HomeMy WebLinkAbout09-08-15 (2) BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISEMENT ALLONANCE OR DISALLONANCE �` .; p e n n sy Lva rn a
PO BOX 280601 OF DEDUCTION AND ASSESSMENT OF TAX ON
HARRISBURG, PA 17128-0601 SECURIjI'Y ACCOUNTS HELD IN DEPARTMENT OF REVENUE
RECORDED Gf- F4CE OF BENEFICIARY FORM REV-1548A AFP (11-14)
REGIS'` 11 LS DATE 09-07-2015
ESTATE OF FREEDMAN RUTH C
HIS ��� 8 nn 12 912 DATE OF DEATH 06-09-2015
FILE NUMBER 21 15-0669
COUNTY CUMBERLAND
CI-- '' SSN/DC
DENN6Rp1,j rAR FREEDMAN ACN 15506485
32 U�.,IqLtSL-S-LDE—RD APPEAL BY DATE: 11-06-2015
NE Cl1Pif LAND PA 17070-1842 (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
REV-1548A AFP (11-14)
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: 15506485
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: C ) 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
08-06-2015 CD021082 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. * a
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. �n
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.