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.