HomeMy WebLinkAbout06-09-14 I� `J pennsylvania
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX 1 DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION APPRAISE MENT, 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 06-09-2014
ESTATE OF JAMISON MARY 0
DATE OF DEATH 04-07-2014
FILE NUMBER 21 14-0458
COUNTY CUMBERLAND
SSN/DC 032-20-4693
STEPHEN B JAMISON ACN 14123103
14 FULLER FARMS RD APPEAL BY DATE:08-08-2014
TOPSFIELD MA 01983-1300 (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: 06-09-2014
ESTATE OF: JAMISON MARY 0 DATE OF DEATH:04-07-2014 COUNTY: CUMBERLAND
FILE NO. : 21 14-0458 S.S/D.C. NO. : 032-20-4693 ACN: 14123103
TAX RETURN WAS: C ) ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTICE
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PNC BANK NA ACCOUNT NO. : 5070074809
TYPE OF ACCOUNT: ( )SAVINGS ( X) CHECKING ( )TRUST ( )TIME CERTIFICATE
DATE ESTABLISHED 02-10-1993
Account Balance 1 ,997.24 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 998.62 UPPER PORTION OF THIS NOTICE
Debts and Deductions .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 998.62 REGISTER OF WILLS AT THE
Tax Rate X . 045 ABOVE ADDRESS. MAKE CHECK
Tax Due 44.94 OR MONEY ORDER PAY,"LE TO:
"REGISTERC-9F WILLS'AGEJJTm
TAX CREDITS: C rn c7
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PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID CP
DATE NUMBER INTEREST/PEN PAID (-)
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PAYMENT MUST BE MADE BY 01-08-2015* . TOTAL TAX PAYMENT .00
1 BALANCE OF TAX DUE 44.94
INTEREST AND PEN. . 00
TOTAL DUE 44.94
* 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. �UY
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ��ff
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C V447a EX(01-10)
!�7• pennsytvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISPWRG PA 17128-0 01
DECEDENT'S NAME FILE NUMBER
Mary O Jamison 2114-0458
REVIEWED BY ACN
Amber/Agent 192 14123103
SCHEDULE ITEM
NO, EXPLANATION OF CHANGES
The deductions that were submitted have been disallowed. The claimed bills pertaining
to the Messiah Village, Health Insurance premium, 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. This account can also be reported and paid
on the Inheritance tax return.
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