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HomeMy WebLinkAbout09-24-14 pennsylvan BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX DEPARTMENT DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR OISALLOWANLE __ 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 09-22-2014 ESTATE OF SHELDON HELEN R DATE OF DEATH 01-04-2014 FILE NUMBER 21 14-0443 COUNTY CUMBERLAND SSN/DC ROBERT A SHELDON ACN 14132824 116 FIELDSTONE DR APPEAL BY DATE:11-21-2014 CARLISLE PA 17015-9036 (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 --I' RETAIN LOWER PORTION FOR YOUR RECORDS 4-- -'_-----'--"---____--'----___---------------------------- 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: 09-22-2014 ESTATE OF:SHELDON HELEN R DATE OF DEATH:01-04-2014 COUNTY: CUMBERLAND FILE NO. : 21 14-0443 S.S/D.C. NO. : ACN: 14132824 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PSECU ACCOUNT NO. : 0195166524-SL TYPE OF ACCOUNT: ( X)SAVINGS ( ) CHECKING ( )TRUST ( )TIME CERTIFICATE DATE ESTABLISHED 06-01-1999 Account Balance 58,855.21 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 29,427.61 UPPER PORTION OF THIS NOTICE Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 29,427.61 REGISTELE OF WILbFyy'-AT4Hfo Tax Rate x .045 ABOVE A'1tD�'!narSS. .�AKErCF4K Tax Due TAX CREDITS: 1 ,324.24 OR GIS MONqeYDER PtS, 'Ae "REGIST.ER�(1 WIINI S, A t,;NT." CD PAYMENT RECEIPT DISCOUNT (+) <7 DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID Q C> 08-11-2014 CDO19532 .00 1,324.24 .= F r- cn rr- m cn cn o TOTAL TAX PAYMENT 1,324.24 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" (CR), YOU MAY BE DUE A REFUND. (\`i\J'r\, SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.