HomeMy WebLinkAbout03-03-14 BNHERITANOE raxDD vISION TAXES APPRAISEMENTE ALLOWANCETOR DISALLOWANCE pennSylvama
PD BOX 280601 OF DEDUCTION AND ASSESSMENT OF TAX ON DEPARTMENT OF REVENUE
HARRISBURG, PA 17128-0601 SECURITY ACCOUNTS HELD IN
BENEFICIARY FORM REV-1548A AFP <12-13,
DATE 03-03-2014
ESTATE OF KENDRICK JOHN L
DATE OF DEATH 10-24-2013
FILE NUMBER 21 13-1210
COUNTY CUMBERLAND
SSN/DC
KATHRYN K MESSELT ACN 13505300
1003 NE 76TH AVE APPEAL BY DATE: 05-02-2014
PORTLAND OR 97213-6260 (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-1548A AFP (12-13)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE: 03-03-2014
ESTATE OF: KENDRICK JOHN L DATE OF DEATH: 10-24-2013 COUNTY: CUMBERLAND
FILE NO. : 21 13-1210 S.S/D.C. NO. : ACN: 13505300
TAX RETURN WAS: (X) ACCEPTED AS FILED ( )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: TOD ACCOUNT ACCOUNT NO. : 82691646
TYPE OF ASSET: ( X SECURITIES ( ) SECURITY ACC C ) STOCK ( ) BONDS
DOD Valuation 126,412.09 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.250 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 31,603. 02 UPPER PORTION OF THIS NOTICE
Debts and Deductions . 00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 31 ,603.02 REGISTER OF WILLS AT THE
Tax Rate X .045 ABOVE ADDRESS. MAKE .-CHECK
Tax Due 1 .422. 14 OR MONEY ORffR PAYABLE TOE
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TAX CREDITS: "REGISTER �LLS, :q3 ENf-?'C)
�j�r `:'1 C�?
PAYMENT RECEIPT DISCDUNT C+) -sj r-• I r,`a 1Ci
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DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID Z
01-14-2014 CDC18665 71. 11 1,351 . 04
_ CJ -tea
TOTAL TAX PAYMENT 1,422. 15
BALANCE OF TAX DUE .01CR
INTEREST AND PEN. .00
TOTAL DUE .OICR
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.