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HomeMy WebLinkAbout02-04-15 . �� pennsylvania BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX DEPARTMENTOFREVENUE INHERITANCE 7AX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (11-14> HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS DATE 02-02-2015 ESTATE OF MURRAY DOROTHY L DATE OF DEATH 03-19-2014 FILE NUMBER 21 14-0318 COUNTY CUMBERLAND SSN/DC RICHARD LAMARCA ACN 14139507 523 PENN AYR RD APPEAL BY DATE:04-03-2015 C A M P H I L L P A 17 O 11-2 0 5 6 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE '� RETAIN LOWER PORTIDN FOR YOUR RECORDS � REV-I548 EX 14FP CI1-14�-----------------------------------------�-�-�------�-----�---------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: 02-02-2015 ESTATE OF:MURRAY DOROTHY L DATE OF DEATH:03-19-2014 COUNTY:CUMBERLAND FILE NO. : 21 14-0318 S.S/D.C. NO. : 184-26-2945 ACN: 14139507 TAX RETURN WAS: C ) ACCEPTED AS FILED (X� CHANGED SEE ATTACHED NOTICE JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: WELLS FARGO ACCOUNT NO. : 247022058119934 TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C �TRUST ( �TIME CERTIFICATE DATE ESTABLISHED 04-29-1996 Account Balance .00 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 1.000 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax .00 UPPER PORTION OF THIS NOTICE Debts and Deductions ' .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount .00 REGISTER OF WILLS AT THE Tax Rate �[ . 15 ABOVE ADDRESS. M�1�E CHE�-�¢ Tax Due .00 OR MONEY�RDER PA�FA'BLE'�;�� "REGISTER�-O�WILL�AGE1JTt`_�" TAX CREDITS: � a '.', � r� �-� ,. , `~: PAYMENT RECEIPT DISCOUNT C+) i 7 DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID � �- ; 12-18-2014 CD020059 .00 591 . 11 � . ,�� •,-i `3 -:i � F� ,..;, C'? � � �� r_ (.,�1 . Q �'> � . N TOTAL TAX PAYMENT 591 . 11 BALANCE OF TAX DUE 591. 11CR INTEREST AND PEN. .00 TOTAL DUE 591 .11CR � 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. REV-1313 EX(7-14) APPLICATION FOR REFUND OF official Use only � pennsylvania pENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE/ESTATE PO BOX 280601 TAX HARRISBURG, PA 17128-0601 See Instructions on Reverse TO: PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 FROM: Official Representative Decedent Information � � d�� Name �G��/�� �1��14f�.� Name of Decedent iW Ll 21��45/ Address � � c�� 7 QRi� File Number �./ / `� ' ��� � ��¢�(.(�1 �/ �L �, Date of Death 03 ' 1 � � �ej � / � Zb=���� � `7� / Social Security Number f '� � Phone Number `�� ��— ��j�����7' Email Address U' /��L`lt 1'`-C�. � �'��" I �d� • ��� The undersigned requests a refund in the amount of $ ���� f I for the above-referenced decedent's estate. REFUND REQUESTED ON: � Original or Supplemental ❑Joint/Trust Assets � Remainder Return � Estate Tax Probate Return EXPLANATION OF OVERPAYMENT , ��� G�.��e�`"` � ���� Gz� ��� , �� ���� � Z� , �. � ; �� zo �`. , Sign ure Date Please allow six to eight weeks for the processing of your refund request. REV-1470 EX(01-10) �� � y� enns lvania �r p y INHERITANCE TAX � DEPARTMENT OF REVENUE EXPLANATION BUREAU OF INDIVIDUAL TAXES OF CHANGES PO Box 280601 I PA 1 1 DECEDENT'S NAME FILE NUMBER D Louise Murray 2114-0318 REVIEWED BY ACN Amber/Agent 192 14139507 ITEM SCHEDULE Np, EXPLANATION OF CHANGES This account was reported and paid on the Inheritance tax return. Page 1