HomeMy WebLinkAbout09-15-14 BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX pennsylvania
INHERITANCE TAX DIVISION APPRAISEME NT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
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 09-15-2014
ESTATE OF SHIPMAN JAYNE A
DATE OF DEATH 09-30-2013
FILE NUMBER 21 13-1088
COUNTY CUMBERLAND
SSN/DC
LEE T SHIPMAN ACN 13154777
106 W MAIN ST APPEAL BY DATE:11-14-2014
SHIREMANSTOWN PA 17011-6328 (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 1 RETAIN LOWER PORTION FOR YOUR RECORDS F
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: 09-15-2014
ESTATE OF: SHIPMAN JAYNE A DATE OF DEATH:09-30-2013 COUNTY:CUMBERLAND
FILE NO. : 21 13-1088 S.S/D.C. NO. : ACN: 13154777
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MID PENN BK ACCOUNT NO. : 18009027
TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING ( X)TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 12-30-2010
Account Balance 154,699.31 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 77,349.66 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 77,349.66 REGISTER OF WILLS AT THE
Tax Rate X .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 3,480.73 OR MONEY ORER PAYA"E TO:=
"REGISTER O BILLS,-%GEq ,.o
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) IT1
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID -Z) n
M rn
CJ-1 a o
o
10 -n *)
> C
-() IV Cn C3
(V N
r\) -n
INTEREST IS CHARGED THROUGH 09-23-2014 TOTAL TAX PAYMENT .06
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 3,480.73
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 24.26
TOTAL DUE 3,504.99
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.