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Pennsylvania
BUREAU OF INDIVIDUAL TAXES n NOTICE OF INHERITANCE TAX DEPARTMENT OF REVENUE
INHERITANCE TAX"`-"""D�" V���L O�APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (11-14)
HARRISBURG PA 171@64661�1CSTER OF WILLS JOINTLY HELD OR TRUST ASSETS
RR CCIb� DATE 07-27-2015
X015 NG 3 PM 12 03 ESTATE OF BIXLER LEONARD L
DATE OF DEATH 04-12-2015
CLE,,,� OF FILE NUMBER 21 15-0606
COUNTY CUMBERLAND
KENITH ORPHANN`SE COURT SSN/DC
��++ii�� � ACN 15122620
7761 AW E DRC P`�
APPEAL BY DATE:09-25-2015
HARRISBURG PA 17112-9770 (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 4--
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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: 07-27-2015
ESTATE OF: BIXLER LEONARD L DATE OF DEATH:04-12-2015 COUNTY: CUMBERLAND
FILE NO. : 21 15-0606 S.S/D.C. NO. : ACN: 15122620
TAX RETURN WAS: ( ) ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTICE
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. : 255885-40
TYPE OF ACCOUNT: ( )SAVINGS C ) CHECKING ( )TRUST ( ))TIME CERTIFICATE
DATE ESTABLISHED 05-02-2014
Account Balance 48,225.26 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 1 .000 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 48,225.26 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 48,225.26 REGISTER OF WILLS AT THE
Tax Rate x . 15 ABOVE ADDRESS. MAKE CHECK
Tax Due 7,233.79 OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
PAYMENT MUST BE MADE BY 01-13-2016*. TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 7,233.79
INTEREST AND PEN. .00
TOTAL DUE 7,233.79
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. �I
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REV-1470 Be(01-10) -
��`� enns Lvania
p y INHERITANCE TAX
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DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG, A 17128-0601
DECEDENTS NAME FILE NUMBER
Leonard L. Bixler 21 15-0606
REVIEWED BY ACN
Steven -Agent# 193 15122620
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Joint owner removed spouse and added decedent to the account within one year of
decedent's death. Per Section 2107 (c)(3) of the Pennsylvania Inheritance and Estate Tax
Act provides that the entire interest transferred is subject to the extent that the value at the
time of the transfer exceeds three thousand dollars ($3,000) during any calendar year.
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