HomeMy WebLinkAbout09-09-13 HOTICE tlF INHERIYANCE TAX � pennsylvania
BNNERI ANC£ TAX�DIVZSZOX 7AXE5 APPRAZSEXEN7, AItOWANCE OR DISAl1.OWANCE iiT AEPARTMEN7 Of REVENUE
P� 60X 269d@I OF DEDUCRBHS, AND ASSESSM£NT 6i TAX ON REV•7548 IX FFP UA723
WIRRISlURG PA 1�128-0601 ,IpIHTLV HELD OR TRU$7 ASSETS
-._ , - �� " . DATE 64-10-2613
,,, _ , ESTATE OF BOENZLZ BfTTY M
'�`� ��� �� � DATE OF DEATN 11-27-2012
. �, „ i � FILE NUMBER 21 13-0866
,__ _. ;; "i�i •� -- COUNTY CUMBERLANp
SSM/DC
6A&RIEL:.. }{-B4EdZ�I ACN 13121271
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3522�55� R�1T���q�. DR��W APPEAL HY DATE:11-09-2013
AL BAWM '""`' '""'b�,9,�7321-44 08 (See reverse side under Objeciionsf
"'�-'���` �� A�au�t Re�ittsd �--�—�
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Ctl:n���t�_t'.ItiF� � : �
MAKE CNECK PAYABLE AND REMIT PAYMENT T4:
REGISTER pF WILL$
1 C4URTHQUSE SGUARE
- CARkISLE pA 17013
CUT AlON6 TNIS LINE "'* RETAIN IOWER i'OR7I6k F4R VOUR RECORDS �
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REV-1548 EX AFP C12-12J
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLaWAMCE OR DISALLOWANCE QF
DEDUCTIONS, AND ASSESSMEMT 4F TAX ON JOINTLY NELB OR TRUST ASSET5
DATE: 09-10-20i3
ESTA7E QF: BOENZLI BETTY M DATE OP DEATH:11-27-2Ui2 C4UNTY:CUMBERLAND
FILE NO. : 21 13-d8b6 S.S/D.C. NQ. : ACN: 13127271
TAX RETURN WAS: C7C7 ACCEPTED AS PILEB C } CHANGED
J4INT 4R TRUST ASSET IXFORMATI6N ,
FINANCIAL INSTITU7ION: FULTON BANK NA ACCOUNT NO. : 3622-22969
TYPE OF ACCOUNT: ( ?SAYIN6S CX7 CHECKIN6 C }TRUST { ?TIME CERTTFfCATE
DATE ESTAB�ISHED 03-25-2p02
Account Balance 11 121 02 NOTE: TO ENSURE PROPER CREDIT TO
Parce�t Taxable X Q.I66 Y4UR ACCOUNF, SUBMIT 7HE
Amount Subject to Tax 1 .853.54 UPPER PORTI6N OF THIS NOTICE
Debts and Deductions .00 WITH YOUR TAX PAYMENT TO 7HE
Taxable Amaunt 2 853 54� RE�ISTER OF WZlLS AT TNE
Tax Rate Y �045 ABOYE ADDRESS. MAKE CHECK
Tax Due 83.41 OR MONEY ORDER PAYABLE Tp:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYXENT RECEIPT DI$COUNT C�) pMOUNT PAID
DATE NUMBER INTEREST/PEN PAIb (-)
OS-05-2013 CD018000 .00 83.41
T4TAI. TAX PAYNENT 83.41
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .UO
. IF PAIC AFTEK THIS DATEr SEE REYERSE FQH CAI.CULAT20N 8G ADDTTIONAL INTERESF. � t „�
IF TOTAI DUE ZS REF�EC7ED AS A "CREDZP' {CR}, YOU XAY BE DUE A REFtiN4. \��
SEE REYERSE SIDE OF THIS FORN FOR INSTRUCTIONS, V'.
PIKWOSE OF
NOTIGE: To fulfill the reauira�ants of Saetion 2140 ot the Inheritanca and EsYe4e Tax Act, RcY 23 of 2000. ('!2 P.S.
Section 9140).
PAYMENT: Oetaeh the kan cortion of this notice �nd suMit �ith your oav�ant to the Repister of Wills orintetl on Yhe
reversa sitle. Mab eheek or �oney ortlar vavable to� Repistar.of Wills. Rpant.
Feilura to v+v tha tax, intar�st antl von�lty Aua �av r�sult in the filine of a lien in tha aoorooriate
eountv or iha issuance of en Orohen's Lourt citation.
