HomeMy WebLinkAbout01-31-14 BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX Pennsylvania DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE —_._
PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (12-13)
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
DATE 01-30-2014
ESTATE OF DEVORICK SR JOHN T
DATE OF DEATH 07-30-2013
FILE NUMBER 21 13-0880
COUNTY CUMBERLAND
SSN/DC
JOHN T DEVORICK ACN 13168241
44 SUMMER DR APPEAL BY DATE:03-31-2014
D I L L S B U R G PA 17019-9544 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS
REV-1548 EX AFP C12-13)--------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 01-30-2014
ESTATE OF:DEVORICK SR JOHN T DATE OF DEATH:07-30-2013 COUNTY:CUMBERLAND
FILE NO. : 21 13-0880 S.S/D.C. NO. : ACN: 13168241
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PSECU ACCOUNT NO. : 8986328816-S4
TYPE OF ACCOUNT: C )SAVINGS ( )0 CHECKING ( )TRUST ( )TIME CERTIFICATE
DATE ESTABLISHED 01-24-2001
Account Balance .00 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.166 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax .00 UPPER PORTION OF THIS NOTICE
Debts and Deductions .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount .00 REGISTER OF WILLS AT THE
Tax Rate x .045 ABOVE ADDRESS. MAKE CHECK
Tax Due .00 OR MONEY ORDER PAYABLE TO:
"REGISTC6R OF WI U; ,S, AGE
TAX CREDITS: -r M
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID C/)
3> 1--# C7
C) cz�
::3 t
c ►--� c�
} 0 M
--1
� IU CI1 C?
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. `�`
PURPOSE OF
NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 9140),
PAYMENT: Detach the top portion of this notice and submit with your payment to the Register of Wils printed an the
reverse side. Make check or money order payable to: Register of Wills, Agent.
Failure to Pay the tax, interest and penalty due may result in the filing of a lien in the appropriate
county or the issuance of an Orphan's Court citation.
REFUND (CR): A refund of a tax credit, which was not requested on the tax return, may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available from
the Department's Web site at www.revenwe.state.pa.us, any Register of Wills or Revenue District Office or free the
Department's 24-hour answering service: 1-800.362.2050; services for taxpayers with special hearing and/or
speaking needs: 1-000-447-3020 (TT only).
OBJECTIONS% Any party in interest not satisfied with the appreisment, ailments Or disallowance Of deductions Or assessment Of tax
(including discount or interest) as shown on this notice may object within 60 days of the data of receipt of this notice
by:
A) Protest to the PA Department of Revenue, Board of Appeals by filing a protest cline at
www.boardofappeals.state.pa.us an or before the 60-day appeal period expires.
In order for an electronic protest to be valid, you must r...ive a confirmation number and processed date
from the Board of Appeals Web site. You may also and a written protest to PA Department of Revenue,
Board of Appeals, PO Box 281021, Harrisburg, PA 17128-1021. Petitions may not be foxed; or
B) Elect to have the matter determined at the audit of the personal representative account; or
ADMIN- C) Appeal to the Orphans- Court.
ISTRATIVE
CORRECTIONS: Factual errors discovered an this assessment should he addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, PO Box 280601, Harrisburg, PA 17128-0601
or call (717) 787-6405. See Page 4 of "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501)
for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is paid within three calendar months after the decedent's death, a five percent discount of the tax Paid
is allowed.
PENALTY: The 15 percent tax amnesty non-Participation Penalty is computed on the total of the tax and interest assesmd and not
Paid before Jan. 18, 1996, the first day after the gad of the tax am nasty Period. This non-participation
Penalty is appealable in the same manner and in the the same time period as you would appeal the taxand interest
that has been assessed as indicated on this notice.
INTEREST] Interest is charged beginning with first day of delinquency or nine months and one day
from the date of death to the date of Payment. Taxes which became delinquent before Jan. 1, 1982,
bear interest at the rate of six percent Per annum calculated at a daily rate of 0.000164.
All taxes which becone delinquent on or after Jan. 1,1982 will bear interest at a rate which varies from
Year to Year with the rate announced by the PA Department of Revenue. Rates for 1982 through 2006 can be
found in the Pennsylvania Resident Instruction Booklet (REV-1501), the Pennsylvania Non-Resident Instruction
Booklet (REV-1736) or an the Department of Revenue Web site wvw.revenue.state.Pa.us.
The applicable interest rates for 2007 through 2014 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
2007 8X .000219 2008 JS .000192 2009 5% .000137
2010 4% .000110 2011-2014 3X .000082
Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
Any notice issued after the tax becomes delinquent will reflect an interest calculation to 15 days
beyond the data of the assessment. If payment is made after the interest computation data shownon the
notice, additional interest must be calculated.
