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HomeMy WebLinkAbout09-09-13 _ � pennsylvania BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX ■�� DEPARTMENTOFREVENl1E INHERITANCE TiU( UIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ■ PO !OX 280601 OF DEDUCTIONS. AND ASSESSMENT OF TAX ON REV-1548 IX AFP C12-17) 1URRISBURG PA 17128.-.0�01 _ a JOINTLY HEID OR TRUST ASSETS r . fs��' . � ; � DATE 09-10-2013 ESTATE OF CIGARAUSKAS KATHERINE DATE OF DEATH 05-10-2013 . , ' Q �%�� ? �� FILE NUMBER 21 13-0854 � � COUNTY CUMBERLAND .._.., .. _ SSN/DC HELENA `R�/1��LdF-F- ACN 13130928 38 SUNFI����.�i{41r�„�;`;' (:�.�i;i�',�i APPEAL BY DATE:11-09-2013 CAMP H - � .��-.P,11;y,70 1020 (See rev¢rse side under Objections) �i��,c�i_',i1_i�'.:,, _ .,�,`� p�ount Re�ltted MAKE CHECK PAVABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALON6 THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS F '-""-----"-"'--------""'--------""'---------------""-----------------"""------ 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:CIGARAUSKAS KATHERINE DATE OF DEATH:05-10-2013 COUNTY:CUMBERLAND FILE NO. : 21 13-0854 S.S/D.C. NO. : ACNs 13130928 TAX RETURN WAS: (X) ACCEPTED AS FILED O CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PSECU ACCOUNT NO. : 0170285226-57 TVPE OF ACCOUNT: ( IOSAVINGS O CHECKING OTRUST C )TIME CERTIFICATE DATE ESTABLISHED 06-01-1999 Account Balance 3.470.34 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE Amount Sub]ect to Tax 1 .735. 17 UPPER PORTION OF THIS NOTICE Debts and Deductions ' .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 1,735. 17 REGISTER OF WILLS AT THE Tax Rate r .15 ABOVE ADDRESS. MAKE CHECK Tax Due 260.28 OR MONEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAVMENT RECEIPT OISCOUNT C+) pMOUNT PAIO DATE NUMBER INTEREST/PEN PAIO (-) 07-18-2013 CD017984 13.01 247.27 TOTAL TAX PAYMENT 260.28 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 � IF PAID AFTER THIS UATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. � �\ IF TOTAL DUE IS REFLECTE� AS A "CREDIT•• (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF TNIS FORM FOR INSTRUCTIONS. PURPpSE OF NOTICE� To fulfill tha roQUir�Nants of Section 2140 of khe Inheritance and Estafe T� Aei, Rct 23 ot 200tl. 02 P.5. S<ct3on 974P>- PAVMENT: Otrtac� tha tan nortion af this nqkiw and subRit with vour plyYYbb Zo tha NaYistar oF Wills orintptl on the reverse sitle. Make chack or �onuY ortlar peyabla to: R�pister ot Wills, AqaM. Fai3ura io PLY tlfB taur Sntar�st uW aan�ity dua �sv o�sult 3n tAC filirW of a lien 3n khe aaoroprSata cnuotv or tha 3ssuaap-of an O�phan"s Court citatiort. kEFtRlD tCR3: A rafuntl af a ta�c cevdikr xhich ras not raCU�sbtl on th+r tax »tu��r ia ba racwst�rd by eo�DUtinp �n °AppiicKion for Ra{��tl pf PennsYlvanfs Inhe�3tance antl Eatat� T�c" LREY•lS1S). llvolicskiens a�a aveilabla #ra� ths Mn�rt��nt'a M�b tlt� rt r�w. ,��w��nw� �stl�t��.