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HomeMy WebLinkAbout09-24-14 BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX _ INHERITANCE TAX DIVISION APPRAISEMENT ALLOWANCE OR DISALLOWANCE r pennsylvanic PO BOX 280601 OF DEOUCTIONAu AND ASSESSMENT OF TAX ON DEPARTMENT OF REVENUE HARRISBURG, PA 17128-0601 SECURITY ACCOUNTS HELD IN BENEFICIARY FORM REV-ixa iro to-ux DATE 09-22-2014 ESTATE OF MENGLE PHYLISS C DATE OF DEATH 05-30-2014 FILE NUMBER 21 14-0566 COUNTY CUMBERLAND SSN/DC DAVID C MENGLE ACN 14504383 84 SKYLINE DR APPEAL BY DATE: 11-21-2014 MECHANICSBURG PA 17050-1750 (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 --0 RETAIN LOWER PORTION FOR YOUR RECORDS "� REV-1548A !FP (12-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM DATE: 09-22-2014 ESTATE OF; MENGLE PHYLISS C DATE OF DEATH: 05-30-2014 COUNTY: CUMBERLAND FILE NO. : 21 14-0566 S.S/D.C. NO. : ACN: 14504383 TAX RETURN WAS: {X} ACCEPTED AS FILED C }CHANGED BENEFICIARY FORM OF ASSET INFORMATION NAME OF SECURITY: AMERIPRISE ACCOUNT NO. : 108058105 TYPE OF ASSET: ( ) SECURITIES ( X SECURITY ACC ( ) STOCK C ) BONDS DOD Valuation 60,395.54 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 1 . 000 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 60,395.54 UPPER PORTION OF THIS NOTICE Debts and Deductions .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 60,395.54 REGISTER OF WILLS AT THE Tax Rate X - .045 ABOVE ADDRESS. MAKE CHECK Tax Due - 2,717.80 OR MONEY ORI1i'jR PAYABL. TO: TAX CREDITS: "REGISTER O W(Ij.L S, A' NTFn rn CC) C7 PAYMENT RECEIPT DISCOUNT {+? S � � t� � DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID A P- r, "q' d z M 2 rn 08-13-2014 CDO19541 135.89 2,581.91 Z- � L3 c> o 7 •17 i lam- T r- -T; 1 f-- rn CFI to (J t -n TOTAL TAX PAYMENT 2,717.80 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 of2000. (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. REFUND (CR): A refund of a tax credit, which was not requested an 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.re.enue.5t.te.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 spacial hearing and/or speaking needs, 1-800-447-SOZO (TT only). OBJECTIONS: Any party in interest not satisfied with the aporais...at, 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 recoipt of this notice by, A} pretest to the PA Department of Revenue. Board of Appeals by filing a Protest online at www.baardofoppeals.state.Pa.us on or before the 60-day appeal period expires. In order for an electronic Protest to be valid, you must resolve 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 17128.1023. Petitions may not be faxed; or B3 Elect to have the matter determined at the audit of the personal representative account; or C) Appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assossment should be addressed in writing to, PA Department of Revenue, Bureau of Individual Taxes, ATTM, Post Assessment Review Unit, PO Box 280601, Harrisburg, PA 17128-0601 or call (717) 787-6505. See Page 4 of "Instructions for Inheritance I" Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. OISCOUNTS If any tax due.is_paid within three calendar months after the decedent's death, a fire percent discount of the tax Paid is allowed. INTEREST: Interest is charged beginning with first day of delinquency or nine months and one dayfrom the date of death to the date of payment. Taxes which b....a delinquent before Jan. 1, 1982,bear interest at the rate of six percent Par annum calculated at a daily rate of 0.000164. All taxes which became delinquent on or after Jan. i, 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-rosidont Instruction Booklet (REV-1736) or on the Department of Revenue Web site www.revenue.stata.pa.ps. 