HomeMy WebLinkAbout06-17-15 BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISEMENT ALLONANCE OR DISALLONANCE p e n n Sytva rn a
PO BOX 280601 _ OF DEDUCTION AND ASSESSMENT OF TAX ON
HARRISBUTL�r c'CO F}-ICE OF SECURI+Y ACCOUNTS HELD IN 1, DEPARTMENT OF REVENUE
', BENEFICIARY FORM REV-1548A AFP (11-14)
REG S�iE OF wILLS
DATE 06-15-2015
uUIV 1� i t i �3 ESTATE OF BATDORF KATHRYN S
U DATE OF DEATH 02-23-2015
FILE NUMBER 21 15-0449
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GLEi: ,; OF COUNTY CUMBERLAND
j&EHANS' ( �t)RTSSN/DC
15500
9TA Ckb, pJAk ACN APPEAL BY DATE?0814-2015
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
RV--1-548A - AFP- - -1-1-4 - - - - - - - - - - - - - - - - -- - - - - - - -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
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: BATDORF KATHRYN S DATE OF DEATH: 02-23-2015 COUNTY: CUMBERLAND
FILE NO. : 21 15-0449 S.S/D.C. NO. : ACN: 15502052
TAX RETURN WAS: (X) ACCEPTED AS FILED ( )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: EDWARD JONES ACCOUNT NO. : 336-15862
TYPE OF ASSET: C ) SECURITIES C X SECURITY ACC ( ) STOCK ( ) BONDS
DOD Valuation 1,720,840.83 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 1 .000 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 1,720,840.83 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 1,720,840.83 REGISTER OF WILLS AT THE
Tax Rate X .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 77,437.84 OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
04-21-2015 CD020553 3,871 .89 73,565.95
TOTAL TAX PAYMENT 77,437.84
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. * \I,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. VVVJJJ��`
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.