`a�.us, +�ny R�y3sk�r of Nills nr R�v�nu��District pffle� or Aro� th� DWpsrt��nt's 24•hour enweHnO s4�fvi<�+ 1�N80^S3T•2054f sarv5cas for taxp�yWrs vit� �q�cfel haariny anNOr sp�akin9 ��<tls: 1•600•447-302U CTT onlv>. OBJECTIONS. A�W oerty in inLrozt not satisfi�d with the ADVrais��nt� ellwmc� or tlis�llwmce of tlsductiona or ass�sx��nt of t� (incluAinp discount ar iM�r�sU na sAewn on khis notic� �av ob3�ct within 6D tleys of #ha tl�ta pf ranSpt of this notdca by� A) Protest to ths PA Departxnt af Ravanw, l6srtl of APWals bY fdlirta a Rrot�at enllnt at mr.bo�rvkM�s�i a,yt�t�.pa�Wi on or b�4orR tM 61-tlii acp�sk p�riatl n�Rin:. In ord�r for in�littronQ< prat�st to 44 reiid, you �uit r�e�iw e eontlrr�tion nwbsr and proccssad detr fro� thq �os�E of �ppNls Wib Yit�. Yb4 IIb also smtl � wri4tpn orotast to PA DYpyht�mt of R�rmue, �o�rd oP Aoo�als. PO taoc At021. M�rrisburp, PA 1712l4021. PWtitions �W not D� }uc�d� or b) Elact ta h�v� th� fatt�r tl�tar�in�tl st tha sutlit of !M varsonel r�vr�a�ntative account; or AdfIN- C) Aopea3 to tfl� OroMns' Ccurt. ZSiRATIVE CORIXECTIONS� Fectual arrors Aiseoraratl on th4s essessunk shoula ba etldrassad in vritinp ko: PA Dapert�ant of Ravanue, Bureau of Indivitluel Tutos. ATTN� Post Ass�bs�ant Raviuw Unit, PO Bm[ 2606p1. X�rrisburp, P� 171YS•0601 0o ca3I (73T> 767-b585. Saa P�ye a of •4nitouctions tot Inh�r3t�naa Tc Return for a R�sitlant Dscatlent^ CREV-ISUll foa m ssp2aoatian af ed�3nistrativaiy w�natablQ �rf6rz. DISCqW1T: IF ero tmc tlu� is oaid within thraa calsndar Months eftor M� dacaEenk's tlaekh. a fiva porccnt tliscoun4 of kha tex oaftl 35 Al10MOd. FENd1.TV: TF4 15 peKeM tal[ ND1itY non-plPtitioati0(r Denal{y ia CaWUtOtl tln the tOtAl of tha tDX and inYYPast a55654aE 2t,A npt Vaitl baton Jan. 18, 1996. tM first tlay after the �ntl ot tha tmt wnestv paHatl. Thia non-psrticipation p0nqltY is apPH3aE11 Sb tha sa�Y MAnnYr entl ln th1 !hY s�N tiMY�pafiotl i3 YOU woultl GPPYal thP tll% antl irvtpl'est thaL has Oo�n assessstl as intlieetotl o� this notica. FNTEREST� Intarost is aharpad Dep3nnina Kith fdrst daY of dalinquarvev or Mna ionths and ona dn fro� the date of Auth t0 tM tlata of ow�ant. Tax�s whSCh b�c4� dalinvu�nt bsfore Jan. 1, 19i2, bepr iniarast aY tha �eS� of six pa�<an4 o�r �nnw ulculaLE �t � tlailv rat� of 0.000164. A31 traes xhich eecst tlalinqwnt an or attar Ja�. i. 196x will baar int��ast at a rata whieh wrifa frw year to vear rith tha rttc mew�cetl bv tM PA Waart��nt ef &ar�nua. Ratas far 7482 #hrouyh 260f can 6a founA in the Pannsvlven#o RasiAOnt Instru<tion loaklat LREV-1501?, tM Pmnsvlvania Non-ResiEent tnstruetfan lnnklat (REY-1736) or on the Dw�tb�nk of N�vmua wad sii� rw.r�v�nu�.stat�.oe.us. Tho aoolica4l� intenat ratas for 2007 t�reuph 2U13 arai Int�rast DaSlr Intareat tia37y Zntorqxt Dai7Y Yeer Rsta Pector Y�a� fteb Pactor Yiar R�ta fWCtOr 20q7 ex .000239 2UG! 7% .000192 2009 5# .Odd]37 2oio ar. .000iin zoii-zat3 � .00aoaz Intereat is celeulatotl as followa� INTEREST = d1l,1NCE OF TAX UNP�ID X NUM�ER OF MYS OELINQIIENT X 011I1Y INTEBEST FACTtlIX Atry ootice issueG after #he tu 6acoiaz dn33nvuaAt xill refls<t aa 3ntarost caiculatfan to 15 tleys baypntl the tl4ke of tho essessont. If oaYRMk is �atlo ettar Ma irvbr�st co�putation tlata sbwn on Yhe notice, atlditional inkkras4 wust bo calculatetl. � pennsytvania BUREAU OF INDlYIDUAL 7AXES NOTICE OF INHERITpNCE TAX . �� DEPApTMENTOFREVENUE INHERSUwCE 7AX RIVZSiat1 � � APPRAZSEXENL A��t7MANtE 4R DISAILOMANCE PO D47C 286b67 tiF DEDUCTI4NS. AND ASSESSMENT OF TAX DN REY-1548 IX AFP tl?