HomeMy WebLinkAbout06-02-15 NOTICE OF INHERITANCE TAX P e n n sy Lva m a
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE _______
PO BOX 280601 pp rn n-^ IIF EDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (11-14)
HARRISBURG PA 17128-,&E V 0 R R L- t r=C , JOINTLY HELD OR TRUST ASSETS
DATE 06-02-2015
ESTATE OF BENTLEY HOLLAND D
His JUN 2 11-9_`► 11 J3 DATE OF DEATH 11-29-2013
FILE NUMBER ')�—I5—b61
C, E Cl- COUNTY CUMBERLAND
SSN/DC
AMY J Q3 �;11E'Y ACN 14137606
720 S MARKGEUTpST— APPEAL BY DATE:08-01-2015
MECHANICSBURG PA 17055-6414 (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 4--
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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: 06-02-2015
ESTATE OF: BENTLEY HOLLAND D DATE OF DEATH:11-29-2013 COUNTY:CUMBERLAND
FILE NO. : S.S/D.C. NO. : ACN: 14137606
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SANTANDER BANK ACCOUNT NO. : 0721090729
TYPE OF ACCOUNT: ( )SAVINGS ( X) CHECKING ( )TRUST ( )TIME CERTIFICATE
DATE ESTABLISHED 05-19-2009
Account Balance 6,285.76 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 3,142.88 UPPER PORTION OF THIS NOTICE
Debts and Deductions - •00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 3,142.88 REGISTER OF WILLS AT THE
Tax Rate x • 15 ABOVE ADDRESS. MAKE CHECK
Tax Due 471 .43 OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
INTEREST IS CHARGED THROUGH 06-10-2015 TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 471.43
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 11.02
TOTAL DUE 482.45
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. \n
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REV-1470 EX(01-10)
-, 2114-1155
penn$ytvanla INHERITANCE TAX
DEPARTMENT OF REVENUE 01/10/2013
EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG, 17128-0601
DECEDENT'S NAME
Joan M Ruggieri 2114-1155
REVIEWED BY ACN
Robin /Agent 191 14101966
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
Account was a rollover from another account, documentation is on file.
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