HomeMy WebLinkAbout04-21-14 INHERITANCE TAX
RECORD ADJUSTMENT pennsylvania
JOINTLY HELD OR TRUST ASSETS DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION REV-1604 EX AFP (12-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 04-10-2014
ESTATE OF WANICH RITA A
DATE OF DEATH 07-24-2012
FILE NUMBER 21 13-0448
COUNTY CUMBERLAND
SSN/DC
L D WANICH ACN 12146216
107 EGE DR
Amount Remitted
CARLISLE PA 17015-7622
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-1604 EX AFP (12-13)
■* INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS xX
DATE: 04-10-2014
ESTATE OF: WANICH RITA A DATE OF DEATH: 07-24-2012 COUNTY: CUMBERLAND
FILE NO. : 21 13-0448 S.S/D.C. NO. : ACN: 12146216
ADJUSTMENT BASED ON : ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION : ORRSTOWN BANK ACCOUNT NO . : 4000040882
TYPE OF ACCOUNT: ( ) SAVINGS ( ) CHECKING ( X) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 03-15-2011
Account Balance •00 NOTE: TO ENSURE PROPER CREDIT TO YOUR
Percent Taxable X 1 . 000 ACCOUNT, SUBMIT,THE UPPER PORTION
Amount Subject to Tax • D0 OF THIS NOTICE WITH YQU3 TAX
Debts and Deductions - • 00 PAYMENT TO TH(t? REGIST 'OF,IfVLS
Taxable Amount • 00 AT THE ADORES SOWN ABPVECcn� c-
Tax Rate X •15 MAKE CHECK O"4EY Of�R Pn I�LE
Tax Due •00 T0: "REGISTER] YT U)
�hLL�4 AGE N7)."
rn m
TAX CREDITS : i> r ~' -Z)
co
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID "J -n -17
C3 n -
C> r CJ
r rn
Cn C7) -n
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE
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.
PAYMENT: Detach the top portion of this notice and submit with your Payment made payable to the name and address
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 of record 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, 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).
REPLY T0: Questions regarding errors contained on this notice should be addressed 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.
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 assessd,
and not paid before Jan. 18, 1996, (the first day after the and of the tax amnesty period.)
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 and after
Jan r 1, 1982 will bear interest at a rate which will vary from year to Yearwith the rate announced by the
PA Department of Revenue. Rates for 1982 through 1999 can be found in the Pennsylvania Resident Instruction
Booklet, (REV-1501) the Pennsylvania Non-resident Instruction Booklet (REV-1736) or on the Pennsylvania
Deptartment of Revenue Web site www..revenue.state.pa.us. The applicable interest rates for 2000 through
2014,are:
c Interest Daily Interest Daily Interest Daily
{ Year Rate Factor Year Rate Factor Year Rate Factor
2000) 89 .000219 2001 97. .B00247 2002 68 .000164
2003 5Y, .000137 2004 4Y. .000110 2005 5% .000137
2006 7% .000192 2007 8% .000219 2008 7Y, .000192
2009 5% .000137 2010 4Y, .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 data of the assessment. If payment is made after the interest computation date shownon the
notice, additional interest must be calculated.
REV-1070 EX(01-10)
>' pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
A
DECEDENT'S NAME FILE NUMBER
Rita Wanich 2113-0448
REVIEWED BY ACN
Shannon E Baker 12146216
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Adjusted to zero. Reported on the Rev-1500.
