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HomeMy WebLinkAbout07-07-14 pennsylvania BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX R ' DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION APPRAISEMENT, 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 07-07-2014 ESTATE OF SIMS DAVID C DATE OF DEATH 09-19-2013 FILE NUMBER 21 13-1031 COUNTY CUMBERLAND SSN/DC CAROL A SIMS ACN 13155844 13876 SWISS LN APPEAL BY DATE:09-05-2014 TRUCKEE CA 96161-7117 (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-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: 07-07-2014 ESTATE OF: SIMS DAVID C DATE OF DEATH:09-19-2013 COUNTY:CUMBERLAND FILE NO. : 21 13-1031 S.S/D.C. NO. : ACN: 13155844 TAX RETURN WAS: ( ) ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTICE JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PNC BANK NA ACCOUNT NO. : 5005798755 TYPE OF ACCOUNT: CX)SAVINGS C ) CHECKING C )TRUST C )TIME CERTIFICATE DATE ESTABLISHED 07-27-2010 Account Balance 9, 195.32 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0. 166 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 1 ,532.58 UPPER PORTION OF THIS NOTICE Debts and Deductions - •00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 1 ,532.58 REGISTER OF WILLS AT THE Tax Rate X . 045 ABOVE ADDRESS. MAKE CHECK Tax Due 68.97 OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-J c 06-11-2014 CDO19295 .00 39.98 C) ` C7.C. C: v G r ' Cs- T -y INTEREST IS CHARGED THROUGH 07-15-2014 TOTAL TAX PAYMENT N39.98 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 28.99 REVERSE SIDE OF THIS FORM INTEREST AND PEN. .O6 TOTAL DUE 29.05 + 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. SUN . REV-WOEX(01-10) 2113-1031 pennsylvarna INHERITANCE TAX '{ DEPARTMENT OF REVENUE 09/19/2013 EXPLANATION BUREAU OF INDIVIDUAL TAXES OF CHANGES PO Box 280601 7 - 6 DECEDENTS NAME David C Sims 2113-1031 REVIEWED BY ACN Robin / Agent 191 13155844 SCHEDULE ITEM NO. EXPLANATION OF CHANGES Duplication of debts are not allowed, these debts were claimed on Schedule H of the Rev-1500. Row Page 1