HomeMy WebLinkAbout06-17-13 BUREAU oF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX .
INHERITANCE TAX DIVISION APPRAISEKENT ALLONANCE OR DISALLONANCE � penllSyLVan�a
Po eox zaocoi OF DEDUCTION� AND ASSESSPIENT OF TAX ON = DEPARTMENT OFREVENUE
HARRISBURG, PA i�iza-osoi SECURI�'Y ACCOUNTS HELD IN
BEN�FICIARY FORlI REV-1548A RFP ��z-���
��C�'��i�� �a:�' ��1;� �F DATE 06-17-2013
}��G4c�j'���� �� Ly','��_�� ESTATE OF CASSEL JR WILLARD F
DATE OF DEATH 07-14-2011
l.�i� �UN 1 t i I i � 1� COUNTYUMBER CUMBERLAND
SSN/DC 161-24-6656
KATELYN M CASSEL C LLF�K �i' ACN 12503180
328 S WASHINGTON ST }� �S APPEAL BY DATE: 08-16-2013
MECHANICSBURG PAQ�O'S�'�+'1�2���R� (SeereversesideunderObjections)
CUMB�RLAND CO.. PA Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE —► RETAIN LOWER PORTION FOR YOUR RECORDS �
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
REV-1548A AFP C12-12�
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE: 06-17-2013
ESTATE OF: CASSEL JR WILLARD F DATE OF DEATH: 07-14-2011 COUNTY: CUMBERLAND
FILE NO. : 21 11-0850 S.S/D.C. NO. : 161-24-665b ACN: 12503180
TAX RETURN WAS: CX) ACCEPTED AS FILED C )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: AMERIPRISE ACCOUNT NO. : 753923646002
TYPE OF ASSET: O SECURITIES C X SECURITY ACC O STOCK C ) BONDS
DOD Valuation 8,751 .63 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 1.000 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 8,751.63 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 8,751 .63 REGISTER OF WILLS AT THE
Tax Rate X .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 393.82 OR MONEY ORDER PAYABLE T0:
TAX CREDITS: "REGISTER OF WILLS, AGENT."
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-� AMOUNT PAID
INTEREST IS CHARGED THROU6H 06-25-2013* TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 393.82
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 14. 11
TOTAL DUE 407.93
* 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.