-72J NARRFSlURG PA 37128-0601 JOINTLY HELD OR TRUST ASSETS _�.� e. ti�i' ����� � DATE 09-10-20i3 , �� - - - ��� =� �� � - -� ESTATE Of GIGARAUSKAS KATHERINE DATE OF DEATH 05-SO-2013 ,,:.'�� �.,I�t% Ci �=�� '% 7 � FILE NUMBER 21 13-0854 - � ' �� COUNTY CUMBERLAND SSHIiiC NEtENA RAt,��(;j3�� i.:? ACN 1313Q427 38 SUNFIRE�fkV��.�� �,�����•� '���-� APPEAL $Y DATE:11-09-2013 � Yrr-,N.S L'l;titYi CAMP H I L , _ , P,p�{1 7�0�1-� 20 (See reverse side under ObfecHons) �(�{�:,�;�i��_t�,C�s:7 .= r., � � A�aunt Rawitted �—� MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTH4USE S4UARE CARLISLE PA t7013 CUT AL4N6 THTS iINE ""� RETAIN LOWER P4RTT4N FOR Y4UR RECORDS � "'.^'---'."---..""-"'-"""---'...'--""--"._'---""---....----"'---."'---"'--- REV^1548 EX AFP C32-12) NOTICE OF INHERITANCE TAX APPRAISEkENT, ALtOWANGE OR DTSALLOWANGE OF DEDUCTIOMS> AND ASSESSXENT OF TAX 6N JOINTLY HE�D 4R 7RUST ASSETS DATE; 09-30-2�13 ESTATE OF:CS6ARAUSKAS �KATHER2Nf BATE OP DEATN:05-10-2023 COUNFY:CUMBERLAND FILE NO. : 71 13-0854 S.S/D.C. NO. : ACN: 13130927 TAX RETURN WAS: CX} ACCEPTED AS PILED C J CHANGED JOZNT OR TRUST ASSET IHEdRMATiON FINANCIAL INSTITUTION: PSECU ACCOUNT NO. ; 0170285226-54 TYPE 4F ACCOUNT: { p SAYZN6S { } CM£CKZN6 f )TRUS7 C 3TIME CERTIFICATE DATE ESTABLISHED 66-61-1944 Account Balance 515.42 NOTE: TO ENSURE PROPER CREDIT Tp Percent Taxab2e X 0.560 YOUR ACC6UNT, SUBMIt THE Amount Subject to Tax 257.71 UPPER PORTIpN dF THIS NOTICE Debts and Deductions .00 WITH YOUR TAX PAYMENT TO THE Taxable A�aount 2S7•71 RE6ISTER OP WILLS AT THE Tsx Rate Y •15 ABOYE ADIIRESS, MAKE CHECK Tax Due 56.66 OR MQNEY ORDER PAYABLE Tp: "REGISTER OF WILIS, AGEN1`." TAX CREDITS: - PAVMENT RECEIPT DISCOUNT (+) qMOUNT PAIp bATE NUMBER IN7ERES7/PEN PAID C-) 07-18-2013 CD017984 1.43 36.73 T4TA� TAX PAYMEHT 38.66 BALANCE Of TAX UUE .4p INTEREST AND PEN. .DO TOTAL DUE .QO + IF PAZD AFTER THLS DATE. SEE REVERSE POR CA�CULAT24H CF AB4IT20NAL INTEkEST, ft �� IP T4TAl DUE ZS REFIECTED AS A ^CREDIT" {CR}r YDU XAY BS DUE A REFUND. � SEE REVERSE SIDE pF TNZS FORM FOR INSTKUCTIqHS. PURPtlSE OF NOTICE: Tu fulfill tha repuiro�ants of Ssction 214p pf tha Inhdri4ance and Estata Tu� pet, Rct Y3 of 20q0, (72 P.S. Saction 474P). PAYMEXT: ppkaeh 4he kap oartien of this nntice antl sulnit with your oaY�ant to tM Fapister ot Wills orinted on tha rerarsa s3da. Maka chpck or �onaY o�tl�r YsyN41e to: R�yistar of Wills, ApanS. Pa93un to pay th� tas, intertst u.d.panaltY due �ay rosult in tR¢ fi2inp of a lien in t�e sparopr3ate countv or the 3ssua�co af an Orphan's Caurt Mtatian. REFI#!D tCR}� A rafu� of a tu er�dit. rh3ch w�s mt roqxqbE on tM tuc raturn, ��r ba rtVwattd My ceEDlrtinq an ^AnV3icat5an for Rafund of Pannty}vaMa InhaMbnca enA Es}ata Tas[° CREY-1333). AoDlications ara ereilabla fra� tbr Mwrri�nt': M�p sitr at wr.r� �nu�st�t��.