HomeMy WebLinkAbout08-09-13 i
II NqTICE OF INH6RITANCE TAX pennsylvania
BURE U OF IHDIVIDUAL TAXES OEPARTMENTOFREVENUE
IIMEN TANCE TAX UriISION APPRAI5ENENT. ALLOWANCE OR FISALIOWANCE
Po �0 2DOt8i OF DEDUC7IUNS, ANQ ASSESSMENT OP 7AX ON REY-154e IX AFP t42-727
WIRRi 119t6 PA 1772b-ebai p��t�nry,�r� �tFit{��Y�H�1,� OA TRUST A5SETS
(S.,tiV;iLi✓ t�17 t'
� ��y;n� .-� �: ;� F „ DATE OS-12-2013
� ES7ATE OF WALKER JR NEFF
� DA7E OF DEATH 02-06-2013
I :�:3 �i�� 9 �[`� 12 Q2 Fne NUM9ER ai ia-aazs
C4UN7Y CtlMSERCAND
SSNlDC
� CALVIN R WALKER �=_�� �'�� ACN 13114261
� 614 GQYERNO&S CT �i��'}��i�S� C.�il1�l APPEAL BY DATEa10-11-2U13
� CNAM6ERSBUR6 PAG4j���^��i�'��t� �p �tQ {SeereversasideuKderQbjeclions} ____!
Aaaant Re�it#sd �—'
MAKE CHECK PAYABCE AND REMIT PAYMENT T0:
REGISTER OF 41ILLS
1 COURTHOUSE SQUARE
CARLI5LE PA 17�13
CUT AL NC TNIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS ��'
._..-".-'_-_.--'^---^--'---'---^--"-'•--'•'-"_--`---`--^-----'------^.-_^-- I
REY-15 b�EX AFP L12-22)
OTICE 6F INHERITANCE TAX APPRAISEMEN7, A1.10WANCE DR DSSALLOWANCE OF
EDUCTIONS, AND ASSESSMENT OF TAX ON JOINTIY NELD OR TRUST ASSETS
DATE: &-
. ES7ATE OF:WALKER JR NEfF DATE OF DEATH:02-06-2013 COUNTY:CUM9ERLAND
FI�E Nt�. : 21 13-0325 S,S/D.G. MO. : ACN: 13114261
-^�'—
TAX RETURN WAS: LXJ ACCEPTED AS FILED C 7 CHANGEA
JOIMT OR TRUST ASSET INFORMATIpN
FINANCI L INSTITUTiON: CITIZENS BANK OF PENNSYLYANIA ACCOUN7 NO. : b100�34307
TYPE OF ACCOtlNT: C 3SAVENGS tX3 CHECKING OTRUST C ?TIME CERTIPICATE
DATE ES- ABLISHED 03-02-1981 �
Account Ba2anoa 35 555.03 NOTE: TO ENSURE PR6PER CREUIT Tq
Parcent Taxadle X Q.16b YBUR ACCOUNT, SUBMIT 7HE
Awount ub7ect to 7ex 5.925.96 UPPER PORTION pF TNIS NOTICE
Debts a d Deduetions •QO WITN VOUR TAX PAYMEN7 TO THE
Tsxatrle Amou�t 5�925•96 RE6TSTER OF WI�l.S AT THE
Tax Rat Y .045 ABOVE ADDRESS. MAKE CNECK
Tax Due 2bb.67 OR MONEY �RDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
TAX CRED TS:
PAYNENT RECEFFT OISCOUNT (�7 AMOUNT PAID
DATE NUMIER INTEREST/PEN PATD C-�
06-29-2 13 CD027825 .00 266.67
�
�
TOTAI TAX PAYMENT 266.67
�IALANGE dF TAX DUE �00
INTEREST AND PEN. W OQ
TOTAL DUE OD
� IF PAIDIRPTER 7HS5 DATE, SEE REVERSE F6R CALCOLA720N QP ADD17IONAL INTEREST. + , „,"`
TF TOTAL DUE IS REFLECTEb AS A "CREDT7'" (GR), YOU MAY DE DUE A REFUND. \V1
SEH REYE�RSE SIDE OF FH2S FQRM FQR INSTRUCTZONS. VY
�
�
PURPOSE OF .
� N6TICE: Ta tulfill the nquire��nts of S�etion 2140 of the InArritanc� and Estd� Tax Act. Aet 23 of 2864. C72 P.S.
Sartiee 4148). �
PAYMENT. D+tach tM to6 oortion pf this notia� and aWsit vitq Your pay�enk to th• R�yisA�r of Willa Printad on ths
rwvs� sitla. Meko chcek ar so»v�ortl�r 5aytl;a ta: Reyisbr ef Wills, Ayent.
Feilur� te pay tha tmc. 3n{ac��t �nt{ Rmi3tY Aw Mr rvsuit in tha filirty of a li�n in tho sncropriato
- counlY or khs issuancs oi an tliphin'; Court ciLtton.
� REFUX� CCRli A rafund of t tut cntlit', wb1eR w�s net r1YY�lt�d w� bbt t� �ftuM�s �w�b� rYnussi�d���-GY�4rpiatln�p�iin
' "App�.�4o�ptuntl at�y�nsylvMia lMwHtr�s� anU Eshk� Tnc^ fMFV-1315). llpvlicstiam rro avrilabl� frp�
the� t's ti�Ytr sitf �: t�y -, . ...? mg� 14y1aS�r rof-t�311s�am bwql�h���i#ytrfat-�OtYi¢� w�frpr tM-
iNYYi�E''i Z+f'-rioiir �nMiwr��� ��i"T70 ; s�rvie�s �6r faipin�ra Mi211 �tY�sc4�ITwsr'laijb'�atiNld� � . .
spaF,NCSrW,twWSi 1-860-449-bB20 (FT only). .