Page
INHERITANCE TAX pennsylvania
RECORD ADJUSTMENT �.�
JOINTLY HELD OR TRUST ASSETS DEPARTMENT OF REVENUE
BURINS OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION REV-1604 IX AFP (12-13)
PO BOX1280601
HARRISBURG PA 17128-0601
DATE 04-10-2014
ESTATE OF WANICH RITA A
DATE OF DEATH 07-24-2012
FILE NUMBER 21 13-0448
COUNTY CUMBERLAND
SSN/DC
NANCY WANICHROMITA ACN 12146215
107 EGE DR
Amount Remittetl
CARLISLE PA 17015-7622
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-1604 EX AFP (12-13)
■ INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS
DATE: 04-10-2014
ESTATE OF: WANICH RITA A DATE OF DEATH: 07-24-2012 COUNTY: CUMBERLAND
FILE NO. : 21 13-0448 S.S/D.C. NO. : ACN: 12146215
ADJUSTMENT BASED ON : ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: ORRSTOWN BANK ACCOUNT NO. : 106800649
TYPE OF ACCOUNT: C ) SAVINGS ( ) CHECKING ( X) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 09-21-2009
Account Balance •00 NOTE: TO ENSURE PROPER CREDIT TO YOUR
Percent Taxable X 0 .500 ACCOUNT, SUBMIT;.THE UPPER PORTION
Amount Subject to Tax •00 OF THIS NOTIg WITH YOUR TAXI�r7
Debts and Deductions - •00 PAYMENT TO THE C5EGISTEf� ORTIW51LS
Taxable Amount •00 AT THE ADDRESgi SHOWN AiDt OVL�
Tax Rate X • 15 MAKE CHECK ORnM OfF�ER '!�AT4BLE
Tax Due • 00 TO: "REGISTa ?Frr IL�,
TAX CREDITS: n ?�
a a
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID n --T1 3
H ' r m
�- r
j C7) -n
TOTAL TAX PAYMENT . 00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE
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.
1
PAYMENT: Detach the top portion of this notice and submit with your payment made Payable to the nama and address
Printed on the reverse side.
Make check or money order payable to, REGISTER OF WILLS, AGENT.
Failure t0 pay the tax, intorost, and penalty due may result in the filing of a lien of record in the
apprgpriate 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, 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).
REPLY TO: Questions regarding errors contained on this notice should be addressed toi 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.
DISCOUNTt 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 assesvd,
and not Paid before Jan. 18, 1996. (the first day after the end of the tax amnesty period.)
f"
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 and after
Jan, 1, 1982 will bear intorast at a rate which will vary from year to yearwith the rate announced by the
PA.Deportment of Revenue. Rates far 1982 through 1999 can be found in the Pennsylvania Resident Instruction
Booklet, (REV-1501) the Pennsylvania Non-resident Instruction Booklet (REV-1736) or on the Pennsylvania
DePtartment of Revenue Web site www.rovenue.state.oa.us. The applicable interest rates for 2000 through
2014 are:
f" Interest Daily Interest Daily Interest Daily
Year' Rate Factor Year Rate Factor Year Rate Factor
2000 8Y. .000239 2001 9% .000247 2002 6Y. .000164
2003 5'/. .000137 2004 4% .000110 2005 57 .000137
2006 78 .000192 2007 8Y. .000219 2008 7% .000192
2009 59 .000137 2010 4% .000110 2011-2014 3Y. .D00082
Interest is calculated as followsi
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.
REV-1470 EX(01.10)
- hpennsytV3nla INHERITANCE TAX
I DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HA BURr2.E6 0
DECEDENT'S NAME
Rita Wanich FILE NUMBER
REVIEWED BY 2113-0448
Shannon E Baker ACN
12146215
ITEM
SCHEDULE NO EXPLANATION OF CHANGES
Adjusted to zero. Reported on the Rev-1500.
Page 1
INHERITANCE TAX
•* RECORD ADJUSTMENT 11Y pennsyLvama
JOINTLY HELD OR TRUST ASSETS DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION REV-1604 a AFP (12-13)
PD BOX 280601
HARRISBURG PA 17128-0601
DATE 04-10-2014
ESTATE OF WANICH RITA A
DATE OF DEATH 07-24-2012
FILE NUMBER 21 13-0448
COUNTY CUMBERLAND
SSN/DC
NANCY WANICHROMITA ACN 12146214
107 EGE DR
CARLISLE PA 17015-7622 Amount Remitt¢tl
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-1604 EX AFP (12-13)
INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ■
DATE: 04-10-2014
ESTATE OF: WANICH RITA A DATE OF DEATH: 07-24-2012 COUNTY: CUMBERLAND
FILE NO. : 21 13-0448 S.S/D.C. NO. : ACN: 12146214
ADJUSTMENT BASED ON : ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: ORRSTOWN BANK ACCOUNT NO . : 106005326
TYPE OF ACCOUNT: ( ) SAVINGS ( ) CHECKING ( X) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 09-21-2009
Account Balance .00 NOTE: TO ENSURE PROPER CREDIT TO YOUR
Percent Taxable X 0.500 ACCOUNT, SUBMIT; THE U,RRER PORTION
Amount Subject to Tax •00 OF THIS NOTICE WITH YSgR TwXm
Debts and Deductions - .00 PAYMENT TO T@ dLEGISTEB O C—W tLS '
Taxable Amount .00 AT THE ADDRESS MOWN MOVE�;, :;a '
Tax Rate X • 15 MAKE CHECK OF
0#!pk OFJ�ER rnU1MBLE
Tax Due •00 TO: IIREGISTIn5 :QfrWILkfi`, AGE MT.
