HomeMy WebLinkAbout09-09-13 �' pennsylvania
HUREAU OF INOIVIDUAL TAXES NOTICE OF INHERITANCE TAX DEPARTMENT OFHEVENUE
INNERITANCE TAX DIYISION APPRAISEMENT, ALLOWANCE OR OISALLOWANCE 1il
PO !OX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 IX AFP (12-12)
1URRIS6URG PA 1]128-06011 ,,,. ;_ _ ,,, , ., JOINTLY HElD OR TRUST ASSETS
. E(,i. ,_ .. .,
,��- � ,.- _ � � � DATE 09-10-2013
- - � ESTATE OF FINNEGAN DOROTHY
DATE OF DEATH 10-17-2011
��".� �`Ci" � ��� ? 1� FILE NUM6ER 21 12-0443
" COUNTY CUMBERLAND
JUDITH MARI�IE��� �-'+'" SSN/DC
ACN 12141312
1722 BRIDGE ��f�ANS� COUt(�1 APPEAL BY DATE:11-09-2013
NEW cunaeei0�ppgE�qAq�y�ii�� (SeereversesideunderObjections)
A�ount Re�ittad
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON6 THIS IINE � RETAIN LOWER PORTION FOR YOUR RECORDS F
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REV-154E EX AFP C12-12)
NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 09-10-2013
ESTATE OF: FINNEGAN DOROTHY DATE OF DEATH:10-17-2011 � COUNTY:CUMBERLAND
FILE NO. : 21 12-0443 S.S/D.C. NO. : ACN: 12141312
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JDINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTIDN: WELLS FAR60 ACCOUNT NO. : 001010313654116
TYPE OF ACCOUNT: OSAVINGS O CHECKIN6 C b TRUST OTIME CERTIFICATE
DATE ESTABLISHED 03-16-2011
Aecount Balance 5,026.00 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 1 .000 YOUR ACCOUNT. SUBMIT THE
Anount Sub�ect to Tax 5.026.00 UPPER PORTION OF THIS NOTICE
Debts and Deductions ' .00 WITH YOUR TAX PAYMENT TD THE
Taxable Amount 5,026.00 REGISTER OF WILLS AT THE
Tax Rate r . 15 ABOVE ADDRESS. NAKE CHECK
Tax Due 753.90 OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) qMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 09-18-2013 TOTAL 7AX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 753.9D
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 26.46
TOTAL DUE 780.36
� IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. � ��(1\
IF TOTAL DUE IS REFLECTED AS A ^CREDIT^ (CR7, YOU MAY HE DUE A REFUND. t�eJ
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. �}
PURPOSE OF
NOTICE� To fulfill tha raouira�antz ot Saeiion 2140 of the Inheriianca and Este4a Tex Aci. Act 23 of 2000. ('!2 P.S.
Section 9140).
PAYMENT: Dataeh tha koo oortion of ihis notica and sub�it with your pay�ant to Lhe Rea�ster of Wills nrintetl on the
revarsa sida. Maka ehaek or �en�y erdar O�lrabla toa Rapister of Wills, lluent.
Failura [o pey iha tax, lnfar�st �ntl D���1fY du� �ay result in the filinp of a lien in t�e aonrooriate
countv or the issuenea ef an Orohan's Ceurt citaiion.
REFWlD (LR): R refund af a tez erad5l, whieh wes noi re0u�stad on 4ho tn� r�turn, �qr Ea rapuasta0 M to�olatinp an
^AOOliutien for Rafuntl of Pa�msvlvania lnharitanu antl EstaG Tax" (REV-131i7. RpDliestions era aveilable fro�
tb� Mpa�bmt'YM�b�sib at ww.rw�n�.ss t�.oa.ua, �ro R�Yist�r of WSlls or Rwinw Distrlet Offiu or fro� ths
D�O�rt�mt's 24•hour fnsr�rioY sMr�o�a 1• � � 50; s�rvlc�s for taxowers vith so�cial MaHny mE/or
sD�N�1nY n��ds� 1•l00-447•3028 ttT on1Y).
