HomeMy WebLinkAbout03-26-12 (3)- _ -i-`_,-- _- _ _ __
BUREAU OF INDIVIDUAL TAXES r , ~~,_„A OF INHERITANCE TAX
INHERITANCE TAX DIVISION ~f.~~P.'i~ ~ ALLONANCE OR DISALLONANCE
PO BOX 280601 f,~_
HARRISBURG, PA 17128-0601 ~rr `I;`? t' : F`~~, NS AND ASSESSMENT OF TAX ON
f-iL.~ ;,y ; `~; ~.,- '; -~ RI~'Y ACCOUNTS HELD IN
BENEFICIARY FORK
DAVID N BROWNECIJr~~~CRi_i•~~~"~i~ I;;;J, ~F?°~
150 FIELDSTONE DR
CARLISLE PA 17015-9036
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-15688 ~FP (12-11)
DATE 03-26-2012
ESTATE OF BROWNE HELEN P
DATE OF DEATH 11-17-2011
FILE NUMBER 21 11-1258
COUNTY CUMBERLAND
SSN/DC
ACN 12500439
APPEAL BY DATE: 05-25-2012
(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: 03-26-2012
ESTATE OF:BROWNE HE FN P DATE OF DEATH: 11-17-2011 COUNTY: CUMBERLAND
FILE NO.: 21 11-1258 S.S/D.C. NO.:
ACN: 12500439
TAX RETURN WAS: CX) ACCEPTED AS FILED C )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: RAYMOND JAMES ACCOUNT NO.:
TYPE OF ASSET: ( X 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:
124,243.67
X 0.250
31,060.92
- .00
31,060.92
X .045
1. 97 74
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 C+)
INTEREST/PEN PAID C-)
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.