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HomeMy WebLinkAbout08-20-14 pennsylvania BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION APPRAIS£MENT, ALLOWANCE OR DISALLOWANCE PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON RFV-1548 EX AFP (12-13) HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS DATE 08-18-2014 ESTATE OF SMITH DUANE R DATE OF DEATH 04-08-2014 FILE NUMBER 21 14-0694 COUNTY CUMBERLAND SSN/DC JANET S PETERMAN ACN 14137989 230 W WINONA ST APPEAL BY DATE:10-17-2014 PHILADELPHIA PA 19144-3949 (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 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: 08-18-2014 ESTATE OF:SMITH DUANE R DATE OF DEATH:04-08-2014 COUNTY:CUMBERLAND FILE NO. : 21 14-0694 S.S/D.C. NO. : ACN: 14137989 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PSECU ACCOUNT NO. : 0175207291-S4 TYPE OF ACCOUNT: ( )SAVINGS CX? CHECKING ( )TRUST C )TIME CERTIFICATE DATE ESTABLISHED 03-27-1986 Account Balance 25,290.89 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0.166 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 4,215.23 UPPER PORTION OF THIS NOTICE Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 4,215.23 REGISTER OF WILLS AT THE Tax Rate Y .045 ABOVE ADDRESS. MAKE CHECK Tax Due 189.69 OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: <j 1� PAYMENT RECEIPT DISCOUNT DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID 3J ST 1'ITC 07-22-2014 CDO19465 .00 189.69 9- � '. � _.*-- -i 1^I N `o� r,, TOTAL TAX PAYMENT 189.69 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 a 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.