HomeMy WebLinkAbout10-27-14 BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISEMENT ALLOWANCE OR DISALLOWANCE pen nsylvania
PO BOX 280601 OF DEDUCTION6 AND ASSESSMENT OF TAX ON
HARRISBURG, PA 17128-0601 SECURITY ACCOUNTS HELD IN DEPARTMENT OF REVENUE
RECORDED OFFICE OF BENEFICIARY FORM REW-1548A AFP(12-13)
REGIST WILLS
DATE 10-27-2014
ESTATE OF BARRICK DIANNE E
z014 OCT 27 PM 12 �5 DATE OF DEATH 11-02-2013
FILE NUMBER 21 13-1198
C,L E COUNTY CUMBERLAND
SSN/DC
MARILYNN p C 0 U ACN 14506763
APT 2 "R L t,'i APPEAL BY DATE: 12-26-2014
107 E ALLE&Y (See reverse side under Objections)
MECHANICSBURG PA 17055-3392 Amount Remitted F—
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—
i-i--15ZiJi - AFP-C12-133 - - - - - - -- - - -- - - - -- ----- ------------- - -- -- - --- -- - ----- ----
NOTICE
-- - --- -- - ----- ----NOTICE OF INHERITANCE TAX APPRAISEMENTP ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE: 10-27-2014
ESTATE OF:BARRICK DIANNE E DATE OF DEATH: 11-02-2013 COUNTY: CUMBERLAND
FILE NO. : 21 13-1198 S.S/D.C. NO. : ACN: 14506763
TAX RETURN WAS: (X) ACCEPTED AS FILED C )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: MASLAND & BARRICK ADVISORY ACCOUNT NO. : 1
TYPE OF ASSET: SECURITIES ( X SECURITY ACC C ) STOCK C ) BONDS
DOD Valuation 81000.00 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
.Amount Subject to Tax 4,000.00 UPPER PORTION OF THIS NOTICE
Debts and Deductions .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 4,000.00 REGISTER OF WILLS AT THE
Tax Rate X . 15 ABOVE ADDRESS. MAKE CHECK
Tax Due 600.00 OR MONEY ORDER PAYABLE TO:
TAX CREDITS: "REGISTER OF WILLS, AGENT."
PAYMENT RECEIPT DISCOUNT
DATE NUMBER INTEREST/PEN PAID AMOUNT PAID
10-01-2014 CDO19746 .00 600.00
10-20-2014 SBADJUST .00 2.95
TOTAL TAX PAYMENT 600.00
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.