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. ex .000219 2008 7X .000192 2009 5X .000137 2810 49 .000110 2011.2014 3X .000082 Interost 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 to15 days beyond the date of the assessment. If payment is mad. after the interest .amputation date shovnon the notice, additional interest must be calculated. BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX �ry INHERITANCE TAX DIVISION ASSESSMENT OF TAX ON DISALLOWANCE "� �IeI�IC1S�/�YaI11C HARRISBURG, PA 17128.0601 SECURITY ACCOUNTS HELD IN DEPARTMENT OF REVENUE BENEFICIARY FORK -- RV-1s45A APP (12.13) DATE 09-22-2014 ESTATE OF MENGLE PHYLISS C DATE OF DEATH 05-30-2014 FILE NUMBER 21 14-0566 COUNTY CUMBERLAND SSN/DC GARTH A RICKARDS ACN 14504384 7 ALEXANDRIA CT APPEAL BY DATE: 11-21-2014 MECHANICSBURG PA 17050-8224 (See reverse side under Objections) Amount Remitted F 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-1548A AFP C12-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM DATE: 09-22-2014 ESTATE OF: MENGLE PHYLISS C DATE OF DEATH: 05-30-2014 COUNTY: CUMBERLAND FILE NO. : 21 14-0566 S.S/D.C. NO. : ACN: 14504384 TAX RETURN WAS: CX1 ACCEPTED AS FILED C }CHANGED BENEFICIARY FORM OF ASSET INFORMATION NAME OF SECURITY: AMERIPRISE ACCOUNT NO. : 108058105 TYPE OF ASSET: C ) SECURITIES C X SECURITY ACC C ) STOCK C ) BONDS DOD Valuation 30,197.77 NOTE: TO ENSURE PROPER CREDIT TO - Percent Taxable X 1 .000 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 30,197.77 UPPER PORTION OF THIS NOTICE Debts and Deductions .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 30,197.77 REGISTER OF WILLS AT THE Tax Rate X .045 ABOVE ADDRESS, MAKE CHECK Tax Due 1 .358.90 OR MONEY ORDER PAMBLE TO: TAX CREDITS: "REGISTE OF WILL AG&kb." o M PAYMENT RECEIPT DISCOUNT DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID M w -o 08-07-2014 CDO19512 67.95 2 :290:3& 'II m ::r cn :_ Cr 6 C' ) c r c=) j w r- r cn cn o s -TI TOTAL TAX PAYMENT 1,358.91 BALANCE OF TAX DUE .01CR INTEREST AND PEN. .00 TOTAL DUE .01CR * 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 PURPOSE OF NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act. Act 23 of2000. (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 aide. Make check or money order payable to: Register Of Wills, Agent. REFUND (CR): A refund of a tax credit, which was not requested on the tax return, may be rea..stod 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. am 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 &ever speaking needs: 1-800-447.3020 (TT only). OBJECTIONS: Am Party in interest not satisfied with the oporaisament. allowance or disallowance of deductions or assessment of tax (including discount or interest) as shown .n this notice may object within 60 days of the date of receipt of this notice bys A) Protest to the PA Department of Revenue. Board of Appeals by filing a protest online at www.baardofappeal s.state.Pa.as on or before the 60-day appeal period expires. In ardor far an electronic protest to be valid, you must receive a confirmation number and processed date from the Board of Appeals Web site. You am also and a written protest to: PA Department of Revenue, Board of Appeals, PO Be. 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 C) Appeal to the Orphans' Court. ADMIN- ISTRATIVE. CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue. Burea.'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-7501) for an explanation of administratively correctable orrors. 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. 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 delinouent 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, 1962, will boar interest at a rate which varies from year to year with the rat* 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 Boakiet (REV-1736) or an the Department of Revenue Web sit. vww.