HomeMy WebLinkAbout09-09-13 NOTICE OF INHERITANCE TAX �iy' pennsylvania
BUREAU OF INDIVIDUAL TAXES OEPARTMENTOf REVENUE
INNERIT�NCE TNC OIVISION APPRAISEMENT, ALLOWANCE OR DISALIOWANCE
PO !OX 28u6o1 OF DEOUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 IX AFP (12-12)
XARRISBURG Pq 17128-0601 "'�
.�_. r - - . ,. '.,>> JOIN7LY HELD OR TRUST ASSETS
- � . _ .� DATE 09-10-2013
''` "` - � ESTATE OF HUBER MARY E
_ � �,n � �Z DATE OF DEATH 06-17-2013
�,��.��� ,.. ... �-; " " FILE NUMBER 21 13-0698
���� � � COUNTY CUMBERLAND
SSN/DC
PHYLLIS E Sll��fl �'��� — ACN 13139238
12 SPRINGE��LWU"'•� ���'�'�'p� APPEAL BY DATE:11-09-2013
NEW CUMBF��I�F�'c,l,_�A�'1�0-'2W55 (SeereversesideunderObjections)
A�ount Re�ittad
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON6 THIS LINE ""� RETAIN LOWER PORTION FOR YOUR RECORDS F`
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REV-1548 EX AFP C12-12)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF �
DEDUCTIDNS. AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 09-10-2013
ESTATE OF: HUBER MARY E DATE OF DEATH:06-17-2013 COUNTY:CUMBERLAND
FILE NO. : 21 13-0698 S.S/D.C. NO. : ACN: 13139238
TAX RETURN WAS: CX) ACCEPTED AS FILED O CHANGED
JOINT OR 7RUST ASSET INFORMATION
FINANCIAL INSTITUTION: METRO BANK ACCOUNT NO. : 626562185
TYPE OF ACCOUNT: ( IOSAVINGS ( ) CHECKING ( )TRUST ( )TIME CERTIFICATE
DATE ESTABLISHED �4-07-2005
Account Balance 8,777.77 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 4,388.89 UPPER PORTION OF THIS NOTICE
Debts and Deductions ' 1.649.57 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 2.739.32 REGISTER OF WILLS AT THE
Tax Rate Y .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 123.27 OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+7 pMOUNT PAIO
DATE NUMHER INTEREST/PEN PAID (-)
PAYMENT MUST BE MADE BY 03-18-2014■. TOTAL TAX PAYMEN7 .00
BALANCE OF 7AX DUE 123.27
INTEREST AND PEN. .00
TOTAL DUE 123.27
� IF PAID AFTER THIS OATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . , \
IF TOTAL DUE IS REFLECTED AS A "CREDIT^ (CR), YOU MAY BE DUE A REFUNO. \{7��
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. v
PURPOSE OF
NOTICEi To fulfill !ha raouira�ants of Saction 2140 of khe In�eritence antl Estate Taz Act, Rct 23 of 2000. (72 P.S.
Seetion 914�).
PAYMENT� Oetech tha top Dortion of thSS natiea antl sub�it wikh Your pay�enk to Yhe R�pister of Wills orintad on the
revarsa side. Make cheek or �onav ordar oavabL tov Repisiar of Wills, ABent.
Fnilur� to oay iho tax. int�r�st anA oanaltY tlua �aY resulY in Ma filinp of a lien in the ao�rooriate
ceuniv or th� issuenca of �n Oro�sn's Court cikation.
REFUND CC6)� R refuntl of a tuc er�di4, whfeh was not r�quastatl oo tha ta[ raturn, �av b� raw�st�tl M cwoletinp an
"AOOlicatjon fer R�tuntl of Pumsvlrani� InMrfbnc� �nd Estnt� Tn[".(REV•.1315). �pplie�tions era arail_bla frw
tM M►KEYmt's M�0 site at ww.rvr�qu�.sttt�.� �. sr a�W R�piatr� ot Mills or R�v�rw� OfatHet Offie� or fro� tha
Moarti�nt's 24-hou� arbn�rinp s�rv e��i - - -�u 50; sarvius �for�taxowars with sowiQ hurinp antl/or
ap�akinp m�tlsv 1-EOU-447-3020 CTT an1Y).
