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BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX DEPARTMENTOFREVENUE
INHERITANCE TAX DIVISION APPRAISEMENT, ALLDWANCE DR DiSALLOWANCE REV-1548 DCAFP (12-11)
Po BoX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-O6o1 JOINTLY HELD OR TRUST ASSETS
DATE 11-26-2012
ESTATE OF HEWITT NORMA J
DATE OF DEATN 04-23-2012
FILE NUMBER 21 12-1075
COUNTY CUMBERLAND
SSN/DC
NANCY L SULLIVAN ACN 12132012
1027 D06WOOD LN APPEAL BY DATE:O1-25-2013
E NO L A P A 17 0 25-2 0 41 (See reverse side under Objections)
A�ount Re�itted -�
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
RE6ISTER OF WIILS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
__ ---_ _ _ _
CUT ALON6 THIS LINE "'� RETAIN LOWER PORTION FOR YOUR RECORDS �'
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REV-1548 EX AFP (12-11)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE UF
DEDUCTIONS, AND ASSESSMENT OF TAX DN JOINTLY HELD OR TRUST ASSETS
DATE: 11-26-2012
ESTATE OF: HEWITT NORMA J DATE OF DEATN:04-23-2012 COUNTY:CUMBERLAND
FILE NO. : 21 12-1075 S.S/D.C. NO. : ACN: 12132012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHAN6ED
JOINT OR TRUST ASSET INFDRMATION
FINANCIAL INSTITUTION: METRO BANK ACCOUNT NO. : 32062820
TYPE OF ACCOUNT: C )SAVIN6S ( � CHECKIN6 OTRUST C �TIME CERTIFICATE
DATE ESTABLISHED 04-27-1996
Account Balance 13,067.32 NOTE: TU ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 6,533.66 UPPER PORTION OF THIS NOTICE
Debts and Deductions - 6,533.66 WITH YOUR TAX PAYMENT TO THE
Taxable Amount •00 REGISTER OF WILLS AT THE
Tax Rate Y .15 ABOVE ADDRESS. MAKF�„r-HFCK. �_.
fa�r-Due _-- — _ _ -- --- - - ---�_____-----�-8�-- ----- - --
- -�R-�rn�v-o�znFt�-�a-v��__T_o:____
"R�ISTER 0�.-�WII�Sr�A6ENT."
TAX CREDITS: �' � s ��
_ - =.y
Q _ =;> - �wt
PAYMENT RECEIPT DISCOUNT C+) AMOUNT P4lI�y C": �, t-^
DATE NUMBER INTEREST/PEN PAID (-) � ., �— ;. �;-;
� .'"' rT�+ }- �•L; �"�7
� L,7 i.�7 �. °„
_- _. .,_...,
,.. �°'?
� —,.a
'_, C� _
,�.3 ...: C�
, —. C_ E`si
.�;J �� F A �^ �
i:> � �9'1 �``
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTERES7 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 RE�UND_
SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.
� '�PENNSYLVANIA INHERITANCE TAX'
, INFORMATION NOTICE FILE No. 21
BUREAU OF INDIVIDUAL TAXES
Po eox zaocoi p@nnS�/�Valllcl AND ACN 12132012
HARRISBURG PA 17128-0601 OEPARTMENT�FREVENUE � TAXPAY E R R E S P 0 N S E �
DATE 05-18-2012
MEV-1543 E%IIFP(�5-11)
:.l.".�,�:.��, i.i��'�'Q 7.P:"_ i
° � TYPE OF ACCOUNT
��'��� ' ;'. �i`- . , ( 1 �,
E��':`'OF NORMA J HEWITT ❑ SAVINGS
�i�,� �'r U ����5� ,, � CHECKING
p e��a�_�I��DA3'E.L& DEATN 04-�2012 ❑ rausT
., r, , „ COUNTY CUMBERLAND � CERTIF.
'��.i�,°i!`� `
-`��REMIT PAYMENT AND FORMS T0:
NANCY L SULLIVAN ��'���""�k'�• �u•��I���lISTER OF WILLS
1027 D06WOOD LN CU��BERL!�;'-'�� ,';�; C0�RTHOUSE SQUARE
ENOLA PA 17025-2041 CARtIfSLE PA 17013
MET RO BA NK provided the department with the information below. whSch was used in calculating the inheritance tax due.
