HomeMy WebLinkAbout02-24-12BUREAU OF INDIVIDUAL TAXES %'~-~~~"1~ ~~' 1-~i ~~~ v~OTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION ~~( ~ ' . 1 `~'pp1~tENENT ALLONANCE OR DISALLONANCE
Po Box zao6ol 4` L • ~ ' W bF` CTION~ AND ASSESSNENT OF TAX ON
HARRISBURG, PA Inze-o6ol SECURI~'Y ACCOUNTS HELD IN
BENEFICIARY FnRx
THOMAS HUGHES
516 CASTLE DR
APT D
BALTIMORE MD 21212
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: 02-28-2012
ESTATE OF:HUGHES N wrnN A DATE OF DEATH: O1-16-2011 COUNTY: CUMBERLAND
FILE NO.: 21 11-0445 S.S/D.C. NO.: 146-22-5851 ACN: 11500747
TAX RETURN WAS: (X) ACCEPTED AS FILED C )CHANGEI)
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: AMERIPRISE
TYPE OF ASSET:
c~~~~ o~
4RPHAI~'S cOURT
Pennsylvania ~
DEPARTMENT OF REVENUE
REV -154 BR RFP (12-11)
DATE iD2-28-2012
ESTATE OF IiUGHES NEWTON A
DATE OF DEATH ID1-16-2011
FILE NUMBER .?1 11-0445
COUNTY (:UMBERLAND
SSN/DC :L46-22-5851
ACN /1500747
APPEAL BY DATE: 04-28-2012
(See reverse side under Objections)
Amount Remitted'-~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
ACCOUNT NO.: 931070051491004
C ) SECURITIES (X SECURITY ACC C ) STOCK ( ) BONDS
DOD Valuation
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
20,479.09
X 0.200
4,095.82
- 00
4.095 82
X .045
-- ~ 8 4 1
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
-•~•~•.~.+1 i.a a.nnnvcu ~IIRUUl7t1 US-U/-ZU12*
AT THE RATES APPLICABiE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 184.31
INTEREST AND PEN. 2.16
TOTAL DUE 186.47
+ 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.
_ __ _
-_-x,, t
BUREAU OF INDIVIDUAL TAXES ~ j'~ ..r+r -r, r-.-,~•1~o E OF INHERITANCE TAX
INHERITANCE TAX DIVISION ~.E~~~I~Lr41Pt~ti~t ALLDNANCE OR DISALLDRANCE Pennsylvania ~
Po sox zao6ol r; ,,r sF'{'QED Nit AND ASSESSMENT OF TAX ON
HARRISBURG, PA 17128-0601 ~'C'.a:_ = }_" ~ ; ~'r~'Q~/RI1"Y ACCOUNTS HELD IN DEPARTMENT OF REVENUE
BENEFICIARY FORM REV-1548 RFP ciz-ii,
~~+i ~t:$ 2~ Ft~'i 2~
CLERK OF
4RPHA,~'S COURT
RICHARD HUGHESCU~~` ~~-~~YJ~'~ ~n., P~!
23 CHESTNUT STREET
MT HOLLY SPRINGS PA 17065
BENEFICIARY FORM OF ASSET INFORMATION
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA li'013
CUT ALONG THIS LINE - - - - ---- RETAIN LOWER PORTION FOR YOUR RECORDS t--
REV-1548A AFP C12-117 ---------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE: 02-28-2012
ESTATE OF:HUGHES N wrnN A DATE OF DEATH: O1-16-2011 COUNTY: CUMBERLAND
FILE NO.: 21 11-0445 S.S/D.C. NO.: 146-22-5851
ACN: 11500748
TAX RETURN WAS: CX) ACCEPTED AS FILED C )CHANGED
NAME OF SECURITY:
TYPE OF ASSET:
AMERIPRISE
DATE C12-28-2012
ESTATE OF HUGHES NEWTON A
DATE OF DEATH 0~1-16-2011
FILE NUMBER 2'1 11-0445
COUNTY CUMBERLAND
SSN/DC 146-22-5851
ACN 11500748
APPEAL BY DATE:04-28-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
ACCOUNT NO.:
931070051491004
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:.