OBJECTIONS� Arpi verty in in4arast not satisfiaA rit� the �ooraia�nt, alla+anc� or tlisallwmce of de0uctiona or asaess�enS of tpc
�� �(ineiutlinp diseount or intarosU as shovn on th3s notlee �ay ob3�ct within LO dyrs of ths d�L of rsc�int of this notice
bY:
A) Probst io tha PA D�Darbent of Revanue, berE b1 AoMels bv filinp a oroLst onlino et
rw.baartlW ava�N . �.ua on�or b�fon tM 66-Oay �op��l o�Netl uoins.
In ordrr for��� '�� �6tnMe`brot�at to be�v�lid, vou ws4 r�e�ire s confin�tion nu�bar antl nrocossad tlate
fro� kM {oard of AoV�+ls W�E sib. You �ay elso s�nd � writtm oroLSt to P� D�Pa�t�ani af Rw�nua.
b�rd ef �pp�qls. PO lm 2l1021. XerrisEUr9. PA lA2l4021. P�titiem ��y not b� fnnA; ar
!) Eloek So hw� th� �ett�r Eat�ninad st !M autlit of tha oarson�l raor�smtatira aceount; or
pp�IN- �1 Aoo�el te tha Ofohens• Court.
ISTfUTIVE
CORRECTIONS� Fae4ual errors tliscovarad on thiz assass�ant shoultl ba atltlrasaatl in �ritinp to� PA Donart�ent of Revenue,
Burceu of IntliviAUal Texes. ATiN� Post Aasasumt Raviw Unit. PO Box 2B0601, NarcisOurg, PA 171Z8-0601
or eall (711) `761-6505. See Pipa 4 of "Ins4ructiens for InhaMGnn Tu[ R�turn for e R�sid�n4 Oacedsnt" BEV-150ll
for an �xolan�tion of stl�iniatrativelv correct�ble arrors.
DSSCOUNT: If ew t� au. is oaitl vithi� khrea calentlar �onths aRar th� dccadent's daa4h, a five oercent tlisrount of the Y� poitl
is ellawaA.
PEIULTV: Tha 15 oereant tarz a�nastY non-Varticipation oenalb is cwpuied on 4Aa tetal of khe imc and inierast assaszed antl nat
naitl Cafore Jan. 18, 3996, t�a tirs4 dey aftar tha anA ot the tex rnasty parieE. This non-oartieioation
ponalty is eDDaslabla in the sa�a onmr antl in t�a tM sau ti�e oariotl as vou roultl aooeal tha tax anE intarast
the4 hns Ea�n �sssssaE �s intl3eat�tl on this notice.
INTEREST: Intarast is e�arpad bapinninp with first tlw of tlalinauanev or nin� �ontha antl one tlav
fro� the tlata of Oeath to tha tlate of pq��ant. Taaes whieh E�ewo dallnYUent before Jan. 1. 1982.
bear inYerest at the rate of six narcant per annu� ealeu3aGtl aYV tlaily r�G of 0.000164.
All tuas rhich 6�cau dalinpu�n4 en ar aftar Jan. 1. 1962 rill Eaar int�r�zt at e reb rhieh varias frw
vear to yaar vikh tha r�te announeatl by ih� PA Daoert��nt of Ravanua. Rat�s tar 19l2 throuph 2006 can be
found in the Pennsrlvania Ras3Ean! Instruetion Booklat CREV-1501), tha Pannsvlvania Non-Razitlant Instruetion
Booklat (REV4736) or on tha Moertunt of Rovanw Wab sib ww.nvmuastata.o�.us.
Tha aoolieabla intarast rat�s tor 2007 throuph 2013 ara:
Interest Dailv Intarast Deily Iniarsst Oailv
Y�ar Rata Fector Y�ar Ret• Fxtor Y�ar Rata Fac4or
2007 BY. .00�219 2006 7X .00Y192 2009 5X .000137
2010 4% .000110 2011-2013 3% .000082
Interest is celculs4od� as follws�
INTEREST = BALANCE Of TAY U�AI� X NUM�ER OF dtVS DELINOUENT X 011ILY SNTEREST FRCTOR
•ny notice issuetl after t�e taz bacwes dalinquent will reflect en interest celculation ko 15 days
bryontl ihe Eate of She assesseant. It on�ant is �atle after the inte�azt eo�OUtation data shovn on ihe
notice. atltlitional interesi �ust be calculatetl.