HomeMy WebLinkAbout09-09-13 NOTICE OF INHERITAXCE TAX � pennsylvania
I NERI pNCE TA7cDO VISI NL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE L17 DEPARTMENTOFREVENUE
PO BO% 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-154B IX �FP (12-12)
IURRISBIAtG PR 17128-0601 . . ,_ :, _ JpINTLY HELD OR TRUST ASSETS
i1"�� - � �� DATE 09-10-2013
��--�- �� � � - "' � �- ` ESTATE OF CASEY MAXMILLA E
DATE OF DEATN �2-25-2013
•�.�,� „ ;�� FILE NUMBER 21 13-0769
COUNTY CUMBERLAND
SSN/DC
JON M CA$�iY�;-.��,�,{�. '-i. ACN 13121323
128 W HUNTE�r�H�_�P ;�j' `-jj;"..i APPEAL BY DATE:11-09-2013
CAR L I S L E P!� �.i�,�q3�-4�!�2 (See reverse side under Objections)
CU?�i�Ct�;_:,I... ..
A�ount Re�itted
MAKE CHECK PAYABLE AND REMIT PAYMEN7 T0:
RE6ISTER OF WIILS
1 COURTHOUSE SQUARE
LARLISLE PA 17013
CUT ALON6 THIS LINE 1 RETAIN LOWER PORTION FOR YOUR RECORDS �
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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 HELD OR TRUST ASSETS
DATE: 09-10-2013
ESTATE OF:CASEY MAXMILLA E DATE OF DEATH:02-25-2013 COUNTY:CUMBERLAND
FILE NO. : 21 13-0769 S.S/D.C. NO. : ACN: 13121323
TAX RETl1RN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: METRO BANK ACCOUNT NO. : 513036152
TYPE OF ACCOUNT: OSAVINGS O0 CHECKING OTRUST C )TIME CERTIFICATE
DATE ESTABLISHED 10-05-1998
Account Balance 1,721 .88 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT. SUBMIT THE
Amount Subiect Yo Tax 860.94 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Aeount 860.94 REGISTER OF WILLS AT THE
Tax Rate r .15 ABOVE ADDRESS. MAKE CHECK
Taz Due 129.14 OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, A6ENT."
TAX CREDITS:
PAYMENT RECEIPT OISCOUNT (+) pqOUNT PAID
DATE NUMBER INTEREST/PEH PAID C—)
07-06-2013 CD017870 .00 129. 14
70TAL TAX PAYMENT 129.14
BALANCE OF TAX DUE .�0
INTEREST AND PEN. .00
70TAL DUE .00
* IF PAIO AF7ER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. �
IF TOTAL DUE IS REFLECTED AS A "CREDIT'• (CR7, YOU MAY BE DUE A REFUND. �`
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
PIptPOSE OF
NOTICE: To fulfill tha raouira�ants of Sectien 2140 of the In�eritanca antl Esteta Tax Act. Aet Y3 of Z000. (72 P.S.
Section 9140).
PAYMENT: Uetach khe too oortion of t�is nofice and sub�it wit� vour o+v�ant to the Rapistar of Wills orintetl on t�e
reversa sida. Mska eheek or �onoY o�tler pwable to: Ra9ister of Wills. Apant.
Failura io pav the tu, inLnst antl oanaltv dua �av rosult in tha filinp of a lisn in the approoriata
couniy or tha issuance of en Orohan's Court citation.
REFUNO (CR): R rafuntl of e tax eratlit, which was noi r�ouastatl on t�a tex return. ��y Ee roquut�tl M eo�nletinp an
"AOOliqHOn .for R�fund .of P�nnsylvania lnharitanca �nd EsiKa Tax" (REV-1313). Aooliuiions �ra arafLbla fro�
tM MnmMnt's Y�b sib �t wy:nv�re�. bb. a.ub ary R��1aLr of Willa o� R�v�nw DisfMCL Offie� or fro� the
� D�V�Ytnnt's 24•hour anar�riny 6i�v N�i� ��• � • 1- 50; s�rviNS� for tuoW�rs w5th sp�eial huHnp entl/or
swakinp n��0s� 1-800•447•3D20 CTT onlY).
