HomeMy WebLinkAbout09-09-13 NO7ICE OF INHERI7ANCE 7AX � pennsylvania
BUREAU OF INDIVIDUAL TAXES ■ DEPARTMENT OFREVENUE
INXERIT�NCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ■1��
PO !OX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX pFP (12-12)
fURRISeURG PA 17128-0601 JOINTLY HELU OR TRUST ASSETS
f°I f C` ' �� ' ; . nnre � a9-io-zaia
f't .;:.- ��'�: '� ;., ;. , ESTATE OF LONG JANE W
DATE OF DEATH 05-17-2012
�-+� ��� � � ���;� - FILE NUMBER 21 12-0598
'����� `��� �� 1O COUNTY CUMBERLAND
SSN/DC
PAUL G KLIVI�N���; �,..� ACN 12136695
160 W PARK ST��f-��P�� ��)',t��- APPEAL BY DATE:11-09-2013
CARLISLE �/0 3-�2'��1 (SeereversesideunderObjections)
���8 � �Z Cn., F�, A�ount Re�itted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON6 THIS LINE � RE7AIN LOWER PORTION FOR YOUR RECORDS <"�
"----""-'---"'------"'----"-'----"----""---"----"---"----"-----"----"---'-"
REV-1548 EX AFP C12-12)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUS7 ASSETS
DATE• 09-10- 013
ESTATE OF: LONG JANE W DATE OF DEATH:05-17-2012 COUNTY:CUMBERLAND
FILE NO. : Z1 12-0598 S.S/D.C. NO. : ACN: 12136695
TAX RETURN WAS: CX) ACCEPTED AS FILED O CHANGED
� JOIN7 OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: ORRSTOWN BANK ACCOUNT NO. : 35098
TYPE OF ACCOUNT: CIOSAVINGS C ) CHECKING C )TRUST OTIME CERTIFICATE
DATE ESTABLISHED 11-10-1997
Account Balance 517.24 NOTE: TO ENSl1RE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subjeet to Tax 258•62 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 258.62 REGISTER OF WILLS AT THE
Tax Rate x . 15 ABOVE ADDRESS. MAKE CHECK
Tax Due 38.79 OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMDUNT PAIO
INTEREST IS CHARGED THROUGH 09-18-2013 TOTAL� TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 38.79
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .68
TOTAL DUE 39.47
� IF PAID AFTER THIS DATE. SEE REVERSE FOR CALWLATION OF ADDITIONAL INTEREST. • � ` _�
If TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. \Vl
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. v�
PURPOSE OF
NOTICE� To fulfill tha reauire�ants of Saetion 2140 of t�e Inharitmnce antl Estate Tu �ct. �et 23 of 2000. (�2 P.S.
Saetian 9140).
PAYMENT� Delaeh tha top portion of ihis notice antl sub�i4 with rour oav�eni to the Raeiskar of Wills orintetl on ihe
revarse si0a. Mske cheek or �onay ortlar uayable to: Rapistar of Wills, Rpeni.
Failura to cav tha tu, intarast antl n�nalty tl�a �av rasult in the fflin9 of a lien in t�e aoorooriate
countv or the issuance of an Oro�an's Court citakion.
REfUND (CR)� A ratund of e tax credit, whieh rez nat nqwsked on !ha t�x nturn, �w ba rapuasbtl by ewDLtinp an
"AOOlicetion for Rafuntl of P�nnsfrlv�nie Inh�rit�nce antl Est�t� T�" CREV•1i13). �polieations ere availabla frw
tho O�V�rtwnt's W�b siN st wwr.._ ___f�v nu� •.st•b.����5�sro�R�Yiat.r e4 W131s or Rawnw DistHct Officf or fro� iha
Daoe�tunt b 24-hour enawor3np s��vYeai�1�-'e � servieas for taxoNers with sDO�iel haarinp enA/or
so�akinp na�tlsv 1-8�0-447•3020 (TT onlY).