�ev enue.state.ga.us. The applicable interest rates for 2007 through 2014 are: Interest Daily Interest Daily Interest Daily Year - Rate Factor Vear Rate Factor Ybar Rate Factor 2007 ex .000219 2806 7X .000192 2009 59 .000137 2010 4x .000110 2011-2014 iX .000082 Interest is calculated as follows: INTEREST - BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR Am notice issued after the tax becomes delinquent will reflect an interest calculation tol5 days beyond the date of the assessment. If payment is made after the interest computation date shownan the notice, additional interest must be calculated. BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX INHERITANCE TAX DIVISION APPRAISEMENT ALLONANCE OR DISALLORANCE r �'lelll1SafLVBl11t PO BOX 280601 OF DEDUCTION AND ASSESSMENT OF TAX ON DEPARTMENT OF REVENUE HARRISBURG, PA 17128-0601 SECURI'+Y ACCOUNTS HELD IN BENEFICIARY FORM - M-151.PFF 112-u1 DATE 09-22-2014 ESTATE OF MENGLE PHYLISS C DATE OF DEATH 05-30-2014 FILE NUMBER 21 14-0566 COUNTY CUMBERLAND SSN/DC OLIVIA C RICKARDS ACH 14504385 7 ALEXANDRIA CT APPEAL BY DATEcll-21-2014 MECHANICSBURG PA 17050-8224 (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 F— `-` -'---- - --- - - - - --- - - - -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -- ------ - - REV-1548A AFP (12-13) -NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM DATE: 09-22-2014 ESTATE OF:MENGLE PHYLISS C DATE OF DEATH: 05-30-2014 COUNTY: CUMBERLAND FILE NO. : 21 14-0566 S.S/D.C. NO. : ACN. 14504385 TAX RETURN WAS: (X) ACCEPTED AS FILED ( )CHANGED BENEFICIARY FORM OF ASSET INFORMATION NAME OF SECURITY: AMERIPRISE ACCOUNT NO. : 108058105 TYPE OF ASSET: C ) SECURITIES I X SECURITY ACC C ) STOCK i ) BONDS DOD Valuation 30,197.77 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 1 .000 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 30,197.77 UPPER PORTION OF THIS NOTICE Debts and Deductions - .00 WITH YOUR TAX P"MENT T;t THE Taxable Amount 30,197 77 REGISTa OF WILLS AT:IMff Tax Rate X .045 ABOVE A�I�--��D�SS. RAAXE CIi12K Tax Due 1,358.90 OR MONiP PIMR PIVYABI %TO: "REGISftw:gF,WIMS: AGFVT." TAX CREDITS: "1 s o PAYMENT RECEIPT DISCOUNT o 0 DATE NUMBER INTEREST/PEN PAID (-3 AMOUNT PAID' C: 08-07-2014 CDO19513 67.95 11291)'46, O TOTAL TAX PAYMENT 1 ,358.91 BALANCE OF TAX DUE .OICR INTEREST AND PEN. •00 TOTAL DUE .OICR 6 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 o1`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 tot Register Of Wills, Agent. 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 w".reyenue.state.Pa.us, any Register of Wills or Revenue District Office or from the Department's 24-hour answering service: 1-800-362-7058; services for taxpayers with spacial hearing andtor speaking needs: 1-800-447-5020 (TT only). OBJECTIONS: Any party in interest not satisfied with the aPpr.isement, allowance or disallowance of deductions or assessment of tax (including discount or interest) as Shown on this notice may object within 6D days of the date of receipt of this notice byt A) Protest to the PA Department of Revenue, Board of Appeals by filing a protest online at wvw.boardofappeals.state.pa.us an 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 tot 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 C) Appeal to the Orphans' Court. - ADMIN- ISTRATIVE CORRECTIONSt Factual errors discovered on this assessment should be addressed in writing tot 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. INTEREST: Interest is charged beginning with first day of delinquency or nine months and one dayfrom the data of death to the data of payment. Taxes which become 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-tor 1982 through 2066 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.ravenue.stat..pa..s. The applicable interest rates for 2007 through 2614 Prot Interest Daily Interest Daily Interest Daily Year Rate Factor Yes, Rate Factor Yar Rate Factor 2007 By .ODD219 2008 7% .060192 2009 Sy .000137 2010 4% .000110 2011-2014 3% .0000B2 Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR Any notice issued after the toy becomes delinquent will reflect an interest calculation to15 days beyond the date of the assessment. If payment is made after the interest computation date shownon the notice, additional interest must be calculated. BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX POH BO%7280607 DIVISION pFPDEDUCCZINi ZAAHDNASSESSlRIEHTSAOFL'LTAXN pennSyLvaniiC HARRISBURG, PA 17128.0601 SECURII"Y ACCOUNTS HELD IN DEPARTMENT OF REVENUE BENEFICIARY FORK - VO-IS46A APP (12.13) DATE 09-22-2014 ESTATE OF MENGLE PHYLISS C DATE OF DEATH 05-30-2014 FILE NUMBER 21 14-0566 