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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-15AB EX AFP (12-13)
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
DATE 05-26-2014
ESTATE OF DAVID ANN S
DATE OF DEATH 03-24-2014
FILE NUMBER 21 14-0354
COUNTY CUMBERLAND
SSN/DC
WENDY A DAVID ACN 14119005
2209 BOXWOOD LN APPEAL BY DATE:07-25-2014
MECHANICSBURG PA 17055-5583 (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 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:DAVID ANN S DATE OF DEATH:03-24-2014 COUNTY:CUMBERLAND
FILE NO. - 21 14-0354 S.S/D.C. NO. : ACN: 14119005
TAX RETURN WAS: ( ) ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTICE
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: FULTON BANK NA ACCOUNT NO. : 3625-33524
TYPE OF ACCOUNT: ( )SAVINGS ( X) CHECKING C )TRUST ( )TIME CERTIFICATE
DATE ESTABLISHED 03-08-2013
Account Balance 3,064.21 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0 .500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 1 ,532. 11 UPPER PORTION OF THIS NOTICE
Debts and Deductions - •00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 1,532. 11 REGISTER OF WILLS AT THE
r,y
Tax Rate x .12 ABOVE ADDRESS. MA o CHECK'
Tax Due 183.86 OR MONEY ORDER PAYME JTdOm
"REGISTER F�IILLS,J1GERo
TAX CREDITS: -D
PAYMENT RECEIPT DISCOUNT C+] M r-
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID W M tTi
r _� = = V
04-11-2014 CDO19021 1 .94 36.77 :� -�,
C3 C?
H� r M
r
n C-) v o
rn
PAYMENT MUST BE MADE BY 12-25-2014* . TOTAL TAX PAYMENT 38.71
BALANCE OF TAX DUE 145.15
INTEREST AND PEN. .00
TOTAL DUE 145. 15
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. 1n\J\rvy"
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REV-1470EX(61-10)
2114-0354
pennsylvania INHERITANCE TAX
.t DEPARTMENT OF REVENUE EXPLANATION 03/2412014
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280801
DECEDENT'S NAME
Ann S David 2114-0354
REVIEWED aX - ACN
Robin 1 Agent 191 14119005
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
Changed tax rate from 4.5 percent to 12 percent at the sibling rate.
The claimed bills pertaining to cemetery and other debts are not allowed against the
jointly held accounts, These expenses are probate deductions, which the estate
attorney, executor or executrix are required to claim; the decedent's estate will have to
reimburse you for these paid debts.
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