HomeMy WebLinkAbout02-23-15 BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISEMENT ALLONANCE OR DISALLONANCE pennsyLvania
PO BOX 280601 OF DEDUCTION AND ASSESSMENT OF TAX ON DEPARTMENT OF REVENUE
HARRISBURG, PA 17128-0601 SECURRY ACCOUNTS HELD IN I
RHO-- 7 C 0 F BENEFICIARY FORK REV-1548A AFP (11-14)
R DATE 02-24-2015
ESTATE OF HOFFMAN RUTH L
DATE OF DEATH 02-07-2014
?0M FEB 23 Pn 12 �03 FILE NUMBER 21 14-0176
COUNTY CUMBERLAND
CL-- SSN/DC
RUTH L HDrFMAN-ESTATE ACN 14501793
C/O 98k�NVIS4L"TZER, I APPEAL BY DATE: 04-25-2015
15e4JfA1CfdN'AVE (See reverse side under Objections)
DOVER PA 17315-2758 Amount Remitted F
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: 02-24-2015
ESTATE OF; HOFFMAN RUTH L DATE OF DEATH: 02-07-2014 COUNTY: CUMBERLAND
FILE NO. : 21 14-0176 S.S/D.C. NO. : ACN: 14501793
TAX RETURN WAS: (X) ACCEPTED AS FILED C )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: AMERIPRISE ACCOUNT NO. : 385515929133
TYPE OF ASSET: SECURITIES C X SECURITY ACC STOCK C ) BONDS
DOD Valuation 6,933.35 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 1 .000 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 6,933.35 UPPER PORTION OF THIS NOTICE
Debts and Deductions .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 6,933.35 REGISTER OF WILLS AT THE
Tax Rate X .15 ABOVE ADDRESS. MAKE CHECK
Tax Due 1 ,040.00 OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
INTEREST IS CHARGED THROUGH 03-04-2015* TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1,040.00
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 9.98
TOTAL DUE 1,049.98
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. ON