HomeMy WebLinkAbout06-17-13 (2) BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX •
INHERITANCE Tax DIVISION APPRAISElIENT ALLONANCE OR DISALLORANCE � pennsylvarna
Po eox 2ao6o1 OF DEDUCTION� AND ASSESSIiENT OF TAX ON DEPARTMENT OFREVENUE
HARRISBUR6, Pa i�i2e-o6oi SECIJRI'FY ACCOUNTS HELD IN
BENEFICIARY FORM REV-154BA AFP«z-�z>
�FC�f���� °�`M'���'� �� DATE 06-17-2013
���l���:�'� OF' �';;��4_�_S ESTATE OF CASSEL JR WILLARD F
DATE OF DEATH 07-14-2011
�)�E� ��'v � ( i i f � Z� CdUNTYUMBER CUMBERLAND
SSN/DC 161-24-6656
KATELYN M CASSEL �L��� (��= ACN 12503181
328 S WASHINGTON S�R1-��� , APPEAL BY DATE: 08-16-2013
M E C H A N I C S B U R G ,.p�1,7„O��A�����T (See reverse side under Objections)
�� �f� � � 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 �
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REY-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. : 161-24-6656 ACN: 12503181
TAX RETURN WAS: (X) ACCEPTED AS FILED OCHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: AMERIPRISE ACCOUNT NO. : 619026230021
TYPE OF ASSET: O SECURITIES C �( SECURITY ACC O STOCK C ) BONDS
DOD Valuation 7,268.43 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 1 .000 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 7,268.43 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 7,268.43 REGISTER OF WILLS AT THE
Tax Rate X .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 327.08 OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-� AMOUNT PAID
INTEREST IS CHARGED THROUGH 06-25-2013* TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 327.08
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 11.72
TOTAL DUE 338.80
� -
* 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.