HomeMy WebLinkAbout09-09-13 � pennsylvania
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX ■�� DEPARTMENT OFREVENUE
INHERITRNCE TNC OIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ■
PO BOX 28U601 ��i"�"!i -��, OP DEUULTIOHS. AND A$$ESSMENT OF TAX ON REV4548 IX RFP Q24D
FURRISBURG Pn 17128-0601 � '�" �� " '� ' ` - � JOiNT4V HELD OR TRUST ASSETS
.t:in .. � � .
' ' � -�- DATE 09-10-2013
ESTATE OF WALLER INEZ J
.,, , ' j �? DATE OF DEATH 9- 7-2012
� � � �J "` FILE NUMBER �I�3 -�3
COUNTY CUMBERLAND
"�'-'�'�"�� SSH/DC
NANCY M SHAN�►Zi'i7l':i°�j' i;��;';.,�:' ACN 12156270
946 ALEXANDER S�F,B���A�,�� ��, �� APPEAL BY DATE:11-09-2013
� CARLISLE PA 17015-918� (SeereversesrdeunderObjecJions)
A�ount Re�itted
� MAKE CHECK PAYABLE AHD REMIT PAYMENT 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-1548 EX AFP C12-12)
NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY NELD OR TRUST ASSETS
DATE: 09-10-2013
ESTATE OF:WALLER INEZ J DATE OF DEATH:09-27-2012 COUNTY:CUMBERLANU
fILE NO. : S.S/�.C. NO. : 246-34-3640 ACN: 12156270
TAX RETURN WAS: (X) ACCEPTED AS FILED O CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. : 211625-11
TYPE OF ACCOUNT: C )SAVINGS C p CHECKING OTRUST OTIME CERTIFICATE
DATE ESTABLISHED 12-18-2001
Account Balance 452.13 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 226.07 UPPER PORTION OF �THIS NOTICE
Debts and Deductions •00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 226.07 REGISTER OF WILLS AT THE
Tax Rate r .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 10.17 OR MONEY ORDER PAVABLE T0:
"RE6ISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCDUNT (+) pMOUNT PAID
DATE NUMHER INTEREST/PEN PAID (-)
INTEREST IS CHAR6ED THROUGH 09-18-2013 TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 10.17
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .07
TOTAL DUE 10.24
t IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADOITIONAL INTEREST. � `\(�\
IF TOTAL DUE IS REFLECTED AS A "CREDIT^ CCR), YOU MAY BE DUE A REFUND. J\YI
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. v�
PUkPOSE OF
NOTICE: To tulfill tha raquira�ants of Saction 2140 qf the Inheritance and Estate T� Act. Act 23 of 200P. (72 P.S.
Saction 9746).
PAVMENT� Datacn tM ton nortion of khis notice antl subsii viYh vour oaY�ant to tho kep3ster af Wills orintetl on Yh¢
rewrse sitla. Make chaCk or �onYY ordar Criebla toz RoYister of Wills. Apant.
Faiiurc to paY the t�> intarast u�d Dan�1tY d++� ;sY Paxult in tha f3linp of a Iien in the aoProar3atc
couMV or the issuao<e c# m O�phea's Cou�t c3tatian.
REFt�D {CR]a A ratend of » tss crotlitr xhich xps not �oqucstatl nn tha tu �tturn. waY bM r�4uast�d iy ca�olat3n9 an
^Apolicat>on for Rafuntl of PmnsvYvanis Inhcritsnea antl Estatv T�%" LREV•1S1S). RDp1AGAY10�s a�a evallabla frow
th� D�oKYwnt's Web flts at www.Wlw�rw�.skWt .oa'uF. �W Ropistbrv of Mills qr R�v�nu� Aiskrict OfHc6 or fro� tha
p�part��nYS 74•hour answmin0 s�rvin+ -! 05tl; sarvites for tu�oal�ars wit� special Marine and/or
sp�akinp naeds� 7•608-44T-i028 (7T onlY).