COUNTY CUMBERLAND SSN/DC MARK R MENGLE ACN 14504387 76 SKYLINE DR APPEAL BY DATE: 11-21-2014 MECHANICSBURG PA 17050-1750 (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-1548A AFP (12-13} NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM DATE: 09-22-2014 ESTATE OF:MENGLE PHYLISS C DATE OF DEATH: 05-30-2014 COUNTY: CUMBERLAND FILE NO. : 21 14-0566 S.S/D.C. NO. : ACN: 14504387 TAX RETURN WAS: (X) ACCEPTED AS FILED ( }CHANGED BENEFICIARY FORM OF ASSET INFORMATION NAME OF SECURITY: AMERIPRISE ACCOUNT NO. : 062428742 TYPE OF ASSET: C ) SECURITIES ( X SECURITY ACC ( ) STOCK < ) BONDS DOD Valuation 82,495.91 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 1 . 000 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 82,495.91 UPPER PORTION OF THIS NOTICE Debts and Deductions .DO WITH YOUR TAX PAYMENT TO THE Taxable Amount 82,495.91 - REGISTE,!� OF WILDAT THJE, Tax Rate X .045 ABOVE AftDgSS. MIRE M Tax Due 3,712.32 OR MONE�j ORDER PAABL_2 60: "REGIS TrE'R IF- -A IL Lam, "Egg-11 TAX CREDITS: b.. r �y rn PAYMENT RECEIPT DISCOUNT C+} > ° DATE NUMBER INTEREST/PEN PAID (-} AMOUNT PAIDis v Cr 08-19-2014 CDO19574 185.62 3,526r�)7V -.1 Z3 t '� (M r TOTAL TAX PAYMENT 3,712.32 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 IMSTRUCTIONS. PURPOSE OF MOTICEa To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of2000, (72 P.S.Section 9140). PAYMENT: Detach the top portion of this notice and submit with Your payment to the Register of Wins printed on the reverse side. Make check or money order payable to: Register Of Wills, Agent. REFUND (CR): A refund of a tax credit, which was not requested an the tax return, may be requested by co®plating an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1318). Applications are available from the Department's Web site at wue.revenue.state.pa,us, any Register of Wills or Revenue District Office or from the Department's 24-hour answering service: I-800.362-2058; services for taxpayers with special hearing and/or spooking needs: 1-800-441-3020 (TT only). OBJECTIONS: Any party in interest net 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 data of receipt of this notice bye A) Protest to the PA Department of Revenue, Board of Appeals by filing a protest online at www.boardofaPPeals.state.pa.u5 on or before the 64-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 Be. 281021, Harrisburg, PA 17128-1021. Petitions may not be faxed; or 8) Elect to have the matter determined at the audit of the personal representative account; or C) Appeal to the Orphans' Court. ADMIN- 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 allpeod, INTEREST: Interest is charged beginning with first day of delinquency or nine months and one dayfrom 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.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 By .000219 2008 77. .000192 2009 5Y, .000137 2010 48 .000110 2011-2014 38 .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 to15 days beyond the date of the assessment, if payment is made after the interest computation date showman the notice, additional interest must be calculated. BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX INHERITANCE TAX DIVISION APPRAISEMENT ALLOWANCE OR DISALLOWANCE Z7pennsylvanii PO 8X 280601 OF DEDUCTIONA AND ASSESSMENT OF TAX ON DEPARTMENT OFREVENUE HARRISBURG. PA 17128-8681 SECURIS'Y ACCOUNTS HELD IN BENEFICIARY FORM M-:soar.,ry I R-1,) DATE 09-22-2014 ESTATE OF MENGLE PHYLISS C DATE OF DEATH 05-30-2014 FILE NUMBER 21 14-0566 COUNTY CUMBERLAND SSH/DC DAVID C MENGLE ACN 14504388 84 SKYLINE DR APPEAL BY DATE: 11-21-2014 MECHANICSBURG PA 17050-1750 (See reverseside 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 ti -- - '___ _ __________________ `----- ---- _ _ _ _ _ - _ _ _ _ _ _ _ - _ _ _ _ _ _ _ _ _ _ _ - _ _ - __ _ _______ REV-L548A AFP C12-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM DATE: 09-22-2014 ESTATE OF: MENGLE PHYLISS C DATE OF DEATH: 05-30-2014 COUNTY: CUMBERLAND FILE NO. : 21 14-0566 S.S/D.C. NO. : ACN: 14504388 TAX RETURN WAS: (X) ACCEPTED AS FILED t }CHANGED BENEFICIARY FORM OF ASSET INFORMATION NAME OF SECURITY: AMERIPRISE ACCOUNT NO. : 062428742 TYPE OF ASSET: I ) SECURITIES ( A SECURITY ACC ( I STOCK C I BONDS - DOD Valuation 83,495.91 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 1 .000 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 83,495.91 UPPER PORTION OF THIS NOTICE Debts and Deductions .