TAX CREDITS : °
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID C') -n
DATE NUMBER INTEREST/PEN PAID C-)
r= m
r. r•
U) °
rn
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 00
INTEREST AND PEN. .00
TOTAL DUE
* 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.
IV\
PAYMENT: Detach the top portion of this notice and submit with your payment made payable to the name and address
Printed on the ravers. side.
Make check or money order payable to: REGISTER OF WILLS, AGENT.
Failure to pay the tax, intorest, and Penalty due may result in the filing of a lien of record in the
appropriate county, or the issuance of an Orpheu's Court citation.
REFUND (CR): A refund of a tax credit, which was not requested on the tax returns 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, www.r.venua 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/.r
speaking needs: 1-800-447.3020 (TT only).
REPLY TO, Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue,Bureau
of Individual Taxes, ATTN: Post Assessment Review Unit, PO Be. 280601, Harrisburg, PA 17128-0601, or call
(7I7) 787-6505.
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 assesad,
and not paid before Jan. 18, 1996, (the first day after the end of the tax amnesty period.)
INTEREST: Interest is charged beginning with first on 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 bean interest at the rate of
six Percent Per annum calculated at a daily rate of 0.000164. All taxes which became delinquent on and after
Jan, 1, 1982 will bear interest at a rate which will vary from year to Yearwith the rate announced by the
PA Department of Revenue. Rats for 1982 through 1999 can be found in the Pennsylvania Resident Instruction
Booklet, (REV-1501) the Pennsylvania Non-resident Instruction Booklet (REV-1736) or on the Pennsylvania
Deptartment of Revenue Web site www,rovenu..state.pa.us. The applicable interest rates for 2000 through
2014 are:
( (,� Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
2000 88 .000219 2001 9Y. .000247 2002 6% .009164
2003 5% 400137 2004 48 .toolie 2005 5% .000137
2006 7Y, .000192 2007 on .000219 2008 7% .000192
2009 5Y. .000137 2010 4X .000110 2011-2014 3X .000082
Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DA ILY 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.
REV-1470 EX(01-10)
penn$ytVanla INHERITANCE TAX
F DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
0
DECEDENTS NAME AQPA
Rita Wanich FILE NUMBER
REVIEWED BY 2113-0448
Shannon E Baker ACN
ITEM 12146214
SCHEDULE NO
EXPLANATION OF CHANGES
Adjusted to zero. Reported on the Rev-1500.
Page 1
INHERITANCE TAX
RECORD ADJUSTMENT a pennsylvania
JOINTLY HELD OR TRUST ASSETS - DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION REV-1604 EX AFP (12-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 04-10-2014
ESTATE OF WANICH RITA A
DATE OF DEATH 07-24-2012
FILE NUMBER 21 13-0448
COUNTY CUMBERLAND
ALLEGRA A ROMITA SSN/DC
ACN 12145797
107 EGE DR
CARLISLE PA 17015-7622 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE •--► RETAIN LOWER PORTION FOR YOUR RECORDS F
REV-1604 EX AFP C12-13)
■ INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ■*
DATE: 04-10-2014
ESTATE OF: WANICH RITA A DATE OF DEATH: 07-24-2012 COUNTY: CUMBERLAND
FILE NO. : 21 13-0448 S.S/D.C. NO. : ACN• 12145797
ADJUSTMENT BASED ON : ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION : ORRSTOWN BANK ACCOUNT NO. : 4000040884
TYPE OF ACCOUNT: C ) SAVINGS C ) CHECKING ( X) TRUST C ) TIME CERTIFICATE
DATE ESTABLISHED 03-15-2011
Account Balance •00 NOTE: TO ENSURE PROPER CREDIT TO YOUR
Percent Taxable X 1 .000 ACCOUNT, SUBMIT THE
Amount Subject to Tax , Op UbPER POTION
OF THIS NOTIGF WITH Yb!_;R T7,,],�Km
Debts and Deductions - •00 PAYMENT TO T@ �YGISTER OP_';I2hLS
Taxable Amount •00 AT THE ADDRE3��r9rI'"IH0 N �VE�
Tax Rate X • 15 MAKE CHECK O�c cNTN" ORSER P*YIVBLE
Tax Due .00 TO: "REGISTEW OF i31 LLB, AGUN$."
