�l�i�A:'3:a' �'W�,�;'�. ;� APPEAL BY DATE:11-01-2013
MECHANIC�j���l ff�f�7CQ,55-9�73 (SeereversesideundcrObjecdons)
A�ount Re�ltted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SpUARE
CARLISLE PA 17013
CUT ALON6 THIS LINE 1 RETAIN LOWER PORTION FOR YOUR RECORDS F
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REV-154E EX AFP (12-12) �
NOTICE OF INHERITANCE TAX APPRAISENENT. ALLOWANCE OR DISALLOWANCE DF
DEDUCTIONS. AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 09-02-2013
ESTATE OF:HERSEY GLADYS V DATE OF DEATH:11-14-2011 COUNTY:CUMBERLAND
FILE NO. : S.S/D.C. NO. : 181-22-5526 ACN: 12154451
TAX RETURN WAS: CX) ACCEPTED AS FILEU C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITl1TI0N: PNC BANK NA ACCOUNT NO. : 5140243234
TYPE OF ACCOUNT: C )SAVENGS C p CHECKING OTRUST OTIME CERTIFICATE
DATE ESTABLISHED 07-10-1986
Account Balance 8,348.00 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.166 YOUR ACCOUNT, SUBMIT THE
Aeount Subjeet to Tax 1,391 .36 UPPER PORTION OF THIS NOTICE
Debts and Deductions ' .00 WITH VOUR TAX PAYMENT TO THE
Taxable Amount 1,391 .36 RE6ISTER OF WILLS AT THE
Tax Rate r .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 62.61 OR MONEY ORDER PAYABLE TD:
"RE6ISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) pMOUNT PAID
DATE NUMHER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 09-10-2013 70TA1 TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 62.61
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 2.01
TOTAL DUE 64.62
� IF PAID AFTER TNIS DATE. SEE REVERSE FOR CALLULATION OF ADDITIONAL INTEREST. + �\„�
IF TOTAL DUE IS REFLECTED AS A •'CREDIT•' (CR), YOU MAY BE DUE A REFUND. W
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
PURPOSE OF
NOTICE: To fulfill iho requira�ants of Section 2140 of the Inharitence and Estete Tu Act, Act 23 of 2008. C72 P.S.
Seelion 9140).
PRYNENT� Dataeh tha too oortion of ihis neiice antl suWit with vour oav�ant to tha Rapister of Wills nrinted on tha
reverse sitle. Meka chack or wnoy orEer Oayable tov Re9istar of Wills. Apani.
Failure to oav the tax, intarazt entl pana�ty duo �ay result in the filinp of a lien in the aunrooriate
countv or tha issuanee o9 sn Orohan's Ceurt citetion.
REFUND CCR)� R rofund of a tax cntlit, rhieh wes not r�QUastetl on tM �ax raturn, �ay b� nau�st�tl M eo�oHtinp an
"Apvli��tSon for R�funtl of P�nnsvlvania lnMriLnn end Ert�b Tu�" (REV-1313). ADOlie�iiona an ar�ilabla frow
YM G��rt��n!'s YNb aib at m.r�wnw.rtrtr. i.ua,� aro���45st�r of Mflla oi R�e�nu� DSStFiet Otfi<� or fro� tha
D�tia�t�Mt•s 24-hour msw�Hny s�rr e�� �- _ - 50; s�rvleea for taxoa�rs wiih spaclal �urinp mNOr
so�akinp ne�tlav 1-l00-44)-3020 (TT onlY).
09JECTIONSo �ro oartv in inbrost not satisfi�E wit� M� aooniaunt, �llow�nc� or disallwmc� of tlatlueiions or aasasswnt of taz
Cinclutliny Ciaeount or int�r�st) ss shwn on t�is notie� uy OIIJ�CS MS�i1111 SO tlws af tha Aet� of racsiot of this not9ea
CYt
A) Protes4 4o the PA D�Wrt��nt of R�vanua, Yeerd ef ApOUls M filinp a orotcst enlina at
ww. Nof e �t � -u� on or�O�terr tM 6B-tlaY ao0o�1 CerieE axpieu�.