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 83 495.91 REGISTE,g, OF WILLA3AT T9FFj Tax Rate X . 045 ABOVE PZVgSS. MARE CI�t ELcT��K Tax Due 3.757.32 OR MONEE ORDER P ABUR ?0-. "REGIST {2�F�-�tIL114 AGFU�Nf." TAX CREDITS: 71") PAYMENT RECEIPT DISCOUNT DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID„_ (- {� C7 _g : ) -tJ "TI 08-13-2014 CDO19542 187.87 3,569-:46D r} i :� Fri CJ'1 CcI) CD I , TOTAL TAX PAYMENT 3,757.33 BALANCE OF TAX DUE .OICR INTEREST AND PEN. .00 TOTAL DUE .01CR IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR], YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. �jt PURPOSE OF NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of2000. (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 ar money order payable to: Register Of Wills, Agent. REFUND (CR): A refund of a tax credit, which as not requested on the tax return, mar 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 vww.revonue.5 tate.pa.us, am Register of Wills or Revenue District Office or from the Department's 24-hour answering service: 1-80D-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 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) Protest to the PA Department of Revenue, Board of Appeals by filing a Protest online at wwv.boardofappeals.stata.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 fazed; or B) Elect to have the matter determined at the audit of the personal representative account; or C) Appeal to the Orphans' Court. AOMIN- ISTRATIVE CORRECTIONSi Factual errors discovered pn 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. INTEREST: Interest is charged beginning with first day of delinquency or nine months and one dayfrom the date of death to the date of Payment. Taxes which become 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 far 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.rey.nu..state.pa.us. The applicable interest rates for 2D07 through 2014 are: Interest Daily Interest Daily Interest Daily Year Rate Factor year Rate Factor Year Rate Factor 2007 By .000219 2008 7'6 .000192 2009 5% .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 to15 days beyond the date of the assessment. If Payment is made after the interest computation data showmen the notice, additional interest must be calculated. BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX « INHERITANCE TAX DIVISION APPRAISEMENT ALLOWANCE OR DISALLOWANCE pennsytvank PO BOX 280601 OF DEDUCTION AND ASSESSMENT OF TAX ON HARRISBURG, PA 17128-0601 SECURITY ACCOUNTS HELD IN + DEPARTMENT OF REVENUE BENEFICIARY FORM _ - DATE 09-22-2014 ESTATE OF MENGLE PHYLISS C DATE OF DEATH 05-30-2014 FILE NUMBER 21 14-0566 COUNTY CUMBERLAND SSN/DC GARTH A RICKARDS ACN 14504389 7 ALEXANDRIA CT APPEAL BY DATE: 11-21-2014 MECHANICSBURG PA 17050-8224 (See reverse side under Objections) Amount Remitted E MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE ­9 RETAIN LOWER PORTION FOR YOUR RECORDS '�^• AFP - - - - - - - - - - - - - -t -12-23- - -)- -- - - -- -- -- ------ - ----------- - - - - - - - - - - - - - - - - - - - - - - ------ REY-1548A NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM DATE, 09-22-2014 ESTATE OF:MENGLE PHYLISS C DATE OF DEATH: 05-30-2014 COUNTY: CUMBERLAND FILE NO. : 21 14-0566 S.S/D.C. NO. : ACN: 14504389 TAX RETURN WAS: (X) ACCEPTED AS FILED C )CHANGED BENEFICIARY FORM OF ASSET INFORMATION NAME OF SECURITY: AMERIPRISE ACCOUNT NO. : 062428742 TYPE OF ASSET: C ) SECURITIES C X SECURITY ACC C ) STOCK C ) BONDS DOD Valuation 41,747.95 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 1 .000 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 41,747.95 UPPER PORTION OF THIS NOTICE Debts and Deductions .