OBJbCTIONSv �w oerfy in interest not satisfiad riih tha anoraiaant, allwencc or disaliwance ot Aetluctions or asaoss�ent of k�
fineluEinp discount or interes4) es shown on thia notica ��y oE�set rit�in 6B tlas of t�a tlata of racaiot of 4his notice
bv:
�) Protest to 4hc PR D�oerhan! of Ravenuo. Yeard ef Aoouls bv filinp a orotest online at
� wr.bwrdeF • a.s . a:us on er b�fo�� th� 60-Qry �ppaal o�riod �xoi�as.
In o�Mr for M��' 3c CcoY�sL to ba v�llE. You �usY rW�Yv� a ronfirwtion nw0�r anE orocassetl Gate
fro� tha loertl of Aonula W�b�sit�. Vou �a �lso suM a r�itt�n orot�st to P� U�y�rt�wt of R�r�nu�.
6e�r4 ef Apoaels, PO !oX 261021, N�rrisEUrp. PA U12l-1021. Pf4ltipns �N nei b� fa�E; er
!) Elaet to �av� tha uttar d�tonimA ek i�e autlit of th� o�rsonal no��amLYiv� aeeouni; or
Ap7IN- C) Aoo�al to tM Orvhms' Court.
ISTRATIVE
CORRECTIONS� Fackuel errors tliscoveretl on this assess�ant shoultl be etlCrassatl in �ritinp to: PR Dooart�ant of R�vanua.
Bureau of IntliriEUal Tsxss, ATTN� Post Assasa�ant Rariar Unit, PO Bu 280601. Xarrisburp, PA 17128-0601
or call (777) 787-6505. See Papa 4 of "Instructionz for In�e�iianca Tmc Raturn for e Rasidant Daeatlant" (REV-1501)
for an asolenatian of ahinistre4ivelr corroebbla arrors.
DISCOUNT� If anv tax dua is paitl vithin khree calandar �onths aftar the tlacetl�nt's Caeth, a fiv� oarc�nt diseount of th� tsx oaitl
is allowad.
PENAITY� Tha 15 parcant tax Nmsty nen-particioation oonaltv is co�out�d on th� tetal of tha tax and int�r�st assess�G antl not
oaitl bafora Jan. 18, 1996, 4ha first tlay aftar the aM of -the tu rn�sty oariod. This non-psrticivation
omalb is a0oe�1�6L in tha sa�� �anner antl in the tM sap 45u oaMOtl es vou woulA aooaal the tax snd iMarest
khat has Gaan assass�A es intlicatatl on this notiee.
� INTEREST: lnterast is charpaA bapinninp �ith first tlry of dolinnuaney or nina eonths anU one E�
frow tha tlate of tleeth to the daSa af oaY�ani. Taxas rhich beca�� delin¢ucnt befon Jan. 1, 1982.
bcer inLrest at tba rate of six oarcant oar annu� calcul�t�d ai L tl�ily raYa of O.00Olf4.
All taxas which Eeca�� d�linauant on or aftar Jan. 1, 1Rlt will b��r intanst at a rata w�ie� vsri�s fro�
vaar to vaar with th� raia ennounc�tl bv tha P� DanarL��nt of Raronua. Rataz for 1982 t�roup� 20U6 can ba
tountl in tha Pennsylvanie Rositlant Instruction Booklat (REV-1501), tha Pennsvlvania Non-Rasidant Instruction
Booklat BEV-17367 or on kha Daoartwnt of Naranue Wa0 sifa rw.revanw.sLtc.o�.us.
The aoolicabls inl�r�at rataz for 2007 khrouph 2013 ara�
Intarazt Dailv Interast Dailv Interast Oaily
V�ar Rata Fac4or Yaar Rate Fector Y�ar Rata Faetor
200] BX .000219 2008 7X .000192 2009 5X .000137
2010 4X .000130 2011-2U13 3Y. .0000l2
Intarast is calculated as follews�
INTEREST = MUNCE OF TiV( UNPAIO X NUNlER OF ORVS OELINOUENT X MILY INTEREST FACTOR
Rnv notice isswd attar the fax beco�as tlalinqumt w311 refle<t an interest calculation to 15 days
bavontl t�e tlate of tha assess�ank. If paY�ent is �aAe afier the interast cuoutation tlel� shwn on the
notice, atltlit3onal interost �ust be ulculatetl.