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HomeMy WebLinkAbout05-20-11 (6)BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG, PA 17128-0601 LINDA M MYERS 404 GILMER ROAD COATESVILLE PA 19320 NOTICE OF INHERITANCE TAX §-~~- APPRAISE!(Efl`!' ALLORANCE OR DISALLOf(ANCli pennSy~Vanla ~ ,_ OF DEDUCTIONS AND ASSESSMENT OF TAX ON SECURI~'Y ACCOUNTS HELD IN DEPARTMENT OF REVENUE BENEFICIARY FORM REY-1548A aFR nz-~a~ DATE I]5-16-2011 ESTATE OF HUGHES NEWTON A DATE OF DEATH 01-16-2011 FILE NUMBER ;?1 11-0445 COUNTY CUMBERLAND SSN/DC ].46-22-5851 ACN ].1500754 APPEAL BY DATE: 07-15-2011 (See reverse side under Objections) 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 E- ------------------------- ------------------------------------------------------------------- REV-1548A AFP C12-10) __________ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN l9ENEFICIARY FORM 1DATE:05-16-2011 ESTATE OF:liUGHES 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: 11500754 TAX RETURN WAS: CX) ACCEPTED AS FILED C )CHANGED BENEFICIARY FORM OF ASSET INFORMATION NAME OF SECURITY: AMERIPRISE ACCOUNT NO..: 930068932035004 TYPE OF ASSET: ( ) SECURITIES (X SECURITY ACC C ) STOCK C ) BONDS DOD Valuation Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: PAYMENT RECEIPT DATE NUMBER 04-05-2011 CD014259 DISCOUNT C+) INTEREST/PEN PAID C-) 15.55 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 INONEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT." AMOUNT F'AID 295.52 TOTAL TAX PAYMENT 311.07 BALANCE OF TA,X DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 34,563.68 X 0.200 6,912.74 - .00 6,912 74 X .045 ~ 07 * IF PAID AFTER TH[S 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. BUREAU OF INDIVIDUAL TAXES _ _ NOTICE OF INHERITANCE TAX ~,~a; INHERITANCE TAX DIVISION APPRAISEMENT ALLONANCE OR DISALLORANCE pe1111S~/LVanld ~~~ ':~' PO BOX 280601 OF DEDUCTION ' 'AND ASSESS![ENT OF TAX ON DEPARTMENT OF REVENUE HARRISBURG, PA vl2e-ocol - SECURI'~ ~ ACCOUNTS HELD IN REV-1548A RFP ~~z-ion BENEFICIARY FORH DATE 05-16-2011 ESTATE OF hIUGHES NEWTON A DATE OF DEATH 01-16-2011 FILE NUMBER `c'1 11-0445 COUNTY CUMBERLAND SSN/DC 146-22-5851 ROBERT P HUGHES ACN 11500755 1732 WEST TRINDLE RD APPEAL BY D,ATE:07-15-2011 C A R L I S L E P A 17 015 (See reverse side under Objections) 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 ~ 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:liUGHES NEWTON A DATE OF DEATH:OL-16-2011 COUNTY: CUMBERLAND FILE NO.: 21 11-0445 S.S/D.C. NO.: 14b-22-5851 ACN: 11500755 TAX RETURN WAS: CX) ACCEPTED AS FILED ( )CHANGE:D BENEFICIARY FORM OF ASSET INFORMATION NAME OF SECURITY: TYPE OF ASSET: AMERIPRISE ACCOUNT NO.: ( ~ SECURITIES C X SECURITY ACC ( ) STOCK ( ) BONDS DOD Valuation Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 4,532.00 X 0.200 906.40 - .00 906.40 X .045 40.79 930066061043004 NOTE: TO ENSURE PROPER CREDIT TO YOIJR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WI~~H YOUR TAX PAYMENT TO THE REI~ISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID 04-12-2011 CD014297 2.04 38.75 TOTAL TAX PAYMENT 40.79 BALANCE OF 'fAX DUE .00 INTEREST AND PEN. .00 TOTAL LIUE .00 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR)> YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION ~ Po Box 2B000I ~(OTICE OF INHERITANCE TAX nn __ APPRAISEfl~NT ALLONANCE OR DISALLONANCIE pennSy~Van~a ' '. '~ N HARRISBURG, PA I~I2B-o6ol ~., ~ _. OF DEDUCTIO AND ASSESSMENT OF TAX OIY ~' _SECyRI Y ACCOUNTS HELD IN DEPARTMENT OF REVENUE BENEFICIARY FORM aFV-,saeA AFP (,2-,~, ___ DATE 05-16-2011 ESTATE OF HUGHES NEWTON A DATE OF DEATH 01-16-2011 FILE NUMBER 21 11-0445 COUNTY CUMBERLAND KENNETH HUGHES SSN/DC 146-22-5851 108 LEGATO AVE ACN L1500756 APPEAL BY DATE: 07-15-2011 T H O R O F A R E N J 0 8 0 8 6 (See reverse sidE~ under Objections) Amount Remittecl 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 ~-~- ------------------------ --------------------------------------------- REV-1548A AFP C 12-10 ) -------------------------------- 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:NUGHES N wrnN A DATE OF DEATH: O1-16-2011 COUNTY: CUMBERLAND FILE NO.: 21 11-0445 S.S/D.C. NO.: 146-22-5851 ACM: 11500756 TAX RETURN WAS: (X) ACCEPTED AS FILED ( CHANGED NAME OF SECURITY: TYPE OF ASSET: BENEFICIARY FORM OF ASSET INFORMATIOIV AMERIPRISE ACCOUNT NO.: f ) SECURITIES f ~[ SECURITY ACC ( ) STOCK f ) BONDS DOD Valuation Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due 4,532.00 X 0.200 906.40 - 00 906 40 X 045 40 79 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) PAYMENT MUST BE MADE BY 10-17-2011. 9300b60b1043004 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 TOTAL TAX PAYMENT .00 BALANCE OF T14X DUE 40.79 INTEREST AND PEN. .00 TOTAL DUE 40.79 • 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. BUREAU OF INDIVIDUAL TAXES INHERITANCE Tax D `NOTICE OF INHERITANCE TAX , IVISION Po eox zso66l nn n APPRAISEMENT ALLOfiANCE OR DISALLONANCE pennsy~Van~a ` ~ ~,~ OF DEDUL~`1'ION~ AND ASSESSMENT OF TAX ONE HARRISBURG, PA 17126-6601 SECURI~'Y ACCOUNTS HELD IN DEPARTMENT OF REVENUE BENEFICIARY FORM Rev-isaen AFR ciz-ion DATE 05-16-2011 ESTATE OF HUGHES NEWTON A DATE OF DEATH U1-16-2011 FILE NUMBER 21 11-0445 COUNTY (:UMBERLAND LINDA M MYERS SSN/DC ].46-22-5851 404 GILMER ROAD ACN ].1500759 APPEAL BY D.ATE:07-15-2011 COATESVILLE PA 19320 (See reverse side under Objections) 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 ~"" ---------------------- - -------------------------------------------------------------------- REV-i548A AFP C12-10) _________ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN 1lENEFICIARY FORM :DATE: 05-16-2011 ESTATE OF:NUGHES N wrnNl A DATE OF DEATH: O1-16-2011 COUNTY: CUMBERLAND FILE NO.: 21 11-0445 S.S/D.C. NO.: 146-22-5851 ACN: 11500759 TAX RETURN WAS: (X) ACCEPTED AS FILED ( )CHANGELI BENEFICIARY FORM OF ASSET INFORMATION NAME OF SECURITY: AMERIPRISE ACCOUNT NO.: 930066061043004 TYPE OF ASSET: ( ) SECURITIES C ~ SECURITY ACC ( ) STOCK C ) BONDS DOD Valuation Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 4,532.00 X 0.200 906.40 - .00 906.40 X .045 40 79 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." PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT I~AID 04-05-2011 CD014261 2.04 38.75 TOTAL TAX PAYMENT 40.79 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER THIS DATE> SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. a IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.