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 41 ,747.95 REGISTER OF WILLS AT THE Tax Rate X .045 ABOVE ADDRESS. MAKE CHECK Tax Due 1 .878.66 OR MONE�-,ORDER PARJABLE 19: TAX CREDITS: "REGISTCR ,SF WILt`-5, AEff." Ee rn PAYMENT RECEIPT DISCOUNT (+) M AMOUNT PAID s= ro —; o DATE NUMBER INTEREST/PEN PAID C-) � 7> 08-07-2014 CDO19514 93.93 1,784;;73 'J _ O c 9 Ca �~ m crT Cn CD s TOTAL TAX PAYMENT 11878,66 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 iNOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of2800. (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 aids. Make check or money order payable to: Register Of Wills, Agent. REFUND (CR): A refund of a tax credit, which was not requested on the tax return, may be requested by wmpletin0 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 net satisfied with the appraisement, allowance or disallowance of deductions or assessment of tax (including discount or interest) as shown on this notice may abject within 60 days of the date of receipt of this notice by: A) Protest to the PA Department of R¢v¢nue. Board of Appeals by filing a protest online at www.boardgfappeals.state.Pa.us an or before the 60-dav appeal Period expires. In order for an electronic protest to be valid, You most receive a confirmation number and Pro""ad data from the Board of Appeals Web site. You may also send a written protest to: PA Department of Revenue, Board of Appeals. PD 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 C) Appeal to the Orphans' Court. ADMIN- 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 17)28.0601 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. DISCOUNTe 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. INTEREST: Interest is charged beginning with first day of delinquency or nine months and one dayfrem the date of death to the data of payment. Taxes which became delinquent before Jan. 1, 1982,bear interest at the rate of is Percent Per annum calculated at a daily rate of O.00D164. 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 xww.revenue.stste.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 8x .000219 2008 78 .000192 2009 5% .000137 2BI0 42 .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 tol5 days beyond the date of the assessment. If payment is mad. after the interest computation date shownon the notice, additional interest must be calculated. BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX INHERITANCE TAX DIVISION APPRAISENENT ALLOWANCE OR DISALLOWANCE pennsyl-Vank PO BOX 2 66601 OF DEDUCTION AND ASSESSMENT OF TAX ON DEPARTMENT OF REVENUE HARRISBURG, PA 17128-0661 SECURITY ACCOUNTS HELD IN BENEFICIARY FORM eev-rsuA av,<rzi,r DATE 09-22-2014 ESTATE OF MENGLE PHYLISS C DATE OF DEATH 05-30-2014 FILE NUMBER 21 14-0566 COUNTY CUMBERLAND SSN/DC DAVID C MENGLE ACN 14504393 84 SKYLINE DR APPEAL BY DATE: 11-21-2014 MECHANICSBURG PA 17058-1750 (See reverse side under Objections) Amount Remitted r 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-154BA AFP (12-13] NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM DATE: 09-22-2014 ESTATE OF:MFNCL_ PHYLISS C DATE OF DEATH: 05-30-2014 COUNTY: CUMBERLAND FILE NO. : 21 14-0566 S.S/D.C, NO. : ACN-. 14504393 TAX RETURN WAS: (X) ACCEPTED AS FILED ( )CHANGED BENEFICIARY FORM OF ASSET INFORMATION NAME OF SECURITY: AMERIPRISE ACCOUNT NO. : 078192123 TYPE OF ASSET: I ) SECURITIES t X SECURITY ACC ( ) STOCK S ) BONDS DOD Valuation 33,613.84 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 1.000 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 33,613.84 UPPER PORTION OF THIS NOTICE Debts and Deductions .