OBJECTIONS: Arir oarty in int�res4 no4 setisfiatl with 4ha Woraia�nt, allw�nc� or tlissllwance of tl�tluctions or assaaz�ani of 4u
(ineluASnp diseounk or inlarest) es shown on this noLiee �ay oblaet within 60 dwa of the oato of raea3oL of this notiea
bY:
R) Protasi Lo iha PR U�v�rfwant of R�vanua. �oertl of ADOaels by filinp a nrotast online at
ww.be�rtl f .atii. :us on or O�fan tM'6B-py WO�el orrfad azDins.
In or �r fer' �iryie pro�ut to�b� �vYlitl. vou wst r�e�ir� a eonfirutien nu�b�r antl vrocassatl Aate
fro� tM loartl of Aoo��ls M�b siN. You �a also swtl e wHtt�n oroiasi to PA aoarhmt of Rwenua.
�o�rtl ef lloouls, ro�em� niezi, Harrieburp. P� 1712l-1021.�Petltiens�ay bat ba fund; or
B) Elaef to har� the utt�r l�t�ninaE at tM eutlit of kh� p�rsorol r�Dr�s�ntei3v� account; or
pp�IN- G Aoo�al to tM Oro��na' Lourf.
ISTRATIVE
CORRECTIONS� Factual arrors Eiseavaratl on th3s assazs�ant s�oultl ba etldrassad in writina 40: PA Oavart�ent of Revenue,
Buraau of Intlivitlual Taxas, RTTN� Post �asass�ant R�viaw Unit. PO Bar 260601. Harrisbure� PA 17128-0601
or call (711) 787-6505. Sea Pape 4 of "Instruetions for Inharitanea Tax Raturn fer a Resident Oacatlenk'• (REV-1501)
for en azolanation af sA�inistntirelv corcaetaEla arrors.
DISCOUNT: If anv taz tlue is oaitl within thr�a ealentlar �onths aftar t�� Eae�tlant's tlaat�, a tira vorcant tliscount of the tax uaid
is allowatl.
PENALTY: Ths 15 p�reant taz rnastv nan-p�rticipation oanalty is eo�outatl on th� total of Lha taa antl intorest assassed antl not
naitl �afore Jan. 18, 1996, tha first Eav aftar the �nA of tha tex rnasiy oariod. This non-Oarticination
pmeltv is aooaalabla in tM sau wnnar antl in tha t�a z»a tLa oaMOtl as veu roultl apoeal Yhe tu antl inbrost
that has b�an assass�tl as 3ntlitataE on this natica.
INTEREST: Intaresk is charped baeinninp with firsk dav af tlelinauencv or nina wnths and ona tlav
tro� the tlate of tleath to t�e d�ta of oav�snf. Tueas rhic� becea A�linouant bafore Jan. 1. 1982,
bear Snterast a4 tha ra4a ot six perc�nt par innu� calculakad at a tlailY rata of 0.000164.
All taxas which becra dalinquan! on or afLar Jan. 1. 1982 will baar interest at a raH whieh verias tro�
raar to vor with tha rob announead bv the PA D�partont of Rw�nw. Rates for 19l2 throup� 2006 cen b�
fountl in tha P�nnsvlrania Rezitlant Instruction 6eokl�t (REV-1501). 4he Pannsylvania Non-ResiE�nt Inztruetion
Booklet (REV-1736) or on tha Oaoartwnt of Raranu� Wab site rw.r�rarwe.sLSte.VS.us.
The aDOlScable intarast rates for 200� t�rou9h 2013 sre�
InGresY Oaily Interask DailY Intaras4 OailY
. Y�ar R�ia Feeiar V�ar Rate Factor Y�ar Rai� Faetor
2007 dY .000219 2008 7% .000192 2009 5X .00B137
2010 4Y. .000110 2011•2013 3% .000082
Intaras! is celeulalotl as fellows�
INTEREST = BRLANLE OF TAX IBlPAIO X NUN6ER OF pRVS OELINQUENT X MILY INTEREST FRCTOR
Arry notice issuetl after the fas beeo�es AelinQUant vill reflect an inierask calculaiion to 15 Eavs
berond 4he dale of tha asaass�an4. It oar�on4 is watle af4er tha interast cwouYation Aafe shawn on the
notice, atltlitional interest �ust be calculateE.