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX pennsylvania DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (12-13)
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
DATE 01-30-2014
ESTATE OF DEVORICK SR JOHN T
DATE OF DEATH 07-30-2013
FILE NUMBER 21 13-0880
COUNTY CUMBERLAND
SSN/DC
WILLIAM D DEVORICK ACN 13168242
531 ROYAL TERN APPEAL BY DATE:03-31-2014
L I T I TZ PA 17543-1321 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4—
REV-1548 EX AFP C12-13)--------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 01-30-2014
ESTATE OF:DEVORICK SR JOHN T DATE OF DEATH:07-30-2013 COUNTY:CUMBERLAND
FILE NO. : 21 13-0880 S.S/D.C. NO. : ACN: 13168242
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PSECU ACCOUNT NO. : 8986328816-S4
TYPE OF ACCOUNT: C )SAVINGS ( X) CHECKING ( )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 01-24-2001
Account Balance .00 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0. 166 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax .00 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount .00 REGISTER OF WILLS AT THE
Tax Rate x .045 ABOVE ADDRESS. MAKE CHECK
Tax Due .00 OR MONEY ORDER PAYABLE TO:
"REGISf?R OF Wit-L-S, AGMT.--
TAX CREDITS: Q ---
PAYMENT RECEIPT DISCOUNT (+) b 4-3 <:)DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID C --
21-
� = ' m rn
c-:) c) _°
,zz) c
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. \
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
PURPOSE OF
NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tex Act, Act 23 of 2000, (72 P.S.
Section 9140).
PAYMENT: Detach the top partion of this notice and submit with your payment to the Register of Wills printed as the
reverse side. Make check or money order Payable to: Register of Wills, Agent.
Failure to pay the tax, interest and penalty due may result in the filing of a Tian in the appropriate
county or the issuance of an Orphan's Court citation.
REFUND CCR): A refund of a tax credit, which was not requested on the tax return, may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available from
the Department's Web site at ww.revenue-state.pa.us, any Register of Wills or Revenue District Office or from the
Department's 24-hour answering services 1-800-362-2050; services for taxpayers with special hearing and/or
speaking needs: 1-800-447-3020 CTT only).
OBJECTIONS: Any Party in interest not satisfied with the appraisment, allowance or disallowance of deductions or assessment of tax
(including discount or interest) as shown on this notice may object within 60 days of the data of receipt of this notice
by:
A) Protest to the PA Department of Revenue, Board of Appeals by filing a protest online at
ww.boardofappe.l..st.to.P..us on or before the 60-day appeal period expires.
In order for an electronic Protest to be valid, You must receive a confirmation number and processed data
from the Board of Appeals Web sic. You may also send a written Protest to PA Department of Revenue,
Board of Appeals, PO Box 281021, Harrisburg, PA 17128-1021. Petitions may not be faxed; or
B) Elect to have the matter determined at the audit of the personal representative account; or
ADNIN- Of Appeal to the Orphans- Court.
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing toe PA Department of Revenue,
Bureau of Individual Taxes, ATTH, Post Assessment Review Unit, PO Box 280601, Harrisburg, PA 17128-0601
or call C717) 787-6505. See Page 4 of "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501)
for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is Paid within three calendar months after the decedent's death, a five percent discount of the tax paid
is allowed.
PENALTY: The 15 percent tax amnesty non-Participation Penalty is computed on the total of the tax and interest assessed and not
paid before Jan. 18, 1996, the first day after the and of the tax amnesty period. This nomparticie.tion
Penalty is appealable in the same manner and in the the same time Period as you would appeal the taxand interest
;,.,that has been assessed as indicated on this notice.
INTEREST: Interest is charged beginning with first day of delinquency or nine months and one day
from the data of death to the date of payment. Taxes which became delinquent before Jan- 1. 1982.
bear interest at the rate of six percent per annum calculated at a daily rate of 0.000164.
All taxes which became delinquent on or after Jan. 1, 1982 x111 bear interest at a rate which varies from
year to year with the rate announced by the PA Department of Revenue. Rates for 1982 through 2006 can be
found in the Pennsylvania Resident Instruction Booklet (REV-1501), the Pennsylvania Non-Resident Instruction
Booklet (REV-1736) or on the Department of Revenue Web site Pew.revenue.state.pa,us.