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 35,613.84 REGISTER OF WILLS AT THE Tax Rate X .045 ABOVE ADDRESS. MANE CHECK Tax Due 1 ,512.62 OR MONEY-�ORDER P)F2AB1 3161: ^REGISTP <,F WILLS, ER. TAX CREDITS: cf; ,ry PAYMENT RECEIPT DISCOUNT (+) rn DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID= D Iv `1 r 2 T1 r•r m 08-13-2014 CDC19543 75.63 1 ,436;,_94x? ',, "j � G7 'n e) t ri za ry c rn er7 U) ° TOTAL TAX PAYMENT 1,512.62 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 of2000. (72 P.S. Section 9140). PAYMENTS 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, REFUND (CR): A refund of a tax credit, which was not requested an 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 (IT only), OBJECTIONS: Any party in interest not satisfied with the appraisemant, 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.bgardofappeals.state.pa.us on or before the 60-day appeal Period expires. In order for an elect tunic Protest to be valid, You must receive 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 faxed; or 83 Elect to have the matter determined at the audit of the personal representative account; or C) Appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual attire 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 Decadent** (RFV-1501) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three calendar months after the decadent's death, a five percent discount of the tax Paid is allowed. INTEREST{ Interest is charged beginning with first day of delinquency or nine months and one dayfrom 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, 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 Nan-resident Instruction Booklet (REV-1736) or on the Department of Revenue Web site wee, revenue,state.pa..s. The applicable interest rates for 2007 through 2014 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rata Factor 2007 By .000219 2008 7Y, .000142 2009 5Y- .000137 2010 4% .000110 2011-2014 3% .000082 Interest is calculated as follpes: 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 to15 days beyond the date of the assessment. If payment is made after the interest computation date shownon the notice, additional Interest must be calculated. BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX INHERITANCE TAX DIVISION APPRAISEMENT ALLONANCE OR DISALLOWANCE T pennsylvarn4 PO BOX 280601 OF DEDUCTION AND ASSESSMENT OF TAX ON HARRISBURG, PA 17128.0601 SECURPFY ACCOUNTS HELD IN DEPARTMENT Of REVENUE BENEFICIARY FORM My .."uv M-181 DATE 09-22-2014 ESTATE OF MENGLE PHYLISS C DATE OF DEATH 05-30-2014 FILE NUMBER 21 14-0566 COUNTY CUMBERLAND SSN/DC GARTH A RICKARDS ACN 14504394 7 ALEXANDRIA CT APPEAL BY DATE: 11-21-2014 MECHANICSBURG PA 17050-8224 (See reverse side under06jecdons) Amount Remitted F_-_-_—_—� MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE i► RETAIN LOWER PORTION FOR YOUR RECORDS *-- - -- - - - - - - - - - ------- - ----- - - - - - - -- -- -- -- - - - - - - - - - - - - - - ----- - - ---- - --- - - - - - - - REV-1548A AFP C12-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM DATE- 09-22-2014 ESTATE OF:MENGL.E PHYLISS C DATE OF DEATH- 05-30-2014 COUNTY: CUMBERLAND FILE NO. : 21 14-0566 S.S/D.C. NO. : ACN: 14504394 TAX RETURN WAS: (X) ACCEPTED AS FILED - C )CHANGED BENEFICIARY FORM OF ASSET INFORMATION NAME OF SECURITY: AMERIPRISE ACCOUNT NO. : 078192123 TYPE OF ASSET: t ) SECURITIES f X SECURITY ACC ( ) STOCK C I BONDS DOD Valuation 16,806.92 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 1.000 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 16,806.92 UPPER PORTION OF THIS NOTICE Debts and Deductions .00 WITH YOUR TAX PAYMENT TO THE N Taxable Amount 16 806.92 REGISTER OF)WILLS AT.3THE Tax Rate X .045 ABOVE ADDR15$7 MAKE-fHECU� r" Tax Due 756.31 OR MONEY OO q PAVAE Tk:p "REGISTER 4:3IICLS,7AGEa•T.'o TAX CREDITS: �- r- IV r i o rTl PAYMENT RECEIPT DISCOUNT [+) DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID -.a 1-1 C-> -1) 08-07-2014 CDC19516 37.82 718.50 n ._{ 1—.a r` ITT r cn to C> c.n rF TOTAL TAX PAYMENT 756.32 BALANCE OF TAX DUE .DICR INTEREST AND PEN. .00 TOTAL DUE .OICR IF PAID AFTER TNIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT^ (CR), YOU MAY BE DUE A REFUND. ,1 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 mf2000. (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. 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-1513). Applications are available from the Department's Web site at www.revenue.state.pa.us, am 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 approisement, 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 wew boardofappaals.stata.