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HomeMy WebLinkAbout02-23-15 n fi, IF . pennsyLvania BlJ}2 /l'egFLIMDIVIDuy XES NOTICE OF INHERITANCE TAX IN ITANC� TAX•DIwISION",i APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE PO -01 - OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (11-14) HARRISBURG PA 17128-0601 p JOINTLY HELD OR TRUST ASSETS ?els FEB 23 FF, �`� L DATE 02-24-2015 ESTATE OF GUILLIAMS JOHN W cj [F: CF DATE OF DEATH 04-15-2014 FILE NUMBER 21 14-0463 ORPHAN' t`^ COUNTY CUMBERLAND -��^'. , } SSN/DC uT RESA -HOLLINGER ACN 14131360 401 E PORTLAND ST APPEAL BY DATE:04-25-2015 MECHANICSBURG PA 17055-3357 (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 THIS LINE --01 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: 02-24-2015 ESTATE OF:GUILLIAMS JOHN W DATE OF DEATH:04-15-2014 COUNTY:CUMBERLAND FILE NO. : 21 14-0463 S.S/D.C. NO. : ACN: 14131360 TAX RETURN WAS: C ) ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTICE JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. : 153723-00 TYPE OF ACCOUNT: ( )SAVINGS C ) CHECKING CX)TRUST ( )TIME CERTIFICATE DATE ESTABLISHED 08-25-1995 Account Balance 11 ,848.01 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 1.000 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 11,848.01 UPPER PORTION OF THIS NOTICE Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 11,848.01 REGISTER OF WILLS AT THE Tax Rate x .15 ABOVE ADDRESS. MAKE CHECK Tax Due 1,777.20 OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 01-08-2015 CD020114 .00 1,020.08 INTEREST IS CHARGED THROUGH 03-04-2015 TOTAL TAX PAYMENT 1,020.08 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 757.12 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 2.98 TOTAL DUE 760. 10 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-1470 EX(01.10) ' 2114-0463 Y10� ARM INHERITANCE TAX REATOF-REUEN,Ug EXPLANATION 04/15/2014 fZEi� I ;_s .vl BUREAU OF INDIVIDUALrTAXES OF CHANGES AA Rs-o 0 DECEDENTS NAME T" C�-J-oh`n�'W Gu.11ianis 2114-0463 REVIEWED BY ACN C U Ll E=Robin L Agent 191 141313606 ITEM SCHEDULE NO. EXPLANATION OF CHANGES The claimed bills pertaining to the funeral and the urn and other debts are not allowed against the jointly held accounts. These expenses are probate deductions, which the estate attorney, executor or executrix are required to claim; the decedent's estate will have to reimburse you for these paid debts. The named debts were claimed on Schedule H of the Rev-1500. ROW Page 1