HomeMy WebLinkAbout07-06-15 BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISEMENT ALLONANCE OR DISALLONANCE pennSyLVarna
PO BOX 280601 OF DEDUCTION AND ASSESSMENT OF TAX ON
HARRISBURG, P0 } SECURI�'Y ACCOUNTS HELD IN DEPARTMENT OF REVENUE
R U7 t't D rU OFFICE O F BENEFICIARY FORM REV-1548A AFP (11-14)
REGISTER OF MILLS
PM
m DATE 07-06-2015
ESTABADOF
2015 jU'' tM L 6 3 11 DATETOFODEATH 02-23-2015 KATHRYN S
FILE NUMBER 21 15-0449
CLERIC OF COUNTY CUMBERLAND
JAMMPHANS'S�;fS 'T SSN/DC 198-14-8073
ACN 15502053
4 �j ,l TL L qjj )R'D) PA APPEAL BY DATE: 09-04-2015
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 THISLINE --# RETAIN LOWER PORTION FOR YOUR RECORDS 4---
REV-1548A -
---REV-1548A _ _
AFPC11-14) - - - - - - - - - - -- - - - - - - - - - - - - - - -- - --- - - - - - - - - - - - - - - - - - - - - - - - -
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE: 07-06-2015
ESTATE OF: BATDORF KATHRYN S DATE OF DEATH: 02-23-2015 COUNTY: CUMBERLAND
FILE NO. : 21 15-0449 S.S/D.C. NO. : 198-14-8073 ACN: 15502053
TAX RETURN WAS: (X) ACCEPTED AS FILED ( )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: EDWARD JONES ACCOUNT NO. : 336-10337
TYPE OF ASSET: ( ) SECURITIES ( X SECURITY ACC C ) STOCK ( ) BONDS
DOD Valuation .00 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 1 .000 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax .00 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount .00 REGISTER OF WILLS AT THE
Tax Rate X 045 ABOVE ADDRESS. MAKE CHECK
Tax Due .00 OR MONEY ORDER PAYABLE TO:
TAX CREDITS:
"REGISTER OF WILLS, AGENT."
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
04-21-2015 CD020555 .00 4,368.22
TOTAL TAX PAYMENT 4,368.22
BALANCE OF TAX DUE 4,368.22CR
INTEREST AND PEN. .00
TOTAL DUE 4,368.22CR
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.