HomeMy WebLinkAbout09-14-15 BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISEMENT ALLONANCE OR DISALLONANCE pe n n Sytva rn a
PO BOX 260601 OF DEDUCTIONt AND ASSESSMENT OF TAX ON
HARRISBURG, PA lff r0 0,�D � 1 SECURI'1"Y ACCOUNTS HELD IN DEPARTMENT OF REVENUE
�{ V i�U _l." OFFICE I i Q F BENEFICIARY FORM REV-1548A AFP c11-14,
REGIS i E-t; '>F" `.11'1LLS
DATE 09-15-2015
FREDAN
?015 ,,,p 19 11 31 DATETOFODEATH 06E09M2015 RUTH C
FILE NUMBER 21 15-0669
GL COUNTY CUMBERLAND
SSN/DC
ROSEMAReRtG'! EidLT.), ACN 15506483
120 W��p APPEAL BY DATE: 11-14-2015
E T T E R S PA 17319-9381 (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
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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: 09-15-2015
ESTATE OF: FREEDMAN RUTH C DATE OF DEATH: 06-09-2015 COUNTY: CUMBERLAND
FILE NO. : 21 15-0669 S.S/D.C. NO. : ACN: 15506483
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:
TAX CREDITS: "REGISTER OF WILLS, AGENT."
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
08-07-2015 CD021094 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. v