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Home My WebLink About08-04-15 COMMOrvWEALiII OFPEKFS'LV4Ni< 4EV-1169 F%["�-961 �EPARTIdENi CF PEVENVE 9VPEPIIOfIN�NIDJAL?4%2S �EPi.2BOB01 HPNPISOJPG.4A 1]I29-060' PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 021064 WINGERT KENITH 7761 HANOVERDALE HARRISBURG, PA 17112-9770 ACN ASSESSMENT AMOUNT CONTROL NUMBER ------ ---_. 15122620 53,391 .90 ESTATE WFORMATION: ssN: FILE NUMBER: 2115-0606 I oECEDeNi NnME: BIXLER LEONARD L I DATEOFPAVMENT: OH/O4/2015 I POSTMARK DATE: 08/04/2015 I COUnliv: CUMBERLAND DATE OFDEATH: 04/12/2015 � � TOTAL AMOUNT PAID: $3,391 .90 REMARKS: CHECK# 3159 INITIALS: CJ sEA� RECEIVED BY: LISA M. GRAYSON, ESQ. REGISTER OF WILLS FEGISTER OF WILLS � . pennsylvania NOTIDE OF INMERITANCE TAX � OFPAPTMENTOFFEVENUE BUFEPV DF INDIVIOUAL TAXES pppgPISEMENT� >LLOMRNCE �R OISALLOWANLE � - IrvxERIT1NC[ LX UIVIS�ux 0 QIONS� AND <SSESSMENT OF TAX ON RFv-L548 E% AFv u1�14) ro eax eeoso� RE��tjD�D �';��'�� r NRFRISBORG P1 Ill}8-0601 JOINTLY HELD OF TROST ASSETS REGIS_.-r. : - ,i.!� LS �ATE a�-z�-zois p ESTATE OF BIXLER LEONAR❑ L �J15 �� 4 °(1 1 55 OATE OF OEATH 04-12-2015 � FILE NUMBER 21 15-0606 COIINTV CUMBERLAN� ��-:. . � . SSN/OC KENITH E I�R��i� � �"� , . A�N 15122620 7761 HANOVFLRB�p�R ; ��---� �' � � � APPEAL BY OATE:09-25-2015 HARRL56URG PA 17112-9770 (SeereversesideunderObjecfions) Anount Re�ittetl � MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SDUARE CARLISLE PA 1]013 CUT RLONG THIS LINE � RETAIN LOWER PORTION FOR VOUk RELORDS r '___""'""__"""'__"""_"""'_""'"__"""___"'"'""___"'"""___'"'""'__"'"'"____"'"" kEV-1548 EX AFP Q1-14) NOTIGE OF INHERITANLE TR% APPRAISEMENT. RLLOWANCE OR UISALLOWANCE OF UEOUCTIONS, AN� p55ESSMENT OF TAX ON JOINTLY NELO OR TRUST ASSETS DRTE: 0]-27-2015 ESTATE OF: BIXLEF LEONARO L OATE OF DEATH:04-12-2015 COUNTY:CUMBERLANO FILE NO. : 21 15-0606 S.S/O.C. NO. : 170-30-5400 ACN: 15122620 TAX RETURN WAS: O ACCEPTEO AS FILE� IX) CHANGEO SEE ATTACHEO NOTICE JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMeERS 1ST FCU ACCOIINT NO. : 255885-40 TVPE �F ACCOUNT: < )SAVINGS ( > CHECKING ( JTRUST ( 10TIME CERTIFICATE ❑ATE ESTABLISHEO 05-02-2014 Account Balance 48.225.26 NOTE: TO ENSURE PkOPER CREOIT TO Percenk Taxable % 1 .000 VOUR ACCOUNT. SUBMIT TNE Amount Subject to Tax 46.225.26 UPPER P�RTION OF TH[S NOTICE Debts and Detluctions . 00 WITH YOIIR TAX PAYMENT TO THE Taxable Amount 48,225.26 REGISTER OF WIL�S AT THE Tax Rate 15 pBOVE AODRESS. MAKE CHECK Tax ❑ue 1,233.�9 OR MONEV ORDER PAYABLE T0: •'REGISTER OF WILLS, AGENT." TAX CREOITS: PAYMENT RECEIPT OISCOUNT U] pMOIINT PAIO OATE NUMBER INTEkEST/PEN PAID (J PAVMENT MUST BE MAOE BY 01-13-2016•. TOTAL TA% PAYMENT . 