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HomeMy WebLinkAbout02-24-15 BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX pennsytvania DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE PO BOX 28060� �- -p F CE 0 F OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (11-14) HARRISBURGPA rr 28496al- JOINTLY HELD OR TRUST ASSETS I I (z DATE 02-24-2015 ESTATE OF HITCHCOCK ERIC M 23 F 1 12 33 DATE OF DEATH 03-13-2014 FILE NUMBER CIE.' COUNTY CUMBERLAND SSN/DC CAROL ORppA,,,,"A 9 t ff ACN 14116308 186A 0-44E4i i EDGE LN' - APPEAL BY DATE:04-25-2015 MEC eili U R G, PA 17055-7005 (See reverse side under Objections) Amount Remitted r MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS I COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4-- -------------------------------------------------------------------- REY-1548 EX AFP C11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: 02-24-2015 ESTATE OF:HITCHCOCK ERIC M DATE OF DEATH:03-13-2014 COUNTY:CUMBERLAND FILE NO. : S.S/D.C. NO. : AGN: 14116308 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION:-MEMBERS 1ST FCU ACCOUNT NO. : 121232-11 TYPE OF ACCOUNT: ( )SAVINGS ( X) CHECKING ( )TRUST C )TIME CERTIFICATE DATE ESTABLISHED 09-25-2012 Account Balance 14,587.74 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 7,293.87 UPPER PORTION OF THIS NOTICE Debts and Deductions .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 7,293.87 REGISTER OF WILLS AT THE Tax Rate y .045 ABOVE ADDRESS. MAKE CHECK Tax Due 328.22 OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT AMOUNT PAID DATE NUMBER INTEREST/PEN PAID INTEREST IS CHARGED THROUGH 03-04-2015 TOTAL TAX PAYMENT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 328.22 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 2.18 TOTAL DUE 330.40 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 to the Register of Wills indicated onthe front of the notice.Make check or money order payable to:Register of Wills,Agent. REFUND(CR): Arefund 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-1 313). Applications are available at www.revenue,Da.aov or by calling 1-800-362-2050. Services for taxpayers with special hearing and/or speaking needs are available at 1-800-447-3020. Please allow four to six weeks from the date a refund was granted to receive the check. OBJECTIONS: Any party ofinterest not satisfied with the appraisment,aUowuncoo,diooUmwoncoofdeduchonu'orassoommon*uftaxmo shown on this notice may object within 60 days of the date of receipt of this notice by: 1.Filing unappeal online at onorbefore the appeal date identified onthe front u(this notice or sending awritten protest to: PA Department ofRevonuo Board of Appeals PO BOX 281021 Harrisburg PA171o8-1o21 2.Having the matter determined at audit of the account of the personal representative;or 3.Appealing vnthe O,phens'Cuurt. ADMINISTRATIVE Errors discovered onthis assessment should beaddressed inwriting to: CORRECTIONS: PADepartment n/Revenue Bureau ofIndividual Taxes Post Assessment Review Unit PDBOX 28OVO1 Harrisburg PA171u8V0O| See instructions for Inheritance Tax Return for a Resident Decedent for details on an administrative correction. DISCOUNT: If any tax due is paid within three months after the decedent's death,a 5 percent discount of the tax paid is allowable. INTEREST: Interest is charged beginning nine months and one day from date of death,to the date of payment. Aninterest calculator is available at Annual interest rates can befound onform REV'1611. Any notice issued after the tax becomes delinquent will reflect aninterest calculation|r15days beyond the date ofthe assessment. If payment is made after the interest calculation date shown on the notice,additional interest must be calculated.