HomeMy WebLinkAbout02-11-11 (3)BUREAU OF INDIVIDUAL TAXIES NOTICE OF INHERITANCE TAX •
INHERITANCE TAX DIVISION RCS I"'~';L ~P ALLOfiANCE OR DISALLONANCE pennsylvan~a ~
PO BOX 280601 fS ~~ AND ASSESSKENT OF TAX ON DEPARTMENT OF REVENUE
HARRISBURG, PA 17128-0601 '-~,; ;' - -~ I~'Y ACCOUNTS HELD IN
~`'(:'; ~ _ -- -, ~''?f1 ~ BENEFICIARY FORM REV-1548A AFP (1'e'-10) ~
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505 GARRETT ROAD
DILLSBURG PA 17019
DATE 02-14-2011
ESTATE OF UPHOLD MYRTLE Y
DATE OF DEATH 11-07-2010
FILE NUMBER 21 10-1270
COUNTY CUMBERLAND
SSN/DC 19b-14-5340
ACN 11500037
APPEAL BY DATE: 04-15-2011
(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 F-'
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REV-1548A AFP C12-10~
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE: 02-14-2011
ESTATE OF:UPHOLD MYRTLE Y DATE OF DEATH: 11-07-2010 COUNTY:
FILE NO.: 21 10-1270 S.S/D.C. NO.: 196-14-5340 ACN:
CUMBERLAND
11500037
TAX RETURN WAS: CX) ACCEPTED AS FILED C CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: AMERIPRISE ACCOUNT NO.:
TYPE OF ASSET: C ) SECURITIES C X SECURITY ACC C ) STOCK ( ) BONDS
DOD Valuation
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
36,09b.00
X 0.500
18,048.00
- .00
18,048.00
X .045
812.16
492133335
NOTE: TO ENSURE PROPER CRED:[T TO
YOUR ACCOUNT, SUBMIT 'fHE
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
PAYMENT MUST BE MADE BY 08-08-2011*.
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 812.16
INTEREST AND PEN. .00
TOTAL DUE 812.16
* 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.