TAX CREDITS : �` °,t -n
o n n
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID C7 ' 1 — G7
DATE NUMBER INTEREST/PEN PAID C-) /--' r m
1—+ r o
rn -n
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. . 00
TOTAL DUE
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.
V\
a
PAYMENT: Detach the top portion of this ..time and submit with your Payment made payable to the name and address
Printed on the reverse side.
Make check or money order Payable t.s REGISTER OF WILLS, AGENT.
Failure to pay the tax, interest, and Penalty due may result in the filing of a lien of record 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, 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: 1-800-447-3020 (TT only).
REPLY TOe Questions regarding errors contained on this notice should be addressed 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.
DISCOUNT: If airy 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 oa the total of the tax and interest assessd,
and not Paid before Jan. 18, 1996, (the first day after the end of the tax amnesty Period.)
INTEREST: Interest is charged beginning with first day of delinquency or nine months and one day from the date of
deatb,to the data of Payment. Texas 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 and after
Jan, d, 1982 will bear interest at a rate which will vary from year to Y..rwith the rate announced by the
PA Department of Revenue. Rates for 1982 through 1999 can be found in the Pennsylvania Resident Instruction
Booklet, (REV-1501) the Pennsylvania Non-resident Instruction Booklet (REV-1736) or .. the Pennsylvania
Deptartment of Revenue Web site wwW.revenue.state.p..us. The applicable interest rates for 2000 through
2014 are:
` • Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
2080 8% .000219 2001 9X .000247 2002 6% .000164
2083 5% .000137 2004 4% .000110 2085 5Y. .000137
2006 7Y. .000192 2007 87. .000219 2008 7% .000192
2009 5% .000137 2010 4X .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 ehwnon the
notice, additional interest must be calculated.
REV-1470 Ex(01-10)
i pennsylvania INHERITANCE TAX
r DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG PA 17198 Qr2QI
DECEDENT'S NAME FILE NUMBER
Rita Wanich 2113-0448
REVIEWED BY ACN --
Shannon EBaker 12145797
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
Adjusted to zero. Reported on the Rev-1500.
Page 1
INHERITANCE TAX
• RECORD ADJUSTMENT pennsylvania
-� JOINTLY HELD OR TRUST ASSETS `�' DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION REV-1604 EX AFP (12-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE. 04-10-2014
ESTATE OF WANICH RITA A
DATE OF DEATH 07-24-2012
FILE NUMBER 21 13-0448
COUNTY CUMBERLAND
SSN/DC
KRISTA A ROMITA ACN 12145796
107 EGE DR
Amount Remitted
CARLISLE PA 17015-7622
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-1604 EX AFP (12-13)
■■ INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ■iE
DATE: 04-10-2014
ESTATE OF: -WANICH"„• RITA� A DATE 'OF,DEATH: 07-24-2012 .'COUNTY: CUMBERLAND
FILE NO. : 21 13-0448 S.S/D.C. NO. : ACN: 12145796
ADJUSTMENT BASED ON : ADMINISTRATIVE CORRECTION
JOINT ORY,TRUST.-ASSET INFORMATION
FINANCIAL INSTITUTION : ORRSTOWN BANK ACCOUNT NO . : 4000040883
TYPE OF ACCOUNT: ( ) SAVINGS C ) CHECKING ( X) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 03-15-2011 ,
Account Balance ,00 NOTE: TO ENSURE 'PROF�-?R CREDITrTO Ti0@ '
Percent Taxable X 1 .000 ACCOUNT. SUBMr5r 5E UPPIRI PERTI-FON
Amount Subject to Tax ,00 OF THIS NOTICE ggfq -)YOUTPTA� p
Debts and Deductions -• 00 PAYMENT TO,.THE;XRESI9TE"F 7UP i
Taxable Amount 00" AT THE-TADDRESSpStwft) ABOVE. O O
Tax Rate X - •15 - MAKE CHECK OR RONE;IORDE& PAYtAYLE
Tax Due .00 TO: "REGISTER FryIf4 LS;3A6
C E'.t:ET8
TAX CREDITS : ° V- r-
4 o
PAYMENT RECEIPT DISCOUNT C+) 'O f"i Cn -TI
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID ' a)
TOTAL TAX PAYMENT . 00
BALANCE OF TAX-DUE . . 0
.INTEREST AND PEN. •00
TOTAL DUE nn
+ 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.
