HomeMy WebLinkAbout03-16-15 INHERITANCE TAX enns lvania
RECORD ADJUSTMENT P ,7
JOINTLY HELD OR TRUST ASSETS DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES - —
INHERITANCE TAX DIVISION REV-1604 EX AFP (11-14)
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DATE 03-03-2015
PACHOLI
'015 MRR 16 Fn 12 51 DATETOFODEATH 05-21-2012 ANNA M
FILE NUMBER 21 12-0682
CLE .__ COUNTY CUMBERLAND
SSN/DC
Mo Q," ( NT NIK ACN 13100978
OP�Tr)3f, Amount Remitted
309 MARKET ST
PHILADELPHIA PA 19106-2100
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 +-
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REV-1604 EX AFP (11-14)
** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS **
DATE: 03-03-2015
ESTATE OF: PACCHIOLI ANNA M DATE OF DEATH: 05-21-2012 COUNTY: CUMBERLAND
FILE NO. : 21 12-0682 S.S/D.C. NO. : ACN: 13100978
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT NO . : 7672908030
TYPE OF ACCOUNT: ( ) SAVINGS ( ) CHECKING ( X) TRUST C ) TIME CERTIFICATE
DATE ESTABLISHED 02-13-2012
Account Balance 16,232.45 NOTE: TO ENSURE PROPER CREDIT TO YOUR
Percent Taxable X 1.000 ACCOUNT, SUBMIT THE UPPER PORTION
Amount Subject to Tax 16,232.45 OF THIS NOTICE WITH YOUR TAX
Debts and Deductions - •00 PAYMENT TO THE REGISTER OF WILLS
Taxable Amount 16,232.45 AT THE ADDRESS SHOWN ABOVE.
Tax Rate X .045 MAKE CHECK OR MONEY ORDER PAYABLE
Tax Due 730.46 TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS :
PDATENT RECEIPT NUMBER DISCOUNT AMOUNT PAID
INTEREST/PEN EST/EN PA D (-)
INTEREST IS CHARGED THROUGH 03-18-2015 TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 730.46
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 45.22
TOTAL DUE 775.6
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.oa.aov or by
calling1-800-362-2050. 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.doresenrices.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.