HomeMy WebLinkAbout10-22-12 (2)BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION ~. ~~ Ky~.,,.., ,~ P $EhErj'[ ALLONANCE OR DISALLONANCE
PO BOX 280601 (~'~O;-, ,'-~1 %~~-~ UCTION~ AND ASSESSMENT OF TAX ON
HARRISBURG, PA 17128-0601 r,.a} ~.., ,. ~ R ~ SECURI~'Y ACCOUNTS GELD IN
Rr<u~~ ~ ~~"~ ~„ i '~'r)~; ( ~ BENEFICIARY FORM
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398LADAMS RD~~R~D CO., PA
CARLISLE PA 17015-9347
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1568A AFP (12-11)
DATE 10-22-2012
ESTATE OF JONES HARRY D
DATE OF DEATH 02-24-2012
FILE NUMBER 21 12-0321
COUNTY CUMBERLAND
SSN/DC
ACN 12502692
APPEAL BY DATE: 12-21-2012
(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: 10-22-2012
ESTATE OF:JONES HARRY D DATE OF DEATH: 02-24-2012 COUNTY:
FILE NO.: 21 12-0321 S.S/D.C. NO.: ACN: 12582692
TAX RETURN WAS: (X) ACCEPTED AS FILED C )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: VANGUARD ACCOUNT NO.: 09892445777
TYPE OF ASSET: C ) SECURITIES C ~ 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:
184,173.46
X 1.000
184,173.46
- .00
184,173 46
X .045
8 87 8
NOTE: TO ENSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE'
UPPER PORTION OF THIS N01fICE
WITH YOUR TAX PAYMENT TO'THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TQ:
"REGISTER OF WILLS, AGENt."
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
05-22-2012 CD016002 52.63 1,000.00
05-22-2012 CDO16001 3b1.76 6,873.42
TOTAL TAX PAYMENT 8,287.161
BALANCE OF TAX DUE 0
INTEREST AND PEN. 0
TOTAL DUE 0
~ 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. n
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. n