HomeMy WebLinkAbout12-19-11 (2)BUREAU OF INDIVIDUAL TAXES f,~. -•-jN,¢TICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION - ~ = APP~RI~SCR~`NT ALLONANCE OR DISALLONANCE
Po BOX 280601 pF D~D~IION~ AND ASSESSMENT OF TAX ON
HARRISBURG, PA nlz6-ocol i _ CURI~'Y ACCOUNTS HELD IN
BENEFICIARY FORK
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MARY E DIENE~
17801 LAFAYETTE DRIVE
OLNEY MD 20832
Pennsylvania ~
DEPARTMENT OF REVENUE
REV -1548A AFP (12-11)
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 11500121
APPEAL BY DATE: 02-17-2012
(See reverse side under Objections)
Amount Re^itted~
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 (12-11)
NOTICEAND ASSESSMENTEOFATAXPONASECURITY ACCOUNTSEHELDDINABENEFICIARY FORMCTIONS
DATE:12-19-2011
ESTATE OF•'''iouBA((r_u VIOLET M DATE OF DEATH: 12-18-2010 COUNTY: CUMBERLAND
FILE NO.: 21 11-0280 S.S/D.C. NO.: 185-01-1563 ACN: 11500121
TAX RETURN WAS: (X) ACCEPTED AS FILED C )CHANGEII
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: EDWARD JONES ACCOUNT NO.: 957-12004
TYPE OF ASSET: C ) SECURITIES C X SECURITY ACC C ) STOCK C ) BONDS
DOD Valuation
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
97,443.29
X 1.000
97,443.29
_ .00
97,443.29
X .045
4.384.95
NOTE: TO ENSURE PROPER CREDIT TO
YOIJR 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."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
INTEREST IS CHARGED THROUGH 12-27-2011*
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
4,384.95
35.96
4,420.91
~ 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.