.'� OOJECFF9N6� Aro Oarb. in intorast not satisfioA .ith th� �r�pr�nt� �3lwaps},or tS{t}19r�m�s of daductSe�s,or ibilAYiRY 6f '3AJf
� � (fncludiny tliseeunt or 3nt�r�st) sa shown ah tKtt mit#w irit abjset witkYn�3d daYS of t4u 8st*�ef�r�t�SOt`'of this netieo
bY�. . . . . . _ ... . . ..
A> Protast to tha PA-D�psMwnt of Rsrsnw�:Mard af Ap►��Et�by f3]in! a crot�st on11M �t
�on�xis'feW'tiMw�fR�'°MWti'p�MOd��ntokrt�r.
» r . �. �`y',6r �Ii3�i5 Xi7�r�wY�r+�a�iv� e ep�firptian nuWar amtl-orocasaod data
fro� t�t 1o4r0 eP �P0��1s�WM xii�. Msu yl alsq tMY a w!'S��M pFOk�ii to PA LN#f`ta�nt of RrYtt�w:
fMrvl of App�ASe P@ Jilt',`�L3821w IMY�`3 r 1�T?3'�ii�..Kh;3tt11F4spll�t dyt CYi !�Y"[ad'j� or �� �
� U�EI»eC tn hw�.tF� MlCII� E�t�MiMd�11{'{���y '��t pf'�}�IY'y�{.xpnej �°O�+�j�"��4ivi M<OURtj 6r
ADMIN- C) llpp*al Lo th��9rC�Mi1k` C4urt. � �' �
ISFRATSYE
C£1RRECFIONS: Factual arrors diseararotl on this ese�ss�ant should ba eLdressod in writknp to, PA WP#f#NOl' Cf RfYrtuH.
lµr�fiu of Ind3xaeua�. F�xes. ATxNi Poat Asa�sa��nt Ryv1w;�.Unit. PO Yox 2lBiil, N�rri6buro. PA 1712E-Gi61
or�call t71't7 7iN1[SQ5. � Ssa Paye 4 tif 'ftistruetinnt.4er Itih�P}�mCr TaOt R�t1mN fo� e R�sStl�nt U�c�tlqnt'� CREY-Y59ll
far'm aepianitiDm of�aA�kni:ihsklvelY wrcectabl���w6wora.
DISCOtlNT� If u�y taz du� is yxi{I,within thro ciitntlar �ontfiF +ft�r the Mc�dmt's auth. e tir� p�rc�nt Aiseount uf tha taz oaid
ds Qfov�tl. � .
AENALTYi Thr 15 v�romt tnt r}�utx;�ert+.n�rticipation asn�lb��s mwutab on th� total of the taK antl intcr�st aas�svoE srM not
pd4.DMan Jm, ]br 1986. tM t3rat tlw aftir thi��NW 4f�.M� tin� a�nestY atHpO. This�npn-particYp�tion
pst�dty is aopn3aE1� 1n'th��sw� �mnar and �in ih� tM �sar� tta� v+rtq6�as you weu3G�evtal tne k�c artd int�rast
thit Ms�tleer� ats�slW��s SMlieef�tl on this notic�.
IMERES7: Int•rost 3x charWd Wyinninp vith Hrst Gey of tl�linaw�cY ar nin� wnths �nd onr tlar
- trof t!w dN� af doath to the Ntt af pp�+nt. T�rus rMcA WcNN Ml;n9wnt b�for� Jan. i, 19lY,
pear iMarost at tho rsb af y'vc corurtt oa� an�us csiw1i8�0��t s da;iy.s�ta of O.Oeeic4.
All taius xhich b�ept Nlimwnt o» o� aitar Jan. 1, 19E2 will beer int�r�st st s rot� rAieh�rNriYS fro�
ya�r tp yaer ritD tha rata announavd bY tM PA D�pattwnt of Rawnu�. Nat�s for 19l2 t�oouph 2006 c�n.b�
fountl 3n tM P�nnaYlv�nia Rasfd�nt Iest�uctlon Moklft tREY•15017� tM Penn4ylranl� Non-R�sitl�M Instruetton
Booklet iREV-17i6J er on tA� D�aark��nk of Revt�wo M�D sita wfne.rav�req.atat�.pa.us.
T�a aoulie�bl� inH�ast ret�s for 2697 throuph 2633 aroi
�� � IMrMS# DaikX tnter�st Dailv Intarost Dailv
Y�rr ftata Factor T�br Rat� Fattor Vi�r Rst� F=qLqr
2007 ex .aao2iv 2805 7% A9R192 zuns sx .oeoia�
2010 4X .000}10. 2033•2013 3% .00f81{2
Tntarast is cslaulatatl es f613apai
INTEREST = MIAMCE OF Td7t UlpAi6 X NtMRER OF MVS DEtZNOUENT % I1121Y IMTEIXF8T FACTtlR
Arry ao{ica issuad eRsr tM1a iax bacwas Oolinouant pi1T raflact an intarezt ca3culation ta 15 daYs
D�yoed the tletc nf tha assessnnt. If nsy�ent 3s �stl� attqr !h� int�p�st rofputatiarv daG shawn pn tha
. notiea, adtlitioml int�fast �ust be <elculatad.
