Loading...
HomeMy WebLinkAbout03-10-15 BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX pet111S�/LVa11�•a INHERITANCE TAX DIVISION APPRAISEMENT ALLOWANCE OR DISALLONANCE ` PO BOX 280601 OF DEDUCTION AND ASSESSMENT OF TAX ON DEPARTMENT OF REVENUE HARRISBURG, PA 17128-0601 CO.R -`` rSECURI+Y^ACCOUNTS HELD IN [e` (� _ `'` `BENEFICIARY FORM REV-1548A AFP (11-14) R,EG1S Il 17�)ILLJ C p {� o DATE 03-09-2015 MIS MR 10 M 1 28 ESTATE ODEATH DECKER2014 MILDRED M FILE NUMBER 21 14-1192 C LF ` COUNTY CUMBERLAND 0RPFaSSN/DC SUSAN DECKERACN 14509316 9500 SAINT ANDREWS �ilAY,-1 APPEAL BY DATE: 05-08-2015 SILVER SPRING MD 20901-3259 (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 - - - - - - - - - - - - --- - - - - - - - - - - - - - - --- - - - - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - - - - - - - - - REV-1548A AFP C11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM DATE: 03-09-2015 ESTATE OF:DECKER MILDRED M DATE OF DEATH: 12-05-2014 COUNTY: CUMBERLAND FILE NO. : 21 14-1192 S.S/D.C. NO. : ACN: 14509316 TAX RETURN WAS: (X) ACCEPTED AS FILED C )CHANGED BENEFICIARY FORM OF ASSET INFORMATION NAME OF SECURITY: EDWARD JONES ACCOUNT NO. : 6 TYPE OF ASSET: C ) SECURITIES C X SECURITY ACC ( ) STOCK C ) BONDS DOD Valuation 51,740.49 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 25,870.25 UPPER PORTION OF THIS NOTICE Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 25,870.25 REGISTER OF WILLS AT THE Tax Rate X .045 ABOVE ADDRESS. MAKE CHECK Tax Due 1 ,164.16 OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 01-30-2015 CD020200 58.21 11105.95 TOTAL TAX PAYMENT 1,164. 16 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. 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 at www.revenue.pa.gov 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 of interest not satisfied with the appraisment,allowance or disallowance of deductions,or assessment of tax as shown on this notice may object within 60 days of the date of receipt of this notice by: 1.Filing an appeal online at www.boardofappeals.state.pa.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 281021 Harrisburg PA 1 71 28-1 021 2.Having the matter determined at audit of the account of the personal representative;or 3.Appealing to the Orphans'Court. ADMINISTRATIVE Errors discovered on this assessment should be addressed in writing to: CORRECTIONS: PA Department of Revenue Bureau of Individual Taxes Post Assessment Review Unit PO BOX 280601 Harrisburg PA 17128-0601 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. An interest calculator is available at www.doreservices.state.pa.us. Annual interest rates can be found on form REV-1611. 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 calculation date shown on the notice,additional interest must be calculated. BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX INHERITANCE TAX DIVISION APPRAISEKENT ALLONANCE OR DISALLONANCE pe n nsylvarn• a PO BOX 280601r^ OF DEDUCTIONAND ASSESSMENT OF TAX ON HARRISBURG, PA 17128-0601 V ' -" r r i tSECURHY ACCOUNTS HELD IN 10 DEPARTMENT OF REVENUE C t"" `BENEFICIARY FORM REV-1548A AFP a1-141 J r �; Q DATE 03-09-2015 ESTAEKE 10s MR 10 F I 1 2U DATETOFODEATH 12-05-2014 MILDRED M FILE NUMBER 21 14-1192 CSE: COUNTY CUMBERLAND �`," `' SSN/DC PHYLLIS LINDSA ACN 14509317 210 N MIDDLESEX � E -d , APPEAL BY DATE: 05-08-2015 CARLISLE PA 17013-8401 (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 RV--1-548A - -AFP Y1-1- 4)- - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM DATE: 03-09-2015 ESTATE OF: DECKER MILDRED M DATE OF DEATH: 12-05-2014 COUNTY: CUMBERLAND FILE NO. : 21 14-1192 S.S/D.C. NO. : ACN: 14509317 TAX RETURN WAS: (X) ACCEPTED AS FILED ( )CHANGED BENEFICIARY FORM OF ASSET INFORMATION NAME OF SECURITY: EDWARD JONES ACCOUNT NO. : 6 TYPE OF ASSET: ( ) SECURITIES C X SECURITY ACC ( ) STOCK C ) BONDS DOD Valuation 51,740.49 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 25,870.25 UPPER PORTION OF THIS NOTICE Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 25,870.25 REGISTER OF WILLS AT THE Tax Rate X .045 ABOVE ADDRESS. MAKE CHECK Tax Due 11164.16 OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 02-06-2015 CD020220 58.21 1,105.95 TOTAL TAX PAYMENT 1,164. 16 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. 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 at www.revenue.pa.gov 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 of interest not satisfied with the appraisment,allowance or disallowance of deductions,or assessment of tax as shown on this notice may object within 60 days of the date of receipt of this notice by: 1.Filing an appeal online at www.boardofappeals.state.pa.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 281021 Harrisburg PA 17128-1021 2.Having the matter determined at audit of the account of the personal representative;or 3.Appealing to the Orphans'Court. ADMINISTRATIVE Errors discovered on this assessment should be addressed in writing to: CORRECTIONS: PA Department of Revenue Bureau of Individual Taxes Post Assessment Review Unit PO BOX 280601 Harrisburg PA 17128-0601 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. An interest calculator is available at www.doreservices.state.pa.us. Annual interest rates can be found on form REV-1611. 