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HomeMy WebLinkAbout11-04-14 (2) BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX INHERITANCE TAX DIVISION APPRAISEMENT ALLOWANCE OR DISALLOWANCE Pennsylvania PO Box 280601 OF DEDUCTION AND ASSESSMENT OF TAX ON HARRISBUT,�&Qf fs b�01(� C ©F SECURITY ACCOUNTS HELD IN DEPARTMENT OF REVENUE , :b_. f C BENEFICIARY FORM REV-1548A AFP a2-13] REG!, i ER O f= V, 1LLS DATE 11-03-2014 t014 NOU 9 19FI 1198 ESTATE OF LOCK LEON I 1 t� DATE OF DEATH 05-14-2014 FILE NUMBER 21 14-0550 �pCL�+ j, OF COUNTY CUMBERLAND LA�R54 HAN T LC 11K' + SSN/DC UV4Bf-fTR.AA�PCIR , PA APPEAL 14506057 APPEAL BY DATE: 01-02-2015 WINTER PARK FL 32792-2204 (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 THISLINE RETAIN LOWER PORTION FOR YOUR RECORDS � REV-1548A _ _ AFP C12 H) - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 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: 14506057 TAX RETURN WAS: (X) ACCEPTED AS FILED C )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 ( ) 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 C+) DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID 10-06-2014 CDO19778 .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. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. (v��J SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.