HomeMy WebLinkAbout07-20-15 (2) pennsytvania
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE Q1 7
PO BOX 2 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (11-14)
'Nt0GR@,F.D OFFICE OF JOINTLY HELD OR TRUST ASSETS
HARRISBURG
REGISTER OF WILLS DATE 07-20-2015
ESTATE OF WAGNER RICHARD J
HIS JUL 20 PM 12 40 DATE OF DEATH 01-23-2015
FILE NUMBER 21 15-0308
COUNTY CUMBERLAND
CLER'K OF SSN/DC
RAMA10 R P H AN'3FIJ 8�N—1 ACN 15107337
4 1v p t� APPEAL BY DATE:09-18-2015
CAW 1)011-5442 (See reverse side under Objections)
Amount Remitted F
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS
--------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 07-20-2015
ESTATE OF:WAGNER RICHARD J DATE OF DEATH:01-23-2015 COUNTY:CUMBERLAND
FILE NO. : 21 15-0308 S.S/D.C. NO. : ACN: 15107337
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION:-FULTON BANK NA ACCOUNT NO. : 022-0318193
TYPE OF ACCOUNT: ( )SAVINGS C CHECKING ( X)TRUST ( )TIME CERTIFICATE
DATE ESTABLISHED 01-09-2009
Account Balance 43,429.07 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 1.000 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 43,429.07 UPPER PORTION OF THIS NOTICE
Debts and Deductions .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 43,429.07 REGISTER OF WILLS AT THE
Tax Rate y .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 1 ,954.31 OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
03-24-2015 CD020399 97.72 1,954.31
TOTAL TAX PAYMENT 2,052.03
BALANCE OF TAX DUE 97.72CR
IINTEREST AND PEN. .00
TOTAL DUE 97.72CR
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.