HomeMy WebLinkAbout09-09-13 j'� pennsylvania
BUREAU qF INDZYTDUAI TAXES NdTZCE pP TNHERSTAHCE TA7C �S� DEPARTMENTOFREVENUE
INHERITANCE TAZ OtVISItlN APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
PO toX 280sUt pi pEDUCTIONS. ANb ASSESSMENT OF 7AX ON REV-154a IX Afr U2-12)
W,RRISCUR6 pA 1n28-o601 JDZNTLY HEtD OH TRUST ASSETS
r`�.�'C( ,� , , �_ ,�C
AATE 09-10-2013
t;;;; . ', i.i .. . :�..� ES7A7E OF PtEMIN6 TNOMAS J
� DA7E OF �EATH 0]-tlG-2012
:`C;,� �Cr � FI 1 .� 1� FILE NUNEER 21 12-0833
� C4UNTY CUMBER�AND
SSNlDC
YZR6INIA H ���'�7�tf�,�-' ACN 12149587
605 HILLL[�a��P�,llR ns, (���1�� �(-� APPEAt HY DATEoli-09-2013
NEW CUMBEftCAN� PJ( 57�70-1721 (Srereverses�deunderObjectlons)
cunaaER�ar�n co.. �A �.o�nt Resittsd �----�
MAKE CHECK PAYABIE AND REMIT PAYKENT T0:
RE6ISTER OF WIItS
.t COURTHOUSE SQ�ARE
CARLISLE PA 17013
CUT AI.ON& THIS LINE �'1 RETAIN LOWER PORTION FOR VOUR RECORDS t"'�
.-`-"'.-.-'-'"-.-..--"`-`-..-'.-----`----'---""-"'-"-'-"_'-'-'-_-""---"-"""'_-'-
REV-254a EX AFP t12-12)
NOTICE 4F INHERITAMCE TAX A?PRAISEMENT, ALLOWANCE 8R i�ISALI.OWANCE OF
DEDUCTIONS, AND ASSES5MENT OF TAX ON JOINii.Y HELD OR TBUST ASSETS
DATE: �4-10-2013
ESTATE 6P:FlEMIN� THOMAS J DATE OF DEATH:p7-05-2012 COUNTY:CUMBERLAND
FILE MO. : 21 12-0833 S.SlD.C. NO. : ACN: 121495$7
TAX RE7URN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOIN7 OR TRUST ASSET INFORMATION
� FINANCIAt INSTITUTIOH: WELLS FAR�O ACCOUNT NQ. : 1qUUb05237387
TYPE QF ACCOUNT: C )SAVIN6S C )0 CHECKING C )TRUST OTIME CERTIFICATE
ltATE ESTABLISHED 01-02-1950
AccounY Ealance 10 035 48 NOTE: T4 ENSURE PROPER CREDIT TO
Percent Taxable X d.500 YOUR ACCOUNT, SUSMI7 TNE
Amounk Subject to Tax 5,017.99 UPPER PORTION OP TNIS NOTZCE
Debts and Deductions ' •00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 5 017.99 - REGISTER OF WILLS AT THE
Tax Rata Y ��0 ABOVE ADGRESS. MAKE CHECK
Tax Due ��A OR MONEV ORDER PAYABLE T0:
"RE6LSTER OF WILLS. AGENT."
TAX CREDI7S:
PAYMENT RECEIPT DISCOUNT C+) XMOUNT PAID
Df.TE NUNBER IN7EREST/PEN PATD C-)
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .OQ
INTEREST AND PEN. .00
TpTAL DUE .00
. IF PAID A�7ER THIS DATE, SEE REVEflSE FOR [XLCUL117ION OF ADDIiIONAL IN7ERE57. � _ �{��
IF TOTAL pUE IS REFLEC7ED AS A •'CREDIT^ CCR). YOU MAY 8E DUE A REFUND. \Y}
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. r���
1J'
PURPO$E OF
NOTICE: To fulfill the requ3re�aMS of Ssction 2144 of tha Inheritanc+ »nd Estata Ta[ Jlet. Act 23 of 2994. C72 P.S.
Sect'son 9140).
PAYMENT: Deteeh the tep pprtion of thts notice anA sub�it with vour psy�aat to tha Reaisiar of wflls VMnted on the
revarsa zitic. Naka chack or �on�Y ortler o�Yadla ta: Rcpistor of Wills, Apant.
Pailure to aay tha taz, int�rest antl w�ulty tlue �m resuit in tna fi7fnp nf a lien in tha npyrooriate
countv or the issuanca of an O�phsn's Court cliation.
REFUND (CH): A rofuntl ot a tvic eratlit, which waa not nquestetl on thp tmc ra#uro� �q. pa roCwstaU by co�olotiny an
`AOalicat3on fcr Rstu�M of P�ro�svlvmia lnhtritmca �rM Estata Tax^ {�y-�313). ARaliutions ar� availablt fro�
the DrO�rtYwt'z YNE Sito at ww.rwmw.9�tslw. �y..us. aW RNpisLar af WYlla o� RarinU� UiStFict Otfi<r o� fro� tha
D�OiI'b011t�5 24-hOYD sI1WiP30p SitY C'f it I-6HY'Si1`26�6: SsTY]Ci5 fOr LQDiYY1'S xitri swcial hvaring beN01'
Sp�N[Stlp f�bYtlY� 1•BDU-447-3020 CTT anly).
