HomeMy WebLinkAbout06-08-15 (3) BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISEMENT ALLONANCE OR DISALLONANCE pennSyLVarna
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" V ` ` r BENEFICIARY FORM REV-1548A AFP (11-14)
DATE 06-08-2015
7015 �2 ��j ESTATE OF HARMON STACEY L
i1 �V DATE OF DEATH 02-17-2015
FILE NUMBER 21 15-0228
C L-7 .- COUNTY CUMBERLAND
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BARRYOR ,L�'HARMON ACN 15502379
122rbLW, NERY DR APPEAL BY DATE: 08-07-2015
MECHANICSBURG PA 17050-1942 (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—
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: 06-08-2015
ESTATE 0F: HARMON STACEY L DATE OF DEATH: 02-17-2015 COUNTY: CUMBERLAND
FILE NO. : 21 15-0228 S.S/D.C. NO. : ACN: 15502379
TAX RETURN WAS: (X) ACCEPTED AS FILED C )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: METLIFE ACCOUNT NO. : 32044123171
TYPE OF ASSET: ( ) SECURITIES ( X SECURITY ACC C ) STOCK ( ) BONDS
DOD Valuation 112,757.17 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 56,378.59 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 56,378.59 REGISTER OF WILLS AT THE
Tax Rate X .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 2,537.04 OR MONEY ORDER PAYABLE TO:
TAX CREDITS: "REGISTER OF WILLS, AGENT."
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
05-11-2015 CD020638 126.85 2,410. 19
TOTAL TAX PAYMENT 2,537.04
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.