HomeMy WebLinkAbout07-13-12 (2)BUREAU DF INDIVIDUAL TAXES ~~}~~~ ~~~('~ 1°SE![ENTE ALLONANCE OR DISALL
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DEPARTMENT OF REVENUE
REV-154AA AFP (12-11)
DATE 07-16-2012
ESTATE OF VERBOS ELLEN M
DATE OF DEATH 03-26-2012
FILE NUMBER 21 12-0622
COUNTY CUMBERLAND
SSN/DC
ACN 12502360
APPEAL BY DATE: 09-14-2012
(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: 07-16-2012
ESTATE OF:YERBOS ELLEN M DATE OF DEATH: 03-26-2012 COUNTY: CUMBERLAND
FILE NO.: 21 12-0622 S.S/D.C. NO.:
ACN: 12502360
TAX RETURN WAS: CX) ACCEPTED AS FILED ( )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: T D AMERITRADE ACCOUNT NO.: 928-018250
TYPE OF ASSET: C ~ SECURITIES ( ) 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:
21,084.00
X 1.000
21,084.00
- .00
21,084.00
X .045
948 78
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
06-01-2012 CD016059 47.44 901.34
TOTAL TAX PAYMENT 948.78
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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.
~~