HomeMy WebLinkAbout05-20-11BUREAU OF INDIVIDUAL TAxES - NOTICE OF INHERITANCE TAX _
INHERITANCE TAX DIVISION AP-PRAISEMENT ALLOpANCE OR DISALLORANCE n ~/ ~~
Po Box zao6ol OF DEDUCTION AND ASSESSlIENT OF TAX ON renns/ ~Van~a ~ .~
HARRISBURG, PA Inz6-o6ol SECURI~'Y ACCOUNTS HELD IN DEPARTMENT OF REVENUE
BENEFICIARY FORM REV-154BR RFP uz-io,
ROBERT P HUGHES
1732 WEST TRINDLE ROAD
CARLISLE PA 17015
DATE 05-16-2011
ESTATE OF HUGHES NEWTON A
DATE OF DEATH 01-16-2011
FILE NUMBER 21 11-0445
COUNTY CUMBERLAND
SSN/DC 146-22-5851
ACN 11500745
APPEAL BY I)ATE:07-15-2011
(See reverse side under Objections)
Amount Remitted -~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SGlUARE
CARLISLE PA 17013
CUT ALONG THIS LINE __--_~- RETAIN LOWER PORTION FOR YOUR RECORDS ~"-
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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: 05-16-2011
ESTATE OF:HUGHES N wrnu A DATE OF DEATH: O1-16-2011
COUNTY: CUMBERLAND
FILE NO.: 21 11-0445 S.S/D.C. NO.: 146-22-5851
ACN: 11500745
TAX RETURN WAS: (X) ACCEPTED AS FILED ( )CHANGE])
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: AMERIPRISE ACCOUNT NO.: 931070051491004
TYPE OF ASSET: ( ) SECURITIES ( ~( SECURITY ACC C ) STOCK C ) BONDS
DOD Valuation
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
20,479.09
X 0.200
4,095.82
- .00
4,095 82
X .045
84 it
TAX CREDITS:
PAYMENT RECEIPT
DATE NUMBER
04-12-2011 CD014295
DISCOUNT (+)
INTEREST/PEN PAID C-)
9.22
NOTE: TO ENSURE 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."
AMOUNT PAID
175.09
TOTAL TAX PAYMENT 184.31
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~ ~,r
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. `",~~
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.