PAYMENT RECEIPT
DATE NUMBER
20,479.09
X 0.200
4,095.82
- .00
4,095 82
X .045
184 31
DISCOUNT C+)
INTEREST/PEN PAID C-)
INTEREST IS CHARGED THROUGH 03-07-2012*
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
NOTE: TO ENSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPl.R PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REG]STER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
AMOUNT PAID
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 184.31
INTEREST AND PEN. 2.16
TOTAL DUE 186.47
* IF PAID AFTER THIS DATE, SEE REVERSE FDR CALCULATION OF ADDITIONAL INTEREST. ~
IF TDTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
BUREAU OF INDIVIDUAL TAXES ;r ~ ` - (~~"
IN
~y~
C
HERITANCE TAX DIVISION
Po Box 28ocol '
~ ALLONANCE OR
ISALLORANCE Pennsylvania ~
L,C ; ~
AND
~
HARRISBURG, PA 17128-D601 ASSESS![ENT OF TAX ON
t
+'~
" I1"Y ACCOUNTS HELD I
DEPARTMENT
N
OF REVENUE
BENEFICIARY FORlI REV-154BA AFP nz-,u
'?,11'7 ~~~ ~~ ~~ ~~ L~
DATE q2-28-2012
ESTATE OF HUGHES NEWTON A
C~.ERK OF DATE OF DEATH [I1-16-2011
~P~~~~~ CO~~r FILE NUMBER 21 11-0445
~~ COUNTY CUMBERLAND
ClIMBc~~`~ J~.` (;(~
THOMAS r
HUGHES SSN/DC 1.46-22-5851
516 CASTLE ACN 11500752
DRIVE
APT D APPEAL BY DATE: 04-28-2012
(See reverse side under Objections)
BALTIMORE MD 21212 Amount Remitted ~-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQIJARE
CARLISLE PA 1;7013
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: 02-28-2012
ESTATE OF:HUGHES N wrnN A DATE OF DEATH: O1-16-2011 COUNTY: CUMBERLAND
FILE NO.: 21 11-0445 S.S/D.C. NO.: 146-22-5851
ACN: 11500752
TAX RETURN WAS: (X) ACCEPTED AS FILED C )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: AMERIPRISE
TYPE OF ASSET:
C ) SECURITIES C X SECURITY ACC C ) STOCK ( ) BONDS
DOD Valuation
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
PAYMENT I RECEIPT
DATE NUMBER
34,563.68
X 0.200
6,912.74
- .00
6,912 74
X .045
1 07
DISCOUNT C+)
INTEREST/PEN PAID C-)
ACCOUNT NO.: 930068932035004
NOTE: TO (ENSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITIi YOUR TAX PAYMENT TO THE
REG:STER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
AMOUNT F'AID
INTEREST IS CHARGED THROUGH 03-07-2012* TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE
BALANCE OF TAX DUE 311.07
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 3.65
TOTAL DUE 314.72
~ 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.
~ _ ~_I,,- - - --
BUREAU OF INDIVIDUAL T `~1 r~ ~
INHERITANCE TAX DIVISION '" '~~~ ~~ ~I~E - NOTICE OF INHERITANCE TAX
PO BOX 260601 ~~~~!~T4r ~'t' i~+~~~.PDEDUCTION~ AANDNASSESSNENTSOFLTAXNON
HARRISBURG, PA I712a-o6o1 SECURI'T'Y ACCOUNTS HELD IN
BENEFICIARY FORN
~~~t `C~ ~~+ ~~ 2~ 28
CLERK OF
ORPHAN'S C4tJRT
cu~~~~ ~~ ~:~~Jc~ cc~ , QA
RICHARD HUGHES
23 CHESTNUT STREET
MT HOLLY SPRINGS PA 17065
Pennsylvania ~!
DEPARTMENT OF REVENUE
REY-1548A AFP (12-I1]
DATE ID2-28-2012
ESTATE OF IiUGHES NEWTON A
DATE OF DEATH 01-16-2011
FILE NUMBER ;?1 11-0445
COUNTY (:UMBERLAND
SSN/DC ll46-22-5851
ACN ]-1500753
APPEAL BY DATE: 04-28-2012
(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: 02-28-2012
ESTATE OF:N_UGHES N WTON A DATE OF DEATH: O1-16-2011 COUNTY: CUMBERLAND
FILE NO.: 21 11-0445 S.S/D.C. NO.: 146-22-5851 ACN: 11500753
TAX RETURN WAS: (X) ACCEPTED AS FILED C )CHANGEII
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: AMERIPRISE ACCOUNT NO.: 930068932035004
TYPE OF ASSET: C ) SECURITIES C ~ SECURITY ACC ( ) STOCK C ) BONDS
DOD Valuation
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
PAYMENT RECEIPT
DATE NUMBER
DISCOUNT C+)
INTEREST/PEN PAID C-)
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."
AMOUNT PAID
INTEREST IS CHARGED THROUGH 03-07-2012* TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 311.07
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 3.65
TOTAL DUE 314.72
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATIDN 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.
