HomeMy WebLinkAbout05-14-15 (2) BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX •
INHERITANCE TAX DIVISION APPRAISENENT ALLOWANCE OR DISALLOWANCE 'S lly pe n n sylva rn a
PO BOX 280601 OF DEDUCTION AND ASSESSMENT OF TAX ON DEPARTMENT OF REVENUE
HARRISBURE�1R91-9o(,�F 1 C E OF SECURI�'Y ACCOUNTS HELD IN _
BENEFICIARY FORM REV-1548A AFP (11-14)
RECO LLS
DATE 05-11-2015
�1� ,� 7 Za ESTATE OF TRISTAN FAITH B
ili 1 DATE OF DEATH 12-21-2014
FILE NUMBER 21 15-0030
CLE: COUNTY CUMBERLAND
SSN/DC
KARE1""'" T 'EDWARDS ACN 15501095
(WiV1D�PEA6H ORCHARD "PT APPEAL BY DATE: 07-10-2015
HECTOR N Y 14841-9703 (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 -14 RETAIN LOWER PORTION FOR YOUR RECORDS �--
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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: 15501095
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: ( ) SECURITIES C 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:
TAX CREDITS: "REGISTER OF WILLS, AGENT."
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
03-19-2015 CD020378 163. 11 31099.09
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. (11�F