HomeMy WebLinkAbout06-17-15 (2) BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
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BENEFICIARY FORM REV-1543A AFP(11-14)
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_ DATE 06-15-2015
X015 uUIV 17 A� ! 11 93 ESTATE OF BATDORF KATHRYN S
DATE OF DEATH 02-23-2015
FILE NUMBER 21 15-0449
C L E't,n O t' COUNTY CUMBERLAND
s�tPHANT COURT SSN/DC
JAM ` �� C�C pt, ACN 15502581
4 bLD- ST GE fin APPEAL BY DATE: 08-14-2015
LEWISBERRY 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 THISLINE —► RETAIN LOWER PORTION FOR YOUR RECORDS 44""'
REV-1548A _ AFP _ 11-14) - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - --- - - - -
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: 15502581
TAX RETURN WAS: (X) ACCEPTED AS FILED ( )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: EDWARD JONES ACCOUNT NO. : 336-94274
TYPE OF ASSET: C ) SECURITIES C X SECURITY ACC C ) STOCK C ) BONDS
DOD Valuation 30,408.25 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 1 .000 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 30,408.25 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 30,408.25 REGISTER OF WILLS AT THE
Tax Rate X .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 1 ,368.37 OR MONEY ORDER PAYABLE TO:
TAX CREDITS: "REGISTER OF WILLS, AGENT."
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
04-21-2015 CD020556 68.42 1,299.95
TOTAL TAX PAYMENT 1,368.37
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. ` p