HomeMy WebLinkAbout09-09-13 (2) � pennsylvania
BUREAU OF INDIVIDUAL TAXES NOTICE OF INXERITANCE TAX DEPAR7MENTOFREVENUE
INMERITINCE TNC OIVISION RPPRAISENENT, ALLOWANCE OR DISALLOWANCE
PO !OX 280601 OF DEDUCTIONS. AND ASSESSMENT OF TAX ON REY-1548 Dc nFP (12-12)
NARRISlUR6 PR 17128•0601 -- - �,(pINRY HELD OR TRUST ASSETS
;ir_ _^
�L� ,.�� � _, DATE 09-10-2013
ESTATE OF HASTINGS JOAN L
, J �,.,, � DATE OF DEATH 04-18-2013
� „'_�' � t ;�I .• l�_ FILE NUMBER 21 13-0629
COUNTY CUMBERLAND
�i ,�y�;�` _s, SSN/DC
ROBERTA R LEWIS ' ACN 13134912
1631 BRIDGE ST �t�C'i-i�1ii�� i%i`U:e � APPEAL BY DATE:11-09-2013
NEW CUMBERLAND ��,g��,q�,ia�4)., "'!a (SeereversesideuaderObjecrions)
A�ount Re�itted
MAKE GHECK PAYABLE AND REMIT PAYNENT 70:
- REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CU7 ALON6 THIS LINE 1 RETAIN LOWER PORTION FOR YOUR RECORDS F
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REV-154E EX AFP (12-12)
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: HASTINGS JOAN L DATE OF DEATH:04-18-2013 COUNTY:CUMBERLAND
FILE NO. : 21 13-0629 S.S/D.C. NO. : ACN: 13134912
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: METRO BANK ACCOUNT NO. : 536294705
TYPE OF ACCOUNT: OSAVINGS C p CHECKING C )TRUST OTIME CERTIFICATE
DATE ESTABLISHED 10-14-2003
Account Balance 4,242.44 NOTE: TO ENSURE PROPER CREDIT TO
Percent Tazable X 0.500 YOUR ACCOUNT, SUBMIT THE
A�nount Sub�ect to Tax 2,121.22 UPPER PORTION OF. THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 2.121.22 REGISTER OF WILLS AT THE
Tax Rate r . 15 qBOVE ADDRESS. MAKE CHECK
Tax Due 318. 18 OR MONEY ORDER PAYABLE T0:
"RE6ISTER OF WILLS, AGENT."
TAX CREDITS:
PAVMENT RECEIPT DISCOUNT C+) qryOUNT PAID
UATE NUMBER INTEREST/PEN PAID C-)
07-18-2013 CD017914 15.91 302.28
TOTAL TAX PAYMENT 318. 19
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
T07AL DUE .O1CR
� IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. � �`
IF TOTAL DUE IS REFLEMEO AS A °CREDIT^ (LR). YOU NAV BE DUE A REFUND. t
SEE REVERSE SIDE OF THIS FORM FOR IHSTRUCTIONS.
PURPOSE OF
NOTICE: To fultill the reQUirwanks of Saetion 2140 of the Inheritanca and Estata Tax Aet, Act 23 of 200a. [7Z P.S.
Section 9140).
PAYMENT: Da4�ch iha too oortion of this notico and sub�ii with vour VaY�anY to t�e ReYister of Wills orintad on the
ravarsa sitla. Maka chaek or �on�Y ordcr DeYeEla Yo: Rapister of Wills, AyanY.
Failur� to oav the tuc, intarest +nd o�neliy tlua �av result in t�e filinp of a lian in tha eanrooriat•
eountv ar the issuance of an Orohan's Court citation.
REFUND (CR)� A nfunA of a tm� crotlit, which was net rwuutaA on tM taz r1lurn� �q� ba raquasb0 Ey ee�olatinp an
"Anvlfc�tion fer G�funtl ef P�eMSVlvania inh�ritanc� and Estst� Tax" (REV•1313). llpolications ara availsOla fro�
th� Moa�h�n4's Mab fib at nqnw.ft�t� usr e�y bo3star of Nills or R�rmuo�0lMHet Offio or fro� kha
DaoerLUnY's 24-Four answarSnO fi��50; servicss fer tup�yars wilA soeelel�haeHnp anA/or
so�ekinp n��tls� 1-800-447-30�0 (TT onlY).
