HomeMy WebLinkAbout02-19-13
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 1]128-0601
DAVID E TRITT
53 STATE RD
MECHANICSBURG
INHERITANCE TAX
RECORD ADJUSTMENT
BENEFICIARY FORM ASSETS
RECORutiO 0°'"~`CE OF
REGISTER Or" t'1~_.~S
tQl3 FEB 19 ~~,~I ='- ~l
CLERK Or
PA 17o5o~~tdANS' COURT
CUMBERLAND GO., PA
CUT ALONG THIS LINE ~- RETAIN LOWER PORTION FOR YOUR RECORDS F
REV-1604A EX AFP (12-12)
^^ INHERITANCE TAX RECORD ADJUSTMENT BENEFICIARY FORM ASSETS ^*
DATE: 02-06-2013
ESTATE OF: TRITT WILLIAM W DATE OF DEATH: OS-29-2011 COUNTY: CUMBERLAND
FILE N0.: 21 11-0950 S.S/D.C. NO.: 184-12-2064 ACN: 11502227
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
BENEFICIARY FORM ASSETS
NAME OF SECURITY: aMERIPRISE
TYPE OF ACCOUNT: ( ) SECURITIES (JQ SEC ACCT ( ) STOCK
DOD Valuation
Percent Taxable
Amount Sub]ect to Tax
Debts and Deductions
Taxable Amount
Tax Due
Tax Rate
TAX CREDITS:
X 0.333
.00
.00
X .045
.00
pennsylvania
DEPARTMENT OF REVENUE
REV -1604A EX AFP Q2-12)
DATE 02-06-2013
ESTATE OF TRITT WILLIAM W
DATE OF DEATH 08-29-2011
FILE NUMBER 21 11-0950
COUNTY CUMBERLAND
SSN/DC
ACN 11502227
Amount Remittetl
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
ACCOUNT N0.: 12405030
( 7 BONG
NOTE: TD ENSURE PROPER CREDIT TO YOUR
ACCOUNT, SUBMIT THE UPPER PORTION
DF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS
AT THE ADDRESS SHOWN ABOVE.
MAKE CHECK OR MONEY ORDER PAYABLE
TO: "REGISTER OF WILLS, AGENT.•'
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT
INTEREST/PEN (+)
PAID
(-) AMOUNT PAID
TOTAL TAX PAYMENT .00
BALANCE OF 7AX DUE
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 8E DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
uev-ina ex ~m-ion
pE'l111$~/~Val11d
INHERITANCE TAX 2111-0950
184-12-2064
i DEPARTMENT OF REVENUE EXPLANATION 08~29~2011
6uBenu of lrvowloun~ rAx6s OF CHANGES
PO Box 260601
DECEDENTS NAME
William W Tritt FILE NUMBER
2111-0950
REVIEWED BY ACN
Robin Graff 11502227
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
A review has been conducted on this account. The Department has determined that this
joint bank account was properly reported on the probate return, on Schedule B.
Therefore, this assessment has been corrected.
Row Page 1