HomeMy WebLinkAbout02-23-15 (2) BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISEMENT ALLOWANCE OR DISALLOWANCE pennsyLvania
PO BOX 280601 OF DEDUCTION6 AND ASSESSMENT OF TAX ON DEPARTMENT OF REVENUE
HARRISBURG, PA 17128-0601 SECURITY ACCOUNTS HELD IN &
RECORRDED CIFFICE OF BENEFICIARY FORK REV-ISOA AFP (11-14)
R E G 13 IFF I'I-LS DATE 02-24-2015
ESTATE OF HOFFMAN RUTH L
DATE OF 7-214
FE B 23 PF1 12 33 FILE NUMBERDEATH 2102-104-01076
COUNTY CUMBERLAND
SSN/DC
RUTH C"H&FkAN-ESTATE ACN 14501794
C/O JOjW , SMELTZER' APPEAL BY DATE: 04-25-2015
1524 WVf-dW-,XVE I ' . 7 'k (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 --0 RETAIN LOWER PORTION FOR YOUR RECORDS 4--- - - - - - - -- - - - - - -
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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. : AGN: 14501794
TAX RETURN WAS: (X) ACCEPTED AS FILED C )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: AMERIPRISE ACCOUNT NO. : 930067409779004
TYPE OF ASSET: SECURITIES ( X SECURITY ACC C ) STOCK C ) BONDS
DOD Valuation 229,990.06 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 1.000 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 229,990.06 UPPER PORTION OF THIS NOTICE
Debts and Deductions .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 229,990.06 REGISTER OF WILLS AT THE
Tax Rate X .15 ABOVE ADDRESS. MAKE CHECK
Tax Due 34,498.51 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 34,498.51
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 330.98
TOTAL DUE 34,829.49
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.