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HomeMy WebLinkAbout03-10-15 F r- ! RLECO,%i - - , i pennsyLvania BUREAU OF INDIVIDUAL TAXEFq-7LC,!-T- , -7 """j NqJ- ICE OF INHERITANCE TAX DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION APPRAfStMENT, ALLOWANCE OR DISALLOWANCE PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 E)( AFP (11-14) 0 HARRISBURG PA 17128-0601 jOI, �T.Y HELD OR TRUST ASSETS DATE 03-09-2015 C LC. ESTATE OF RAYMUNDO RODOLFO G DATE OF DEATH 09-11-2013 ORP"Hi A" FILE NUMBER 21 13-1271 CU M COUNTY CUMBERLAND SSN/DC ADELAID D RAYMUNDO ACN 14118725 1208 WELL DR APPEAL BY DATE:05-08-2015 CAMP HILL PA 17011-1231 (See reverse side under Objeefions) 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 4-- -------------------------------------------------------------------- REV-I548 EX NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS: AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: 03-09-2015 ESTATE OF: RAYMUNDO RODOLFO G DATE OF DEATH:09-11-2013 COUNTY:CUMBERLAND FILE NO. : 21 13-1271 S.S/D.C. NO. : ACN: 14118725 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PSECU ACCOUNT NO. ; 0191460366-S1 TYPE OF ACCOUNT: ( )OSAVINGS CHECKING C )TRUST ( )TIME CERTIFICATE DATE ESTABLISHED 01-15-1977 Account Balance 830.19 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0.166 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 138.37 UPPER PORTION OF THIS NOTICE Debts and Deductions .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 138.37 REGISTER OF WILLS AT THE Tax Rate y .00 ABOVE ADDRESS. MAKE CHECK Tax Due .00 OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 IINTEREST AND PEN. .00 1_ 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..pz.gQv 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. pennsylvania DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX n�JREV-1607 EX AFP (12-14) INHERITANCE TAX DIVISION �}`y` Rn} r f:-}�S' _TEMENT OF ACCOUNT PO BOX 280601 L J t HARRISBURG PA 17128-0601 r. DATE 03-02-2015 HIS MIRK 10 PFI 1 28 ESTATE OF RAYMUNDO RODOLFO G DATE OF DEATH 09-11-2013 CLEC, 0r FILE NUMBER 21 13-1271 nnab JF,!Ir• ( - COUNTY CUMBERLAND ROXANNE QkyYl ;JND0 - - • IACN 14118726 1208 WELL SRJ1tar GFr , Amount Remitted CAMP HILL PA 17011-1231 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE _ _—_�_ RETAIN LOWER P_ORTI_ON FOR YOUR RECORDS - -- _ - - - - - _ _ _ _ _ _ _ _ _ _ _ _ REV-1607 EX AFP C12-14) * INHERITANCE TAX STATEMENT OF ACCOUNT ** ESTATE OF:RAYMUNDO RODOLFO G FILE NO. : 21 13-1271 ACN: 14118726 DATE: 03-02-2015 THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 03-02-2015 PRINCIPAL TAX DUE: 6.23 PAYMENTS CTAX CREDITS) : PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 02-27-2015 WRITEOFF .00 6.36 TOTAL TAX PAYMENT 6.23 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ■ IF PAID AFTER THIS DATE, SEE REVERSE SIDE 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 name and address indicated on the front of the notice. If payment is for a resident decedent,make a check or money order payable to:Register of Wills,Agent. If payment is for a non-resident decedent,make a check or money order payable to:Commonwealth of Pennsylvania. 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. 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. NOTICE O� INHERITANCE TAX pennsyLvania BUREAU OF INDIVIDUAL TAXES �APRRA(T$ZI�E!tT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION REV-1548 EX AFP (11-14) PO BOX 280601 R E C 0. ED w6Fr6EDkf-ibNs, AND ASSESSMENT OF TAX ON HARRISBURG PA 17128-0601 P E Gy 1^ 77F F V,"JO!,IULY HELD OR TRUST ASSETS DATE 03-09-2015 ?011 MRR 10 PFII 1 �7 ESTATE OF RAYMUNDO RODOLFO G DATE OF DEATH 09-11-2013 FILE NUMBER 21 13-1271 CL-E' COUNTY CUMBERLAND SSN/DC ROXANNE RA ACN 14118726 1208 WELL DR RAYa .