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HomeMy WebLinkAbout06-23-14 pennsylvania BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE PD BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (12-13) HARRISBURC PA 17128-0601 JOINTLY HELD OR TRUST ASSETS DATE 06-23-2014 ESTATE OF BEAM ALICE V DATE OF DEATH 01-24-2014 FILE NUMBER 21 14-0527 COUNTY CUMBERLAND SSN/DC KATHLEEN CRUM ACN 14129115 181 SUNSET DR APPEAL BY DATE:08-22-2014 CARLISLE PA 17013-2128 (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 t— ____________________________________________________________________ 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: 06-23-2014 ESTATE OF: BEAM ALICE V DATE OF DEATH:01-24-2014 COUNTY:CUMBERLAND FILE NO. : 21 14-0527 S.S/D.C. NO. : 209-20-0323 ACN: 14129115 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PNC BANK NA ACCOUNT NO. : 5005806663 TYPE OF ACCOUNT: ( )SAVINGS ( X) CHECKING ( )TRUST ( )TIME CERTIFICATE DATE ESTABLISHED 07-14-2008 Account Balance 20,453.71 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 10,226.86 UPPER PORTION OF THIS NOTICE Debts and Deductions •00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 10,226.86 REGISTER OF WILLS AT THE Tax Rate x .045 ABOVE ADDRESS. MAKE CHECK Tax Due 460.21 OR MONEY ORI�PR PAYAEO�F TO: "REGISTER - 6LLS, -AWGEN�' TAX CREDITS: rn PAYMENT RECEIPT DISCOUNT (+) ITT Z Z (.) z DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 05-28-2014 CDO19213 .00 460.21 C' I�7 M ITI F + n O «—. r� ITT O C./7 _n TOTAL TAX PAYMENT 460.21 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 \ ♦ 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.