HomeMy WebLinkAbout12-19-14 BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX •
INHERITANCE TAX DIVISION APPRAISEMENT ALLONANCE OR DISALLONANCE pennsylvarna
PO BOX 280601 OF DEDUCTION AND ASSESSMENT OF TAX ON DEPARTMENT OF REVENUE
HARRISBURG, PA 17 ff-MIR p E D OFFICE OF- SECURI+Y ACCOUNTS HELD IN
BENEFICIARY FORM REV-1848A AVP (11-14)
REGISTER OF WILLS
11- 1-9
p DATE 12-22-2014
2014 SEC 19 fti`I ESTATE OF SMITH ROSEMARY J
DATE OF DEATH 12-31-2013
FILE NUMBER 21 14-0248
CLERK OF COUNTY CUMBERLAND
CHERYL ORIAHNIWHCOURT SSN/DC
�ri r� ACN 14500225
9417 01WR,f�'YLUID u PA APPEAL BY DATE: 02-20-2015
VIENNA VA 22182-3411 (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 -14 RETAIN LOWER PORTION FOR YOUR RECORDS �
_ _
REV-1548A AFP C11-14) - - - - - - - - - - - - - - - - - - - - - - - - - -- - -- - - -- - - - - - - - - - - - - - - - - - - - - - -
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE: 12-22-2014
ESTATE OF:SMITH ROSEMARY J DATE OF DEATH: 12-31-2013 COUNTY: CUMBERLAND
FILE NO. : 21 14-0248 S.S/D.C. NO. : ACN: 14500225
TAX RETURN WAS: (X) ACCEPTED AS FILED C )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: AMERICAN FUNDS ACCOUNT NO. : 82600366
TYPE OF ASSET: ( ) SECURITIES C X SECURITY ACC ( ) STOCK ( ) BONDS
DOD Valuation 120,884.86 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 1 .000 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 120,884.86 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 120,884.86 REGISTER OF WILLS AT THE
Tax Rate X .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 5,439.82 OR MONEY ORDER PAYABLE TO:
TAX CREDITS: "REGISTER OF WILLS, AGENT."
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
INTEREST IS CHARGED THROUGH 12-30-2014* TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 5,439.82
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 40.59
TOTAL DUE 5,480.41
* 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. (,V�v')