HomeMy WebLinkAbout11-04-14 BUREAU of INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX - •
INHERITANCE TAX DIVISION APPRAISEMENT ALLOWANCE OR DISALLOWANCE l pennsylvarna
PO BOX 280601 OF DEDUCTION AND ASSESSMENT OF TAX ON DEPARTMENT OF REVENUE
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DATE 11-03-2014
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U l \OUB 1? h0 DATE TOFODEATH 05-14-2014 LEON I
FILE NUMBER 21 14-0550
C Lr COUNTY CUMBERLAND
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ACN 14506059
&tWE�1 APPEAL BY DATE: 01-02-2015
456 CORCORAN AVE (See reverse side under Objections)
VALLEJO CA 94589-3730 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
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NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE: 11-03-2014
ESTATE OF: LOCK LEON I DATE OF DEATH: 05-14-2014 COUNTY: CUMBERLAND
FILE NO. : 21 14-0550 S.S/D.C. NO. : ACN: 14506059
TAX RETURN WAS: (X) ACCEPTED AS FILED ( )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: MERRILL LYNCH ACCOUNT NO. : 872-75928
TYPE OF ASSET: C ) SECURITIES C X SECURITY ACC C ) STOCK C ) BONDS
DOD Valuation 26,707.43 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.333 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 8,902.39 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 8,902.39 REGISTER OF WILLS AT THE
Tax Rate X .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 400.61 OR MONEY ORDER PAYABLE TO:
TAX CREDITS: "REGISTER OF WILLS, AGENT."
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
09-17-2014 CDO19707 .00 400.61
TOTAL TAX PAYMENT 400.61
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. * I \
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.