HomeMy WebLinkAbout06-17-15 BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX •
INHERITANCE TAX DIVISION APPRAISEMENT ALLOWANCE OR DISALLOWANCE Ti
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PO BOX 280601 OF DEDUCTION AND ASSESSMENT OF TAX ONDEPARTMENT OF REVENUE
HARRISBURG, PR] 74 -u6V r r SECURITY ACCOUNTS HELD IN
�\ O r F 1 C E OF BENEFICIARY FORM REV-1548A AFP(11a4)
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pp DATE 06-15-2015
ESTABAN
HIS AN 17 F1 11 `�3 DATETOFODEATH 02-14-2015 ROBERT E
FILE NUMBER 21 15-0223
CLIA":i OF COUNTY CUMBERLAND
SSN/DC
HOLLf RPEVk bka, §R ACN 15503154
12 0011AXI;-�bR,!;D CCI PA APPEAL BY DATE: 08-14-2015
D I L L S B U R G PA 17019-1555 (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 ♦-
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REV
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE: 06-15-2015
ESTATE OF: BAHN ROBERT E DATE OF DEATH: 02-14-2015 COUNTY: CUMBERLAND
FILE NO. : 21 15-0223 S.S/D.C. NO. : ACN: 15503154
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 ( 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:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
04-21-2015 CD020559 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. (w}J
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ��JJ--