OBJEC7ION5: Rro oartY 30 9ntarasi no# s#tisfiicd wiSh th� e0nrais��nt. ailw�nc� or dfaallwanoa q# doduCtSans br #ss�xsNnt of taz
CSncludinp diseount or inttnst) as shwn on this rwtic� �ay oMfept wtthin 6U 0�9IS of tFe dat� at rocsiok af this notice
bv�
A} protast to tM PA DaPartwnt of R�vanw. loar�tl ot Ap�»�3s by f31i09 G 9�qbst anlina at
wrM.b • ��s: �4 . .us on or b�foro th� l0-diY aopllNl pv3oQ lXOi�u.
In or r or �» i tttron�c�ptotsst to�bt xaiid. Yw�awt�rt<:ive a <nnfinatSon nrrber �ntl 9roCSf5etl tlate
� N6M LhY 6oartl of 110Paals W�b s1ta. You MW alsn sentl a writtpn urottst to Pp WOar#�apt et Rovanua.
IIoard of Aow�la, PO�te% 2l30T3. YAar�isburp, PA 1112E-i92L�t�;ttlens �q�ne; be fintM; or
!) Elcct to h�w th� ��ttar tl�t�ninrtl at tFe audit of ths o�rsonyl r�or�aant�tivo aroount; or
ADMTN• C) ApPS�l to tfitr BrohYns' Caurt.
ZSTRATTYE
GqRRECTIONS: Factual errors tl35covoretl on t�is asseas�ant should be atldrusatl in vritlnp to: PA paoertMent of Rwanue.
Buroau of InEividusl Tu��s. ATTN: Pozt Ass�as�ont Rwi�w Unit. PO Cmc 280b67� Xarrisbur9• PA 17328-96U7
ar tali CT37) 757-6595. Saa Pppa 4 of "InstructSOns for Inh�rltanca Tax Ratu�n far a Ruidant Decrtlaot" CREV-1501) �
for an mplanetian of ael�inlstretively corroctabla arrors.
DISfA4WT� ZP MIY lE% tlW is oaid xithin thrae calandar �onths �ftd� the docadant's tlaath, a five percent distount of tM10 k� peid
is g116Med.
PEXAl7Y: Th` 15 parcaok ta�t qnettv oon•DarticlGatinn panalty Ss eoMputatl on tho total ot the tm[ antl intewes; assassad end no4
oaitl bafars Jan. 18. 199b, t�a first tlay eHar tha cnd of th� taz an�stv oeriaA. Thiz non-�artic3oation
oanalty is aopaalahlt in tht sara rrxwr anG in thi tht swa tfn Psriotl as you uou7.d aooaa3 tha tm� ana interest
� thaR has bs�n aszasz�d as indicsbtl on ihis notice.
SNTEREST� Intaraat is eharpad badinninp x3tfi first dw of dallnvwMfr or nioa wMhs ar�d om tlm
fro� thc date ot death ko tha deb of pay��nt. Teuss which bacpe tl�ldnquaot b�fora Jan. 1. 19l2.
beb� 1nk�Fast af tF� rata of six parcpnt par annus calou7N�tl et � 6�}iv rato ef 8.66U164.
All ta�ces which bccne dalinnuent on or aftar Jsn. i, 14D2 vili be»r SnLrast at a rata xhieh varies tro�
� yea� to vrar with tbo reta announcad 4y tN PA Oyp�M��nt ut RwenuQ. R�tes foF 19l2 thPOUph 2006 cen De
founa ;n t�a Panosylrania R�sid�nt instruction Oaoklat tREY-356ll, the P�nnsylranie Non-RrsStlant Instrvetion
eoakixt fREY-1736} or on tho Wpartnnt of Revanua Wetr S3SQ MMW.P�Y�flYl.Yk�L�.pO.LS.
Tha anpliceble inLroat rat�z for 2007 throuph 2p13 are�
� IMa�ast Dailv Int�rast DaiYV Inksr¢st Daily
YTar Rata Fector Y�at Rste Fac#or Y�ar Rata Fattor
?�87 E% .@C9214 2Up8 7X .�0Q192 2409 5Y. .00tl13)
, 2010 4X .000110 2011-201i 3R .00qOBY
Interpst is mlcu3at�A as tollcwse
IN7ERE5T '� lhLRNCE qF T!J( UTA�IO X NUMtER OF MYS DELIN4UENT X MTLY INTRREST F�4CTOR
� Any notice isaueG eFte� thc tez becwes tlelinqu¢at vill roflsct a� i�terost calculation fo 15 dsys
beyond the tlete of the essess�cnt. If nqy�ent is �ada aftar the intanst coWOUietion tlete shnvn qn Ybe
notice, addit3onal interes{ �uat ba caicoletetl.