( ♦ Z-1 APPEAL BY DATE:05-08-2015 CAMP HILL PA 17011-1231 (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 4-- -------------------------------------------------------------------- REV-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: 03-09-2015 ESTATE OF:RAYMUNDO RODOLFO- G DATE OF DEATH:09-11-2013 COUNTY;CUMBERLAND FILE NO. : 21 13-1271 S.S/D.C. NO. : ACN: 14118726 TAX RETURN WAS: (X) ACCEPTED AS FILED C CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION:-PSECU ACCOUNT NO. : 0191460366-SI TYPE OF ACCOUNT: ( )OSAVINGS CHECKING ( )TRUST C )TIME CERTIFICATE DATE ESTABLISHED 01-15-1977 Account Balance 830. 19 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0. 166 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 138.37 UPPER PORTION OF THIS NOTICE Debts and Deductions .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 138.37 REGISTER OF WILLS AT THE Tax Rate y- .045 ABOVE ADDRESS. MAKE CHECK Tax Due 6.23 OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT AMOUNT PAID DATE NUMBER INTEREST/PEN PAID 02-27-2015 WRITEOFF .00 6.36 TOTAL TAX PAYMENT 6.23 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 p-�.i.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.boardofaRpeals.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. NOTICE OF INHERITANCE TAX pennsyLvania BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISIONAPPRAISEMENT, ALLOWANCE OR DISALLOWANCE REV-1549 EX AFP (11-14) �' N PO BOX 280601 R E10' 7,"- OF Iiib6C I6-!�,;—,-AND ASSESSMENT OF TAX ON HARRISBURG PA 17128-0601 JO,INTLYi4ELD OR TRUST ASSETS DATE 03-09-2015 RAUDO ?01-5 19-MR 10 P11 1 27 DATEESTATE OFOF DEATH 09-1YM1-N2013 RODOLFO G FILE NUMBER 21 13-1271 C! COUNTY CUMBERLAND OO R SSN/DC ADELAID D RAYMUND ACN 14118727 1208 WELL DR C U, APPEAL BY DATE:05-08-2015 CAMP HILL PA 17011-1231 (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-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: 03-09-2015 ESTATE OF:RAYMUNDO RODOLFO G DATE OF DEATH:09-11-2013 COUNTY:CUMBERLAND FILE NO. : 21 13-1271 S.S/D.C. NO. : ACN: 14118727 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION:-PSECU ACCOUNT NO. : 0191460366-S2 TYPE OF ACCOUNT: ( X)SAVINGS C CHECKING C )TRUST ( )TIME CERTIFICATE DATE ESTABLISHED 01-15-1977 Account Balance 1,200.62 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0.166 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 200. 11 UPPER PORTION OF THIS NOTICE Debts and Deductions .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 200.11 REGISTER OF WILLS AT THE Tax Rate y .00 ABOVE ADDRESS. MAKE CHECK Tax Due .00 OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT AMOUNT PAID DATE NUMBER INTEREST/PEN PAID TOTAL TAX PAYMENT .00 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.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 TAXENOTICE OF INHERITANCE TAX Pennsylvania INHERITANCE TAX DIVISION sR,=C-`7, 7 ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE PO BOX 280601OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (11-14) HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS DATE ?011-5 MR 10 Fn 1 27 ESTATE OF RAYMUNDO03-09-2015 RODOLFO G DATE OF DEATH 09-11-2013 C FILE NUMBER 21 13-1271 Ott 7 COUNTY CUMBERLAND SSN/DC ADELAID D RAYMqNJDP- - ACN 14118729 1208 WELL DR APPEAL BY DATE:05-08-2015 CAMP HILL PA 17011-1231 (See reverse side under Objections) Amount Remitted F 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- -------------------------------------------------------------------- REV-1548 EX AFP tll-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: 03-09-2015 ESTATE OF:RAYMUNDO RODOLFO G DATE OF DEATH:09-11-2013 COUNTY:CUMBERLAND FILE NO. : 21 13-1271 S.S/D.C. NO. : ACN: 14118729 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PSECU ACCOUNT NO. : 0191460366-S4 TYPE OF ACCOUNT: ( )SAVINGS ( )0 CHECKING ( )TRUST ( )TIME CERTIFICATE DATE ESTABLISHED 01-15-1977 Account Balance 6,560.23 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0.166 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 11093.39 UPPER PORTION OF THIS NOTICE Debts and Deductions .