The applicable interest rates for 2007 through 2014 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
2007 a8 .000219 2008 7Z .00019Z 2009 5% .000137
2010 4% .000110 2DIl-2014 3Y. .000082
Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
Any notice issued after the tax becomes delinquent will reflect an interest calculation to 15 days
beyond the data of the assessment. If Payment is made after the interest computation data shownon the
notice, additional interest must be calculated.
pennsylvania
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX kiLl DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE —_._._f
PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (12-13)
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
DATE 01-30-2014
ESTATE OF DEVORICK SR 'JOHN T
DATE OF DEATH 07-30-2013
FILE NUMBER 21 13-0880
COUNTY CUMBERLAND
SSN/DC
JOHN T DEVORICK ACN 13168243
44 SUMMER DR APPEAL BY DATE:03-31-2014
DILLSBURG PA 17019-9544 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS +—
REV-1548 EX AFP C12-13)--------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 01-30-2014
ESTATE OF: DEVORICK SR JOHN T DATE OF DEATH:07-30-2013 COUNTY:CUMBERLAND
FILE NO. : 21 13-0880 S.S/D.C. NO. : ACN: 13168243
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PSECU ACCOUNT NO. : 8986328816-S58
TYPE OF ACCOUNT: ( )SAVINGS C ) CHECKING ( )TRUST CX)TIME CERTIFICATE
DATE ESTABLISHED 01-10-2011
Account Balance .00 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.166 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax .00 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount .00 REGISTER OF WILLS AT THE
Tax Rate x .045 ABOVE ADDRESS. MAKE CHECK
Tax Due .00 OR MONEbORDER PAYABLE Tq:
"REGISTe BF WILL-, ffn."
TAX CREDITS: O
PAYMENT RECEIPT DISCOUNT (+) rn %O
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID V n Cn) .�
rn rri
cy C =D c c�
c� C_-
�J ►--a c�
j ► rr
ry �n o
TOTAL TAX PAYMENT ` .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. \
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. \�
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. �vryU
PURPOSE OF
NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 9140).
PAYMENT: Detach the top portion of this notice and submit with Your payment to the Register of WiTs printed on the
reverse side. Make check or money order payable to: Register of Wills, Agent.
Failure to pay the tax, interest and penalty due may result in the filing of a lien in the appropriate
county or the issuance of an Orphan's Court citation.
REFUND (CR): A refund of a tax credit, which was not requested on the tax return, may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available from
the Department's Web site at www.revenue.state.Pa.us, any Register of Wills or Revenue District Office or from the
Department's 24-hour answering service: 1-800-362-2050; services for taxpayers with special hearing and/or
speaking needs: 1-800-447-3020 (TT only).
OBJECTIONS: Any party in interest not satisfied with the aPpr.isment, allowance or disallowance of deductions or assessment of tax
(including discount or interest) as shown on this notice may object within 60 days of the date of receipt of this notice
by:
A) Protest to the PA Department of Revenue. Board of Appeals by filing a protest online at
In o rdertl for an a electronic ro on or before the 60-day appeal period expires.
In order for an electronic protest to valid, you must receive a confirmation number and Processed date
from the Board of Appeals Web site. You u may also send a written protest to PA Department of Revenue,
Board of Appeals, PO Box 281021, Harrisburg, PA 17128-1021. Petitions may not be fax ad; or
B) Elect to have the matter determined at the audit of the personal representative account; or
ADMIN- C) Appeal to the Orphans' Court.
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, PO Be. 280601, Harrisburg, PA 17128-0601
or call (717) 787-6505. See Page 4 of "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501)
for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is paid within three calendar months after the decedent's death, a five percent discount of the tax paid
is allowed.
PENALTY: The 15 percent tax amnesty non-participation penalty is computed on the total of the tax and interest assesxd and not
Paid before Jan. 18, 1996, the first day after the end of the tax amnesty period. This non-particiVation
Penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST: Interest is charged beginning with first day of delinquency or nine months and one day
from the date of death to the date of payment. Taxes which became delinquent before Jan. 1, 1982,
bear interest at the rate, of six percent per annum calculated at a daily rate of 0.000164.
All taxes which became delinquent on or after Jan. 1,1982 will bear interest at a rate which varies from
Year to year with the rate announced by the PA Department of Revenue. Rates for 1982 through 2006 can be
found in the Pennsylvania Resident Instruction Booklet (REV-1501), the Pennsylvania Non-Resident Instruction
Booklet (REV-1736) or on the Department of Revenue Web site www.reyenue.state.pa.us.
The applicable interest rates for 2007 through 2014 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
2007 a% .000219 2008 78 .000192 2009 58 .000137
2010 4% .000110 2011-2014 3% - .000082
Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
Any notice issued after the tax becomes delinquent will reflect an interest calculation t.15 days
beyond the date of the assessment. If Payment is made after the interest computation data shownon the
notice, additional interest must be calculated.
