HomeMy WebLinkAbout04-07-14 (4) BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISEMENT ALLOWANCE OR DISALLOWANCE pennsylvania
PO BOX 280601 OF DEDUCTION AND ASSESSMENT OF TAX ON
HARRISBURG, PA 17128-0601 RECORDED? OFF10E op BENEFICIARY CIARY FORM D IN DEPARTMENT D 3REVENUE
REGISTER OF WILLS DATE 03-31-2014
2��1 lltllt ESTATE OF LOGAN JOHN B
Utl ttlt 8 RN 1131 FILE NUMBERTH 21 13-0636
CLERK OF COUNTY CUMBERLAND
SSN/DC
EVAN DYWPHANSA COURT ACN 13501852
3207 ALEXAND91UKRLr E (� ((�� pp APPEAL BY DATE: 05-30-2014
ATLANTA GA 303 b�T263A (See reverse side under Objections)
Amount Remitted —i
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE "y RETAIN LOWER PORTION FOR YOUR RECORDS 4—
REV-154B4 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: 03-31-2014
ESTATE OF:LOGAN JOHN B DATE OF DEATH: 05-22-2013 COUNTY: CUMBERLAND
FILE NO. : 21 13-0636 S.S/D.C. NO. : ACN: 13501852
TAX RETURN WAS: (X) ACCEPTED AS FILED f )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: EDWARD JONES ACCOUNT NO. : 616-18566
TYPE OF ASSET: < ) SECURITIES C X SECURITY ACC C ) STOCK C ) BONDS
DOD Valuation 120,334.31 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 1 .000 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 120,334.31 UPPER PORTION OF THIS NOTICE
Debts and Deductions .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 120,334.31 REGISTER OF WILLS AT THE
Tax Rate X .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 51415.04 OR MONEY ORDER PAYABLE TO:
TAX CREDITS: "REGISTER OF WILLS, AGENT."
PAYMENT RECEIPT DISCOUNT f+> AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
INTEREST IS CHARGED THROUGH 04-08-2014* TOTAL TAX PAYMENT . 00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 5,415.04
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 19.98
TOTAL DUE 5,435.02
* 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.