HomeMy WebLinkAbout07-27-15 (2) BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISEMENT ALLONANCE OR DISALLONANCE pe n n sylva rn a
PO BOX 280601 OF DEDUCTION AND ASSESSMENT OF TAX ON
HARRISBURG, PA 17128 �o}, SECURI�'Y ACCOUNTS HELD IN DEPARTMENT OF REVENUE
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C t 0 R D E D OFFICE OF BENEFICIARY FORM - REV-1548A AFP (11-14)
REGISTER OF WILLS DATE 07-27-2015
r �� ESTATE OF AUXT IRENE
?0IS AL 27 PM 2 09 DATE OF DEATH 03-27-2015
FILE NUMBER 21 15-0560
CLERK OF COUNTY CUMBERLAND
SSN/DC
MILFORD 0CPOikt'HWR,$RJRT ACN 15504296
218 SALT( 15ERUO r0 'l; APPEAL BY DATE: 09-25-2015
E N O L A PA 17025-2021 (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 -AH C11-14) - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE: 07-27-2015
ESTATE OF:AUXT IRENE DATE OF DEATH: 03-27-2015 COUNTY: CUMBERLAND
FILE NO. : 21 15-0560 S.S/D.C. NO. : ACN: 15504296
TAX RETURN WAS: (X) ACCEPTED AS FILED C )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: PRUDENTIAL MUTUAL FUNDS ACCOUNT NO. : 003053184
TYPE OF ASSET: C ) SECURITIES C X SECURITY ACC ( ) STOCK ( ) BONDS
DOD Valuation 20,410.21 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 10,205. 11 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 10,205. 11 REGISTER OF WILLS AT THE
Tax Rate X .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 459.23 OR MONEY ORDER PAYABLE TO:
TAX CREDITS: "REGISTER OF WILLS, AGENT."
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
06-01-2015 CD020762 22.96 436.27
TOTAL TAX PAYMENT 459.23
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" CCR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.