OBJECTIONSv prry oarty fn interest nak saYisfiiad with tha apprai5YYnt, allowanq or Aisellwmu of deduetianx or assessMant of tnz
' Cfncluainp tlixcount or interesU as shovn on Shfs notice �ar o�f�ct rithin 60 davs of tha tlale of racaint of this not4ca
bv�
A) Pratvst to the PA Mwrhant uf Raranw. Board of Apossls by f313eW a protast onlioe at
ww.ba�rtlof�on��i3.st�t�.oa.ux an ar b�forR th� 6!-tlpr sCnank pariotl n[pfns.
In ord�r fer an�YliNStPenir pwoNst to be v�l5d, You �ust' rwyive a eonfination nu�bcr and proussed tlate
fro� tha Boartl of Appuls Wab site. You wmr also s�rnl a rHtCMn oroHS# to PA D�p�Fk��nt of Ravenue,
Board of Aonasls, PQ �ox 281021. H�rrisburp, PA 17726-1021. PKt3tiops M#y net tie #izsd; or
b) Elact to h+ra kht �eiter tl�t<twinsd at tha wtlit nf tAa pefaonal r�or�as�tative account; or
ApiIN- C) Acaeal to tM �rpheos' Court.
ISTRp7TYE
CORRECTIONS� factual arrprs discowrad on this essess�nnt shoul0 be adaressetl in �ritina tov PR bapart�ent nf Revanue,
Bu�eau of Indiritlual Tauas. ATTN� Post AssossMant R�vY�w Ilnit, PO 6ox 280601, Harrisburp, PA 17128•0601
er eall C71T} 787-b5Q5. Sea Pape 4 of ^Inst�uct{ons fo� IMeritsnce Ta�[ Rsturn far a RfxiAant beceGcnt^ CREY-1581}
for an axolareation ot sd�inSStrativalv wrr¢ctabla errors.
DI5COUNT� If anv tsx due is oaitl wit�in thrae calandar Months aftor tha dep�dant's daat�, e fiva percent tliscount of tha tax oald
ia alloretl.
PENAt7Y� Tha 15 wrcant tu wnasty rwmparticiaatian nanaltv it co�ouritl pn tha iotal of t�a te�s antl interast assassed and na#
paid 6efora Jan. 18, 199b, tha first tlav efter tM �nd nf th� ta�t umsty R�riod. Tbfs non-oarHcipation
panalty iz apq�alable in the saa �snnar antl 3n the tho sau tiu pf�1oA a5 y0u rould aaoael tN� taz antl interest
thet has boan ess�ssctl as i�Eicatad on t�is nutice.
INTEREST: Tnkanst is CM1arpad bYpinnin9 vith first tlM of tlalinquency or nAnp �oM�s anG one dsY
frn� ih� Cato of tleath to tha tlska of ow�ant. Texes which bau�d tl�linouant betoro Jan. 1. 1982�
b¢ar interast at iha retc ot six Percwt ver annu� calculatatl at a dailv rat� uf 0.000364.
A13 tuts xhich baca�o tle7Sncuent pn or afta� Jan. I, 3482 xill bsar interost at a rate uhich veries frea
yeer to vear uith the reta anrrounpad M t�a PA Daoartnant of Rav��ur. Ratas fnr 1982 throu9h 28D6 can be
Fauntl in tha Pennsvlvania ResiEent Instruetipn looklat CREV-150ll, Lha Pennxylvania NamResidant Instruction
booklai CREV-]736) or cn khe MDAM�FIIf Of Rownua Wab sib ww.rownu�.si�ta.o+.us.
Tha ano2icabla intarest rates fer ZPU7 thrquph 2013 sra:
Tnterest Da31v Interast pailv Trttarast IM31y
Vaev R�te Feetor V�sr Refe Factor Y�er Rats F�ctar �
2097 8X .000219 20p6 7X .000192 2009 SM .Otl0137
2030 4M .OD0710 2P13•2673 3Y. .DOG092
Intrrest is calculatod as follousa
INTEREST = R0.�ANCE OF T11X IINPAIU % NUMlER bK DAYS DELINWENT % IHtIY INTERES7 FACTO@
Arrv notice issuatl afiar the tam beco�as dalinquen! vill ratlaet en Snterost telculatian to 15 davs
beyond the daN of k�e qssesswent. If nayMent is �ado after <ho interast eo�putation deko shown on the
notiee, additional intarest wust bp ealculatad.