HomeMy WebLinkAbout06-02-15 BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISEMENT lALLONANCE OR DISALLONANCE ,' pe n n SyLVa rn a
HPO ARRI60OF DEDUAND
ASSESSMENT TAX ON
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BENEFICIARY FORM REV-1548A AFP (11-14)
DATE 06-02-2015
HIS Uf��j 2 �,) 1 1 �� ESTATE OF BAHN ROBERT E
RDATE OF DEATH 02-14-2015
FILE NUMBER 21 15-0223
CLE F , i! COUNTY CUMBERLAND
LOUELLA0R KH!IA' RS I T SSN/DC
ACN 15503153
429 0 STAGE_RD APPEAL BY DATE: 08-01-2015
L E W I S B E R R Y PA 17339-9319 (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 F
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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: 06-02-2015
ESTATE OF: BAHN ROBERT E DATE OF DEATH: 02-14-2015 COUNTY: CUMBERLAND
FILE NO. : 21 15-0223 S.S/D.C. NO. : ACN: 15503153
TAX RETURN WAS: (X) ACCEPTED AS FILED ( )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: JOHN HANCOCK INV ACCOUNT NO. : 2040266
TYPE OF ASSET: C ) SECURITIES C X SECURITY ACC C ) STOCK C ) BONDS
DOD Valuation 11,783.55 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.200 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 2,356.71 UPPER PORTION OF THIS NOTICE
Debts and Deductions - . 00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 2,356.71 REGISTER OF WILLS AT THE
Tax Rate X .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 106.05 OR MONEY ORDER PAYABLE TO:
TAX CREDITS: "REGISTER OF WILLS, AGENT."
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
05-01-2015 CD020599 5.30 100.75
TOTAL TAX PAYMENT 106.05
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" CCR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.