HomeMy WebLinkAbout05-30-14 BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISEMENT ALLOWANCE OR DISALLOWANCE pen nsylvania
PO BOX 280601 OF DEDUCTION AND ASSESSMENT OF TAX ON DEPARTMENT OF REVENUE
HARRISBURG, PA 17128-0601 SECURTI'Y ACCOUNTS HELD IN
BENEFICIARY FORK __ REV-1548A AFP (1E-u,
DATE 06-03-2014
ESTATE OF DEMARTYN KENNETH J
DATE OF DEATH 11-23-2010
FILE NUMBER 21 10-1206
COUNTY CUMBERLAND
SSN/DC
BARBARA A BEATTY ACN 13502321
6295 ROUTE 333 APPEAL BY DATE: 08-02-2014
MIFFLINTOWN PA 17059-8856 (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 C12-13)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE: 06-03-2014
ESTATE OF:DEMARTYN KENNETH J DATE OF DEATH: 11-23-2010 COUNTY: CUMBERLAND
FILE NO. : 21 10-1206 S.S/D.C. NO. : ACN: 13502321
TAX RETURN WAS: (X) ACCEPTED AS FILED ( )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: FIDELITY ACCOUNT NO. : X47-244805
TYPE OF ASSET: ( ) SECURITIES ( X SECURITY ACC C ) STOCK ( ) BONDS
DOD Valuation 92,463.93 NOTE: TO ENSURE PROPER CREDIT TO
N
Percent Taxable X 0.500 YOUR ACCOUNT, SUB M-I'j- Tq A
Amount Subject to Tax 46,231 .97 UPPER POR O,N OF TTiIS NOTE
Debts and Deductions - . DO WITH YOUR14A)G PAYMgT T.a RIE
Taxable Amount 46,231 .97 REGISTER OF -W:.i L-LS Af TF{E o
Tax Rate X . 12 ABOVE ADDRESS% rMAK EE HEM J
Tax Due 5.547.84 OR MONEY ORD"-PAYABLE
TAX CREDITS: "REGISTER -OF�(LLS 3 GEtJT T
PAYMENT RECEIPT DISCOUNT (+) O F n
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID r\3 r CD
' r
9 w -n
n rn
INTEREST IS CHARGED THROUGH 06-11-2014* TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 5,547.84
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 465.39
TOTAL DUE 6,013.23
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. A
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.