HomeMy WebLinkAbout09-09-13 NOTICE OF INXERITANCE TAX � pennsylvania
BUREAU OF INDIVIDUAL TAXES ■ DEPARTMENTOFREVENUE
INNERITRNCE TAX DIVISION ,,,_ _ APPRAISEMENT. ALLOWANCE OR DISALLOWANCE 1����
PO �OX 2l0601r r� '�r ' _ �,LL'i OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REY-1548 EX AFP U2-12)
II�RRISlUR6 P��S�I�l-0601� JDINTLV HELD OR TRUST ASSETS
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��. �. . , _.�. .��, �.� .,. ._...
�� DATE 09-10-2013
- ,�F;: n (�,`r� ,� 12 ESTATE OF JONES RALPH P
-�-��� ��-� � DATE OF DEATH 05-15-2013
FILE NUMBER 21 13-0736
i;'�,._�;v�:-::.�� �..^.��- COUNTY CUMBERLANU
,:-...�.� ���Nl�,i�i�l SSN/DC
JENNIF�'<<�»�' ACN 13135285
218 ��IE���� i;C., F� APPEAL BY DATE:11-09-2013
MECHANICSBURG PA 17055-7007 (SeereversesideunderObjections)
A�ount Re�ittad
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SpUARE
CARIISLE PA 17013
CUT ALONC 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
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY NELD OR TRUST ASSETS
� DATE: 09-10-2013
ESTATE OF: JONES RALPH P DATE OF DEATH:05-15-2013 COUNTY:CUMBERLAND
FILE NO. : 21 13-0736 S.S/D.C. NO. : ACN: 13135285
TAX RETURN WAS: (X) ACCEPTED AS FILEU O CHANGED
JOIN7 OR TRUS7 ASSET INFORMATION
FINANCIAI INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. : 105290-04
TYPE OF ACCOl1NT: C p SAVINGS C ) CHECKING OTRUST OTIME CERTIFICATE
DATE ESTABLISHED 01-12-2001
Account 6alance 2.000.12 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.166 YOUR ACCOUNT, SUBMIT THE
Amount Sub�ect to Tax 333.36 UPPER PORTION OF THIS NOTICE
Debts and Deductians ' .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 333.36 REGISTER OF WILLS AT THE
Tax Rate r .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 15.00 OR MONEV ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAVMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
07-09-2013 CD017859 .75 14.25
TOTAL TAX PAYMENT 15.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
� IF PAID AFTER THIS DATE� SEE REVERSE FOR CALCULATION OF ADOITIONAL INTEREST. � � �
IF TOTAL DUE IS REFLECTE� AS A "CREDIT•' (CR)� YOII MAY HE DUE A REFUND. �
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. �
PURPOSE OF
NOTICE: To tultill the rauuire�an4s of Section 2140 of tha Inharitance antl Estete Tax �ct, Act 23 of 2000. (72 P.S.
Saction 9148).
PAYMENT� De4eeh tha too nortion of ihis notice and sub�it with vour nav�ant to iha Rapister of Wills oriniad on tha
ravarze sitls. Make c�cek or �oncv o�der vayabla toi Rapister of Wills. Apant.
Fd'alUr¢ k0 paY 4ha Lax. intarlfk ind Oo�elky Au1 !iY �BSUlt in kha filinB Of a lien in tha dODrODr9ak¢
eountv or the issuenca of an Orphan's Gourt citation.
REFUNO (CR)v A rafu�W of a taz er�tlit, rhfch was not r�au�stod an tN tax r�turn, �w b� r�nwst�A bv ca�oletinp en
"AOOliotion Por RcfunE of Pmnsvlvmia lnh�Htanea mtl Eat�t� Tu^ CREV-1313). Aoulic�tions �n ar�ilabla fro�
k�a MoertMnt's W�b sib at rw.nv�nu�.st�h. a.uq aro R�OStt�r of Mills or Reviow DSStHei Oftiu ar froY tbe
Oeo�rt�an4's 24•hour answ�Hnp s�rv ei� �50; s�rviees for taxnav�rs with spaei�l hearinp antl/or
soaekinp �n�tls� 1•l00-447-3020 QT onlv).
