HomeMy WebLinkAbout04-08-11BUREAU OF INDIVIDU/~1'i `(AXES (°~~,~}- ~~' NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION - APPRAISEMENT ALLOWANCE OR DISALLOWANCE
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HARRISBURG, PA 17128-0601 SECURI~Y ACCOUNTS HELD IN
BENEFICIARY FORM
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BENJAMIN V SMITH
645 PIKOL ST #6
HONOLULU HI 96814
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DEPARTMENT OF REVENUE
REV-1548A AFP (12-10) .. .... .
DATE 04-11-2011
ESTATE OF WILCOX ADELE K
DATE OF DEATH 02-18-2010
FILE NUMBER 21 10-0656
COUNTY CUMBERLAND
SSN/DC 213-52-8992
ACN 10501506
APPEAL BY DATE: 06-10-2011
(See reverse side under Objecti~n.s)
Amount Remitted _
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ----------- RETAIN LOWER PORTION FOR YOUR RECORDS ~--
R EV-1548A AFP C 12 - 10 ~ ------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE 01= DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIAR`f FORM
DATE: 04-11-2011
ESTATE OF:~IILCOX AD ~F K DATE OF DEATH: 02-18-2010 COUNTY: CUMBERLAND
FILE NO.: 21 10-0656 S.S/D.C. NO.: 213-52-8992 ~1CN: 10501506
TAX RETURN WAS: (X1 ACCEPTED AS FILED ( CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: FIDELITY ACCOUNT NO.: 672105198
TYPE OF ASSET: ( ) SECURITIES ( ~ SECURITY ACC C ) STOCK ( ) BONDS
DOD Valuation
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
133,157.72
X 0.500
66,578.86
- .00
66,578 86
X .045
- ,996 05
PAYMENT RECEIPT DISCOUNT (+~
DATE NUMBER INTEREST/PEN PAID (-)
03-14-2011 CD014122 .00
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-15-2011
NOTE: TO ENSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION CIF 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."
AMOUNT PAID
2,996.05
TOTAL TAX PAYMENT 2,995.05
BALANCE OF TAX DUE _ .00
INTEREST AND PEN. _ 32.11
TOTAL DUE 32.11
* 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.
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