HomeMy WebLinkAbout08-16-11BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION f •
PO BOX 280601 T~~~~~~~Ji CE OR DISALLONANCE pennsylvarna ~
HARRISBURG, PA 17128-0601 i ~ - ~ ASSESSMENT OF TAX ON
~r ( ~•• ~I' p~p LINTS HELD IN DEPARTMENT OF REVENUE
'B T1tIARY FORK REV-1548 ~FP (12-30)
~'~°(~ ~~~~ ~ S ~,° ; ~ ~' ~ GESTATE OF WILCOX2011 ADELE K
DATE OF DEATH 02-18-2010
p~C~A~RK ~~ FILE NUMBER 21 10-0656
//~+ O~N~~,,`~ uQURT SSN/DC 213B52L8992
DOUGLAS G ANESTAD VR~MR~i~t ?~;!~.,'(~ r;~,`l Pp ACN 10501507
221 MUSKET LANE APPEAL BY DATE: 10-07-2011
WAYNE PA 19087 (See reverse side under Objections)
Amount Rewitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALON6__THIS LINE ______--- RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1548A AFP (1 2-10) -----------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE: 08-08-2011
ESTATE OF:4V_ILCOX AD ~F K DATE OF DEATH: 02-18-2010 COUNTY: CUMBERLAND
FILE NO.: 21 10-0656 S.S/D.C. NO.: 213-52-8992
ACM: 10501507
TAX RETURN WAS: (X) ACCEPTED AS FILED C )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: FIDELITY
ACCOUNT NO.:
672105198
TYPE OF ASSET: C ) SECURITIES ( X SECURITY ACC C ) STOCK C ) BDNDS
DOD Valuation
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
PAYMENT RECEIPT
DATE NUMBER
133,157.72
X 0.500
66,578.86
- .00
66,578 86
X .045
- 996 05
DISCOUNT (+)
INTEREST/PEN PAID C-)
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 ORDEIR PAYABLE T0:
"REGISTER OF WILLS, AGENT."
AMOUNT PAID
INTEREST IS CHARGED THROUGH 08-16-2011* TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 2,996.05
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 70.19
TOTAL DUE 3,066.24
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.