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 calculation date shown on the notice,additional interest must be calculated. BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX INHERITANCE TAX DIVISION APPRAISEMENT ALLONANCE OR DISALLONANCE p e n n sylvarn• a PO BOX 2BO601 OF DEDUCTION AND ASSESSMENT OF TAX ON HARRISBURG, PA 17128-0601 DEPARTMENT OF REVENUE CO�-�r� C r F C-- L ECURI�'Y ACCOUNTS HELD IN 10 - f l C BENEFICIARY FORM REV-1548A AFP(11-14) REGKn T-:-- - 7 1„l e pp � loo- L DATE 03-09-2015 ESTAEKE ?01.1rr MRR 10 P i 28 DATETOFODEATH 12-05-2014 MILDRED M FILE NUMBER 21 14-1192 CLL-f-.' I F COUNTY CUMBERLAND SSN/DC SUSAN DE� �R��;�� C ACN 14509318 9500 SAINT Aft9r-WS'WAY" " 1 APPEAL BY DATE: 05-08-2015 SILVER SPRING MD 20901-3259 (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— RE---1-548A - AFP-C1-1- 4)- - - - - - - - - - -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM DATE: 03-09-2015 ESTATE OF:DECKER MILDRED M DATE OF DEATH: 12-05-2014 COUNTY: CUMBERLAND FILE NO. : 21 14-1192 S.S/D.C. NO. : ACN: 14509318 TAX RETURN WAS: (X) ACCEPTED AS FILED ( )CHANGED BENEFICIARY FORM OF ASSET INFORMATION NAME OF SECURITY: EDWARD JONES ACCOUNT NO. : 19 TYPE OF ASSET: ( ) SECURITIES ( X SECURITY ACC C ) STOCK C ) BONDS DOD Valuation 378,603.55 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 189,301 .78 UPPER PORTION OF THIS NOTICE Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 189,301.78 REGISTER OF WILLS AT THE Tax Rate X .045 ABOVE ADDRESS. MAKE CHECK Tax Due 8.518.58 OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 01-30-2015 CD020200 425.93 8,092.65 TOTAL TAX PAYMENT 8,518.58 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" CCR), YOU MAY BE DUE A REFUND. �f 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 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 at www.revenue.pa.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 of interest not satisfied with the appraisment,allowance or disallowance of deductions,or assessment of tax as shown on this notice may object within 60 days of the date of receipt of this notice by: 1.Filing an appeal online at www.boardofappeals.state.pa.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 281021 Harrisburg PA 17128-1021 2.Having the matter determined at audit of the account of the personal representative;or 3.Appealing to the Orphans'Court. ADMINISTRATIVE Errors discovered on this assessment should be addressed in writing to: CORRECTIONS: PA Department of Revenue Bureau of Individual Taxes Post Assessment Review Unit PO BOX 280601 Harrisburg PA 17128-0601 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. An interest calculator is available at www.doreservices.state.pa.us. Annual interest rates can be found on form REV-1611. 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 calculation date shown on the notice,additional interest must be calculated. BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX • INHERITANCE TAX DIVISION APPRAISEKENT ALLONANCE OR DISALLONANCE „ pet111S�/LVat11a PO BOX 280601 DEDUSSERTfT,ACCOVNfTSHELD DEPARTMENT OF REVENUE ICUSIN TAX ONON HARRISBURG, PA 17128-0601 �?'CC,� BENEFYeiARY FORK REV-1548A AFP(11-14) RFCI-- ' - DATE 03-09-2015 ?L'1S R^Ifl 10 pn ATETOFODEATH DECKER2052014 MILDRED M B FILE NUMBER 21 14-1192 C!,.-. ,- COUNTY CUMBERLAND �� ,� -SSN/DC PHYLLIS LINDSAY ACN 14509319 210 N MIDDLESEX RD CV— APPEAL BY DATE: 05-08-2015 CARLISLE P A 17013-8401 (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 - - - - - - - - - - - - - 1- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - - - - - - - REV-1548A AFP -11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM DATE: 03-09-2015 ESTATE OF:DECKER MILDRED M DATE OF DEATH: 12-05-2014 COUNTY: CUMBERLAND FILE NO. : 21 14-1192 S.S/D.C. NO. : ACN: 14509319 TAX RETURN WAS: (X) ACCEPTED AS FILED ( )CHANGED BENEFICIARY FORM OF ASSET INFORMATION NAME OF SECURITY: EDWARD JONES ACCOUNT NO. : 19 TYPE OF ASSET: C ) SECURITIES ( X SECURITY ACC C ) STOCK C ) BONDS DOD Valuation 378,603.55 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 189,301.78 UPPER PORTION OF THIS NOTICE Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 189,301 .78 REGISTER OF WILLS AT THE Tax Rate X .045 ABOVE ADDRESS. MAKE CHECK Tax Due 8,518.58 OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 02-06-2015 CD020221 425.93 8,092.65 TOTAL TAX PAYMENT 8,518.58 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" CCR), 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 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 at www.revenue.pa.00v 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 of interest not satisfied with the appraisment,allowance or disallowance of deductions,or assessment of tax as shown on this notice may object within 60 days of the date of receipt of this notice by: 1.Filing an appeal online at www.boardofappeals.state.pa.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 281021 Harrisburg PA 17128-1021 2.Having the matter determined at audit of the account of the personal representative;or 3.Appealing to the Orphans'Court. ADMINISTRATIVE Errors discovered on this assessment should be addressed in writing to: CORRECTIONS: PA Department of Revenue Bureau of Individual Taxes Post Assessment Review Unit PO BOX 280601 Harrisburg PA 17128-0601 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. An interest calculator is available at www.doreservices.state.pa.us. Annual interest rates can be found on form REV-1611. 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 calculation date shown on the notice,additional interest must be calculated.