HomeMy WebLinkAbout09-14-15 (2) BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
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BENEFICIARY FORM REV-1548A AFP (11-14)
DATE 09-15-2015
?GI S)Ep 1q F'M 11 31 ESTATE OF FREEDMAN RUTH C
DATE OF DEATH 06-09-2015
FILE NUMBER 21 15-0669
CILFA-- _ COUNTY CUMBERLAND
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THOM"AI'tiJ ,F.REEDMAN.
ACN 15506486
19C U1VaW1N-D''DR APPEAL BY DATE: 11-14-2015
L EMOYNE PA 17043-1234 (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: 15506486
TAX RETURN WAS: (X) ACCEPTED AS FILED ( )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: EATON VANCE INVESTMENT ACCOUNT NO. : 5004090022
TYPE OF ASSET: C ) SECURITIES ( X SECURITY ACC C ) STOCK C ) BONDS
DDD 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
08-10-2015 CD021098 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