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BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX � ■ DEPARTMENTOFREVENUE
INxERI7aNCE 7AX U[VISION APPRAISEMENT, ALLOWANCE OR DISALLOWANLE \�V
PO 60X 280601 OF DEDUCTIONS. AND ASSESSMENT OF TAX ON REY-1548 f7( AFP (12-12)
HARRISBURG PA 17128-0601 JOINTLV HELU DR TRUST ASSETS
DATE 09-16-2013
ESTATE OF HOUCK MARJORIE E
DATE OF DEATN 02-20-2012
FILE NUMBER 21 12-0412
COUNTY CUMBERLAND
SSN/DC
GILBERT R HOUCK ACN 12155164
325 MARKET ST APPEAL BY DATE:11-15-2013
NEW CUMBERLANO PA 170�0-2151 (S¢ereversesideuaderObjectitonsJ
A�ount Re�itted
MAKE CHECK PAYABLE AND 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-154t EX AFP C12-12)
NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF
DEDUCTIDNS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 09-16-2013
ESTATE OF: HOUCK MARJORIE E DATE OF DEATH:D2-20-2012 COUNTY:CUMBERLAND
FILE NO. : 21 12-0412 S.S/D.C. NO. : ACN: 12155164
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT NO. : 1694000298
TYPE OF ACCOUNT: ( JOSAVINGS ( ) CHECKING ( )TRUST ( )TIME CERTIFICATE
DATE ESTABLISHED 01-17-1989 n ��;; '�'�i n�
C p : r�
�J�
Account Balance 10.320.13 NOTE: TO ENSUR�P�PER ¢REDI��.�, T�
Percent Taxable X 0.500 YOUR ACC�i� �UBMIT THE ���"
Amount Subject to Tax 5,I60.07 UPPER POR�T'I'" ���fJF ��
, 4j�N _ . �IS NQT�LCE
�ebts and Deductions ' •0� WITH YOUk�,;'.-TA$ �AYMENT �0 T:HE
Taxable Amount 5,160.07 REGISTER '�#cWLt;LS � TH`� - ;
Tax Rate Y .00 ABOVE AD �S` ����' M KF� CHECK,.
� - ' �-
Tax Due •0� OR MONEV .DRBP�R PAYtAiLE�TOd'
"REGISTEf�DF WILL�iAGENT`_'.�'
TAX CREDITS: "J
PAYMENT RECEIPT DISCOUNT (+) pMOUNT PAID
DATE NUMBER INTEREST/PEN P11ID (J
TOTAL TAX PAVMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
+ IF PAID AFTER THIS OATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. • \
IF TOTAL DUE IS REFLECTED AS A "CREDIT^ (CR), YOU MAY 8E DUE A REFUND. �\�
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. 0�
�
PURPOSE OF
NOTICE� Ta fulfill tha raouirasants of Section 2140 of the Inharitance antl Es�ste Tarz Act, Act 23 of 2000. C72 P.S.
Saction 9140).
PAYMENT: Dekach khe tov cortion of this notice antl sub�it with your pay�ent to tha Re6is[ar of Wills orinted on the
reversa sitle. Maka check or �onav order payaGle ko� Rapis4er of Wills, A&ant.
Failure to Vay the tvc� intor�sk and Danalty tlue �av result in t�e tilinp ot a lien in the aporooriate
county or the issuance of an OrOhan's Caurt ciietion.
REFUND (CR): � rofund of a tax cr�tlit, vhieh ras not rwu�stetl on Sh� tax r�turn, �er b� r�auast�tl M cwnl�tinp an
"Appl1<s!!on for R�fund ef P�mnban3� lnh�ritnnea antl Esbt� Tn[" (REY-1}15). �pDliutions �ra av�ilabla fro�
kh� Dw�rL��nt's Wb aiH at wM.��Mlw�sGL�.W..ua. aW HWSatv of ql1L.o� Rwww� OfstrieS OfHe� or fro� tha
Dwerhmt's 26-hour snswarin0 s��v en�-Z550; serricu for tnananrs vith soaeial haarinp antl/or
sp�ekinp m�tls� I-600-447-3020 RT onlY).
