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Home My WebLink About08-25-14 i BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX INHERITANCE TAX DIVISION APPRAISEHENT ALLONANCE OR DISALLONANCE W pennsytvania PO BOX 280601 OF DEDUCTIONS AND ASSESSMENT OF TAX ON HARRISBURG, PA 17128-0601 SECURHY ACCOUNTS HELD IN DEPARTMENT OP REVENUE BENEFICIARY FORM aav tsaa,.1 11,-13' DATE 08-25-2014 ESTATE OF MENGLE PHYLISS C DATE OF DEATH 05-30-2014 FILE NUMBER 21 14-0566 COUNTY CUMBERLAND SSN/DC CLAUDIA M CLYMER ACN 14504391 10 VALLEY RANCH RD APPEAL BY DATE: 10-24-2014 SNERMANS DALE PA 1 7090-954 9 (See reverse side under Objections) Amount Remitted E--^-�� 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 4"' REV-1548A AFP C12-13J NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM DATE: 08-25-2014 ESTATE OF.MENGLE PHYLISS C DATE OF DEATH: 05-30-2014 COUNTY: CUMBERLAND FILE NO. : 21 14-0566 S.S/D.C. NO. : ACN: 14504391 TAX RETURN WAS: CX) ACCEPTED AS FILED ( )CHANGED BENEFICIARY FORM OF ASSET INFORMATION NAME OF SECURITY: AMERIPRISE ACCOUNT NO. : 078192123 TYPE OF ASSET: C ) SECURITIES C X SECURITY ACC C ) STOCK C ) BONDS DOD Valuation 33,613.84 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 1 . 000 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 33,613.84 UPPER PORTION OF THIS NOTICE Debts and Deductions .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 33.613.84 REGISTER OF WILLS AT THE Tax Rate X .045 ABOVE ADISESS. MAtRP' CHECK Tax Due 1 ,512.62 OR MONEY R R PAY*SLEr-MV "REGISTE19 WILL AGENg" TAX CREDITS: rr7 -v n M cn 20 PAYMENT RECEIPT DISCOUNT C+} �-� t-" tV "Nc DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID T+ _» cn {7b1 c7 07-23-2014 CD019462 75.63 1,436.0}%9 �,y , -ro n C> '71 �T N r m C O -n TOTAL TAX PAYMENT 11512.62 BALANCE OF TAX DUE .DO INTEREST AND PEN. _ .OD 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. ll� SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ] BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX INHERITANCE TAX DIVISION APPRAISEMENT ALLOWANCE OR DISALLOWANCE pennSyLVarna PO Box 280601 OF DEDUCTION AND ASSESSMENT OF TAX ON HARRISBURG, PA 17128-6601 SECURITY ACCOUNTS HELD IN DEPARTMENT OF REVENUE BENEFICIARY FORM DATE 08-25-2014 ESTATE OF MENGLE PHYLISS C DATE OF DEATH 05-30-2014 FILE NUMBER 21 14-0566 COUNTY CUMBERLAND SSN/DC CLAUDIA M CLYMER ACN 14504386 10 VALLEY RANCH RD APPEAL BY DATE: 10-24-2014 SHERMANS DALE PA 17090-9549 (See reverse side under Objections) �I Amount Remitted )C I 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: 08-25-2014 ESTATE OF:,MENGLE PHYLISS C DATE OF DEATH: 05-30-2014 COUNTY: CUMBERLAND FILE NO. : 21 14-0566 S.S/D.C. NO. : ACN: 14504386 TAX RETURN WAS: (X) ACCEPTED AS FILED C )CHANGED BENEFICIARY FORM OF ASSET INFORMATION NAME OF SECURITY: AMERIPRISE ACCOUNT NO. : 062428742 TYPE OF ASSET: C ) SECURITIES C X SECURITY ACC C ) STOCK I I BONDS DOD Valuation 83,495.91 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 1 .000 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 83,495.91 UPPER PORTION OF THIS NOTICE Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 83,495.91 REGISTERC-9F WILLS,-_AT THE= Tax Rate X .045 ABOVE AD SR FMS. MAKE CRgCr, Tax Due 3,757.32 OR MONEY q R P BL 0-TC>. '"REGISTE A04. TAX CREDITS; T X* 01 L 1"0 FIT PAYMENT RECEIPT DISCOUNT (+) � DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID .'� ID C? -'a --ry -r1 07-23-2014 CD019461 187.87 3,569.\0 `T1 - ry w -ten 0 TOTAL TAX PAYMENT 3,757.33 BALANCE OF TAX DUE .O1CR INTEREST AND PEN. .00 TOTAL DUE .OICR * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. B IF TOTAL DUE IS REFLECTED AS 'A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. �.t BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX INHERITANCE TAX DIVISION APPRAISEMENT ALLOWANCE OR DISALLOWANCE pennsytvama PD Box 280601 OF DEDUCTION AND ASSESSMENT OF TAX ON DEPARTMENT OF REVENUE HARRISBURG, PA 17128.0601 SECURITY ACCOUNTS HELD IN BENEFICIARY FORM _ DATE 08-25-2014 ESTATE OF MENGLE PHYLISS C DATE OF DEATH 05-30-2014 FILE NUMBER 21 14-0566 COUNTY CUMBERLAND SSN/DC CLAUDIA M CLYMER ACN 14504381 10 VALLEY RANCH RD APPEAL BY DATE: 10-24-2014 SHERMANS DALE PA 17090-9549 (See reverse side underObjeckans) Amount Remitted F 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 t'^ iii-1548A AFP (12-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM DATE: 08-25-2014 ESTATE OF:MENGLE PHYLA C DATE OF DEATH: 05-30-2014 COUNTY: CUMBERLAND FILE NO. : 21 I4-0566 S.S/D.C. NO. : ACN: 14504381 TAX RETURN WAS: (X) ACCEPTED AS FILED ( )CHANGED BENEFICIARY FORM OF ASSET INFORMATION NAME OF SECURITY: AMERIPRISE ACCOUNT NO. : 108058105 TYPE OF ASSET: C ) SECURITIES C X SECURITY ACC ( ) STOCK C ) BONDS DOD Valuation 60,395.54 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 1 .000 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 60,395.54 UPPER PORTION OF THIS NOTICE Debts and Deductions .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 60,395.54 REGISTER OF WILLS AT THE Tax Rate X .045 ABOVE ADDRESS. MAKE CHECK Tax Due 2.717.80 OR MONEY ORDER PAYABLE TO: ry "REGISTER OF WILt.�.n AGq.N33." TAX CREDITS: --c r11 rn PAYMENT RECEIPT DISCOUNT C+) ;xf � C`J DATE NUMBER INTEREST/PEN PAID (-> AMOUNT PAID .rn s 07-23-2014 CDO19460 135.89 2,581.�5H1�, Irr, c�JT M rn T> Cn u e> C,> -n 4E n ;xr N r- Fn w C/) a TOTAL TAX PAYMENT 2,717.80 BALANCE OF TAX DUE •00 INTEREST AND PEN. .00 TOTAL DUE .00 > IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. r \ IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. \ SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.