HomeMy WebLinkAbout04-11-14 BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
tNHERITANGE TAX DIVISION APPRASSEMEN7r ALLOWANCE WANCE O pennsytvania
OR DISALLOWANCE - DEPARTMENT OF REVENUE
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 04-14-2014
ESTATE OF KRAUS CAROL J
DATE OF DEATH 03-07-2014
FILE NUMBER c9i— iL4 _�s5s
COUNTY CUMBERLAND
SSN/DC
DAVIS R KRAUS ACN 14116523
5024 PELLINGHAM CIR APPEAL BY DATE:06-13-2014
ENOLA PA 17025-1293 (See reverse side under Objections)
Amount Remitted F
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
L�..x
ry
CUT ALONG THIS LINE--_-- —+ RETAIN LOWER PORTION FOR YOUR RECORDS
--------'
______________________
'_-'----' CS____ 17L.�____
REV-1548 EX AFP C12-13) w � �' 01 p
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANdo i�t-> v
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSE7a 53 r w
DATE: OYfi-a-To 1 trt :-yJ L7
ESTATE OF: KRAUS CAROL J DATE OF DEATH:03-07-2014 00@7�:Cw ER ANR
FILE NO. : S.S/D.C. NO. : 209-28-4425 --ACN: ry 14IR23 ,
L --
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED cn
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PSECU ACCOUNT NO. : 8174350994CD50
TYPE OF ACCOUNT: ( )SAVINGS { } CHECKING ( )TRUST ( X)TIME CERTIFICATE
DATE ESTABLISHED 12-02-2010
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:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .DO
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 Wills printed on the
reverse side. Make chock 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 lion in the appropriate
county or the issuance of an Orphan's Court citation.
i C
r �
REFUND (DR): 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.reyenue.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: I-800-447-3020 (TT only).
4-
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:
1-7 A) Protest to the PA Department of Revenue, Board of Appeals by filing a protest online at
was, bo.rdofaPP.aIs.stat..Pa.u. on or before the 66-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 P. 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 be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Past 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-Particioation Penalty is computed on the total of the tax and interest asseswd and not
paid before Jan. 18, 1996, the first day after the end of the tax amnesty period. This non-Participation
penalty is appealable in the same canner 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 ane 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
roar 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 www.reyenue,state.pa.us.
The applicable interest rates for 2007 through 2014 ore:
Interest Daily Interest Daily Interest Daily
year Rate Factor Year Rate Factor Year Rate Factor
2007 BY .000219 2008 7% .000192 2009 54 .000137
2010 4% .000110 2011-2014 5% .000082
Interest is calculated as follows:
INTEREST a 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 date showman the
notice, additional interest must be calculated.
r pennsylvania
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE _
PO BOX 290601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1549 E( AFP (12.13)
HARRISBURG PA 17129-0601 JOINTLY HELD OR TRUST ASSETS
DATE 04-14-2014
ESTATE OF KRAUS CAROL J
DATE OF DEATH 03-07-2014
FILE NUMBER 01-14--3S5
COUNTY CUMBERLAND
SSN/DC
PAUL W KRAUS ACN 14116524
127 PARKVIEW RD APPEAL BY DATE:06-13-2014
PITTSBURGH PA 15237-4073 (See reverse side under Objections)
Amount Remitted F —"I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013 `" rw
s M
mh
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4";- --o C cr
REV-1548 EX AFP C12-13) ` ` ate- "j...;"`' rn
M
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCB�O, j -m
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS= - ;A: C> 0
DATE: 04'1 2Pl4 "n
ESTATE OF:KRAUS CAROL J DATE OF DEATH:03-07-2014 tOQjTY:CUMMaERi�-!1P
D
'T7
FILE NO. : S.S/D.C. NO. : 209-28-4425 ACN: 14116524
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PSECU ACCOUNT NO. : 8174350994CDSO
TYPE OF ACCOUNT: ( )SAVINGS C ) CHECKING ( )TRUST CX)TIME CERTIFICATE
DATE ESTABLISHED 12-02-2010
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 - .08 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:
"REGISTER OF WILLS, AGENT."
TAX CREDITS;
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
e 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 Wills 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 a,, the issuance of an Orphan's Court citation.
[r '
REFUND (CR): A refund of a tac,credit, which was not requested on the tax return, may be requested by completing an
"Application for Refund of Ponnsylvania Inheritance and Estate Tax" (REV-1313). Applications are available from
the Department's Web site at ww.reven.o.5tate.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).
OBJECTIONSe Anv„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 obOect 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
ww boardof.opeals.stato,pa,us on or before the 60-day appeal period expires.
In order far 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 ass..vd and net
Paid before Jan. 18, 1996, the first day after the end of the tax amnesty period. This non-participation
Penalty is appealable in the some 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 ono day
from the date of death to the data 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 fray
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 Nun-R.sident Instruction
Booklet (REV-1736) or on the Department of Revenue Web site ww.r.ven.v.st.te.P..vs.
