HomeMy WebLinkAbout04-30-12BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
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934 N LA JOLLA AVE
LOS ANGELES CA 9004b
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DEPARTMENT OF REVENUE
REV -1548p RFP (12-11)
DATE 04-30-2012
ESTATE OF GRIMES DIANE M
DATE OF DEATH 04-21-2011
FILE NUMBER 21 11-0601
COUNTY CUMBERLAND
SSN/DC 161-34-4105
ACN 11501236
APPEAL BY DATE: 06-29-2012
(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 (12-11) --------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE: 04-30-2012
ESTATE OF:GRIMES DIANE M DATE OF DEATH: 04-21-2011 COUNTY: CUMBERLAND
FILE NO.: 21 11-0601 S.S/D.C. NO.: 161-34-4105 ACN: 11501236
TAX RETURN WAS: (X~ ACCEPTED AS FILED ( JCHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: AMERIPRISE
ACCOUNT NO.: 179818919
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:
338,558.28
X 0.333
112,851.63
- .00
112,851.63
X .045
5.078.32
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
IrvICKtJ1 1J LMAKIitU IMKUUGM U5-U$-2U12*
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 5,078.32
INTEREST AND PEN. 44.97
TOTAL DUE 5,123.29
+ 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. „rr
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~