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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.