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HomeMy WebLinkAbout08-29-14 BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX ANCE INHERITANCE TAX DIVISION OFPDEDUCTION� AANDRAS SE DISALLOWANCE � „ pen nsylvarna HARRISBURG, PA 17128-0601 SECURY ACCOUNTS HELD IN DEPARTMENT OF REVENUE It BENEFICIARY FORK DATE 09-01-2014 ESTATE OF MENGLE PHYLISS C DATE OF DEATH 05-30-2014 FILE NUMBER 21 14-0566 COUNTY 21CUMBERLAND SSN/DC MARK R MENGLE ACN 14504382 76 SKYLINE DR APPEAL BY DATE: 10-31-2014 MECHANICSBURG PA 17050-1750 (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-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: 09-01-2014 ESTATE OF: MFNGLE PHYLISS C DATE OF DEATH: 05-30-2014 COUNTY: 21CUMBERLAND FILE NO. : 21 14-0566 S.S/D.C. NO. : ACN: 14504382 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 ( X SECURITY ACC C ) 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: "REGISTERnOF WILL AGENT' TAX CREDITS: s X m rrl PAYMENT RECEIPT DISCOUNT (+) i O O DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 00 N v rTI C> 08-02-2014 CDO19503 135.89 2,581. ' r") M rn T `. n co x O O © C> Ci -n T7 J C-) 1 r- M Ca C/) r s 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. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.