0� BALANCE �F TAX DUE ],233.79 INTEREST ANO PEN. .00 TOTAL OUE 7.233.79 � IF VPID NFTER THIS OATE. SEE REVERSE FOk CPLNLATION Of AOOITIONAL INTEREST. + IF TOTPL OUE IS REFLECTED LS A ^CREOIT^ (CF>� YOU MAY BE OUE 4 FEFUNO. SEE REVERSE SIDE OF THIS FORM FON INSTRII[TIONS. PAYMENT: Detach the top pohion af ihis no�ice antl submi�wi�h your paymen�to the Regis�er of Wills indica�etl on Ne iron�o�ihe notice.Make check or money ortler payaGle to�.Register oi Wills,Agent. FEFUNO(CR)'. A re�untl ot a��credi�not reques�etl on�he t�retum may be�equestetl by completing an AOPlica�ion�or Pefuntl of Pennsylvania lnheriWnce antl Estate Taz(REV-1313). Applications are available a�www revenue odgQ or by calling 1-800362-2050. Senices ior taxpayers with special heanng anNo�speaking needs are available a� 1-800-44]302o. Please allow four ta six week5 irom the tlate a refuntl was granted to receive Me check. O&IECTIONS: Anyparyo�interestno�sa�is�ietlwilhtheappraismen�,allawanceordisallowanceoideductions,orassessmen�ot�axas shown on this no�ice may object wi��in 60 days of�he tlate of receip�oi this notice by L Filing an appeal anline at www t� dof I q t �on or before�he appeal tlate idenfifietl on the imm of�his notice or sending a writlen pm�es��o: PA DepaRment o�Fevenue Boartl of Appeals PO BOX 281021 Harrisburg PA 1]128-1021 2 Having the matler tle�ermined a[autlit oi�he acmunt of the personal representa4ve;or 3.Appealing b t�e Orphans'Coun. ADMINISTRATNE Ermrs tliscovered on i�is assessment shoultl be atltlressetl in writing to: CORRECTIONS: PA Depatlment of Revenue Bureau of Individual Taxes Pw[Assessment Review Unit PO BOX 280601 Harris�urg PA P128-0601 See insGuctions for Inhentance Tax ReWm for a Reaidont�ecctlenHcr tletaiL^on an atlministrative corrocfon. DISCOUNT: I�any tax tlue is paitl wi��in three monihs afler�he decetlenfs tlea�h,a 5 percen�tliscoun�oi�he tax paitl is allowable. INTEREST: In�eres�is c�argetl beginning nine mon�hs antl one Gay irom tlate of tlea�h.�o the tla�e oi paymen�. An in�erest wlculator is available a�wv+w.tloreseryices s�ate pa.os. Annual interes�ra�es can�e found on form REV-1611. Any notice issuetl atler the t�becomes delinquent will reflect an in�erest calculation to 15 days beyontl the tlate oi the assessment. If payment is matle atterlhe interest calculation tlate shown on the notice,addiGonal interest must be calwlatetl. .,ou,e�.,o, , J .ji,r pe1�11$�/�VBC�Ia INHERITANCETAX �� DEPARTMENTOPREVENl1E EXPLANATION euaenuoFwomouai.nxes OFCHANGES PO Box P80801 HN i] �ECEDENTSNAME FlLENUMBER Leonard L. Bixler 21 15-0606 REVIEWED BY ACN Steven -Agent# 193 15122620 ITEM SCHEDULE Np, EXPLANATIONOFCHANGES Joint owner removed spouse and added decedent to the account within one year of decedenYs death. Per Section 2107 (c)�3) of the Pennsylvania lnheritance and Estate Tax Act provides that the entire interest transfer�ed is subject to the extent that the value at the time ot the transfer exceeds three thousand dollars ($3,000) during any calendar year. ORIGINAL Page 1