HomeMy WebLinkAbout08-31-15 NOTICE OF INHERITANCE TAX • pe n n SyLva rn a
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601C�+ 91 DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (11-14)
HARRISBURG PA 171fi{➢AO R D E D OFFICE V JOINTLY HELD OR TRUST ASSETS
REGIS T E,' VP L L
DATE 08-31-2015
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ESTATE OF WHARTON JAMES L
His RTC)' 31 Cn 122-15 DATE OF DEATH 05-10-2015
FILE NUMBER 21 15-0752
_ COUNTY CUMBERLAND
GLE:, � SSN/DC
CAROLYN 01phH"AR+TON ACN 15134081
UNIT 3� ,(�f r .; t APPEAL BY DATE:10-30-2015
2101 MAR��7 ST (See reverse side under Objections)
PHILADELPHIA PA 19103-1355 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-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: 08-31-2015
ESTATE OF:WHARTON JAMES L DATE OF DEATH:05-10-2015 COUNTY:CUMBERLAND
FILE NO. : 21 15-0752 S.S/D.C. NO. : ACN: 15134081
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PNC BANK NA ACCOUNT NO. : 5003913131
TYPE OF ACCOUNT: C )SAVINGS ( )0 CHECKING ( )TRUST ( )TIME CERTIFICATE
DATE ESTABLISHED 01-04-2002
Account Balance 5,907.41 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 2,953.71 UPPER PORTION OF THIS NOTICE
Debts and Deductions .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 2,953.71 REGISTER OF WILLS AT THE
Tax Rate x .045 ABOVE ADDRESS. "- MAKE CHECK
Tax Due 132.92 OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
07-31-2015 CD021057 6.65 127.27
TOTAL TAX PAYMENT 133.92
BALANCE OF TAX DUE 1 .000R
INTEREST AND PEN. .00
TOTAL DUE 1 .000R
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. invfJl