HomeMy WebLinkAbout10-21-13 ���i��
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BUREAU OF INDTVIDUAL TAXES NOTICE OF INMERITANCE TAX DEPApiMEN70FqEVENIIE
21WIERITABCE TNC DIYISIDii APPRAL5EMENT, ALLQWANCE OR DISA�L4WANCE REV-754a EX AFP t72-18)
PO W7[ 2a06U3 �EC{Tr�jJ�(} ��r^+,.4�F�OEO�NTLYSHEt,D R�TRUSTEAS ETS� �N
WIRRIS/URG PA 1112l-0601 r. F
R`�r�� R i�;'� � �
I --�..,, DATE 10-22-2013
-�n-; �y y ESTATE OF NONTG6MEl2Y MARY J
����'� ="�' t G1 ,r�'''�' ? ^ � DATE 8F DEATN 1D-21-2012
� � '�� � FIL6 NUMBER
COUH7Y CUMBERLANO
� SSNtAC
JEAN E .�1iES ACN 12163558
APT 1 �+���"..�j�, t �� � APPEAL BY DA7Ea12-21^2013
lU& 4CTOBER DR ` �� (Seerevcrsesrdcund�rObjections)
CAMP HIII PA 17011-5�54 Aiount Rsritted ��l����— —�
� MAKE CHECK PAYA6LE AND REMIT PAYMEHT T0:
� REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALBNC THIS LINE '�'� RETAIN LOYER PORTF4N FOR YOUR RECORDS �"'
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REY-154! EX AFP C12-12)
NOTICE OF INMERITANCE 7AX APPRAISEMENT, ALLOWANCE OR DISAl1.0YlANCE OF
DEDUCTI4NS, AND ASSESSMENT OF TAX OH JOINTLY NELD Ok TRUST ASSE7S
DA7E: 1d-22-201�
ESTATE OP:MQNTGOMERY MARY d DATE 4P DEATH:10-21-2012 CpUkTY:CUMBERLAND
FILE NO. : S.S/D.C. Np. : ACN:� 12163558
TAX RETURN WAS: CX) ACCEPTED AS FILfD C ) CHAN6ED
J6INT dR TRUST ASSET INfORNATIBN
FINANCIAL INSTITUTION: MENBERS 1ST FCU ACCOUNT NO. s 246655-40
TYP6 OF ACCOUNT: C )SAYIN6S t ) CHECKING C ?TRUST fJOTIME CERTIGICA7E
DATE ESTAB�ISHED 05-�6-201I
Account Belance 1.584.16 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable ,K_ 0.50U Y4UR ACCOUNT. SUBX2T THE
Asount Sub3ect to Taz 792.08 UPPER PORtION OF THIS NOTICE
Debts and Deduetions .00 WITH YOUR TAX PAVMENT TO THE
Tsxable Amau�t 742.08 REGISTER OF WILLS AT THE
Tax Rate Y .445 ABOYE ADDRESS. NAKE CNECK
Tax Due ^ , 35.64 OR MpNEY ORDER PAYABLE T0:
"REGISTER pF WILLSr AGENT."
TAX CREDITS:
PAVMENT RELEIPT DISCOUN7 C+) AMOUNT PAID
DATE NUNBER INTEREST/PEN PAId (-)
INTEREST IS CHARGED TNROUGH 1�-30-2013 T4TAL TAX PAYMENT .O9
AT THE RATES APpLICABtE AS OUTLINED QN THE BALANCE OF TA7C DUE 35.64
REVERSE SIDE OF THIS FORN INTEREST ANA PEN. «30
TOTAL DUE 35.94
. TF PASD AFTER TNfS DATE, SEE REVERSE FOR CAI.CULATION �F ADDITZONAL LNTERESL �
IF T�TAL DUE ZS REF�ECTED AS A °CREAZT^ {pR}: YOU MAY BE DUE A REFUND. t 1
SEE REVBRS£ SIDE Of TNIS FORM FOR IXSTRUGTTqNS. a���Sj
1l'.
PURPO5E OF
NOTICE� 7o fulfill th� nQUlrapnts of SociSon 214tl of the Inharitane� and Esbto T� Aet, Act Y3 of 2tlOtl. L72 P.S.
Section 9140). �
PAYNENT� Datech th� kop oortion bf this notio mtl sub�it vith Your p�pr�ant to YM R�pistsr of Wdlls p�intad on 4ha
ravarsa sitlo. Mska ehuck or �eMy ortl�a o.wa63a �o� R�pist�r of Wills. Apant.
Fa11urc to Day Ma tanc� fntRrsat MW pemlb �s �ar nwit in thi fil'xnp of a 7{tn in th+ acaropr3atc
countY or the 3szuance of'an brpfim's CouM o£trtion.
REFIqiD CcR): A rafurW of a tax ervrdit. �3eh M�+ �t rvqusstad an ths��tnc rtturn, i�r 1» raQUSStetl by cwoletinp m
^Mal�setfen fen Rafund o;�:PpMpivanSa Z�heritince and EayG T�c" tREY-13#b). Anpiicat3ons ��� sraiiabla frw
th� 19i1y��tawnt't Y�6 a�i4i it ' . '0�. �,�'1�y�s�t�� �ny'k'j�{t;#�r.bf.�MSll,� qC.�[�lui+ pisir3et p#fle� or frn� th�
DYpN��iNn!'S a�4-hW� MaM�r1n0 s1Y Ni p� �a�_-S�-ZlSO{ s��vie�x inr taoeow�n v3t11 spwCial h�aMnp anE/o�
sP�WtSnO �N�tlia 1•800-447•3020 (TT ortlY).