T
- t .
PAYMENT, Detach the top Portion of this notice and submit with your payment made payable to the memo and address
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 of record in the
appropriate county. ar the issuance of an Orphan's Court citation-
. pr
REFUND (CR): A refund 7.f a tax credit, which was not regve's'tod'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 sit.,www.r.rertue.siate.Pm.-as, am Register of Will. or Revenue District Office, or from
the Department's 24-hour answering service: 1-800-362-20501 services for taxpayers with special hearing and/or
speaking needsi 1.800-447.3020 (TT only).
REPLY TO, Questions regarding errors contained on this petite should be addressed to: PA Department of Revenue,Bureau
of individual Texas, ATTN: Pest Assessment Review Unit, PO Box 280601, Harrisbure• PA 17120.0661, or tall
(717) 787-6505.
DISCOUHTx If any tax due is amid within three calendar months after the decadent's death, a five Perc4nt disequnt k
of the tax Paid is allwod.
PENALTY: Th. 35 oarcent tax cane sty men-Particioat ion penalty is tamput¢d on the total of the Sax and interest assasnd. '.
and not paid before Jan. 18, 1996, (the first'day after the and of the tax amnesty period.)
INTEREST, 'Interest is charged beginning with first day of delinquency or nine months and-one day free the'date'of
V, death to the date of Payment. Taxes which became delinquent before Jam. 1. 1982 bear, interest at the rate of
sis:percent,oar annum calculated at .6 daily rate of 0.000164. All taxes which became delinquent on and after
Jan;-), 1982'.11i bear interest at a rate which will very from year to veer with the rata announced by the
PA'bdpartmsnt bfiRevenva: Rates for 1982 through 1999�can be,found in the Pennsylvania Resident Instruction
BPOk I.t, :(REV-1501) the Pennsylvania Non-resident Instruction Booklet (REV-1736) or on the Pennsylvania
Dectartment of Revenue Web site ww.rev.nu..state.p...s. The applicable interest rates for 2000 through '
201448re:
�( Interest Daily Interest Daily Interest Daily
Year( Rata Factor Year Rate Factor Year Rate Factor
2800 11X•- .000219 2001 9% .000247 2002 6X .000164
x _ 2003+ Sir^ .000137 2004 4% .000IIG 2085 5% .000137
2006 7Y, 400192 2007 89 .000219 2008 7Y, .000192
2009 59 .000137 2010 4% .000110 2011-2014 5% .000082
Interest is calculated as foliws:'
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 mad. after the interest computation date shown.. the
notice, additional interest must be calculated.
REV-1470 EX(01.10)
'lpennsylvania INHERITANCE TAX
,± DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
DECEDENTS NAME FILE NUMBER
Rita Wanich 2173-0448
REVIEWED BY
Shannon E Baker ACN 72745794
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES -
Adjusted to zero. Reported on the Rev-1500.
Pace 'I
INHERITANCE TAX
RECORD ADJUSTMENT pf nnsylvanica
BUREAU OF INDIVIDUAL TAXES JOINTLY HELD OR TRUST ASSETS DEPARTMENT OF REVENUE
--- -
INHERITANCE TAX DIVISION REV-1604 E% AFP (12-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 04-10-2014
ESTATE OF WANICH RITA A
DATE OF DEATH 07-24-2012
FILE NUMBER 21 13-0448
COUNTY CUMBERLAND
M SSN/DC
ARK C WANICH III
ACN 12145793
107 EGE DR Amount Rr�-_9
CARLISLE PA 17015-7622 -
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -i RETAIN LOWER PORTION FOR YOUR RECORDS E— -
---'-----------_-----_--------------.._-.._--.,..._-----...---'...--"_.---...--._..----_.__.-.-------------..__.----"'------ --------- .......
