HomeMy WebLinkAbout05-14-15 BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISEMENT ALLOWANCE OR DISALLOWANCE p pe n n SyLva rn a
PO Box 280601 OF DEDUCTIONr AND ASSESSMENT OF TAX ON
HARRISBURG, PA 17128-06 SECURI'T'Y ACCOUNTS HELD IN DEPARTMENT OF REVENUE
RECORDED C t"F i C E O F BENEFICIARY FORM
REV-1546A AFP (11-14)
REGISTER Cr }BILLS
DATE 45.21-2015
?CIS rIpjy 1`-1 �n� 12 20 ESTATE OF SHUEY LOUISE A
DATE OF DEATH 06-04-2014
FILE NUMBER 21 14-0571
CI
LES ':% Cid= COUNTY CUMBERLAND
SSN/DC
tIt,FER`' GrPENWELL
�.,]-• -' ACN 14503846
AL BY DATE:
7-10-21
��0'tlT1i06RT HWY _. CT 06890-1137 (See reverse side underObjections)5
Amount Remitted i
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-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: 05-11-2015
ESTATE OF:S-HUEY LO T A DATE OF DEATH: 06-04-2014 COUNTY: CUMBERLAND
FILE NO. : 21 14-0571 S.S/D.C. NO. : ACN: 14503846
TAX RETURN WAS: (X) ACCEPTED AS FILED ( )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: OPPENHEIMER ACCOUNT NO. : 4201173227
TYPE OF ASSET: C ) SECURITIES C X SECURITY ACC ( ) STOCK ( ) BONDS
DOD Valuation 64,851.30 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 32,425.65 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 32.425.65 REGISTER OF WILLS AT THE
Tax Rate X .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 1 ,459.15 OR MONEY ORDER PAYABLE TO:
TAX CREDITS: "REGISTER OF WILLS, AGENT."
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
INTEREST IS CHARGED THROUGH 05-19-2015* TOTAL TAX 'PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1,459.15
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 9.09
TOTAL DUE 1,468.24
* 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.