HomeMy WebLinkAbout12-19-11BUREAU OF INDIVIDUAL TA~~s ~((r',~~~- NOTICE OF INHERITANCE TAX
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NANCY L DIENER
1287 WOODRUFF PLACE
MORGANTOWN WV 26505
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1548A AFV (12-111
DATE 12-19-2011
ESTATE OF TURNBAUGH VIOLET M
DATE OF DEATH 12-18-2010
FILE NUMBER 21 11-0280
COUNTY CUMBERLAND
SSN/DC 185-01-1563
ACN 11500120
APPEAL BY DATE: 02-17-2012
(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 _ _ _~_ _ _ R_E_T_A_I_N_L_0_W_E_R_P_O_R_T_IO_N_ 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: 12-19-2011
ESTATE OF:Tl1RNBAUGH VIOLET M DATE OF DEATH: 12-18-2010 COUNTY: CUMBERLAND
FILE NO.: 21 11-0280 S.S/D.C. NO.: 185-01-1563
ACN: 11500120
TAX RETURN WAS: CX) ACCEPTED AS FILED C )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: EDWARD JONES ACCOUNT NO.: 957-12004
TYPE OF ASSET: C ) SECURITIES C)I SECURITY ACC C ) STOCK C ) BONDS
DOD Valuation
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
197,839.41
X 1.000
197,839.41
_ .00
197.839.41
X .045
8.902.77
NOTE: TO ENSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WI1-H 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
INTEREST IS CHARGED THROUGH 12-27-2011*
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 8,902.77
INTEREST AND PEN. 73.00
TOTAL DUE 8,975.77
^ 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.