HomeMy WebLinkAbout09-14-15 BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISEMENT ALLONANCE OR DISALLONANCE pennsyLvania
POX 280601 OF DEDUCTION AND ASSESSMENT OF TAX ON
HARRISBURG, PA 17128-0601 SECURITY ACCOUNTS HELD IN DEPARTMENT OF REVENUE
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OFFICE O F BENEFICIARY FORM REV-1548A AFP (11-14)
REGIS Est OF W ILI'S DATE 09-15-2015
ESTATE OF MOYER MARY E
?GIs ��Q ^{ U i 41. DATE OF DEATH 06-03-2015
1 1 FILE NUMBER 21 15-0674
COUNTY CUMBERLAND
C� �" <� SSN/DC
STE V NST .E--MOYER ACN 15506264
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Y�04 �JNS"ET VIEW -DR APPEAL BY DATE: 11-14-2015
C�EVr�1CU"HiERLAND EA 17070-2526 (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 RETAIN LOWER PORTION FOR YOUR RECORDS 4--
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: MOYER MARY E DATE OF DEATH: 06-03-2015 COUNTY: CUMBERLAND
FILE NO. : 21 15-0674 S.S/D.C. NO. : ACN: 15506264
TAX RETURN WAS: (X) ACCEPTED AS FILED ( )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: EDWARD JONES ACCOUNT NO. : 957-81313
TYPE OF ASSET: C ) SECURITIES C X SECURITY ACC C ) STOCK C ) BONDS
DOD Valuation 68,694.81 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.333 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 22,898.04 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 22,898.04 REGISTER OF WILLS AT .THE
Tax Rate X .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 1 ,030.41 OR MONEY ORDER PAYABLE TO:
TAX CREDITS:
"REGISTER OF WILLS, AGENT."
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
08-13-2015 CD021130 51 .52 978.89
TOTAL TAX PAYMENT 1,030.41
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.