HomeMy WebLinkAbout09-08-15 NOTICE OF INHERITANCE TAX Pennsylvania
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE Q
PO BOX 280601RECORDED �r r 1"'I 6D IONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (11-14)
HARRISBURG PA 17128-0601 V �i �1
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REGIS
_
REGIS (' t J¢INTLY HELD OR TRUST ASSETS
LLS
DATE 09-07-2015
LA
?01S SEEP 8 PM 12 Lit DATETOFODEATH 05-17-2015 LEO L
FILE NUMBER 21 15-0716
CLE COUNTY CUMBERLAND
SSN/DC
WAYNE E JON0JUH,1'J1—' T ACN 15139801
1087 MUD LEVE N B[E `, APPEAL BY DATE:11-06-2015
SHIPPENSBURG PA 17257-8002 (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—
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: 09-07-2015
ESTATE OF: LAY LEO L DATE OF DEATH:05-17-2015 COUNTY:CUMBERLAND
FILE NO. : 21 15-0716 S.S/D.C. NO. : ACN: 15139801
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: CITIZENS BANK OF PENNSYLVANIA ACCOUNT NO. : 6254689244
TYPE OF ACCOUNT: C )SAVINGS ( ) CHECKING CX)TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 11-09-2010
Account Balance 40,000.99 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 1 .000 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 40,000.99 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 40,000.99 REGISTER OF WILLS AT THE
Tax Rate x . 15 ABOVE ADDRESS. MAKE CHECK
Tax Due 6,000. 15 OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
08-11-2015 CD021095 300.00 5,700. 00
08-31-2015 SBADJUST .00 . 15
TOTAL TAX PAYMENT 6,000. 15
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" (CR), YOU MAY BE DUE A REFUND. )
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.