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HomeMy WebLinkAbout05-23-14 ] pennsylvanE BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX " DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION APPRAISEME NT, ALLOWANCE OR DISALLOWANCE PO BOX 288601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 E% AFP (12-13) HARRISBURG PA 17128-0681 JOINTLY HELD OR TRUST ASSETS DATE 05-26-2014 ESTATE OF REID JAMES E DATE OF DEATH 08-27-2012 FILE NUMBER of—lq -5t COUNTY CUMBERLAND SSN/DC JAMES E REID ACN 13132719 2622 WALNUT ST APPEAL BY DATE:07-25-2014 CAMP HILL PA 17011-3648 (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 1 RETAIN LOWER PORTION FOR YOUR RECORDS 4-- ----""""------"'----------------------------------------"""' REV-1548 EX AFP (12-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: 05-26-2014 ESTATE OF: REID JAMES E DATE OF DEATH:08-27-2012 COUNTY:CUMBERLAND FILE NO. : S.S/D.C. NO. : ACN: 13132719 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: WELLS FARGO ACCOUNT NO. : 000007091534474 TYPE OF ACCOUNT: ( )SAVINGS ( X) CHECKING ( )TRUST ( )TIME CERTIFICATE DATE ESTABLISHED 05-11-2011 Account Balance 16,679. 00 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 8,339.50 UPPER PORTION OF THIS NOTICE Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 8,339.50 REGISTER OF WILLS AT THE Tax Rate x . 15 ABOVE ADDRESS. MAKE CHECK Tax Due 1 ,250.93 OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLSAGENT:" TAX CREDITS: m PAYMENT RECEIPT DISCOUNT (+) rn n DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID - Co O I'- m N ;r W Q C7 A- C ZJ :-J G CD n TI c� 7 Z3 �7 O V� C3 F rr M n w Cn INTEREST IS CHARGED THROUGH 06-03-2014 TOTAL TAX PAYMENT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1,250.93 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 38. 16 TOTAL DUE 1,289.09 + 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.