HomeMy WebLinkAbout09-08-15 BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
POHBOX T280601 ANCE TAX DIVISION OFDEDUCTIONSAANDNASSESSMENTANCE OR SOFLTAX ON pe n n SyLVa rn a
ORANCE
HARRISBURG, PA 17128-0601 _ SECURIfPY ACCOUNTS HELD IN DEPARTMENT OF REVENUE
RECORDED Q r E i C` OF BENEFICIARY FORM REQ-1548A aFP (11-14)
REGISTER OF 1'r'i LS DATE 09-07-2015
ESTATE OF FREEDMAN RUTH C
?015 SE!p 8 IPI�p 112 L12 DATE OF DEATH 06-09-2015
FILE NUMBER 21 15-0669
COUNTY CUMBERLAND
CLEC ` " SSN/DC
BRENDA CjR""k NE ACN 15506484
8 S FRONTC5WERt -A APPEAL BY DATE: 11-06-2015
WORMLEYSBURG PA 17043-1329 (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-- - -1548A- - - - - -
AFP-C1- -1--14)- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -- --------- - - - - - - - - - - - - - - -
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE: 09-07-2015
ESTATE OF: FREEDMAN RUTH C DATE OF DEATH: 06-09-2015 COUNTY: CUMBERLAND
FILE NO. : 21 15-0669 S-S/D-C. NO. : ACN: 15506484
TAX RETURN WAS: (X) ACCEPTED AS FILED C )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: EATON VANCE INVESTMENT ACCOUNT NO. : 5004090022
TYPE OF ASSET: ( ) SECURITIES C X SECURITY ACC C ) STOCK C ) BONDS
DOD Valuation 18,363. 11 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.200 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 3,672.62 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 3,672.62 REGISTER OF WILLS AT THE
Tax Rate X .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 165.27 OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
08-03-2015 CD021069 8.26 157.01
TOTAL TAX PAYMENT 165.27
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. 1/