HomeMy WebLinkAbout06-22-15 pennsyLvania
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX Y� 4; OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (11-14)
HARRISB'U=FRA PRE--'06D1�-Fi\<E 0
JOINTLY HELD OR TRUST ASSETS
G} { —I S DATE 06-22-2015
} ESTATE OF ADAMS BETTY R
1 ! 1
7015 JUN 22 I' 2 25 DATE OF DEATH 07-02-201�4Q
FILE NUMBER -
COUNTY MBERLAND
C LEI-' ` �� SSN/DC
ZYN.SKI ACN 14141651
0232 WINDING, WAY ry,, APPEAL BY DATE:08-21-2015
�AFIP H7CL`` �'i4 17011-8463 (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--
-------------------------------------------------------------------------------------------
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: 06-22-2015
ESTATE OF:ADAMS BETTY R DATE OF DEATH:07-02-2014 COUNTY:CUMBERLAND
FILE NO. : S.S/D.C. NO. : 162-22-7074 ACN: 14141651
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. : 458436-11
TYPE OF ACCOUNT: C )SAVINGS ( X) CHECKING ( )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 04-19-2012
Account Balance 1 ,935.71 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 967.86 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 967.86 REGISTER OF WILLS AT THE
Tax Rate Y .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 43.55 OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
INTEREST IS CHARGED THROUGH 06-30-2015 TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 43.55
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .32
TOTAL DUE 43.87
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 ofWills indicated onthe front of the
notice.Make check mmoney order payable to:Register of Wills,Agent.
REFUND(CR): Arefund of a tax creditmot requested on the be requested by completing an Application for Refund of
Pennsylvania Inheritance and Estate Tax(REV-1 313). Applications are available at AmmLrev n e. a.gov or by
calling 1'800-362'2050. Services for taxpayers with special: ring and/or speaking needsare available cx
/'800'447'3020. Please allow four msix weeks from the date urefund was granted,nreceive the check.
OBJECTIONS: Any party ndinterest not satisfied with the appraisment,allowance u,disallowance ofdeductions,orassessment nftax ax
shown nnthis notice may object within 0Udays u(the date o,receipt of this notice by.
/.Filing awappeal online atonorbefore the appeal date identified onthe front nfthis notice ur
sending awritten protest to:
PADepartment ofRevenue
Board ofAppeals
PO BOX 281021
Harrisburg PA171uD'1O21
2.Having the matter determined at audit of the account of the personal representative;or
3.Appealing mthe Orphans'Court.
ADMINISTRATIVE Errors discovered nnthis assessment should boaddressed inwriting to:
CORRECTIONS: PADepartment ofRevenue
Bureau oiIndividual Taxes
Post Assessment Review Unit
POBOX 28V6V1
Harrisburg PA17128'O8U1
Soo instructions for Inheritance Tax 8emm for a Resident Decedent for details on on administrative correction.
DISCOUNT: |fany tax due iopaid within three months after the decedenfs death,a 5 percent discount of the tax paid is allowable.
INTEREST: Interest ixcharged beginning i mh and one day from date oxdeath,mthe date ofpayment. Aninterest calculator ix
available at Annual interest rates can befound onform REV'1811.
Any notice issued after the tax becomes delinquent will nef\mx an interest calculation to 15 days beyond the date of the assessment.
|fpayment iu made after the interest calculation data shown on the nohoo,additional interest must be calculated.