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HomeMy WebLinkAbout12-15-14 __._. ., 17 pennsyLvania BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX DEPARTMENT OF REVENUE INHERITANCE TAX DIV�C�p�ORDED OFFICE AO'DEDUCTIONS,AANDWANCE OR ASSESSMENTOFPO BOX 280601 ((((t(1V L C REV-1548 EX AFP (11-14) HARRISBURG PA 17128- JOINTLY HELD OR TRUST ASSETS KCGIST O WILLS DATE 12-15-2014 201 DEC 15 PM 12 l ESTATE OF RUGGIERI JOAN DATE OF DEATH 01-10-2013 FILE NUMBER —`1� —� S13 {CLER i OF COUNTY CUMBERLAND SSN** ANNE QR�A Q� CGJ". , ACN/DC 14101966747 1135 BROkIEIR`: ;D' APPEAL BY DATE:02-13-2015 NEW CUMBERLND PA 17070-2244 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT 10: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS +— REV-1548 EX AFP C11-14�-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: 12-15-2014 ESTATE OF: RUGGIERI JOAN DATE OF DEATH:01-10-2013 COUNTY:CUMBERLAND FILE NO. : S.S/D.C. NO. : ACN: 14101966 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: SANTANDER BANK ACCOUNT NO. : 7674079503 TYPE OF ACCOUNT: ( X)SAVINGS C ) CHECKING ( )TRUST ( )TIME CERTIFICATE DATE ESTABLISHED 07-10-2012 Account Balance 72,108.83 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 1 .000 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 72,108.83 UPPER PORTION OF THIS NOTICE Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 72,108.83 REGISTER OF WILLS AT THE Tax Rate Y . 15 ABOVE ADDRESS. MAKE CHECK Tax Due 10,816.32 OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID INTEREST IS CHARGED THROUGH 12-23-2014 TOTAL TAX PAYMENT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 10,816.32 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 389.37 TOTAL DUE 11,205.69 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.