The applicable interest rates for 2007 through 2014 are,
Interest Daily Interest Daily Interest Daily
Year Rat. Factor year Rate Factor Year Rat. Factor
2007 8Y, .000219 2008 77 .000192 2009 5Y. .000137
2010 4% .000110 2011-2014 31. .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.
pennsylvanE
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX 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 04-14-2014
ESTATE OF KRAUS CAROL J
DATE OF DEATH 03-07-201
FILE NUMBER - j
COUNTY CUMBERLAND
SSN/DC
DAVIS R KRAUS ACN 14116525
5024 PELLINGHAM CIR APPEAL BY DATE:06-13-2014
ENOLA PA 17025-1293 (See reverse side underObjeeBons)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --01 RETAIN LOWER PORTION FOR YOUR RECORDS 4—
-""--'-"----^---------------""""'-----------"' -
REV-1548 EX AFP C12-23) �,
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF m
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSET$ M a
DATE: 001-41-2014-' i„
ESTATE OF:KRAUS CAROL J DATE OF DEATH:03-07-2014 K09Lfli`-y,:CUM$ER ND
FILE NO. : S.SJD.C. NO. : 209-28-4425 6 ' � 141 G 25
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED <D ,�`, T- m
JOINT OR TRUST ASSET INFORMATION _U �n O
FINANCIAL INSTITUTION: PSECU ACCOUNT NO. : 8174350994C$91
TYPE OF ACCOUNT: C )SAVINGS ( ) CHECKING ( )TRUST CX)TIME CERTIFICATE
DATE ESTABLISHED 12-02-2010
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:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTERESTIPEN PAID I-)
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
e 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
NOTICFt 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 Wills printed on the
reverse side. Make check or money order Payable to: Register of Wills, Agent.
Failure to pay the tax, interest and penalty tlue 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
"Appl'icatipn 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 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
w. bpaf dpfaPPeall.State.Pa.us an or before the 60-day appeal period expires.
In order for an electronic protest to be valid, You most 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 Bee 280601, Harrisburg, PA 17128.0601
or all (717) 787-6505. Sea Page 4 of "Instructions for Inheritance I" 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. Phis non-participation
Penalty is appealable in the same moaner 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 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 CREV-1501), the Pennsylvania Non-Resident Instruction
Booklet (REV-1736) or On the Department of Revenue Web site www.revenue.state.na.us.
The applicable interest rates for 2007 through 2014 era:
Interest Daily interest Daily Interest Daily
Year Rate Factor Year Rata Factor Year Rate Factor
2007 BY .000219 2068 7Y. ,000192 2009 57 .000137
2016 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 to 15 days
beyond the date of the assessment, If payment is made after the interest computation date shownon the
notice, additional interest most be calculated.
pennsylvania
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX DEPARTMENT OF REVENUE
INHERITANCE TAX OZY ISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE T,
PO BOX 280681 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1549 EX AFP (12-13)
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
DATE 04-14-2014
ESTATE OF KRAUS CAROL J
DATE OF DEATH 03-0 � ,2014
FILE NUMBER 94- -355-
COUNTY CUMBERLAND
SSN/DC
PAUL W KRAUS ACN 14116526
127 PARKVIEW RD APPEAL BY DATE:06-13-2014
PITTSBURGH PA 15237-4073 (See reverse side under Objections)
Amount Remitted f 7
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
Nt;*
N_
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS rn
REV-1548 EX AFP C12-237 Ca _0 c7 q
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANOt7 n =0
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSE'F9 m rr1
DATE: py.- - '-i114"' as (z)
ESTATE OF: KRAUS CAROL J DATE OF DEATH:03-07-2014 0gI12t:C_ BER-LAA
FILE NO. : S-S/D.C. NO. - 209-28-4425 '� .-*CN: N 1416n26 '
TAX RETURN WAS: (X) ACCEPTED AS FILED C l CHANGED
JOINT OR TRUST ASSET INFORMATION i
FINANCIAL INSTITUTION: PSECU ACCOUNT NO. : 8174350994CDSI
TYPE OF ACCOUNT: ( )SAVINGS C ? CHECKING ( )TRUST CX)TIME CERTIFICATE
DATE ESTABLISHED 12-02-2010
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:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID f-)
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
r 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. .�A
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
PURPOSE OF
NOTICE: To fulfill the r.oui,4monts 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 Wile printed on the
reverse side. Make check or money order payable to: Register of Wills, Agent.
Failure to nay the tax, interest and penalty due may result in the filing of a lion in the appropriate
county or the issuance of an Orphan's Court citation.
I
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'D6partment's Web site at ww.ravonue.state.Pa.us, any Register of Wills or Revenue District Office ar from the
Department's 24-hour answering service: 1-800-362-2050; services for taxpayers with special hearing and/or
speaking needs: 1-800-4473020 (TT only).
OBJECTIONS: Any-barty 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:—
;-1._ A) Protest to the PA Department of Revenue, Board of Appeals by filing a protest online at
ww.boardpf appeal s.State Aa.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. Sae 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
penalty is appealable in the same Penner 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 became delinquent on or after Jan. 1, 1982 will bear interest at a rate which varies from
Year to year with the rata 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 ww.r.venue..tato.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 BY. .000219 2008 77 .000192 2009 SY .000137
2010 4/. .000110 2011.2014 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 date showmmn the
notice, additional interest must be calculated.