HomeMy WebLinkAbout06-08-15 BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE DIVISION APPRAISEMENT
ALLOWANCE
ASSESSMENTDISALLOWANCE
ON Pe11nS�/LVal11a
HARRISBURG, PA 17128-0601 SECURIffY ACCOUNTS HELD IN DEPARTMENT OF REVENUE
RECORDED C f tF F I C EO F BENEFICIARY FORM — REI-�11.aFr 111-i11
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��� DATE 06-08-2015
ESTATE OF BAHN ROBERT E
?015 JUN 8 P7 12 -,5 DATE OF DEATH 02-14-2015
J FILE NUMBER 21 15-0223
COUNTY CUMBERLAND
� � SSN/DC
VICTOR S N}� it;; ACN 15503157
146 WOODS �t�" . APPEAL BY DATE: 08-07-2015
MECHANICSBK PA 17050-2730 (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 THISLINE —► 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: 06-08-2015
ESTATE OF: BAHN ROBERT E DATE OF DEATH: 02-14-2015 COUNTY: CUMBERLAND
FILE NO. : 21 15-0223 S.S/D.C. NO. : ACN: 15503157
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 ( ) 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 C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
05-11-2015 CD020637 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. �J
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.