HomeMy WebLinkAbout08-26-15 (2) BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX •
INHERITANCE TAX DIVISION APPRAISEMENT ALLONANCE OR DISALLONANCE : p e n nsyLva nl a
PO BOX 280601 OF DEDUCTION AND ASSESSMENT OF TAX ON
HARRISBURG, PA 17128-0601 SECURI+Y ACCOUNTS HELD IN DEPARTMENT OF REVENUE
BENEFICIARY FORM — REV-1548A AFP (11-14)
RECORDED OFFICE OF
DATE 08-24
REGISTER OF V,"J LS ESTATE OF GABEL-2015 BARBARA
AUGDATE OF DEATH 07-06-2014�C
2015 U 26 PM 3 OJILE NUMBER �j-15-�35
OUNTY CUMBERLAND
SSN/DC
MARC KIRSCHENBAUM CLEF�:� OF ACN 14506664
11 E VERNON LN ORPIi, V� ' CUr—s'
T APPEAL BY DATE: 10-23-2015
FORT THOMAS K Y 41 TUM 8r,4, A 1;J (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
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NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE: 08-24-2015
ESTATE OF:GABEL BARBARA DATE OF DEATH: 07-06-2014 COUNTY: CUMBERLAND
FILE NO. : S.S/D.C. NO. : ACN: 14506664
TAX RETURN WAS: (X) ACCEPTED AS FILED ( )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: AMERIPRISE FINANCIAL ACCOUNT NO. : 42843475
TYPE OF ASSET: ( ) SECURITIES ( X SECURITY ACC C ) STOCK ( ) BONDS
DOD Valuation 44,543.38 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 22,271 .69 UPPER PORTION OF THIS NOTICE
Debts and Deductions - . 00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 22,271 .69 .REGISTER OF WILLS AT THE
Tax Rate X .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 1 ,002.23 OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
INTEREST IS CHARGED THROUGH 09-01-2015* TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1 ,002.23
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 12. 16
TOTAL DUE 1,014.39
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.