34,563.68
X 0.200
6,912.74
- 00
6,912 74
X 045
11 07
~ ~ -
BUREAU OF INDIVIDUAL TAXES ~i~„~i1 ~~`;;,,,J(~`~,~ i_}~'~~~ ~OTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION ~ "~ {'.::A~1~-~SElIENT ALLORANCE OR DISALLONANCE
Po sox zaocol ~~~ e,, I [_'" O~Fi''.••lh~l1CTION~ AND ASSESS![ENT OF TAX ON
HARRISBURG, PA 17126-0601 SECURI'T'Y ACCOUNTS HELD IN
BENEFICIARY FORM
~~~Z ~-E8 24 ~~°} 2: 2
CLARK ~JF
ORP~'~1N'S COURT
CUMR~~!.i^~~D CO , PA
THOMAS HUGHES
516 CASTLE DRIVE
APT D
BALTIMORE MD 21212
Pennsylvania .
DEPARTMENT OF REVENUE
REV-1548A AFP (12-11)
DATE 02-28-2012
ESTATE OF HUGHES NEWTON A
DATE OF DEATH (11-16-2011
FILE NUMBER 21 11-0445
COUNTY (:UMBERLAND
SSN/DC 1.46-22-5851
ACN 1.1500757
APPEAL BY DATE: 04-28-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILILS
1 COURTHOUSE SQIJARE
CARLISLE PA 1'7013
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: 02-28-2012
ESTATE OF:NUGHES NFWTnu A DATE OF DEATH: O1-16-2011 COUNTY: CUMBERLAND
FILE NO.: 21 11-0445 S.S/D.C. NO.: 146-22-5851
ACN: 11500757
TAX RETURN WAS: (X) ACCEPTED AS FILED C )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: AMERIPRISE ACCOUNT NO.: 930066061043004
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:
PAYMENT RECEIPT
DATE NUMBER
4,532.00
X 0.200
906.40
- .00
906.40
X .045
- 40 79
DISCOUNT (+)
INTEREST/PEN PAID C-)
NOTE: TO ENSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITW YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
AMOUNT F'AID
INTEREST IS CHARGED THROUGH 03-07-2012* TOTAL TAX PAYMENT .00
AT THE RATES APPLICAB4E AS OUTLINED ON THE
BALANCE OF TAX DUE 40.79
REVERSE SIDE OF THIS FORM INTEREST AND PEN.
.48
TOTAL DUE 41.27
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~E
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
__
1~p. e rMr~'"1
BUREAU OF INDIVIDUAL TAXES ~~-~~j~ }~~ ~°~It'~ ~ NOTICE OF INHERITANCE TAX ^,
INHERITANCE TAX DIVISION F?~C ~4 ~ i~ ;~ -Ak~t~tENENT ALLONANCE OR DISALLOWANCE ~ennsylvanla
PD eox 2ao6~1 0~ b UCTION~t AND ASSESSNENT OF TAX ON
HARRISBURG, PA 17128-0601 5ECIIRI"1"Y ACCOUNTS HELD IN DEPARTMENT OF REVENUE
BENEFICIARY FORM REVQ548A AFP az-i>>
~!2 r t$ 24 F~~ 2~ 2
ct~ftx cr-
4RPHAN'S COt~R~
CUMR~=PI ,~,~"C~ CCU , PA
DATE 172-28-2012
ESTATE OF IiUGHES NEWTON A
DATE OF DEATH 01-16-2011
FILE NUMBER ;?1 11-0445
COUNTY (:UMBERLAND
SSN/DC 146-22-5851
ACN 11500758
APPEAL BY DATE: 04-28-2012
(See reverse side under Objections)
Amount Remitted ~-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
RICHARD HUGHES
23 CHESTNUT STREET
MT HOLLY SPRINGS PA 17065
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: 02-28-2012
ESTATE OF:I.IUGHES N wrnN A DATE OF DEATH: O1-16-2011 COUNTY: CUMBERLAND
FILE NO.: 21 11-0445 S.S/D.C. NO.: 146-22-5851 ACN: 11500758
TAX RETURN WAS: (X) ACCEPTED AS FILED ( )CHANGEI)
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: AMERIPRISE ACCOUNT NO.: 930066061043004
TYPE OF ASSET: ( ) SECURITIES C X SECURITY ACC C ) STOCK ( ) BONDS
DOD Valuation
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
4,532.00
X 0.200
906.40
- 00
906 40
X 045
40 79
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 IpAID
INTEREST IS CHARGED THROUGH 03-07-2012* TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 40.79
REVERSE SIDE OF THIS FORM INTEREST AND PEN. ,48
TOTAL DUE 41.27
* 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.