�p�us, ylgr byiat�r of Milla or R�vfOU� ti3slHet O4fica or frq� tha beParY�ant's Y4•heu� ann�rinp sa�v tl��•36I•793tl; sarvieas for lucosvWrs wdth ap�cial hoMnp antl/ar IDPOakinp noptlsi ]-BUO-447•3020 RT an3Y>. tllJE47ION5� Am� oarty ;n intsrast not setisfiad viM th� soara5»�nt, �llewmc� or tlis;}yq,����o of datluctions or assaasYant of 4ax C3nCluEinp dditount er intarasU es shwn nn khfs �OlSGP �av ob9�Ct within 40 dars of t�a daie of r�eeiot of ihis notica bY� A) Protest to the PA Mpart�t of Rave�w. barC ef bppaa;s bY HFi� a prctsst online at iMt.b (Y�Ofi ! t.Y .UY 4R OI' U1}qN Lfii CO`d\y iip��1 Dii`SOd OX¢�.!'f5. In ortl�r orart e1�C 'n63i b oUst to bo vslitl.. you�ust na�iva a confirMStion nu�par ana processetl dete fro� thp �eard of Appuls Wab site. Yeu ��p. also a�aE a writtan vrobst to P� D�p�rk�aot oF RWrenua. lo�rd et APPaals, PO��m[ 2l1Q21. Xarrisburo. PA 171Yl-1U21. PWlitions WMY nat b� fmnA� or B) Elwt to hav� ih� �att�r rtaS�rwSMtl at Yhe autlit oi tha 9arAOMi r�O�NYntativa account; or AOlIIN- CJ Aoaaai to ti�t arohms' ceurt. ZSTRATIVE . CORRECTIONS: Fsctuel orrora tliscovered on this assesssant shoultl 6a qtltlroszetl fn writinq to: PA Duporbent of Rrvenun, luhaau of Intldvitlual TuGas. ATTN� PasY Rss�ssMmt Raviar Unit, PO 9ox 280601. Harrishurvp, PA 17120-0601 or Ga3F Q3T) 7E9-6505. Su Papa 4 of ^Inskouctions t6n IMSritM�cs Tme Raturn for b RasiGent Daeed�nt° C$EV-15Ull fiot an �zalan»tion af atYSniztratYVa7v ea�roctebia etrors. UISCbUNT: If aro tu[ Eua is paitl within three calantler �o�ths siter tha decpdant•s tlaeth, a fivm parcant diacount of the tu oeitl is allow�d. PEH0.tTYv Tho 15 ecreent tac a'wsiv non-parkieivation Vanelty is co�oufad qn tha ;otel af tM tnt a�tl intarost assassad nnd oot pn1A baforo Jen. Ie. 1456� th� t3rst tlay afta� tha �ntl of tM tuc tMmsLy oaried. Thfs nqn-oerticipaHon panWlty is ipplalabla 1n t�� s��e �Ann�r and in the thY Ra�a tiYtl p�riotl aS YOU �ould �ppeal 4he tpx entl inkePest that h�s bo�n asaasaad es intliestatl on this notice. ZNTEREST: Intareat is cha�petl bapin�inp v4th firzt Uay of tlalinquancv or nina �oMhs ant7 one deY frDN ths tlata of daath to the tlat� of oaY�w#. Tu�os vhich hoc��� d�linauant 4afora Jan. 1, 1962� baer in4eresk at t�e �aLr of six percant oor ennu� calculak�A at a dailv rot� of O.U00164. A37 tanas vhich bacawo d�3SnquaM on cr aftsr .1sn. 7, 1492 will baar interask at a rata v�ich rarf�a frw vatr to vear vith tha rate annouoca6 M tha PA Deoartunt af Rewnua. Rates for 79B2 throuph 200b can ba fiountl in the P�nnsvlve�ie Besidenk Instruciibn 600klat CREV-15017, ;he Pwnnlv�nia Non-Raaidmt Instruetion Conklet CREV-1736) or an t�a DaD#PtM�nt ot Rwanue W�b x3t� ww.r�vmw.sbtW.aa.us. The aaolicabla intarest rates for 2�07 khreu9h 2U13 arpz Zntarast Oa37y Interist Dei1y Zntareat ba1$y Yaer R�te P�ctor Ve!�r Bste F�ekor Yiar Retc Factor 20G7 BX .000219 1pq8 7X .000192 2009 5X .Otlp137 20Y0 4X .�00110 2011-2013 31f .0000l2 Int¢rezt is celeulakatl ax folla+s+ INTEREST = OALAMCE OF Tp% UNPAIb % NUM6E8 OF MYS DEIINQUENT X WILY INTEkEST FALTdk Ary notica issuctl aftar the ta becwes tl�li�qumt viyl reflact an intarest celcuiation to 75 tlsys b¢yond the dete of tha essezswant. If oav�an# ia �etl� efter iha inbrut cewputation tlste shwn en the not3ce, addit14na1 intbrest �ust ba calculet¢tl.