HomeMy WebLinkAbout09-09-13 `i�' pennsylvania
BUREAU OF INOIVIOUAL TAXES NOTICE OF INHERITANCE TAX DEPARTMENTOFREVENUE
INXERITANCE TAX DIVISION APPRAISEMENT, ALLOWANLE OR DISALIOWANLE iil
PO !OX 280601 . _ _ ��,1� OF DEDUCTIONS� AND ASSESSMENT OF TAX ON REV-1548 EX AFP (12-12)
IWRRISBURG PA L��}�R{•I,60i � ' � JpINTLY HELD OR TRUST ASSETS
� �� ' �" - � � DATE 09-10-2013
ESTATE OF LAIRD DONNA E�
f�,,:,� �'��.:
� f�� �' �1 DATE OF DEATH 05-21-2013
�� FILE NUMBER 21 13-0625
COUNTY CUMBERLAN�
' �` � SSN/DC
EARLENE C��Ik LaN�[tjD C ��i� ACN 13134980
APT 20 `'�,Y�4;- ,` �,,:',.�,'..; (;';�. �'t� APPEAL BY DATE:11-09-2013
66 ASH�tlRG''�' (SeereversesideunderObjections)
MECHANICSBURG PA 17050-8258 A�ount Rs�ltted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
. 1 COURTHOUSE SpUARE
CARLISLE PA 17013
CU7 ALON6 7HIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS F
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REV-1548 EX AFP (12-127
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUGTIONS. AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 09-10-2013
ESTATE OF: LAIRD DONNA E DATE OF DEATH:05-21-2013 COUNTY:CUMBERLAND
FILE NO. : pl 13-0625 S.S/D.C. ND. : ACN: 13134980
TAX RETURN WAS: (X) ACCEPTED AS FILED O CHANGED �
JOINT OR TRUST ASSET INFORMA7IOH
FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT NO. : 1051083575
TYPE OF ACCOUNT: C )SAVINGS ( l0 CHECKING C )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 12-26-2003
Account Balance 1 .948.93 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT. SUBMIT THE
Amount Subject to Tax 974.47 UPPER PORTION OF THIS NOTICE
Debts and Deductions ' .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 974.47 REGISTER OF WILLS AT THE
Tax Rate r .15 ABOVE ADDRESS. MAKE CHECK
Tax Due 146.17 OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) pqOUNT PAID
DATE NUNBER INTEREST/PEN PAID (-7
07-05-2013 CD017845 7.31 146. 17
TOTAL TAX PAYMENT 153.48
BALANCE OF 7AX DUE 7.31CR
INTEREST AND PEN. .00
TOTAL DUE 7.31CR
� IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. � \
IF TOTAL DUE IS REFLECTEU AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. � `^
SEE REVERSE SIDE OF 7HIS FORM FOR INS7RUCTIONS. \Vl
\!
PURPOSE OF
NOTICE: To fulfill the raouira�ants ot Saetion 2140 of the Inharitanea and Estata Tu[ Aei, Aet 23 of 2000. C72 P.S.
Section 9140).
PAYMENT� DeYach the too portian of this notice antl suWit wit� your psy�ent to t�e Re6ister of Wills Orintatl on t�e
reversa siCe. Meke check or �onq ortler yya0le to: Ragiskar of Wills� ReanY.
Failure to oay tha tax. iniarast �nd p�n�lty du� �ay rasulY in Y�e filinp of a lien in fha aVDroOriate
countv or tha issuance of en Orohen's Ceurt eiiation.
REFUND (CR): A ntuntl of a tax eratlit, wh5eh wes not requasYad on tha tu raturn. �y� bo rapuast�d M co�pletinp en
"�eolic�tion for RafunA ot P�nnsvlranis Inh�ritance antl Estata Taz" (REV-1313). Apolieeiions ar� �vailable fro�
tN� DaCart��nk's Web sit� at w�x.rov�fWO.st t .�e.ua. eW Rapfstar of Willa ar Ravanua Dls2rieY OfHea or fro� ihe
OaOart�wt's 24-hour enawerinp sarvieeT� 1•l00=S6 -�2050; servins for tncpq.ars viYh snaciel hearinp antl/or
zo�YCinp na�tlz: 1-B00-447•3020 (TT oniv).
