HomeMy WebLinkAbout09-16-13 t � pennsylvania
BUREAU OF INDIVIUUAL TAXES NOTICE OF INHERITANCE TAX DEPARTMENT OFREVENUE
INMERITANGE TAX DIYISItlN APPHATSEMENT. dLLOWAHCf OR D;SAL40WANCE
PO 84X 2s6a01 4F DEDUCTIONS, AND ASSE5SXENT OF TAX DN R�-i54a IX AFP a2-12}
XARRISEURG PA IlI2a-0661 JOINTLY HELD OR TRUST ASSETS
DATE 09-16-2013 �.
ESTATE OF CHUB& JEAN H
DATE OF DEATH 03-16-2012
FILE NUMBER
COUNTY CUMBERLAND
SSNlDC
HAROID H CHUBB ACN Z2157525
29 UMBERTd AVE APPEAI. BY DATE:11-15-2013
NEW CUMBERLND Pp 17070-2625 (Seereverseside,underObjecpons)
Awount Re�ttted �-�—'T�
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISIE PA 1�p13
CtlT ALOH6 TNZS GINE � RETAZN �OWER PORTION FOR YOUR RECORDS F'
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REV-1548 EX AFP t12-12)
NOTICE OF INHERITANCE TAX APPRAISEMEMT, ALLbWANCE OR DISAL�OWANCE OF
DEDUCTI6NS, AND ASSESSMEN7 4F TAX 4N JQINTLY NELD OR TRUST ASSETS
— DATE: 09-I6-2013
ESTATE OF;CHUBB JEAN H DATE OF DEATHrU3-16-2012 COUNTY:CUMBERLAN6
FILE NO. : S.S/D.C. NO. : 174-20-�205 ACN: 12157525
TAX RETURN WAS: (X) pCCEPTED AS FILED C ) CHANGED
J4INT dR TRUST ASSET INFORMATZ4N
FINANCIAL INSTITU7ION: SOVEREIGN BANK ACCOUNT NO. : 0771031149
TYPE OF ACCOUNT: C }SAVIN6S tX} CNECKIh6 L ?TRUST t }TIME CERTIFICA7E
DATE ESTABE.ISNED 12-10-1996
Account Balanee 21 lb8 68 NOTE: TO EI�URE PROPEaR CSRE�;T TU
Percent Taxab2e X 0.500 YOUR�C�}UNT, ',�JBMFi'f`�HE
Amount Sub3ect to Tax 30 584.34 UPPEi� 'f�I,ON �OF TNYS�"NOTICE
Debts and Deductions - .00 WITH '.�I'O� Ery,"AX °p�1YM�WT 7p THE
Taxable Amount 1Q,584.34 RE62S � �
Tax Rate Y .00 ��1�j�' �I�LS A-T ifiE
AB4YE�DIIRE�SS.-�.,lfAKE- Ct�ECK
Tax Due .OD OR MON.��p�k�ER-�P�AY/FBLE".TO:
"REGI37SE$ OF W��..S,''�.�AC�ENT.'•
7AX CREDZ75: - -
c;� - - ;
PAYMENT RECEIPT DISCflUHT t+) pMUUNT PAIp'� �'�
DATE NUMBER ;NTEREST/PEN PAID (-)
TOTA� TAX PAYMENT .00
BALANCE DF TAX DUE .00
INTEREST ANO PEN. .00
TOTAL DUE .00
. TF PAIb AF7ER THIS DATE. SEE REVEIXSE FOR CALCULA7TON OF pDGtTt�NAL ZNTEREST. + `t„�
SF T07AL DUE ZS REFIECTEb AS A TMCREDIP' {Ck}, Y6U MAY BE llUE A REFUND. l�jl
SEE REVERSE SIDE OF THIS FQRM P6R INSTftUCTIpNS. v�
L
PURPtlSE Of
NOTICEi To fulfill tfia rcquiro�ants of Section 2140 of 4he InhcrStance antl Eztata Tax Act. Act 25 of 2�00. C72 P.S.
� $ectfcn 9I40).
PAVNEN7: Ortach tha top poMion pf <his notfc� and subeit wi4h ypur oavwnt to Yha ReBisbr of W1115 orintetl on the
roversa siae, Make chock or �on�Y u�dar o+Y+�bla tos fto4;star of Wf23s, Aqent.
fsilure to oaY tha tnc. intarast md O��1tY dua ieY result in ti» 87inp o} a lien in tfia aporooHate
eountv or the issvanca of sn Orohao'a Court citstian.
REFUND CCRS: A rofuntl of a tau cr�Aitr MhiCb MM� trot r�quast�A on tfi� tnc r�turn. ras 4a roowsteE bY ta�ni�tinv an
"Applicrtioo.for Mfund af P�nnsvlranie Inhpritancc and Eatata Tax^ CREY-133E3. Rvolic�Hoos ar� evailebU froo
kh� Owabk��nt'k W�b sita at�j,�c�r��_'N�•Y.s. �w Rfniate.r of Wills ar R�r�nu� OSstricc pf#in. or trw M�
Oaaarhwk's 24-AOUr +nswor¢ny s�i�v3en -�62-t05tlp aarvfe�s Po� tuowWws witA sp�cial hurinp and/or
xw+�klna �+a4s��b8au-44T-392G ;TT m�iv3.
