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HomeMy WebLinkAbout12-21-12 (5) ~ 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 C12-12) HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS RECORDE- -7 DATE 12-25-2012 Ev I %S T ESTATE OF LUDES MARY W DATE OF DEATH 04-08-2011 FILE NUMBER 21 11- 0466 L``'c- L ` L COUNTY CUMBERLAND SSN/DC 205-07-0468 JOAN STROUSE CLE K ACN 12003115 1048 W MOUNT VER"PRIANS• Cu= APPEAL BY DATE:02-23-2013 L A N S DA L E C U to E A 4,1,E s (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: 12003115 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: ( )SAVINGS C ) CHECKING C )TRUST ( )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+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 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" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.