HomeMy WebLinkAbout10-22-12 (3)BUREAU OF INDIVIDUAL TAXES r~F~~~,~~`~!~-[,~ ~'rFjC I~ DF INBERITANCE TAX
INHERITANCE TAX DIVISION ~~~~(C, _~('AR~R ALLONANCE OR DISALLONANCE
PD Box 2so6o1 ~ (-~ OF~i IONS AND ASSESSMENT OF TAX ON
HARRISBURG. PA 17128-0601 Mtot~v •r,nn,w~we ,m.w ~..
~~~~ ~~~ ~~ BENEFICIARY FORK
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CUMB~R(.ANp C0~ PA
MARIA DICKERSON
APT 107
9659 MANASSAS DR
MANASSAS PARK VA 20111-8032
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DEPARTMENT OF REVENUE
REY-1548A AFP (12-I17
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 12502693
APPEAL BY DATE: 12-21-2012
(See reverse side under Objections)
Amount Re~itted
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) - - -
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NOTICE OF INHERI TANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESS MENT 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:_ CUMBERLAND
FILE NO.: 21 12-0321 S.S/D.C. NO.: ACN: 125¢2693
TAX RETURN WAS: (X) ACCEPTED AS FILED ( )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: VANGUARD ACCOUNT NO.: 09892445777
TYPE OF ASSET: ( ) SECURITIES ( ~ SECURITY ACC C ) STOCK C ) BONDS i
DOD Valuation 30,695.58 NOTE: TO ENSURE PROPER CREDIT ''TO
Percent Taxable X 1.000 YOUR ACCOUNT, SUBMIT THE'
Amount Subject to Tax 30,695.58 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TOTHE
Taxable Amount 30,695.58 REGISTER OF WILLS AT THE'
Tax Rate X .15 ABOVE ADDRESS. MAKE CHEC~C
Tax Due 4,604 4 OR MONEY ORDER PAYABLE T~:
TAX CREDITS: "REGISTER OF WILLS, AGENfT."
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
05-14-2012 CD015979 230.22 4,374.12
TOTAL TAX PAYMENT 4,604.34
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 FDR INSTRUCTIONS.