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 data 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 17126-1021- Petitions may not be faxed; or B) Elect to have the matter determined at the audit of the Personal representative account; or C) Appeal to the Orphans' Court. ADMIN- 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. INTEREST: Interest is charged beginning with first day of delinquency or nine months and one davfrom the data of death to the date of oaymont. 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.reveoue.state.pa.us. The applicable interest rates for 2007 through 2014 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Yar Rate Factor 2007 8% .000219 2008 7% .000192 2009 5% .000137 2010 47 .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 became. delinquent will reflect an interest calculation LOIS days beyond the date of the assessment. If Payment is made after the interest computation date Shown on the notice, additional interest must be calculated. BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX INHERITANCE TAX DIVISION APPRAISERS ALLONANCE OR DISALLONANCE pE'C1I1S�f�YCIIIIC PO BOX 280601 OF DEDUCTION AND ASSESSMENT OF TAX ON , DEPARTMENT OF REVENUE HARRISBURG, PA 17.28-0601 SECURITY ACCOUNTS HELD IN BENEFICIARY FORM _ esv-sae..♦F, M-.D DATE 09-22-2014 ESTATE OF MENGLE PHYLISS C DATE OF DEATH 05-30-2014 FILE NUMBER 21 14-0566 COUNTY CUMBERLAND SSN/DC OLIVIA C RICKARDS ACN 14504395 7 ALEXANDRIA CT APPEAL BY DATE: 11-21-2014 MECHANICSBURG PA 17050-8224 (See reverse side under Objections) --7 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-1548A AFP t12-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM DATE: 09-22-2014 ESTATE OF:.MMENGLE PHYLISS C DATE OF DEATH: 05-30-2014 COUNTY: CUMBERLAND FILE NO. : 21 14-0566 S.S/D.C. NO. : ACN: 14504395 TAX RETURN WAS: (X) ACCEPTED AS FILED C )CHANGED BENEFICIARY FORM OF ASSET INFORMATION NAME OF SECURITY: AMERIPRISE ACCOUNT NO. : 078192123 TYPE OF ASSET: I ) SECURITIES I X SECURITY ACC I ) STOCK I ) BONDS DOD Valuation 16,806.92 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 1 .000 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 16,806.92 UPPER PORTION OF THIS NOTICE, Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 16 806.92 REGISTERCOF WILLS1T T11EM Tax Rate X .045 ABOVE ADJWgS. MAM CHF�Cp t Tax Due - 756.31 OR MONEYrJR-DER PA".K/U1BLOTTF: TAX CREDITS: "REGISTE.R: OT. I S. AG�k,N;b.'• " ..ir 1--J Ixl PAYMENT RECEIPT DISCOUNT (+) =^ v> ; DATE NUMBER INTEREST/PEN PAID <-) AMOUNT PAID =1 t7 CD 08-07-2014 CDC19517 37.82 718:50= PURPOSE OF NOTICE: To fulfill the reauirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 02000. (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. 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 leheritance 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 onlv). OBJECTIONS: Any party in 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 data 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 data 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 17128-1621. Petitions may not be faxed; or 8) Elect to have the matter determined at the audit of the personal representative account; or C) Appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on 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) far 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 15 allowed. INTEREST: Interest is charged beginning with first day of delinovency or nine months and one dayfrom the date of death to the data of payment. Taxes which became delinquent before Jan. 1. 1982,bear interest at the rata 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 Paw.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 ex .000219 2008 T'/. .000192 2009 5Y. .000137 2010 4% .000110 2011.2014 3Y. .006082 Interest is calculated as fall.ows, 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 tol5 days beyond the date of the assessment. If payment is made after the interest computation date shownon the notice, additional interest must be calculated.