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HomeMy WebLinkAbout03-14-14 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 (12-13) HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS DATE 03-17-2014 ESTATE OF ZIMMERMAN THELMA J DATE OF DEATH 08-06-2012 FILE NUMBER 21 13-0379 COUNTY CUMBERLAND SSN/DC BARBARA A ZIMMERMAN ACN 13119745 211 N 19TH ST APPEAL BY DATE:05-16-2014 CAMP HILL PA 17011-3926 (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 --f' RETAIN LOWER PORTION FOR YOUR RECORDS 4-- ---""""""""------------------------------------------------- REV-1548 EX AFP C12-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: 03-17-2014 ESTATE OF: ZIMMERMAN THELMA J DATE OF DEATH:08-06-2012 COUNTY:CUMBERLAND FILE NO. : 21 13-0379 S.S/D.C. NO. : ACN: 13119745 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT NO. : 1681715597 TYPE OF ACCOUNT: ( )SAVINGS ( X) CHECKING ( )TRUST ( )TIME CERTIFICATE DATE ESTABLISHED 08-27-1992 Account Balance 10,261 .43 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 5, 130 .72 UPPER PORTION OF THIS NOTICE Debts and Deductions - • 00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 5, 130.72 REGISTER OF WILLS AT THE Tax Rate x .15 ABOVE ADDRESS. MAKE ,GPECK Tax Due 769.61 OR MONEY ORDER PAYABLf=.TO: "REGISTER OF5—gLS, AGENT.!? m TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) ,) AMOUNT PAID <.--• C'7 DATE NUMBER INTEREST/PEN PAID C-) V7 -n 17-y W 3,_ rn C,✓ INTEREST IS CHARGED THROUGH 03-25-2014 TOTAL TAX PAYMENT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 769.61 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 20 .38 TOTAL DUE 789.99 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. a! SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. IvV'