In orA�r a�aN r �� ��e Devt�xt to b� q3ld, var �usR na5v� � confir��tion nu�bar antl procsssad Aat•
frw th� �oe�tl of 1pw�ls W�b siH. You �q �lso saml � writtm orotest te R1 WO��t��nt of Rawnua.
Owrd of Mpalr. Po � 2N�21, Xarrisburo. PA ]7126•1021. Pa4itia�s �q nct b� f��d; or
6) El�et to Mr� kh� uYGr d�b�+io�d rt tAe �utliY of tM p�rsonal�nor�smt�tiv� eeeount; or
ROMIN- C) AOVbl ta M� Oroh�ns' Court.
ISTRATIVE
CORRECTIONS� Factual arrors Aizeovarad on this essass�ant s�oultl be aEtlraszcd in writine to� PA Depart�ant of Revcnue,
Bureau of InAiritlusl Ta:as. ATTNe Post Rssass�ent Rariaw Unit, PO 6ox 280601, Harrisburp, PA 17128•0601
or call 011) 787-6505. Saa Pepa 4 of "Instructions for Iriharitanea Tu Raiurn for a Rasitlani Daeadmt" CREV•15U3)
tor �n axolanaiion of atl�inistrativelv <o�r�ctabl� �rrora.
DISCOUNTv If am tu[ dua iz oaid rit�in three olantlar �anths efiar the dewtlrnt's Aaath, a fiw oarcent tliscount of tha tax paitl
is a11ow�A.
PENALTV� The 15 oareant taz Mrws4y non-p�rticination oenalty is eo�pu4etl on tha total of i�a t� entl intarest assassad antl not
oaitl Oafora Jan. 18. 1996, tha first tlav aftar t�e ond of Lha tuc a�nastv oariod. This non-particination
oanelty is eoo�alebla fn tha sa�a �anner anE in the tha sa�s ti�m oariotl ez vau would a0osal tha tax and inkerest
thet has Daan ass�ssatl as SnEicatetl on this notice.
INTEREST: Interest is charpatl bapinninp wit� first dw o£ tlalinouancv or n3na �onths antl one dav
fro� 4ha tlab of tleat� to tM Aab ef Dn�ont. Taxes whieh baera Ea1lnQUmi Eefora Jan. 1. 1982.
bur inbr�s4 at �M raH of six parc�nt par annu� uleulabG at � d�ily r�L of O.00O1f4.
All i�xas rhich b�cre tlelinuu�nt on or eftar Jen. 1, 1962 rill b�ar int�r�si ef a rete �hieh varias trw
vaer to reer rith thr rata announe�tl M t�a PA Daoart�ant of N�vanua. Reias for 1982 throuph 2006 can ba
fountl in t�a Pennsvlvania Resitlent Instructien Boaklet (REV-1503), the Pannsrlvania Non-Rasitlent Inzlruction
Booklat (REV-1736) or on tha Daoeri�ont of Rawnu� Wab site ww.r�v�nw.stab.oa.us.
Tha apDlicable intrresk ratas for 2007 threuph 2013 ere:
Interast Dai3Y Interesi �ailv Interest Daily
Y�ar Rata Factor Vear Reta Faetor Y�ar Rate Fac4or
2007 BX .000219 2008 7% .000192 2009 5X .000137
2030 4X .000110 2011-2013 3X .00OOt2
Inierost iz uleulel�d u follws:
INTEREST = lAUNCE OF T/V! UNPAIO X NUMtER OF MYS DELINOIIENT X MILY INTEREST FALTOR
Any nofice issued aftar t�e taa beco�es tlalinYUant will reflecY an inte�asi celculation fo 15 daYs
baYOntl the tlate of Yhe assess�ant. If on�ent is �ada afte� tha infaresi co�putation data zhwn on t�e
nokice� adAitional interest �usk be calculateE.