HomeMy WebLinkAbout01-03-12BUREAU OF INDIVIDUAL TAXE6~;:• NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION rii ~ ~~ ~-SENENT ALLOf1ANCE OR DISALLONANCE
PD BOX 260601 Q~iDUCTION~ AND ASSESSNENT OF TAX ON
HARRISBURG, PA 17128-0601 - { .a SECURI~'Y ACCOUNTS HELD IN
BENEFICIARY FORK
pennsylvania~~
DEPARTMENT OF REVENUE
REV-1548A AFP (12-11)
- ;:s +~i ~~ ~'y DATE 01-03-2012
ESTATE OF MORRONE ANTONIO
DATE OF DEATH 09-20-2011
Cj ~~i !u''~ FILE NUMBER 21 11-1301
.,~,
Frt'~{ti~ ~ ;;~~; j~F
COUNTY CUMBERLAND
~~f~+~t'~(~~' ^,~i^ ,; ; ~a SSN/DC 301-26-7192
KATHLEEN A MORRONE ACN 11502673
189 LANTERN PARK LN N APPEAL BY DATE: 03-03-2012
SOUTHBURY CT 06488 - 2324 (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 F'
---------------------------------------------------------------------------
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: O1-03-2012
ESTATE OF:MORRONE ANTONIO DATE OF DEATH: 09-20-2011 COUNTY: CUMBERLAND
FILE NO.: 21 11-1301 S.S/D.C. NO.: 301-26-7192 ACN: 11502673
TAX RETURN WAS: CX~ ACCEPTED AS FILED C )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: JANUS
ACCOUNT NO.: 306538385
TYPE DF ASSET: 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:
10,272.04
X 0.500
5,136.02
- .00
5,136.02
X .045
231.12
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 C-)
AMOUNT PAID
12-01-2011 CD015290 11.56 219.56
TOTAL TAX PAYMENT 231.12
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 REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.