HomeMy WebLinkAbout11-23-11 (2)~(OTICE OF INHERITANCE TAX ~ `
pennsylvarna ~~ .~
BUREAU OF INDIVIDUAL TAXES r,-~ _,' Opp'{I~i~kkINON~ AANDNASSESSNENTSOFLTAXNON DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ' `$ECURI~'Y ACCOUNTS HELD IN REV-I54BA AFP uz-ion
PD BOX 280601
HARRISBURG, PA 1712a-o6o1 -- ~ BENEFICIARY FORN
DATE 11-14-2011
ESTATE OF WOLF ROGER A
DATE OF DEATH 08-07-2011
FILE NUMBER CUMBERLAND
COUNTY
SSN/DC 199-34-9504
ACN 11502647
APPEAL BY DATE: O1-13-2012
(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 ISSESSMENTEOFATAXPONASECURITY ACCOUNTSEHELDDINABENEFICIARY FORMCTION
AND A DATE: 11-14-2011
cnr-FR A DATE OF DEATH: 08-07-2011
ESTATE OF : wni F
COUNTY: CUMBERLAND
ACN: 11502647
FILE NO.: 21 11-0970 S.S/D.C. NO.: 199-34-9504
)CHANGED
TAX RETURN WAS: CX) ACCEPTED AS FILED
BENEFICIARY FORM OF ASSET INFORMATION
AMERIPRISE ACCOUNT NO.: 000074232448602
NAME OF SECURITY:
TYPE OF ASSET: C ) SECURITIES C ~ SECURITY ACC ( ) STOCK C ) BONDS
49,876.72
DOD Valuation X 0.333
Percent Taxable 16,625.51
Amount Sub]ect to Tax .00
Debts and Deductions - 16 625.51
Taxable Amount 12
Tax Rate X
~-495.07 _
Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
PAYMENT MUST BE MADE BY 05-08-2012*.
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
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
~, »~....
0: 00
1,995.07
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~ ~,;
SEETREVERSEESIDEROFLTHISDFORMAFORRINSTRUCTIONSYOU MAY BE DUE A REFUND.