HomeMy WebLinkAbout08-12-15 BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISEMENT ALLOWANCE OR DISALLOWANCE p e n n SyLva rn a
PO BOX 280601 OF DEDUCTION AND ASSESSNENT OF TAX ON
HARRISBURG, PA 17128-0601 SECURI'T'Y ACCOUNTS HELD IN DEPARTMENT OF REVENUE
RECORDED OFFICE OF BENEFICIARY FORM REI-154RA AFP 111-111
REGISTER OF WILLS DATE 08-10-2015
ESTATE OF WILLIAMS BETSY R
?�1S 9IJG 12 FM 1119 DATE OF DEATH 05-24-2015
FILE NUMBER 21 15-0614
_ COUNTY CUMBERLAND
CLEC,,; JiP SSN/DC
J F,Y—,.,L, ,WLLL-IAMS ACN 15505326
U-'kLO ROAD. APPEAL BY DATE: 10-09-2015
C W%B i&-44!1' t (See reverse side under Objections)
COROMANDEL OC 99999 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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REV-1548A AFP C11-14)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE: 08-10-2015
ESTATE OF:WILLIAMS BETSY R DATE OF DEATH: 05-24-2015 COUNTY: CUMBERLAND
FILE NO. : 21 15-0614 S.S/D.C. NO. : ACN: 15505326
TAX RETURN WAS: (X) ACCEPTED AS FILED C )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: EDWARD JONES ACCOUNT NO. : 242-10622-1-3
TYPE OF ASSET: C ) SECURITIES ( X SECURITY ACC ( ) STOCK C ) BONDS
DOD Valuation 510,132.55 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 255,066.28 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 255,066.28 REGISTER OF WILLS AT THE
Tax Rate X .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 11 ,477.98 OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
PAYMENT MUST BE MADE BY 02-25-2016*. TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 11,477.98
INTEREST AND PEN. .00
TOTAL DUE 11,477.98
* 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.