OBJECTIONS� Arrv nartv in interest not satisfiatl with t�e sooraiaw�nt, allawanea or disallwanea of daduc4ions or asseseunt of tax
Cinclutlina tliacount or interost) as shovn on t�is notiea �aY obiaet within 60 tleYS of tM tlab of neaiot of this notiw
bva
A) Probs4 4o ih� PA D�pertpn4 af Rwmw, loe�d of Appuls bv filiny a orobsk online at
ww.bo�rtlef a.s . a.us on or G�fen tM 60-diy �ypul n�riod u0fres.
In order or M fk�it tl�� C��01'ot�tt to ba valitl, v�u �ust neeive a eonHr�ation nubar entl oroc�ssatl tlate
fro� the {osrE of �oouls W�b sita. You �av also zoM � vMtt�n prot�st 4o P� D�O�rt��nt of R�rsnua,
6o�rd of lloouls. PO M�[ 2l1021, Narrisburp, PI1 lri2!-IBgl. P�Htiona ��y not b� fuced; or
!) El�ct to hara Lhe ukk�r d�tenin�d at tM aueit of th� oarsonal rmns�nt�tiw eeeount; or
pp�IN- C) �pvul to tha 9rphans' Court.
ISTRATIVE
CDRRECTIONS: Faetual errors tliscoraratl on this azzass�ant zhoultl ba addraszad in writinp to: PR Departnent of Revenue.
Buraau of IntliviAUal Taxas. ATTN� Pazt Assaaa�ant R�riw Unit. PO Bwc 2806�1. Harrisburp, PA 17128-0601
or call C7173 7H7-6505. See Pepe 6 of "Instructions for Inhoritenca Taz RaYUrn for e Rcsident Decetlant" CREV-1501)
for an exnlenstion of sA�inistrativelv corcaeta�la arrors.
OISCOIINT� If am 4� dua is oaitl within three calenEar �onths aftor tha tlocetlsn!'s tlaath, a five oarcant diseoun4 of th� tax oaid
is allowed.
PENALTY: The 15 percant iarz e�nesiy non•Oarticipatfon vo�altv is co�nutetl on the total of tha tax and intarest assessetl antl not
pa3E bafare Jan. 18, 1996, tha first tlq� afier !he entl of the tu a�nastv neriotl. T�is non-oarticioation
oanaltv is spoaalabla in i�a ss�� �anner and in the ihe se�a ti�e oar4atl as you voultl anoeal tha tm[ and interest
that hes Eem aszaas�E az inAiobtl on this notica.
INTEREST: Interesi is charpad b�pinninp with first tlav of tlelinuuancv or nina �ont�s and ena Aey
fros tha date of tleath to tM daL oi pay�ent. Tuces wh3eh baexa Aalinquant baforo Jsn. 1. 1982,
beer intsros4 at tha r�4o of six wrc�nt nar annu� caleulat�d at a tl�ilv rata af 0.000164.
All tues whfch baca�� tl�linau�nt on or after Jan. 1, 19l2 rill Cear intar�st et a rata rhich veries fro�
vear to year with tha rate ennounceC bY tha PA DeDart�ent of Revenue. Rstaz for 1982 ihrouph 2006 can be
found in tha Pennsrlvania ResSdent Instruction 600klek (REV-3501). t�a Vannsvlvania Non-ResidenY Insiruciion
Bookle! (REV-1736) or on tha Dsnertunt of R�ranw Web sita rrv.nranuasiaia.pa.us.
The aoolieabla intarast ratas for 2007 4hrouph 2013 era�
Interast DailY Intarast De31v Interest Dailr
� V�ar RaG Factor Y�ar Rata Fsetor Y�er Rate Faetor
2007 8X .000219 2008 ]X .000192 2009 5X .OBO1S�
2010 4X .000130 2011•2013 3X .00OOB2
Interast is calculatad as follovs�
INTEREST = BALRNCE OF TAX WWAID % NUMBER OF MYS DELINGUENT X MILY INTEREST FACTOR
�Aro �etice issueA aftar the tax beeo�as dalinauent will reflact an intarest caleulation to 15 dmrs
beyonC the tlete of t�e assesssenk. If paY�ant is �atla aftar tha interest cwoutstion Gake s�own on the
notica, additional intaresk �ust Ea calculatetl.