REV-1604 EX AFP C12-13)
INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS o*
DATE: 04-10-2014
ESTATE OF: WANICH RITA A DATE OF DEATH: 07-24-2012 COUNTY: CUMBERLAND
FILE NO. : 21 13-0448 S.S/D.C. NO. : ACN: 12145793
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: ORRSTOWN BANK ACCOUNT NO. : 106800649
TYPE OF ACCOUNT: ( ) SAVINGS C ) CHECKING ( X) TRUST C ) TIME CERTIFICATE
DATE ESTABLISHED 09-21-2009
Account Balance •00 NOTE: TO ENSURE PROPER CREDIT TO YOUR
Percent Taxable X 0.500 ACCOUNT, SUBMIT THE UPPER PORTION
Amount Subject to Tax .00 OF THIS NOTICE WITH YOUR TAX
Debts and Deductions •00 PAYMENT TO THE REGISTER OF WILLS
Taxable Amount .00 AT THE ADDRESC% SHOWN "bVE.
Tax Rate X • 15 MAKE CHECK OR=M84EY ORtFER 4YABLE
Tax Due •60 TO: "REGISTEg OS WILL�j AGE t8.r'
TAX CREDITS:
M r ro M M PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID F--� Ca a
DATE NUMBER INTEREST/PEN PAID C-) C, ti'
EM
'D = p -n
-n 'T7
C� ..rl 'TI
m
r
y.' G'I .)
i
TOTAL TAX PAYMENT . 00
BALANCE OF TAX DUE .0
INTEREST AND PEN. .00
TOTAL DUE I nn
+ 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. �`��s
l~"�
PAYMENT: Detach the top Portion of this notice and submit with your Payment made payable to the name and address
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 of record in the
appropriate county, or the issuance of an Orphan's Court citation.
REFUND kCR): 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,www.r¢yenue.state.na.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 spacial hearing and/or
speaking needs: 1-800-447-3020 (IT only).
REPLY T0: Questions regarding errors contained on this notice should be addressed 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.
DISCOUNTv 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.
PENALTYn The 15 percent tax amnesty non-participation Penalty is computed on the total of the tax and interest ps..vd,
and not Paid before Jan. 18, 1996, (the first day after the end of the tax amnesty period.)
INTERESTc Interest is charged beginning with first day of delinquency or nine months and one day from the date of
death to the data of payment. Taxes which became delinquent before Jan. L 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 and after
Jan,-1, 1982 will bear interest at a rate which will vary from Year to Y6ar with the rate announced by the
PA Department of Revenue. Rates for 1982 through 1999 can be found in the Pennsylvania Resident Instruction
Booklet, (REV-1501) the Pennsylvania Non-resident Instruction Booklet (REV-1736) or on the Pennsylvania
Deptartment of Revenue Web site www.revenue.st ate.pa.us. The applicable interest rates for 2000 through
2014 are,
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rat¢ Factor
2000 BY. .040219 2001 97 .000247 2002 6% .000164
2003, 5Y. .000137 2004 4Y. .000110 2005 51. 000137
2006 7Y. .000192 2007 8% .000219 2008 7X .000192
2009 5X .000137 2010 4Y .Otl0110 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 data of the assessment. If payment is made after the interest computation date showcon the
notice, additional interest must be calculated.
REV-14I0EX(O1-A)
T ipenn$y[Vanla INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
DECEDENT'S NAME FILE NUMBER
Rita Wanich 2113-0448
REVIEWED BY ACN
Shannon E Baker 12145793
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Adjusted to zero. Reported on the Rev-1500.