OBJECTIONS: Any oerty in intarast not satisfietl �i4h 4ha eppreis�ant. allowanea or tlisallowanca of tl�tluctions or assess�ant of tarz
(includinp Eiseount or intarest) as shown on this notiea �av obi�et �ithin 68 days of the date of raeaipt of ihis nolica
M:
A) Protest to tha PA DaD+rt�cnt of Ravanue, BoarO of Aoo��ls Ey filinp a pro4as4 online et
ww.baardof . tst . .us on or baforo tM 60-a1Y 1vDU1 v��ietl �spires.
In o� �r fer �n��Y�etron c.:ProLst to b� v�11A. vou wst»e�iw a eonfir��tion nu�bar antl nrocessaC Ea�e
tro� iha 6oertl of Aoouls Web sike. Vou �a elso a�ntl � writHn orot�st io PA D�pertunt of Ravmua.
6oe�A of �pD�ila. PO��tex 261021, Nirriaburp, PA 1A2l40;1. Prtit30ni �� not b� faxaE; or
!) El�ei to hav� tha �atbr tlet�r�in�d at 4Aa eutli! of YM oanonal r�ons�nLtin aecount; or
pp�Iq. G Aooul to th� Orohsns' Court.
ISTRATIVE
CORRECTIONS� Factual errors tliscavarad on thiz assess�ant s�oultl be aEtlressetl in wriiinp to: PA Oaoeri�ent of Ravenue.
Buraau of Indiridual Taxas. ATTN: Post Assass�ent Rariw Unit, PO Box 288601, Herrisburp. PR 17128-0601
or eall C717) 787•6505. Sea Papa 4 of ^Instructions for Inharitanee Tme Raturn for a Residant Deeedant" (REV-1501)
� for sn txvlanetien of shinistrativalY correcfable errors.
DISCOIINT� If eny tu dua is paid rithin three calentlar �onths after 4he decedent's daath, a tiva oarcent dizcount of tha taz oaid
15 BZZOMB(�.
PENALTY: Tha 15 oarcant tax aw�wstv non•perticiaetion oanaltv is co�nutetl on the total of t�e tarz antl interest assessetl antl not
oaitl bafora Jan. 18, 1996. 4ha first Eav aftar the antl of th� tax a�nestv nariod. This non-oar4icioation
nmaltv is annaalabla in tha sa�a wnnar antl in tha the soe ti�e psriod as you woultl aooael 4he tu and 3nterest
that hes bs�n ass�ss�tl as intlieatetl on khis notice.
INTEREST: Intarazt is c�arpatl bepinninp rith first doy of dalinauaney or nina �ont�a antl ona Cav
fron the tlate of tleath ta kh� dato of oaY�ani. Tvcas whieh baca�a tlelinquent before Jan. 1, 1982,
baar intarest at the rate of six perceni oer ennu� caleulaLaA at a tl�ilv rata of 0.000164.
All tv[as whieh bacre tlalinauent on er aftar Jan. 1. 1982 rill Eaar intarast at a rata rhich vari�s fro�
raer to vaar with the rote announced by the PR DapeMon! of Rwmua. Rabs for 1982 throuph 2006 cnn ba
found in tha P�nnsvlvania Resitlwt Inatruction looklat CREV-150ll, iha Ponnsvlwnia Non-R�sidant Ins4ruction
600klo! (REV-1736) or on the Wo�rt�enk of Ravanua Wab s3ta www.r�v�nu�.stat�.oa.us.
The applicable inkerest retes far 2007 khroup� 2013 ara:
In4aresf DailY Interesk Daily Interest Daily
Y�er Rate Factor Y�er Bet• Feetor Y�ar Rate Factor
2001 8X .000219 200! 7f.' .00B192 2009 5X .000137
2010 4Y. .000110 2011-2013 3X .000082
Interast is caleulatatl as follovsv
INTEREST = MLANCE OF TiV( UNPRIO X NUM6ER OF 011YS OE�INpUENT X d1ILV INTEREST FACTOR
•�ry notice issued after ihe taz beco�as delinuuent vill reflect an interest calculakion to IS tlays
barond 4he date of the assesseant. If vay�ent is �aCe after the interast co�oula43on date zhmrn on 4he
notice, aCAitional interesi �ust be calculated.