HomeMy WebLinkAbout05-14-15 BUREAU OF INDIVIDUAL TAXES - NOTICE OF INHERITANCE TAX
POHBg��ap��,Tpac �Is�io�tr�(C O F APPRAISEHENT ALLONANCE OR DISALLONANCE pennsylvania
Oki7aokbhl i� OF DEDUCTION AND ASSESSMENT OF TAX ON DEPARTMENT OF REVENUE
HARRI r7
,A,17ia:8-06-01 -����$ SECURI+Y ACCOUNTS HELD IN
0 1 ',--,, �. • �( BENEFICIARY FORK REV-1548A AFP(11-14)
,g,S FIRy 14pFi 12 20, DATE 05-11-2015
tt ''1t ESTATE OF TRISTAN FAITH B
DATE OF DEATH 12-21-2014
C LEFILE NUMBER 21 15-0030
0 RpH( N"' COUNTY CUMBERLAND
_ SSN/DC
N fAfODORE TRISTAN ACN 15501106
2050 CHESINE RD APPEAL BY DATE: 07-10-2015
BINGHAMTON NY 13903 (See reverse side under Objections)
Amount Remitted 7771
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 F
- - - - - - -- - - - - - - - - - - -- -- - -- - - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - -- - - - - - - -- - - - - -- - - -
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:TRISTAN FAITH B DATE OF DEATH: 12-21-2014 COUNTY: CUMBERLAND
FILE NO. : 21 15-0030 S.S/D.C. NO. : ACN: 15501106
TAX RETURN WAS: (X) ACCEPTED AS FILED C )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: MERRILL LYNCH ACCOUNT NO. : 87241710
TYPE OF ASSET: C ) SECURITIES ( X SECURITY ACC C ) STOCK C ) BONDS
DOD Valuation 362,466.53 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.200 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 72,493.31 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 72,493.31 REGISTER OF WILLS AT THE
Tax Rate X .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 3,262.20 OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
03-17-2015 CD020380 163. 11 3,099.09
TOTAL TAX PAYMENT 3,262.20
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.