C) s m rn
M ° c-) v' C:nl
;:0 T-- fO mrn
A 7_ :�a D
O *7 Ti
CJ O
C:,
r
Page 1
INHERITANCE TAX
RECORD ADJUSTMENT pennsytvania
'4 JOINTLY HELD OR TRUST ASSETS DEPARTMENT OF REVENUE
1 BUREAU OF INDIVIDUAL TAXES -
INHERITANCE TAX DIVISION REV-1604 EX AFP (12-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 04-10-2014
ESTATE OF WANICH RITA A
DATE OF DEATH 07-24-2012
FILE NUMBER 21 13-0448
COUNTY CUMBERLAND
M SSNIDC
ARK C WANICH III
ACN 12145792
107 EGE DR
CARLISLE PA 17015-7622 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 E--
'°--------------------------------------------------------------------------------------------°°--------------------------------------------------------`
REV-1604 EX AFP (12-13)
■x INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS *x
DATE: 04-10-2014
ESTATE OF: WANICH RITA A DATE OF DEATH: 07-24-2012 COUNTY: CUMBERLAND
FILE NO. : 21 13-0448 S.S/D.C. NO. : ACN: 12145792
ADJUSTMENT BASED ON : ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION : ORRSTOWN BANK ACCOUNT NO . : 106005326
TYPE OF ACCOUNT: ( } SAVINGS C > CHECKING ( X) TRUST C ) TIME CERTIFICATE
DATE ESTABLISHED 09-21-2009
Account Balance .00 NOTE: TO ENSURE PROPER CREDIT TO YOUR
Percent Taxable X 0.500 ACCOUNT, SUBMIT THE UPPER PORTION
Amount Subject to Tax . 00 OF THIS NOTICE WITH YOUR TAX
Debts and Deductions .00 PAYMENT TO THE REGISTER OF WILLS
Taxable Amount .00 AT THE ADDRESS SHQWN ABOVE � ':0 ;
Tax Rate X • 15 MAKE CHECK OR MONe &RDER PWYA4.Er"
Tax Due .00 TO: "REGISTER OF�tI�LS, A69NT 43 O
TAX CREDITS: m rte-
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID D �} H'-^� O
DATE NUMBER INTEREST/PEN PAID (-) >- Cn �
O 'n
v {'? O 'st 'TI
c7 O -T( : *T
O O 1 + K
(n +n
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE
INTEREST AND PEN. . 0
DO
TOTAL DUE
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.
�jil
e. '•
PAYMENT: Detach the tap Portion of this notice and submit with your Payment made payable to the name and address
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 of record in the
appropriate .aunty, 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, www r-v-n9e.st.t..Pa,va, any Register of Wills or Revenue District Office, or fr..
the Department's 24-hour answering service: 1-800.362-2050: services for taxpayers with special hearing and/or
speaking needs: 1-806-447-3020 (TT only).
REPLY TO: Questions regarding errors contained on this notice should be addressed 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.
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 assessd,
and not Paid before Jan. 18, 1996, (the first day after the end of the tax amnesty Period.)
INTEREST: Interest is charged beginning with first day of delinquency or nine months and one day from the date of
t death to the date of Payment. Taxes which became delinquent before Jan. I, 1982 bean interest at the rate of
_ six percent per, annum calculated at a daily rate of 0.000164. All taxes which became delinquent on and after
Jan, 1, 1982 will bear interest at a rate which will vary from year to vearwith the rate announced by the
PA Department of Revenue. Rates for 1982 through 1999 can be found in the Pennsylvania Resident Instruction
" Booklet. (REV-1501) the Pennsylvania Non-resident Instruction Booklet (REV-1736) or on the Pennsylvania
D.Ptartment of Revenue Web site www.revenue.state.pa.us. The applicable interest rates for 2000 through
.. 2014 are: .- '
t
t _
' Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
t � 2900 $R A00239 2001 9K .000247 2002 6Y. .000164
t 2003 Bi .000137 2004 4% .000710 2005 5% .000137
2006 7Y. .000192 2007 By .000219 2008 7Y, .000192
2009 5% .000137 2010 4Y. .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 date of the assessment. If payment is made after the interest computation date sbownon the
notice, additional interest must be calculated.