NOTICE OF INHERITANCE TAX pennSyLVarna
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE - DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ---
PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (12-13)
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
DATE 01-30-2014
ESTATE OF DEVORICK SR JOHN T
DATE OF DEATH 07-30-2013
FILE NUMBER 21 13-0880
COUNTY CUMBERLAND
SSN/DC
WILLIAM D DEVORICK ACN 13168244
531 ROYAL TERN APPEAL BY DATE:03-31-2014
L I T I TZ PA 17543-1321 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4--
REV-1548 EX AFP C12-13)--------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 01-30-2014
ESTATE OF:DEVORICK SR JOHN T DATE OF DEATH:07-30-2013 COUNTY:CUMBERLAND
FILE NO. : 21 13-0880 S.S/D.C. NO. : ACN: 13168244
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PSECU ACCOUNT NO. : 8986328816-S58
TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING ( )TRUST ( X)TIME CERTIFICATE
DATE ESTABLISHED 01-10-2011
Account Balance .00 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0. 166 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax .00 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount .00 REGISTER OF WILLS AT THE
Tax Rate x .045 ABOVE ADDRESS. MAKE CHECK
Tax Due .00 rw'
OR M@EY ORDE�AYABL� T0:
"REGW7SR OF WILLS ,AGENT."
TAX CREDITS: CI7 C— C3
PAYMENT RECEIPT DISCOUNT C+) `� Cn _-TJ
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PA z M.
Ir-
r1 C.J CvT
U? ; C+
C7 Q C"J
C7 CO "►T
ro Ui ca
ro
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
PURPOSE OF
NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 9140).
PAYMENT: Detach the top portion of this notice and submit with your payment to the Register of Wi85 printed on the
reverse side. Make check or money order payable to: Register of Wills, Agent.
Failure to pay the tax, interest and penalty due may result in the filing of a lien in the appropriate
county or the issuance of an Orphan's Court citation.
REFUND (CR): A refund of a tax credit, which was not requested on the tax return, may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available from
the Department's Web site at www.revenue.state.pa.us, any Register of Wills or Revenue District Office or from the
Department's 24-hour answering service: 1-800-362-2050; services for taxpayers with special hearing and/or
speaking needs: 1-800-447-3020 (TT only).
OBJECTIONS: Any Party in interest not satisfied with the appraisment, allowance or disallowance of deductions or assessment of tax
(including discount or interest) as shown on this notice may object within 60 tlays of the date of receipt of this notice
by:
A) Protest to the PA Department of Revenue, Board of Appeals by filing a protest online at
www.boardofappeals.state.pa.us on or before the 60-day appeal period expires.
In order for an electronic protest to be valid, You must receive a confirmation number and processed date
from the Board of Appeals Web site. You may also send a written protest to PA Department of Revenue,
Board of Appeals, PO Box 281021, Harrisburg, PA 17128-1021. Petitions may not be faxed; or
B) Elect to have the matter determined at the audit of the personal representative account; or
ADMIN- C) Appeal to the Orphans' Court. .
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, PO Box 280601, Harrisburg, PA 17128-0601
or call (717) 787-6505. See Page 4 of "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501)
for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is Paid within three calendar months after the decedent's death, a five percent discount of the tax paid
is allowed.
PENALTY: The 15 percent tax amnesty non-participation penalty is computed on the total of the tax and interest assessed and not
Paid before. Jan. 18, 1996, the first day after the end of the tax amnesty period. This non-participation
DenaIty is appealable in the same :gnner and in the the same time period as you would appeal the tax and interest
that has D'een assessed as indicated on this notice.
INTEREST: Interest is charged beginning with first day of delinquency or nine months and one day
from the date of death to the date of payment. Taxes which became delinquent before Jan. 1, 1982,
bear interest at the rate of six percent per annum calculated at a daily rate of 0.000164.
All taxes which became delinquent an or after Jan. 1, 1982 will bear interest at a rate which varies from
Year to Year with the rate announced by the PA Department of Revenue. Rates for 1982 through 2006 can be
found in the Pennsylvania Resident Instruction Booklet (REV-1501), the Pennsylvania Non-Resident Instruction
Booklet (REV-1736) or on the Department of Revenue Web site w .reyenue.state.pa.us.
The applicable interest rates for 2007 through 2014 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
2007 SX .000219 2008 7% .000192 2009 SY .000137
2010 4Y. .000110 2011-2014 - SY .000082
Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
Any notice issued after the tax becomes delinquent will reflect an interest calculation to 15 days
beyond the date of the assessment. If payment is made after the interest computation date shownon the
notice, additional interest must be calculated.