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HomeMy WebLinkAbout12-21-12 (6) NOTICE OF INHERITANCE TAX - pennsyLvania BUREAU OF INDIVIDUAL TAXES 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 ° 0 -Y : ELI R TRUST ASSETS v ay DATE 12-25-2012 ESTATE OF LUDES MARY W DATE OF DEATH 04-08-2011 FILE NUMBER 21 11-0466 COUNTY CUMBERLAND I SSN/DC 205-07-0468 ROBERT WALDRON ~~r' _ ACN 12003116 ORPHANS' 1710 HOWE LN APPEAL BY DATE:02-23-2013 11 V I A ~ PI , PA (See reverse side under Objections) MAP L E GLEN PA PS i 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 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: 12003116 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 C )TRUST ( )TIME CERTIFICATE DATE ESTABLISHED 04-08-2011 Account Balance 48,296.80 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 1.000 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 48,296.80 UPPER PORTION OF THIS NOTICE Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 48,296.80 REGISTER OF WILLS AT THE Tax Rate x .12 ABOVE ADDRESS. MAKE CHECK Tax Due 5,795.62 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 5,795.62 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 171.09 TOTAL DUE 5,966.71 * 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. if