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pennsylvania
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX DEPARTMENT OF REVENUE
INHERITANCE ]T,AAX DIVISSION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
HPO
ARROSB�fN21�2BG0� �� �� OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (11-14)
JOINTLY HELD OR TRUST ASSETS
REGIS-1 IrfIR OF MILLS
DATE 05-04-2015
ESTATE OF STIPE II WALTER J
7Q15 FIRM 9 PM 12 15 DATE OF DEATH 01-03-2015
FILE NUMBER 21 15-0387
C L E-F. 0l' COUNTY CUMBERLAND
SSN/DC
AN"0VN-yJkI`J'-W ( TdJ tT ACN 15105195
iiHLOR1IZON) DR'< APPEAL BY DATE:07-03-2015
LANCASTER PA 17601-1112 (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 C11-14)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 05-04-2015
ESTATE OF:STIPE II WALTER J DATE OF DEATH:01-03-2015 COUNTY:CUMBERLAND
FILE NO. : 21 15-0387 S.S/D.C. NO. : ACN: 15105195
TAX RETURN WAS: ( ) ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTICE
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: FULTON BANK NA ACCOUNT NO. : 3623-69954
TYPE OF ACCOUNT: ( )SAVINGS ( X) CHECKING C )TRUST ( )TIME CERTIFICATE
DATE ESTABLISHED 03-08-2008
Account Balance 6,140.89 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 3,070.45 UPPER PORTION OF THIS NOTICE
Debts and Deductions .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 3,070.45 REGISTER OF WILLS AT THE
Tax Rate x .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 138. 17 OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
PAYMENT MUST BE MADE BY 10-04-2015*. TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 138. 17
INTEREST AND PEN. .00
TOTAL DUE 138. 17
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.
RPS-1470 EX(01-10)
pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
.,...
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG,PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Walter J Stipe, II 2115-0387
REVIEWED BY ACN
Amber/Agent 192 15105195
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The claimed bills pertaining to the nursing home payment 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.
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