HomeMy WebLinkAbout03-10-15 NOTICE OF INHERITANCE TAX 0pennsyLvania
BUREAU OF INDIVIDUAL TAXES J DEPARTMENT OF REVENUE
1
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE REV-1548 EX AFP (11-14)
PO BOX 280601 DU`CTtIO`N'S;0�ND3A3SESSMENT OF TAX ON
HARRISBURG PA 17128-0601 R E C�F Rj�E,-" kT*
JOINTLY 'HELR QR TRUST ASSETS
- F ' !
REG!- , DATE 03-09-2015
tSTATE OF SCHAEFER BARTON T
?01S n,- 10 p�l i 2 ATE OF DEATH 11-20-2014
FILE NUMBER 21 15-0077
CLEi ,� OF COUNTY CUMBERLAND
SSN/DC
LUCILLE K SCHAEFER 0 R P i I A CC ACN 15003182
APT 3108 CU, APPEAL BY DATE:05-08-2015
325 WESLEY DR (See reverse side under Objections)
MECHANICSBURG PA 17055-3501 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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REV-1548 EX AFP CI1-143
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 03-09-2015
ESTATE OF:SCHAEFER BARTON T DATE OF DEATH:11-20-2014 COUNTY:CUMBERLAND
FILE NO. : 21 15-0077 S.S/D.C. NO. : ACN: 15003182
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION:-PNC BANK NA ACCOUNT NO. : 000005000978829
TYPE OF ACCOUNT: ( )SAVINGS ( X) CHECKING ( )TRUST ( )TIME CERTIFICATE
DATE ESTABLISHED 03-06-2008
Account Balance 18,116.71 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 9,058.36 UPPER PORTION OF THIS NOTICE
Debts and Deductions .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 9,058.36 REGISTER OF WILLS AT THE
Tax Rate y .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 407.63 OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
01-20-2015 CD020152 20.38 387.25
TOTAL TAX PAYMENT 407.63
BALANCE OF TAX DUE .00
INTEREST AND PEN. . 00
TOTAL DUE .00
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.