HomeMy WebLinkAbout03-26-12 (2)BUREAU OF INDIVIDUAL TAXES ('~{ r~r) _ OF- RITANCE TAX
INHERITANCE TAX DIVISION ~1t!-'~I~~~7~~~ATi~CE OR DISALLONANCE pennsylvarna ~
Po eox zso6ol OP qN ,!~,~ ASSESSMENT OF TAX ON
HARRISBURG, PA 17128-0601 ~ i ~.~.-,~r~ '1~&~OUNTS HELD IN DEPARTMENT OF REVENUE
BENEFICIARY FORM REV-1548A AFP (12-11)
STEVEN M BROWNE
13 EVERGREEN LN
CARLISLE PA
~"~~ ~+~.+=, ~J i ~p ~:./ ~~ATE 03-26-2012
ESTATE OF BROWNE HELEN P
DATE OF DEATH 11-17-2011
C~ ~-~1 ~:`~ FILE NUMBER 21 11-1258
-+,~r, P'~ ~,. ,.~.e.;r ~ ~ COUNTY CUMBERLAND
II"^ n` ^^' ' ~'v(r„ ^~ SSN/DC
ACN 12500441
APPEAL BY DATE: 05-25-2012
17 015 - 8 8 7 3 (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: 03-26-2012
ESTATE OF:BROWNE H IFN P DATE OF DEATH: 11-17-2011 COUNTY: CUMBERLAND
FILE NO.: 21 11-1258 S.S/D.C. NO.: ACN: 12500441
TAX RETURN WAS: (X) ACCEPTED AS FILED f )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: RAYMOND JAMES
TYPE OF ASSET:
C ~ SECURITIES ( ) SECURITY ACC ( ) STOCK C ) BONDS
DOD Valuation
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
124,243.67
X 0.250
31,060.92
- .00
31,060.92
X .045
~ 397 74
ACCOUNT NO.: 12948750
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 (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
02-13-2012 CD015579 69.89 1,327.86
TOTAL TAX PAYMENT 1,397.75
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* 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.