HomeMy WebLinkAbout07-13-15 NOTICE OF INHERITANCE TAX A pe n n sy Lva rn a
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (11-14)
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
RECORDED OFFICE OF DATE 07-13-2015
REGISTER OF WILLS ESTATE OF ROURKE VERA
DATE OF DEATH 03-28-2015
?015 JULL 13 pll�p 12 �7 FILE NUMBER 21 15-0435
COUNTY CUMBERLAND
SSN/DC
HELEN CLEACN 15127856
1013 �S S,TC,ni T APPEAL BY DATE:09-11-2015
MECHA N PA 17055-3945 (See reverse side under Objections)
CUMBERLAND FA 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-1548 EX AFP C11-14)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 07-13-2015
ESTATE OF: ROURKE VERA DATE OF DEATH:03-28-2015 COUNTY:CUMBERLAND
FILE NO. : 21 15-0435 S.S/D.C. NO. : ACN: 15127856
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SANTANDER BANK ACCOUNT NO- : 0575136312
TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING ( )TRUST ( X)TIME CERTIFICATE
DATE ESTABLISHED 10-27-1997
Account Balance 22,070.10 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 11,035.05 UPPER PORTION OF THIS NOTICE
Debts and Deductions - •00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 11 ,035.05 REGISTER OF WILLS AT THE
Tax Rate Y .15 ABOVE ADDRESS. 1MAKE CHECK
Tax Due 1 ,655.26 OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-09-2015 CD020813 82.76 1,572.48
07-06-2015 SBADJUST .00 .02
TOTAL TAX PAYMENT 1,655.26
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.