HomeMy WebLinkAbout12-28-11 (2)BUREAU OF INDIVIDUAL TAXES;.j~`' '.~t.~~NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION ' - APP~RA~SE![ENT ALLONANCE OR DISALLONANCE
PD Box zaocol Off' UCTION~ AND ASSESSNENT OF TAX ON
HARRISBURG, PA 17128-0601 ' ~ SECURI~'Y ACCOUNTS HELD IN
BENEFICIARY FORM
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MARGUERIT R PRICE
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CARLISLE PA 17013
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DEPARTMENT OP REVENUE
REV-1548A AFP (12-11)
DATE 12-26-2011
ESTATE OF ROCHE ALICE B
DATE OF DEATH 05-05-2011
FILE NUMBER 21 11-0793
COUNTY CUMBERLAND
SSN/DC 154-12-7625
ACN 11501489
APPEAL BY DATE: 02-24-2012
(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 C12-11)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT 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: 11501489
TAX RETURN M~AS: (X) ACCEPTED AS FILED C )CHANGED
NAME OF SECURITY:
TYPE OF ASSET:
BENEFICIARY FORM OF ASSET INFORMATION
MERRILL LYNCH ACCOUNT NO.: 2AS-93331
C ) SECURITIES C ~ 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:
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 CD014725 47.93 910.61
TOTAL TAX PAYMENT 958.54
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
,r
* 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 FUR INSTRUCTIONS.