Records indicate that at the death of the above-named decedent, you were a Joint owner/beneficiary of this account. If y0u a�e the SpOUSE of thE
deceased and any amount other than zero is reflected below on the Potential Tax Due line, note no tax may be due, but you must
notify the department of your relationship to the deceased by checking Box C in PART 1 below aod writing "spouse" in PART 2.
If you betieve the �nformation is incorrect, ptease obtain written correction from the financial institution, attach a copy to this form and return
it to the above address. Please call 717-787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE fDR FILIN6 AND PAYMEHT INSTRUCTIDNS ---
Account No. 32062820 Date 04-27-1996 7o e�sure vrouer credit to the account, two
EStablished copies of this notice wust accospany
payeent to the Register of Wills. Make check
Account Balance �` 13,067.3c�' payable to '•Register of Wills. Agent".
Perce�t Taxable X 50.000
NOTE: If tax paywents are ■ade within three
Amount Subject to TaX $ 6,533.66 aonths of the decedent's date of death,
Tax Rate X .15 deduct a 5 percent discount on the tax due.
Anv inheritance tax due will baco�e delinquent
Potential Tax Due $ 98�.�5 nine wonths after the date of death.
PART TAXPAYER RESPONSE
� .�� �m_� ��:� �, . a�r_ �° �,. ��.� - ,.�. ,�.
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r�8�0�
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.��. Y,ii`>V':3?.. .:. ,nx��._�....-w. wa�..<_»`a:Ra. .:.�,v�*.a:.... � .�.....�.. . .���t-... �' 3T_'.�,;k"l,. S'3tor�.,,3� .n8'5....re'v._.
A. ❑ The above infor�ation and tax due is correct.
Re�it Oaywent to the Register of Wills with two copies of this notice to obtain
C H E C K a discount or avoid interest, or return th3s notice to the Re9ister of Wills and
C0 N E � an official assessoent will be issued by the PA Department of Revenue.
B L 0 C K B. � The above asset has been or will be reported and tau paid xith the Pennsylvania inheritance ta�c return
0 N L Y filed by the estate representative.
C. f� The above inforea ion is fncorrect and/or debts and deductions were Oaid.
�� � Cosplete PART 2� and/or PART 3� below.
PART f indicating a different tax rate, please state . �?^�� � �°� ���'� '� ' � ' ��
� relationship to decedent: �** �
€x .
�'�'.. �� ., va„<
TAX RETURN - CALCULATION OF TAX ON JOINT{/TRUST ACCOUNTS a �� _ ��"'�� � �
LINE 1. Date Established 1 08 � � �P/ ���� � �� � ����"'���'"��'�°��`�?
2. A c c o u n t B a 1 a n c e 2 $ r�,-r�� d��!�� .(�'i'�{ �g, ,�:� ��.:, ,��'��'� �, � � � �,�,�
3. Percent Taxable 3 X SO�C� ���� �
'I �
4. Amount Subject to Tax 4 +� �� �/�7 . DY ����� �"_.-„ �=� m���"�.",���... ��� .."� -
r� , �"
5. Debts and Deductions 5 - � ! 7��J� tY� ����� 4 � �� ;� ��°�� -'� ��'������`��� ��
6. Amount Taxable 6 $ (� .� '� r x� �s. ��t����� b.�= � r:,�� c�,�. �.;
r A'" ,� ..'� � � � . "`�,�
7. Tax Rate 7 X � � ••� �5���.�>�� �'�. _ . „�',
� '�;�
8. Tax Due 8 $ ���.,, � �. '�'��� ��
� �.�<_ , .., ., tr_ ���, ..
PART DEBTS AND DEDUCTIONS CLAIMED
�
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
- a � e ea I-.; �� Ca � , 6 D
- �1�. �x .r� . �. �- C � !a � �-�-
_ _ r,� 1`1 :� � .�
TOTAL (Enter on Line 5 of Tax Computation) S � �
Under penalties of perjury, I declare that the facts I reported above are true, correct and
complete to the best of my knowledge and belief. HOME C J � 7 ) 7Jot — ��y�p
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