UBJELTIONS� Am� narb in.intcr�st not sat3sfi�d wi4� thc aporaiumt, alla+ann or tlisalla+anu of daductiona or assasswnt af tarz
Cinclutlina diseount ar interasU es z�own on this notiu ��Y oEi�et rit�in 60 deys of tha tlsti of roeaiot of t�is no4ico
bY:
A) Protast to the P� DaP�rtunt of Rev�nua, Bwrd of Rooaals bv filinp a nrobst onlina at
wwr.bo��doipW�,lf.��+a .us on or b�fer� tha 60-Eq �YM�1 o�MeA axpiros.
In orA�r fer M (iy �onit��.o�et�st te ba ra3ld.�vou �ust rre�ir� a eonfir�+tion nwbar and oroeassatl date
fro� th� 6e�rd ef Aoo�als Wb sfL. Vou �av �lso a�nd � writt�n oroiast to PA D�o�r�nnt of Rwwua.
loartl ef �pouls, PD tok 261021. Xerris0urpr VA 1712l-1Y21. P�titions ra nOt b��f�a�d; or
B) El�e! !o har� tha �atter e.t.r.s�.a at t�a sudit of iha oersonal r�orasantstive account; or
ppqjq_ C) Aooaal to Me Orphana' Court.
ISTRATIVE
CORRECTIONS� Factual errors tliscovered on this assess�ent shoultl be atltlrassetl in wrilinp ta: PA Denart�ent of Revenua.
Buraau of Intlividuel Tu[as. ATTN� Posf Assass�ent Rariew Unit, PO Ba: 280601, Narrisbury, Pp 17128-0601
or call C717) 787-6505. Saa Papa 4 of "Insiruetians for Inhari[anea Tex Return for a Resitlent OaeeAanY' (REY-1501)
for an exalanatSon of aA�iniatrativelv correctabla arrors.
UISCOUNT� It anv Ync tlue is oeid wit�in three calendar �onths aftar the d�caAant's Aaath, a tive nerceni tliscount of tha t� oaiA
is allayetl.
PENALTY� Tha 15 Oorcant tax wn�sty non-particioation penelty is eo�outetl on the total of ihe tax and interest assessetl antl not
vaid bafore Jan. 18, 1996, tha first tlav after the anA of the tuc a�nasfy ner3od. This non-oarticinakion
oanaltv is aooealablo in t�e za�e �annar and in tha t�a sa�e ti�a oarioE as vou rou1C aooeal t�e tax end interest
that �as bosn assassad as indicetetl on this notica.
INTEREST: Interest is charpaA bapinninp wikh first tlav of tlelinauancy or nine �ont�s antl one dey
fro� tha tlaN of Eeath to tha tlnta of oav�ant. Tuas whie� Eeca�� tlalinvuont bafon Jan. 1, 1982,
bear intarast at tha re4a of six oarc�nt par annu� ealeulated at a daily r�ta of 0.000164.
All taxas whie� bacre dolinauant on or aftar Jan. 1. 19D2 will baar in4arest et a rsta w�ieh rarias fro�
year to vaar rit� the rata announcetl M the PA Daoert�ant of Reranue. Rates for 1982 throuph 2006 can be
found in the Pennsrirania Rasitlent Instruction Booklet CREV-1501), tha Pannsvlvsnie Non-Rasitlent Inatruction
Booklet CREV-1736) or on the Daperbent of Ravanua Wab site ww.�ewnw.staL.w.us.
The aoulicabl� inl�rast rotes Por 2007 throuph 2033 arev
Intarast Uailr Intorast Dailv Inkarazt Dailv
Year Rat• Factor Year Rate Fec4or Year Rate Fector
2001 8X .000219 2008 7X .000192 2009 SX .00Oli7
2010 4X .000110 2011-I013 �.z .0000ez
Interesk is calcula4ad as follows�
INTEREST = BALANCE OF TRX III�AID X NUM�ER OF MYS OELINGUENT % ORILY INTEREST FALTOR
Arqr notice issuetl after the fu beeo�es tlelinquant will refleei an interesY calculation to 15 GaYs
beyontl the tlafa of Lha assesseank. If oaY�ent is �aCe afker t�e 3nterest co�0utakion tlate shown on t�a
notica. edditional interesY �ust be caleulatetl.