O�J�GTIOMSa Arqr oarty,.Sn�3nGru4 nat s�tisfl�0 vit� th►,�p�r�laMn[� allaw�npi or dis�l,lwan¢� ef O�AUCtion% or ass�ssr�nt of tnc
� (incluAinp disaeunt or lnNr�at) ea ehwn on #his notSCW. Mr ob��ct.rithin d0 dac of thr tl�t� ofi r�e�ipt of this aotica
bY�
A) WPro�tt__u_��t���Aqo� tha PAisl.N�pKrtpntyo�f Rersawr�ANrd at Airoa+ls ItY.filinp s protast wilioe at
L���'I�F^� RP 7Wttl�,EM L8-dilY��a0Aei1-peried acviras.
h W �f or� o otrs# tir�� va1�SQr YOU MYlt Mq�Y� 1 CM}1Ml43on �UYb�f antl pFOqss�d tlitq
fro� tM1� Ro�rd of 6pg�A�7y� y11�4 s7t�. YoY �W �lse f{Ifd a Mri{t�0 onatut ta PA Mp+r,Ft��n! of R�w�nu�.
�Mti ef.Apa�als, pd�i�c-iq1C2]. Nar��{p�ry,p, PA 1718R-"1Y21. ��I;StiO`i�17�W.lwt b� fu��tl; e�
q) El�ct to hpra tM �sit�r d�t�rMinad et thc autlit ef th� neraonal �aor�santatSre accounl; or
AOMIN- C) Aaiql ta tM �rpMna` Cnr�t.
ZSTRtTZYE
CdtRECTI0N5� FacYu�l eh�aFS Elseavored on this »sa�ss�ant aM1ould ba etldroasotl in writin0 kox PA deperi�ent bfi ftavanw.
�uh�au of SMiv1Aw1 Ttlt�s. I1TTN� Post �si+atluwnt R�vSw UniR, PO Mar 2t0i01. Harrisbu�q, PA 1712E•0601
or c�31 QlT} 717-6505. Sw Papo 4�af "InstructSens for Inhsritarict Tax R�turn for � R�zid�nt DotstloM^ CREY-15B7}
for en acplanatien of stlWit�istra#iv�IY corrattaEb �rrors.
11ISCQIb'�Ts Yf �Ily Yi% d4M 12 pild M1xhiO kMFB4 O1BptllF YD�khi efk4r tha dYCQIVO4'S dY�Lh� a f1V0 pq�eant dlfCOUnt of #h� tuc DYSd
iA ellwstl.
PENAITY: Tha 35 porcan# tme a�maiy rwn-partic5aatien paruitv is coiqutetl un thc total af ths tatt a'W 3ntarost assassad antl �ot
psld baforo JOn. 18� 1995. tha fiirst tlay aftar ihe and oP Ma tsx aYnaaty per3oA. This non-oarticipetion
o�neltv is �pc��iae1� in SN swa Mnn�r sntl in tha thi s�u ti�o p�rSod as You woulA appaal tM tuc antl tntMrost
that haa D��n aas�taad qx lntliest�tl on tAis notica. . �
INTEICEST� SAtYfiSF 35 Chbt'pYE b�p(tfnSf�p YlYh /�i'Si tlry O# dBI1M{Yi11LY O� t1111� iO(1{�S i11d C�� tl�
fro� the dato of deeih tu tM dN� of mm�cnk. Taxas whicA �aou d�l3nquant 4qfora Jan. 1, 1982. ��.
baer iMar�st et tM rot� of six pYpc�nt o�P �nnu� calculit�tl e! a tlaily r�t� af O.00Bl54. -
All £ao�es rhicA Eacwo OalAnvuant o� or aftsr Jan. 1, 396Z Mill b��e intertst at a ratp whtc!> »rfas fro� '
xaar ta yur xith the rat� anmunc�d Ev tha PA 6aoarUwnt of &�v�nua. RaUS tor 7982 throuph 2GGb can ba
tpun8 in tho Pannsvlvmis R�siEant InzYruetion tookl�t (REV-150i), k�a P�emsylvenia Non-kasitlmt Inatruetion �
lnok}ot (REV•1736) or en th� Daoar�t�ent of RMVmu� W�b sit� wv.�yY�OU�.st�t�.Da.us.
TM eVOlicablY interast retas for 2UU7 t�rauph 2015 aro�
InU�ost DaSlr InUr�zt WiTy Zntarant DailY
Yreii^ R�ta Factor YasY R�ta F�ctor vlyr Rat� fiCkor
2tltl'7 9X .000219 2008 7M .000192 2009 5X .00dl37 �
2010 4M .U00130 201Y•7�13 3% .09BBl2
IIYtYY'eEi iS CQ1CYli1YA 6$ fO170VY1
INTEREST = &11,ANCE OF TIJ( UWpID X NUNEER tlF LMYS DELlNqUR7T X MILY SNTEREST FACTON
Arpr ootica issuaG a{tar thc t� baco�es dalinqumt rill ratlsct an dntarozt cpleulatibn ta 35 dayx ,
EaYOntl t�a d�t� of tha essess��nt. If pav��nt is uE� aft�r th� 4ntar�st cou�putation tlakc shwn on k�a ��
netica, atlEikiunal intnrast �ust be caleulatRd. '