0lJECTIONSr Ary verty in Sniarast not seHstied rilh 4h� �ppraiaMni, allowanc� er Ais�llw�nea ef d�duetions or ass�ss��n4 of iax
(fneludinp tliseount ar Snt�nat) es shown on thia rwtic� ww ob�et r3thin�i0 tlws of tM tl�t� of rae�iot ef this neHc�
bY:
A) Protaat to tha PR Mpartqnt ot Rwanw, loard of App��lf py filinp.a orotcst onlina at
wwv.boartlofa .ua nn or b�for� th� N-pa�.appNl wriod�u�odras.
In or r er ari-•� i��'ftinir orot�st !o b� vilid. rov w►t.neiiw a eonfir�ation nu�Dar antl nroc�ssetl tlate
frw th� �eerE of �py��ls W�b eib. You �ay alzo s�n0 � yni#t�n protNt ta PA MYN�tuPt of R�v�nw.
6oard ot�loo�als, PO-tox 261021, X�rMSWra. PA 1)1241021. PILikSau W�not 6� fax�d; er
!) El�et ko har� th� ..tt.r e.c.r.iow at th� auEiY af tM oarsonal r�pr�s�ntativ� aeeounk; or
pp�=N- �1 Aoaael ke tM Orv�im' Lourt.
ISTfUTIVE
CORRECTIONS� Factusl errors tliscovsretl on this assess�mt shauld ba adtlrassad in wriSinp km PR Oepartaanf of Rwcnua.
Bur�eu af Intliritlual Tuc�s. ATTN: Post Assass��nt Rariw Unit. PO !ox 26Y601. Xarrisburp. PR 1712!•0601
or eall (7171 787-6505. Su Papa 4 of "Insiruetions for In�aHtsnu Tn[ Raturn fer a RasiAani DauAant" (REV•15Dll
for en �xol�nation of��ed�inisYr�tiwlv corraetabl� �mors. �
OISCOUNT� If any tax tlu� is oaitl rithin thraa ealendar �onths aft�r th� tl�eatlant's tlaat�, a fiva oarcent Aiseount af tha tax oa3d
is allowed.
PENRLTY� Th1 15 pereent tU[ MnastY non-Darticipation p�nalkY is cWputYtl on tll� total of t11Y kuc anE interast assessetl antl not
naid bafore Jan. 18, 1996, khs firxt dq� after the enE of tha tsz a�nestv neriotl. This non-particioation
cenaltv is annaalable in the ss�e �snner and in the the sxo ti�e oariotl as vou woultl anneal tha taz antl interest
thak has been asseased as indicatatl on k�is noSice.
INTEREST� Interast is charpad beyinninp wikh tirs4 dav at tlelinuu�ncv or nim �onths and ona tlav
fro� the tlata of tleath to the data of na�enC. Taxas rhieh b�ews Mlimw�nt bafore Jan. 1, 1982,
bear interesC at the rata of six percent V�r annu� calcu3at�A at a AailY rate o4 0.0�0164.
All taxas rhich beca�e tlQinawnt on or aftar Jan. 1, 19E2 rill bear interest at a rote v�ich varies frw
year to year wfth th� reb announc�d by th� PA Wvart�mt of Revmu�. Ratea for 1982 throuoh 2006 can ba
Found in tha Pannsylvania Rasidant Ins4ruciion loeklek (REV•1501). tho P�nnsylvanie Non-ROSident Instruction
Booklat (REV•1736) or on Lhe OeDa�t�snt of Revanua Wab Siie wy.r�venuo.atata.oa.us.
The apDlicable intarest rates for 2007 t�rouBh 2013 ere:
Intarast Daily Intereat O�ily Interest Daily
Yaar Rab Faetar V�ar R�ia Faetor Voar R�ia F�e4or
2007 BX .000219 2008 7X .080192 2009 5X .000137
2010 4X .000110 2a11-2013 3X .000082
� Intarest is calculabd as follovs�
INTEREST = GI.�NCE OF TA% IqPA{D X NUM�ER OF MYS DELINCUENT X 011ILY INTEREST FACTOR
Anv noYice issueE after the tax beeo�es tlelinauant vill rvflact an iniarest caleulation 40 15 davs
bavond tha daia of tha essesssant. If pa»enf is �atla afYer the intarast co�outation date shawn on t�e
notice, atltlifional interest �ust be caleulatetl.