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HomeMy WebLinkAbout12-21-12 (2) y, pennsylvania BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (12-12) HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS RECOPD-4 -25-2012 DATE 12 PEGf C- z ESTATE OF LUDES MARY W DATE OF DEATH 04-08-2011 L;j~ L 'r} " FILE NUMBER 21 11-0466 u 17 COUNTY CUMBERLAND SSN/DC 205-07-0468 JACKIE G R Z Y W • R 4K ACN 12003112 120 ASTOR DR OrRPANS',.= APPEAL BY DATE:02-23-2013 H A R L E Y S V I L L ECU MIB E~ -1 t l 2<0 2 8 (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 REV-1548 EX AFP C12-12) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: 12-25-2012 ESTATE OF:LUDES MARY W DATE OF DEATH:04-08-2011 COUNTY:CUMBERLAND FILE NO.: 21 11-0466 S.S/D.C. NO.: 205-07-0468 ACN: 12003112 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: SECURITY BENEFIT LIFE ADVISORS ACCOUNT NO.: ANNUITY TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING ( )TRUST C )TIME CERTIFICATE DATE ESTABLISHED 04-08-2011 Account Balance 41,397.26 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 1.000 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 41,397.26 UPPER PORTION OF THIS NOTICE Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 41,397.26 REGISTER OF WILLS AT THE Tax Rate X •15 ABOVE ADDRESS. MAKE CHECK Tax Due 6,209.59 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 01-02-2013 TOTAL TAX PAYMENT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 6,209.59 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 183.31 TOTAL DUE 6,392.90 * 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.