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HomeMy WebLinkAbout07-28-14 �` pennsylvanE 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-1548 EX AFP (12-13) HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS DATE 07-28-2014 ESTATE OF SIMS DAVID C DATE OF DEATH 09-19-2013 FILE NUMBER 21 13-1031 COUNTY CUMBERLAND SSN/DC 190-14-1724 CAROL A SIMS ACN 13155842 13876 SWISS LN APPEAL BY DATE:09-26-2014 TRUCKEE CA 96161-7117 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE --► RETAIN LOWER PORTION FOR YOUR RECORDS F '--'----------------------_________________________________________________ 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: 07-28-2014 ESTATE OF: SIMS DAVID C DATE OF DEATH:09-19-2013 COUNTY:CUMBERLAND FILE NO. : 21 13-1031 S.S/D.C. NO. : 190-14-1724 ACN: 13155842 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PNC BANK NA ACCOUNT NO. : 5140219701 TYPE OF ACCOUNT: ( )SAVINGS ( X) CHECKING ( )TRUST ( )TIME CERTIFICATE DATE ESTABLISHED 05-01-1978 Account Balance 12,065.28 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0. 166 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 2,010.92 UPPER PORTION OF THIS NOTICE Debts and Deductions - • 00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 2,010.92 REGISTER OF WILLS AT THE Tax Rate x .045 ABOVE ADDRESS. MAKE CHECK Tax Due 90.49 OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 0 06-12-2014 CDO19294 .00 90 .49 �CD O L C7 DD-II M C CO O IS r'i-r =1-1 TOTAL TAX PAYMENT U1 90 U9� BALANCE OF TAX OUE . 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. V