HomeMy WebLinkAbout04-13-12BUREAU OF INDIVIDUAL TAXES ~ t ^ ""-`~' EE OF INHERITANCE TAX
INHERITANCE TAX DIVISION (~;_v~.+~ "-'~•A~t7C ~ Ttt ALLORANCE OR DISALLONANCE Pennsylvania ~~ .~:
PO BOX 280601 ° ^'s 'T ~ S AND ASSESSMENT OF TAX ON
HARRISBURG, PA 17128-0601 ~~ ~'-~' "5 RI~'Y ACCOUNTS HELD IN DEPARTMENT OF REVENUE
C BENEFICIARY FORM REV-1548A AFP ciz-iii
"'~ `~ ~ ~ ~ t ~~+ ~'-. ~"' DATE 04-16-2012
i„~ E-.,
BARBARA K GEISTWH~~
18 CIRCLE DRIVE
CARLISLE PA 17015
ESTATE OF KONHAUS FRANCES F
DATE OF DEATH 06-28-2011
FILE NUMBER 21 11-1016
COUNTY CUMBERLAND
SSN/DC 184-12-4725
ACN 11501754
APPEAL BY DATE: 06-15-2012
(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 ~
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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: 04-16-2012
ESTATE OF:KONHAUS FRANCES F DATE OF DEATH: 06-28-2011 COUNTY: CUMBERLAND
FILE NO.: 21 11-1016 S.S/D.C. NO.: 184-12-4725 ACM: 11501754
TAX RETURN WAS: (X) ACCEPTED AS FILED C )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: MERRILL LYNCH
TYPE OF ASSET:
C ) SECURITIES ( X 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:
101,141.01
X 0.250
25,285.25
- 10,918.16
14,367.09
X .045
646.52
ACCOUNT NO.: 872-10826
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
09-27-2011 CD015006 32.33 614.20
TOTAL TAX PAYMENT 646.53
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* IF PALD 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. _n
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. /~