OBJECTIONS� AnY partv in intarut noL satisf3atl rith tOa appr�iYllnt� allw�nc� er tlisallawanca of detluetione or ezsasxr�4nt of 4a�[
(incluEina Eisaount or intar�sU aa s�own on khfs notic� ��v eEiwt vit�in 6q Ews ot th� Art� 04 rat�iok pf S�is notico
by:
A) Protast to Lha PA LMpart�ent ot Riv9ewsa. M�rd ef Apntals Ey ffli�ro a orotast onlina at
wr.6aa� of -�. ..1�k�.M.VR on oC be4ora tM 69-1NN apoai7. Wr3ad ncpSras.
n ord�r fior �n v WfFNenid probst to�Da valid. Yw rust nalve e eon{Srntion nwbar end oracassa6 tlata
fro� tha Eoard of App��ls Wab s3ta. You �ay also s�nd � writtsn protuL to P11 D�part�mk of R�vanw,
io�rtl of �poulz. pp 1oX 201tl21. Harricb�rp, P11 17Yil.-I�Y�. P�tit3ons �aV nat b� Paxed; or
BJ E3�et to hsra th� aattar MtenfmA �t tha autlit of tfis varsnnal raor�santative accouM; or
A➢NIN- C} Avtsel to th� UrohMY Court.
ISTRATTVE
LORRECTIONS� Pqckual arrnrx discovaratl on Yhia esscsz�ent sWOUld ba etldrossetl in rriHntl #a� PA Daparbent of Revenue,
� Ounau of Individu�3 Tqrps, �TTN� pest Ass�ss�ont R�viw Unit. PO !o: 2606U1. Harrisbu�q. PA ll128-0601
or caII t777) 7&7-b565. Ssa PaW��4 of ^Instructionz for Inharitsnce Tra Rptur� for a RasiMnt Datodent° LREV-ISB7J
for an axOleoetion af ad�SnSStrot3voly eorr�ctabF� �rrors.
� DISCOUNri If �nv tu dao is oaitl wi4hin t�ree talendar �oniha afkar tha Eac�d�nt's aaath, a five pareent discount of th� tu vaid
ia ellovatl.
PENAL7V: Tha�15 oorcent taz a�MStY non-nartitination pana7tY is co�PULd on tba tatal of tRC tart and intarest assessad and n6t
peStl Mfor� J+�n. 16, ]995. th� firs! dm� after tha mtl at t�a tms rnesb par3od. This non-vart3cioetion
panaltY is aPpoalabla So tha sM� wnnar and in Yha tba sa� ti�e ParioE az you rould eppaal tha tex antl inta�est
that has bAe� asussctl as indicatad on tfiis natica.
� INTEREST+ Inkanst is charoatl baainnin9 �ith first tlq of tle3inquanty or nina �onthz and one aav
fro� 4ha drta of d�ath ko the tlrt� of oav��nt. Tanaa whlch O�ca� tl�linQU�nt 6�foro Jan. 1. 1982,
baar interest at tM rnta af six R��cant ner annu� mlculated at � dailv ratb of O.Btltl146.
All tuaz which bacae delin¢wnt on or af#a� Jan, 7, 1962 vill b�a� intarest at a rake which varios fro�
vear tn yaer rit� thr rate announcotl M tha PA Dcwrt�ent of Ravanw. Hatas For 14&2 throuph 40ab cm ba
faund in tha PYOOSY1vA04n R�5lticpk I�st�uCtd9�Y looklat lREV-1501)r iM Ponnnlvenia N011-R151deM IOSYfYCk3411
Boaklet CREV-1736) or on the Daoertunt of Rqvanua Wa4 xiN ww.r�vmua.stata.aa.uz.
Th¢ aooiieabla 3ntarast rotas for 2001 throuph 2813 atee
Intorast Daiiv Int�rost Laiir Znterost Dsi7Y
Yaer Rate Faetor VTer Bata Factor Y�er Rate Fector
2tl07 8X .00OT19 2008 7% .000192 20p9 5Y. .000137
2030 4X A00120 2011-2823 3X .809982
Intatest is caleulatad es follows�
� IN7EREST = 1tALANC£ 6G TAX tIHPAIO X NUMEER OF MYS DELSHqUENT X 7lAILY INTEftE5T KAGTOR
prry notice issued after khe faz bacoses delinqvent wili retlect en interost caicu3ation to 35 daYs
beYOntl tha tlate of the essessont. If uav�ent is �atle after iha Sn4erost co�putation tlata z�own on the
notiee, atldikSonel interest wust be calculatad.