HomeMy WebLinkAbout04-29-15 pennsylvania
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE __..___.1
PO BOX 280601n� OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (11-14)
HARRISBRZECA41kIflaoOFFIVE 4i JOINTLY HELD OR TRUST ASSETS
REGISTER C)r WILLS DATE 04-27-2015
PM 1 ESTATE OF WARNER PEARL L
RPR
l PR 29 P 112 i5 DATE OF DEATH 05-10-2014
J FILE NUMBER 21 15-0296
CLEx`� �� COUNTY CUMBERLAND
SSN/DC
CHI,NDS'€Y ACN 14131562
ANKN ,p} L -1, .
i17�FI�'IINMORE., DR-, �• . APPEAL BY DATE:06-26-2015
I S`B'U RG' F" ` " 'PA 17112-1559 (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
-------------------------------------------------------------------------------------------
REV-1548 EX AFP CI1-14)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 04-27-2015
ESTATE OF:WARNER PEARL L DATE OF DEATH:05-10-2014 COUNTY:CUMBERLAND
FILE NO. : 21 15-0296 S.S/D.C. NO. : ACN: 14131562
TAX RETURN WAS: C ) ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTICE
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: METRO BANK ACCOUNT NO. : 513167205
TYPE OF ACCOUNT: ( )SAVINGS ( )0 CHECKING ( )TRUST ( )TIME CERTIFICATE
DATE ESTABLISHED 07=12-2000
Account Balance 2,097.57 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 1 ,048.79 UPPER PORTION OF THIS NOTICE
Debts and Deductions - •00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 1,048.79 REGISTER OF WILLS AT THE
Tax Rate x .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 47.20 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 05-05-2015 TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 47.20
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .33
TOTAL DUE 47.53
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.
REV-1470 EX(01.10)
pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG.PA 0
DECEDENT'S NAME FILE NUMBER
Pearl L Warner 2115-0296
REVIEWED BY ACN
Amber/Agent 192 14131562
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The claimed bills pertaining to the nursing care, cemetery inscription, 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. This account can be
reported and paid on the Inheritance tax return.
Page 1