REV-1070 Ex(01-10)
' pennsy(vania
DEPARTMENT OF REVENUE INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES EXPLANATION
OF CHANGES
PO Box 280607
DECEDENT'S NAME
Rita Wanich
REVIEWED BY FILE NUMBER
Shannon E Baker 2113-0448
ITEM ACN
SCHEDULE NO. 12145792
EXPLANATION OF CHANGES
Adjusted to zero. Reported on the Rev-1500.
ti
m
o m
m ° cf) z
z m ry m M
CD
t✓ n o
•:r <� O
o 'C:> -n
o c E . o
�-, m
a cn to o
v m
D..,.,, ,
NOTICE OF INHERITANCE TAX t.. pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280661
HARRISBURG PA 17129.06DI
DATE 04-21-2014
ESTATE OF WANICH RITA A
DATE OF DEATH 07-24-2012
FILE NUMBER 21 13-0448
COUNTY CUMBERLAND
WANICH III MARK C ACN 101
18203 CLEAR LAKE DR APPEAL DATE: 06-20-2014
LUTZ FL 33548-6404 (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 E-
REY-1547 EX AFP [O8-I3)-NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WANICH RITA AFILE NO. :21 13-0448 ACN: 101 DATE: 04-21-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 817,250.60 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 85,623.50 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 117,176.87
6. Jointly Owned Property CSchedule F) (6) 1,961.04
7. Transfers CSchedule G) (7) .00
8. Total Assets (8) 1 ,022.012.01
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 0) 21 ,415.00
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 30,640.39
11, Total Deductions (11) 52,055.39
12. Net Value of Tax Return (12) 969,956.62
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 969,956,62
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 969.9rA_A2 X 045"= 43a648.05
17. Amount of Line 14 at sibling rate (17) .00. X 1�
18. Amount of Line 14 taxable at collateral rate (18) .00 X .I'$ �� M 03
19. Principal Tax Due9
TAX CREDITS: .� )� r ry I°
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID D ;Z F� C,
DATE NUMBER INTEREST/PEN PAID C-) 2 . 3:C p
04-19-2013 CDO1 473 .00 55,000.00 O =D -n
"*1
(Z) n
t-+ rte- M
e-,
TOTAL TAX PAYMENT 55,000.00
BALANCE OF TAX DUE 11,351.95CR
INTEREST AND PEN. .00
TOTAL DUE 11,351 .95CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUe x
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND, SEE REVERSE SIDE FOR INSTRUCTIONS.
RESERVATION: Estates of decedents dying on or before Dec. 12, 1982-if any future interest in the estate is transferred in possession or
enjoyment to collateral beneficiaries of the decedent after the expiration of any estate for life or years;the commonwealth
hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such
future interest.
PAYMENT: Detach the top portion of this notice and submit with your payment to the Register of Wills indicated on the front of the notice.
Make check or money order payable to:REGISTER OF WILLS,AGENT.
REFUND(CR): A refund of a tax credit 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 website at
w rp-Venue state oa us,any Register of Wills or Revenue District Office,or from the department's 24-hour forms ordering
service:1-800-362-2050;services for taxpayers with special hearing and/or speaking needs:1-800.447-3020(TT only).
Please allow 4-6 weeks from the date a refund was granted t0 receive the check.
OBJECTIONS: Any party interest not satisfied with the appraisement,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) Filing an appeal online at wvLw$oardotaooeals state oa us on or before the appeal date identified on the front of this notice.
Or sending a written protest to:PA Department of Revenue,Board of Appeals,PO BOX 281201,Harrisburg PA 17128-1021;
B) Having the matter determined at audit of the account of the personal representative;or
C) Appealing to the Orphans'Court.
ADMINISTRATIVE Errors discovered on this assessment should be addressed in writing to:PA Department of Revenue,Bureau of Individual
CORRECTIONS: Taxes,ATTN:Post Assessment Review Unit,PO BOX 280601,Harrisburg PA,17128-0601,Phone(717)787-6505. See page d
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 allowable.
INTEREST: Interest is charged beginning with first day of delinquency,or nine months and one day from date of death,to the date of
payment. Annual interest rates are available on Form REV-1611,available or upon rquest by
calling 1:888-728-2937.
w... Interest is calculated as follows:
` INTEREST�BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
�k
Any notice issued after the tax becomes delinquent will reflect an interest calculation to 15 days beyond the date of the
r assessment. 0 payment is made after the interest calculation date show on the notice,additional interest must be calculated.
r*