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HomeMy WebLinkAbout05-01-13 pennsylvania � 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 �' ------------------------------------------------------------------------------------------- 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_ �° �,. ��.� - ,.�. ,�. �.. ,., r�8�0� : . .��. 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. 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