REFUND (CR)v A retuntl of a t�x cr�dit, which uas not raau�staG on tha tu� raturn, �av Eo r�cuastr! M cwnlctinp an
"Rp�lieation for R�funtl of Pmnsvlvania 7nh�ritance and EstNa Tax^ (REV•1315). �oolic�tions er� av�ilable fro�
4M Mo�rbwL's YN! siie �t�w�e.rw�nw.st�t�.oa.us, arg R�yizt�r of MSlls or Rarmu� DistHei Offie� or fro� t�a
D�6�rt��nt's 24-�our anar�Hny sf�v ea�����50; sarvSus fer tazoav�rs vith sn�eial heaHnp �nd/or
sD��inY m�tlsa 1-600•447-3020 QT onlv).
08JECTIONS: Anv oarty in intarest noi satizfiatl vit� tha aoorais�mt, allwanc� or tlisellawanea of E�tluctions or assesswnt of iax
(includinp tliscounk or intarask) as ahwn on t�is noiica �av obi�c4 rithin 60 tlaors of th� d�ta of raeeipt of this notice
by�
p) Pro4ost to the PR WDa�t��nt of Rawwa, Boartl of Appcalz bv filinp e Orotast onlina at
wn+.be��tlofa � •. a.us on er l�fon tM 60�-tlry�aow�l o�1°ietl at9lr�s.
In o�tl�r er in W► � fe Oiwt�sY to b� v�lid. Yeu aust�r�e�iva e eonfir�ation nwbar antl oroc�ssetl data
fro� 4he losr0 of Apo�als W�b si4e. You �av also s1iW e wri�t�n nrot�s4 Lo P11 Moark��nk of R�r�nue,
BeerA of Rowals. PO !m[ 261021. Xarriaburp. Pp 17128•lOSl. P�iltiens �w. noi 0� f�etl� or
6) Elset to haw th� �etbr tlat�nin�tl at th� audit of th� o�rsonel reorosmtative �eeount; or
ppqIq. C) �pP1i1 40 4h� O�Oh�05' COU�i.
ISTRATIVE .
CORRECTIONS: Factual errors diseovaratl on ihis assess�aM :no�ia oe eddr�zs�E in vritina to: PA Danark�ani ot Raranue,
Bureau of InEividual Tsxas. AT�N� Post Ass�zs�wt Raviwr Unit. PO Bwc 2806�1. Harrisburp, P1 17128-0601 �
or eall O17) 7l7-6505. See Pepa 4 of "Instruetions for Tn��Htanea Tarz R�hrn for a R�sidant Oseatl�nt" (REV-150ll
for an exnlanation of atl�inistrativelv corr�ctable arrors.
DISCOUNT: If anv ku dua is naid wi4h3n three celender �ont�s af4er ihe tlace0ent's death, a tive narcent diseount of the ku� vaid
is allowad.
PEIULTV: The 15 oarcant ta:�wnazly non-narticioation nenalty is co�outetl on the total of ihe taz and intaresi assessetl and not
vaid bafore Jan. 18, 1996, tho first tlev af�er tha enA of th� tuc e�nastv oeriotl. This non-oarticivation
penaltv is sooulabla in the sa�a �annar antl in iha�iha s»e ti�e oaHOE as vou vould epoaal the tax antl intarast
thaY has bs�n ass�ssatl as i�ato.t.a o� tn�s notica.
INTEREST: Intarest is charpatl beuinninB wit� first dsv of tlolinauenry or nina �onths antl ona tlav
fro� iha EaN of Gea4h 4o the tlab of on�ant. Tu�as rhieh Daeawa tlelinqwnt bafore Jan. 1. 1982,
beer inLrest at tM reb af si�c o�runt oar annu� eeleulatetl �t a dailv rata of 0.000164.
All taxas vhich baea�a dalinausnt on or after Jan. 1, 19l2 will baar intarast at e rat� w�ieh varias fro�
vear to vear wi4h tha rate announeatl M the PR Dso�rt�ant of Rsvanue. Rates for 1982 throuph 2006 can be
found in the Pannsrlrania Rasidant Instruction Booklat (REV-1501), the Pannsvlvania Non-Razitlant Instruction
Booklei BEV-1736) or on the DeCartwnt of Rwanue Wab sita wv.rawnw.stab.oe.us.
The applicabl� inter�sk ratss for 200) throuvh 2013 are: .
Interast DailY Infer�st OsilY Intsr�st DailY
Y�ar RetO Fsctor Y�ar Rata Factor Y�ar Rata Factor
2001 BY. .000219 2008 ]Y. .000392 2009 5X .000137
2010 4X .000130 2011-2013 3X .000082
Interast iz ealeulated az folloVS:
INTEREST = BALANCE OF TAX UNPAID % NUMBER OF MYS DELINOUENT X MILY INTEREST F�CTOR
Any no<ice issuetl afiar the tv� beco�es tlalinOUent will raflaet an intarest calculation Yo 15 tlavs
beYOntl the tlafe of the assess�ent. If Oayeenf is �ade after the inta�ast co�putation tlate shown on the
notice, edditional interes4 �ust Ee calculated.