HomeMy WebLinkAbout06-02-15 (3) BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISEMENT ALLOWANCE OR DISALLOWANCE - p e n n sylva ni a
PO BOX 260601 OF DEDUCTIONL AND ASSESSMENT OF TAX ON
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F r SECURITY ACCOUNTS HELD IN DEPARTMENT OF REVENUE
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DATE 06-02-2015
lgl 2 ci j 11 33 ESTATE OF BAHN ROBERT E
U1\ DATE OF DEATH 02-14-2015
FILE NUMBER 21 15-0223
17'- COUNTY CUMBERLAND
SSN/DC
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110rNL-MARKET ST APPEAL BY DATE: 08-01-2015
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CHANICSBURG PA 17055-3345 (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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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: 15503156
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: ( ) SECURITIES ( X SECURITY ACC C ) STOCK ( ) 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 (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
05-01-2015 CD020600 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" (CR), YOU MAY BE DUE A REFUND.
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SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. V