OBJECTIONS� Ariy party fn intarast not satisfietl with iha aporaia��nt, allwanca or disellwanc� at tlaEUCtions or au�saant of tu
(ineludinp discount or lnterest) as shown on this notita �ry ebi�et with3n 60 Aa�s of tha tl�te of raceint of this notice
M�
A) Protast to t�e PA Mosrt�ant of Reranue. BoarE of RDP��13 W filinp a orotast online at
ww.bp�rdotw��la.s��,�. �us on o� b�fer� tM 80•Efy aVWal oarlotl a[DSres.
In order for �n �1�CtM�lit��p�obst to ba ralitl, vou �ust ���cHva a eonHr�ation nwbar antl orocessetl tlate
fro� th� loertl of Apoaals W�b sita. Yau �y nlso swd a writtan orotast to PA DeV�rtont of Rwanua.
Bo�rd of Appwla, P0�bz t61021, Nsr�isburp. PA 1712l-10Y1: Patitfeas uy not ti� fnntl; or
B) El�ct So h�va th� �etNr tlabninad ai tha �udit of th� o�rsonal roorosantatiw account; or
pp�IN- C) �oo�al to Lh� Orphanz' Court.
ISTRATIVE
CORRECTIONS� Factuel errors discovaratl on t�is essess�cnt should Ga atltlressetl in writine to: PA Daoert�ent of Revenue,
Bureau of Intlivitlual Taxas, ATTNs Post Rssass�ant Rariw Unit, PO Box 280601. HarrisburD. PA 17128-0601
or cell (717) 787-6505. See Pape 4 of "Instructions fo� InAariienn Tex Raturn for a Rasitlent Deeetlent" BEY-1501)
for an axolanation of ad�inislretivalv corractable arrars.
UISCOUNT: If anv tax tlua is naid within thraa <alenEar wonths af4er thc dacatlant's Eeath, a five nercenk tliscount of tha tax aafd
is alloretl.
PENRLTY: T�e 15 nercent kuc e�naztv non-oerticination venolty is co�oulatl on t�e total of the tvc antl interest assassad antl noi
oaitl bafore Jan. 18. 1996, the first tlav after the antl of !ha tax a�nestv veriod. This non-oariicioetion
oanalb is eooaeiebla in the se�a �anner and in tha t�a sa�a ti�a periotl as you would evPSal iha tax and intarast
that has been assasaatl as intlicatad on 4his notica.
INTEREST: Interest is eharpetl Dapinninp vith firs4 tlay of tlalinouancv or nine �onths and ona day
froe Yhe da4e of death to tM tlato of pey�anl. Taxas MII1Ch bYCM! tlelinausnt bofora Jan. 1, 1982,
bear interast at tha rata of six barcan4 ocr annu� ealeulrtad a� a dailv rab of O.00BI64.
All tmces whieh bacu�� tlalinauank on er afier Jen. 1. 1962 will be�r interest et e rat� w�ich varias fro�
vear to year with tha rate announced by the PA Dapert�ent of Revenue. Rates for 1982 4hrouah 20�6 ean be
found in tha Pannsvlrania Resitlant Insiruetion 600klat (REV-1501), the Pennsvlvenia Non-ROSidant Instruetian
Booklat (REY-1736) or on tha DeOarbant of Rera�wa Wob sita rw.rwmue.state.oe.us.
Tha soolicabl� intarast rat�s for 2007 throuoh 2013 arei
Intenst Oailv InLnst Oailv Intaras� Dsilv
Yeer Rate Factor Yaar RaL Paetor Y�sr Rate F�cter
2007 EX .000219 2008 7% .OB0192 2009 5X .000137
I010 4X .000110 2011-2013 3% .00OBl2
In4erast is eeleulatetl as follows�
INTEREST = BALANLE OF TAX UNP�IO X NUMHER UF MYS DELINOUENT % MILY INTEREST FACTOIt
•riv notica Sssuad after ihe kax beco�es tlelinoueni will rafla<t an inkerest calculation ko 15 davs
bn�ond the date of the asseas�ent. If oev�ant iz �ade after khe interesi cwoutation dete sharn on fha
notice, atlditionel inlarest wusi be ealculateE.