HomeMy WebLinkAbout08-24-12BUREAU OF INDIVIDUALi/~7,/pA' I „~,_ I^~G NOTICE OF INHERITANCE SAX
INHERITANCE TA% OIVISIO~raA ~ U.:CL' l!' F L4 ~APPRAISEIIENT ALLORANCE OR DISALLONANCE
PO BO% 280601 [[ !-~ ~,1~t!~ ~ Q OF DEDUCIION>;1 AND ASSESSMENT OF TAX ON
HARRISBURG. PA 17128-0601 i'}C'a~l ~i`,-;! ~~.. '. y l•.~-'~ SECURh"Y ACCOUNTS RELD IN
BENEFICZARY FORM
2~1? AUG 24 kP4 i i ~ 36
L I
ORE)FiAN'S ~GU'"r',T
LEONARD (%~rAND CO., PA
7 IRONSTONE DR
CARLISLE PA 17015-9705
Pennsylvania
DEPARTMENT OF REVENUE
xeva sae, ~P uzau
DATE 08'~-27-2012
ESTATE OF TR:ITT WILLIAM W
DATE OF DEATH 08-29-2011
FILE NUMBER 21. 11-0950
COUNTY CUMBERLAND
SSN/DC
ACN 11.502226
APPEAL BY DATE: LO-26-2012
(See reverse side nnder Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SpUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1548A. AFP C12-117
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE: 08-27-2012
ESTATE OF: TRITT WILLIAM W DATE OF DEATH: 08-29-2011 COUNTY: CUMBERLAND
FILE NO.: 21 11-0950 S.S/D.C. NO.: 184-12-2064 ACN: 11502226
TAX RETURN WAS: (X) ACCEPTED AS FILED < )CHANGEO~
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: AMERIPRISE ACCOUNT NO.:
TYPE OF ASSET: ( X SECURITIES 2 ) SECURITY ACC ( ) STOCK C 7 BONDS
DOD Valuation
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
98,110.54
X 0.333
32.703.19
•VY
32.703.19
X .045
1.471.64
12405030
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
ABCIVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE T0:
"RE:GISTER OF WILLS, AGENT."
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
INTEREST IS CHARGED THROUGH 09-04-2012^
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT .00
BALANCE OF 1fAX DUE 1,471.64
INTEREST AND PEN. 11.83
TOTAL DUE 1,483.47
~ IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~
IF TOTAL DUE IS REFLECTED AS A •'CREDIT" CCR7, VOU MAY BE DUE A REFUND. Ll
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. r
BUREAU OF INDIVIDUAL~y~~Y,y~ II "~iCr!lIE ~ NOTICE OF INHERITANCE SAX
INHERITANCE TAX DIVISIONRt-liV ~•~Cl~ ~~ APPRAISEMENT ALLONANCB OR DISALLONANCE
PD Box zaosol ;7[' -^ ' "' ' h I~ (C OF DEDUCTION}; AND ASSESSMENT OF TA% ON
HARRISBURG. PA 17128-0601 I'~['~7I~J ~i.~I `. it ~~`~'. -'''f SECU B~Y~ICIARYT FORNLD IN
2E1!2 AU6 24 A1~ I1~ 36
~,j~D CO. PA
DAVID
53 STATE RD
MECHANICSBURG PA 17050-3155
pennsylvania~
DEPARTMENT OF REVENUE
REV -156M AR, (]R-Il)
DATE 08-27-2012
ESTATE OF TF:LTT WILLIAM W
DATE OF DEATH Ofi-29-2011
FILE NUMBER 21. 11-0950
COUNTY CIIM BERLAND
SSN/DC
ACN 1].502227
APPEAL BY DATE: 10-26-2012
(See reverse srde alnder Objections)
Amount Renitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
~'- RETAIN LOWER PORTION FOR_YOUR-REC O______________________
CUT ALONG THIS LINE
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
IJATE: 08-27-2012
ESTATE OF:TRITT WILLIAM W DATE OF DEATH: 08-29-2011 COUNTY: CUMBERLAND
FILE NO.: 21 11-0950 S.S/D.C. NO.: 184-12-2064 ACN: 11502227
TAX RETURN WAS: (X) ACCEPTED AS FILED ( )CHANGEII
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: AMERIPRISE ACCOUNT NO.:
TYPE OF ASSET: ~ X SECURITIES C ) SECURITY ALC ( ) STOCK ( ) BONDS
DOD Valuation
Percent Taxable
Amount Sub]ect to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
rnv rocnrrc.
98,110.54
X 0.333
32,703.19
.00
32.703.19
X .045
1.471.64
12405030
NOTE: TO ENSURE PROPER CREDIT TO
YOI1R ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
R EI;ISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE T0:
"RIEGISTER OF WLLLS, AGENT."
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (~)
INTEREST/PEN PAID (-) AMOUNT PAID
INTEREST IS CHARGED THROUGH 09-04-2012^
AT THE RATES APPLICABLE AS OUTLINEDON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 1,471.64
INTEREST AND PEN. 11.83
TOTAL DUE 1,483.47
~ 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.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. lJ~
„ ~ ~ ~`''
BUREAU OF INDIVIDUAL TAXE~t F CE OF INHERITANCE TAX
INHERITANCE TAX DIVISION REG'(~ ~C F ~~ ALLONANCE OR DISALLONANCE pen nsylvania ~
PD BOX 280601 'v ~ ~?'~'~. a ON~1 AND ASSESSMENT OF SAX ON DEPARTMENT OF REVENUE
HARRISBURG, PA 17128-0601 `" URI{'Y ACCOUNTS BELD IN xev-ueee ,rr uzau
7gfy~I /~tn~ a ,J{ { BENEFICIARY FORM
~~EZ I+U~ LTiV A~ ~f~~1~ 3~ DATE OB-27-2012
~,
~~UFi T
Gt ., ~.. PA
CAROL A TRITT
6 SOUTHPOINT DR
MECHANICSBURG PA 17055-4251
ESTATE OF TRITT WILLIAM W
DATE OF DEATH 08.-29-2011
FILE NUMBER 21. 11-095(1
COUNTY CLIM BERLAND
SSN/DC
ACN 1].502228
APPEAL BY DATE: 10-26-2012
(See reverse side ender Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE S4UARE
CARLISLE PA 17013
CUT ALONG THIS LINE '-- RETAIN LOWER PORTION FOR YOUR RECORDS ~"'
REV-1548A AFP (12-117
NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE: OS-27-2012
ESTATE OF:TRITT WILLIAM W DATE OF DEATH: OB-29-2011 COUNTY: CUMBERLAND
FILE NO.: 21 I1-0950 S.S/D.C. NO.: 184-12-2064 ACM: 11502228
TAX RETURN WAS: (X) ACCEPTED AS FILED ( )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: AMERIPRISE ACCOUNT NO.: 12405030
TYPE DF ASSET: ( X SECURITIES ( ) SECURITY ACC C ) STOCK C ) BONDS
DOD Valuation
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAY r.RFnTTS:
98,110.54 NOTE:
X 0.333
32,703.19
- .00
32.703.19
X .045
1.471.64
TO ENSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WI1"H YOUR TAX PAYMENT TO THE
RE(:I STER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT f+)
INTEREST/PEN PAID (-) AMOUNT PAID
INTEREST IS CHARGED THROUGH 09-04-2012
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT .00
BALANCE OF 'iAX DUE 1,471.64
INTEREST AND PEN. 11.83
TOTAL DUE 1,483.47
~ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YDU MAY BE OUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.