HomeMy WebLinkAbout03-16-15 (2) BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISEMENT ALLOWANCE OR DISALLOWANCEV
pennsylvania
HA BOX 280601 OF DEDUCTION AND ASSESSMENT OF TAX ON DEPARTMENT OF REVENUE
HARRISBURG, PA 17128-0601 SECURI�'Y ACCOUNTS HELD IN
EON n r r' BENEFICIARY FORM REV-1548A AFP (11-14)
01 " DATE 03-16-2015
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p �ry ESTATE OF HILSHER HELEN G
�i�j �b E i 1 l� -3 DATE OF DEATH 09-14-2012
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FILE NUMBER 21 14-0918
� _ COUNTY CUMBERLAND
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-� SSN/DC
MARIPATQ-i�p i.i WEHMAN- ACN 15501803
1 BAN��Ry,�RD , APPEAL BY DATE: 05-15-2015
HUMMEb�vp PA 17036-9543 (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 '-► RETAIN LOWER PORTION FOR YOUR RECORDS
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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: 03-16-2015
ESTATE OFAILSHER HELEN G DATE OF DEATH: 09-14-2012 COUNTY: CUMBERLAND
FILE NO. : 21 14-0918 S.S/D.C. NO. : ACN: 15501803
TAX RETURN WAS: (X) ACCEPTED AS FILED C )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: MERRILL LYNCH ACCOUNT NO. : 882-41653
TYPE OF ASSET: C ) SECURITIES C X SECURITY ACC C ) STOCK C ) BONDS
DOD Valuation 16,435.11 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 8,217.56 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 8,217.56 REGISTER OF WILLS AT THE
Tax Rate X .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 369.79 OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
INTEREST IS CHARGED THROUGH 03-24-2015* TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 369.79
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 19.65
TOTAL DUE 389.44
* 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.