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 11093.39 REGISTER OF WILLS AT THE Tax Rate y .00 ABOVE ADDRESS. MAKE CHECK Tax Due .00 OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT AMOUNT PAID DATE NUMBER INTEREST/PEN PAID TOTAL TAX PAYMENT .00 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. 6Q, 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.re tooe. a.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.boardofappealsstate.pa.. 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. A 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. pennsylvania BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE PO BOX 280601 Cr0E-DEDUC-T1-ONSo,-,AND SSESSMENT OF TAX ON REV-1548 EX AFP (11-14) HARRISBURG PA 17128-0601 RE "I'l—jork T- �,R TRUST ASSETS DATE 03-09-2015 MR10 Pil ESTATE OF RAYMUNDO RODOLFO G ?01 DATE OF DEATH 09-11-2013 5 1 ( 7 FILE NUMBER 21 13-1271 CLEI..', OF COUNTY CUMBERLAND SSN/DC ADELAID D RAYMUNDO 0 R P 11 A f.* ACN 14118731 1208 WELL DRCl! APPEAL BY DATE:05-08-2015 = i CAMP HILL PA 170114231 (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 4— ------------------------------------- ------------------------------- REV-1548 EX AFP C11-14) NOTICE OF INHERITANCE TAX APPRAISEMENTP ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: 03-09-2015 ESTATE OF: RAYMUNDO RODOLFO G DATE OF DEATH:09-11-2013 COUNTY:CUMBERLAND FILE NO. : 21 13-1271 S.S/D.C. NO. : ACN: 14118731 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PSECU ACCOUNT NO. : 0191460366-S53 TYPE OF ACCOUNT: ( )SAVINGS C CHECKING C )TRUST ( )OTIME CERTIFICATE DATE ESTABLISHED 09-06-2005 Account Balance 6,781 .95 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0.166 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 1, 130.35 UPPER PORTION OF THIS NOTICE Debts and Deductions .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 1,130.35 REGISTER OF WILLS AT THE Tax Rate y .00 ABOVE ADDRESS. MAKE CHECK Tax Due .00 OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT AMOUNT PAID DATE NUMBER INTEREST/PEN PAID TOTAL TAX PAYMENT .00 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.reyenue.oa.poy 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 decedents 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. NOTICE OF INHERITANCE TAX pennsyLvania BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE PO BOX 280601eP.DEDU`CTDONS-, 1At0 ftS*ESSMENT OF TAX ON REV-1548 EX AFP (11-14) HARRISBURG PA 17128-0601 RE. °—,-JOIN+LY'HEf]Y OW TRUST ASSETS F DATE 03-09-2015 �,STARAMUDO lis RIB 10 pn i 21DATETE OFOF DEATH 09-Y11-N2013 RODOLFO G FILE NUMBER 21 13-1271 COUNTY CUMBERLAND SSN/DC ADELAID D RAYMUNDO ORT:} ACN 14118733 C11,4,11 - 1208 WELL DR APPEAL BY DATE:05-08-2015 CAMP HILL PA 17011-1231 (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-1548 EX AFP C11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT2 ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: 03-09-2015 ESTATE OF: RAYMUNDO RODOLFO G DATE OF DEATH:09-11-2013 COUNTY:CUMBERLAND FILE NO. : 21 13-1271 S.S/D.C. NO. : ACN: 14118733 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION:-PSECU ACCOUNT NO. : 0191460366-S54 TYPE OF ACCOUNT: C )SAVINGS C CHECKING ( )TRUST ( X)TIME CERTIFICATE DATE ESTABLISHED 10-23-2006 Account Balance 1,666.62 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0.166 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 277.78 UPPER PORTION OF THIS NOTICE Debts and Deductions .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 277.78 REGISTER OF WILLS AT THE Tax Rate y .00 ABOVE ADDRESS. MAKE CHECK Tax Due .00 OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT AMOUNT PAID DATE NUMBER INTEREST/PEN PAID TOTAL TAX PAYMENT .00 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.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.