HomeMy WebLinkAbout05-14-15 NOTICE OF INHERITANCE TAX Lb
Pennsylvania
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE A �yJ.SLpN ,,-.- n^ APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 2 4O "'0 r I Int CF OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1546 EX AFP (11-14)
HARRISBURG A RE172j-0.601 � iLl S JOINTLY HELD OR TRUST ASSETS
�}?IDATE 05-11-2015
12 20 ESTATE OF BARROUK FRED S
i DATE OF DEATH 04-07-2014
FILE NUMBER 0'—VS—i�39
C LC COUNTY CUMBERLAND
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MAR .,R"' NTXON' X'1O - SSN/DC
ESA }`f'`' A ACN 14132330
4�;�J}�CEAStANTVIEW RD APPEAL BY DATE:07-10-2015
NEW CUMBERLAND PA 17070-3025 (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--
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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: 05-11-2015
ESTATE OF: BARROUK FRED S DATE OF DEATH:04-07-2014 COUNTY:CUMBERLAND
FILE NO. : S.S/D.C. NO. : ACN: 14132330
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: METRO BANK ACCOUNT NO. : 538287194
TYPE OF ACCOUNT: ( )SAVINGS ( X) CHECKING C )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 09-04-2008
Account Balance 16,271.91 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 8,135.96 UPPER PORTION OF THIS NOTICE
Debts and Deductions - •00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 8,135.96 REGISTER OF WILLS AT THE
Tax Rate x • 15 ABOVE ADDRESS. MAKE CHECK
Tax Due 1 ,220.39 OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
INTEREST IS CHARGED THROUGH 05-19-2015 TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1,220.39
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 13.21
TOTAL DUE 1,233.60
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.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.oa.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.