HomeMy WebLinkAbout01-07-13BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISEMENT ALLONANCE OR DISALLONANCE
Po Box 2BO6o1 OF DEDUCTION AND ASSESSMENT OF TAX ON
HARRISBURG. PA 17128-0601 SECURI'~Y ACCOUNTS MELD IN
BENEFICIARY FORM
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NATHAN S THOMPSQ(~,{~E{'~' ~i
7417 CHURCH AVrORP~EANS~ C4JRT
PITTSBURGH ~UM~t°iR~~~Pt~-~~03~A
~ Pennsylvania
DEPARTMENT OF REVENUE
REV-1548A AFP (12.12)
DATE 12-31-2012
ESTATE OF THOMPSON JOHN P
DATE OF DEATH 08-10-2012
FILE NUMBER 21 12-1086
COUNTY CUMBERLAND
SSN/DC
ACN 12503853
APPEAL BY DATE: 03-O1-2013
(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 F
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REV-1548A AFP C12-12~
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE: 12-31-2012
ESTATE OF:THOMPSON JOHN P DATE OF DEATH: 08-10-2012 COUNTY: CUMBERLAND
FILE NO.: 21 12-1086 S.S/D.C. NO.:
ACN: 12503853
TAX RETURN WAS: (X) ACCEPTED AS FILED C )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: OPPENHEIMER ACCOUNT N0.
TYPE OF ASSET: ( ) SECURITIES C ~ SECURITY ACC ( ) STOCK ( ) BONDS
DOD Valuation
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
2,596.86
X 0.250
649.22
- .00
649.22
X .045
29.21
195229368
NOTE: TO ENSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YDUR 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
11-09-2012 CDOlb769 1.46 29.21
TOTAL TAX PAYMENT 30.67
BALANCE OF TAX DUE 1.46CR
INTEREST AND PEN. .00
TOTAL DUE 1.46CR
~ 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.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. (\