HomeMy WebLinkAbout12-28-11BUREAU OF INDIVIDUAL TAXES r NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION j~"~f ,',_ ,~ ApRRAI$I~~N~ ALLONANCE OR DISALLORANCE Pennsylvania ~
Po sox zaosol OF DEDU N32 AND ASSESSNENT OF TAX ON
HARRISBURG, PA 17128-0601 - S~YQI1"Y ACCOUNTS HELD IN DEPARTMENT OF REVENUE
~~,_ .
-' `BENEFICIARY FORM RED-,soen AFP uz-,,,
+ ° _;~( ~~ r" ~ . ~~~ DATE 12-26-2011
`~' ESTATE OF ROCHE ALICE B
DATE OF DEATH 05-05-2011
(~ ~~.~~~ 1~ FILE NUMBER 2a 11-0793
~R(~~-' n~C r~~~ ~^r COUNTY CIMBERLAND
~t"''~~ SSN/DC 154-12-7625
JOSEPH W ROCHE ~~ ~~n,~~ ~~ ~ ~A
ACN 1:L501488
318 WEXLEY DRIVE APPEAL BY DATE: 02-24-2012
NEWTOWN PA 18940 (See reverse side under Objections)
Amount Renftted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON6_THIS_LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1548A AFP f12-11~ ----------------------------------••---------------------
NOTICE OF INHERaTANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESiSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE: 12-26-2011
ESTATE OF:ROCHE ALICE B DATE OF DEATH: 05-05-2011 COUNTY: CUMBERLAND
FILE NO.: 21 11-0793 S.S/D.C. NO.: 154-12-7625 ACN: 11501488
TAX RETURN W S: CX) ACCEPTED AS FILED C )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: MERRILL LYNCH ACCOUNT NO.: 2AS-93331
TYPE OF ASSET: C ) SECURITIES C ~ SECURITY ACC C ) STOCK ( ) BONDS
DOD Valuation
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
42,601.85
X 0.500
21,300.93
- .00
21,300.93
X .045
958.54
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 C+)
INTEREST/PEN PAID (-) AMOUNT PAID
07-18-2011 CD01~761 47.93 910.61
TOTAL TAX PAYMENT 958.54
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER THIS DATE', SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~
IF TOTAL DUE IS REFLECT~D AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.