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HomeMy WebLinkAbout07-07-08BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG, PA 17128-0601 DALE W HUGHES 591 SOUTH 80TH ST HARRISBURG PA 17111 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE -~NQT qR,~ I,~ANCE TAX APPRAISEN ~. `_~A+LC E DR DISALLOBANCE OF DEp~T ANq,ASSESSMENT OF TAX ON +~,:313N'.~II~'7~.:AC~QIJ~IYS HELD IN REY-1548A ,uP cus-use BENEFICIARY FORM ~~~$ ~~~ _7 Qh I~~~rE OF HUGHES2008 ZELDA I DATE OF DEATH 10-09-2007 ~~C~i~ ~~ FOUNTYUMBER CUMBERLAND ©~~~~~+ ~ ~~~~~~SN/DC 195 - 07 - 9125 5 "r' "'• r . i•'1 ~^ ~~ti ~~-a' y~~~ ._,.;~. ,~ 08500142 APPEAL DATE: 09-05-2008 (See reverse side under objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE "'~ RETAIN LOWER PORTION FOR YOUR RECORDS F- ---------------------------------------------------------------------------------------------------------------- REV-1548A AFP CO1-03~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM DATE 07-07-2008 ESTATE OF HUGHES ZELDA I DATE OF DEATH 10-09-2007 COUNTY CUMBERLAND FILE N0. 21 07-1006 S.S/D.C. N0. 195-07-9125 ACN 08500142 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED BENEFICIARY FORM OF ASSET INFORMATION NAME OF SECURITY: TYPE OF ASSET: HARTFORD MUTUAL ACCOUNT N0. 245878 ( ) SECURITIES CX) SECURITY ACC C ) STOCK ( ) BONDS DOD Valuation Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 16,669.95 X 0.250 4,167.49 .00 4,167.49 X .45 187.54 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID INTEREST IS CHARGED THROUGH 07-15-2008 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 187.54 REVERSE STDE OF THIS FORM INTEREST AND PEN. .22 TOTAL DUE 187.76 ~ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. rF r~7AL DUE IS REFLECTED AS A "CREDIT" C CR), YOU MAY BE DUE A REFUND.