HomeMy WebLinkAbout08-06-12BUREAU OF INDIVIDUAL TAXES /1 OF INHERITANCE TAX •
INHERITANCE TAX DIVISION ~.( j t~~~' ALLONANCE OR DISALLONANCE pennsylvan~a ~
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HARRISBURG, PA 17128-0601 fi~vl"~1(~ ~;~~ ~ RITY ACCOUNTS BELD IN DEPAREMENA OF REVENUE
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24694 NETTLE MILL SQ
STONE RIDGE VA 20105-2995
DATE 08-06-2012
ESTATE OF JONES HARRY D
DATE OF DEATH 02-24-2012
FILE NUMBER 21 12-0321
COUNTY CUMBERLAND
SSN/DC
ACN 12502691
APPEAL BY DATE: 10-05-2012
(See reverse side under Objections)
Amount Rewitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON6_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: 08-06-2012
ESTATE OF:JONES HARRY D DATE OF DEATH: 02-24-2012 COUNTY: CUMBERLAND
FILE NO.: 21 12-0321 S.S/D.C. NO.:
ACN: 12502691
TAX RETURN WAS: CX) ACCEPTED AS FILED C )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: VANGUARD
ACCOUNT NO.: 09892445777
TYPE OF ASSET: C ) SECURITIES ( X SECURITY ACC C ) STOCK ( ) BONDS
DOD Valuation
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
122,782.31
X 1.000
122,782.31
- .00
122,782.31
X .045
5.525.20
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
05-18-2012 CD015992 27b.2b 5,248.94
TOTAL TAX PAYMENT 5,525.20
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" (CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.