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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TA% DIVISION
PO BOX 280601
HARRISBURG PA 1]128-0601
CAROL A TRITT
6 SOUTHPOINT DR
MECHANICSBURG PA
CUT ALONG THIS LINE
DATE 02-06-2013
ESTATE OF TRITT WILLIAM W
DATE OF DEATH 08-29-2011
FILE NUMBER 21 11-0950
COUNTY CUMBERLAND
SSN/DC
Amount Remittetl
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
~-- RETAIN LOWER PORTION FOR YOUR RECORDS E--
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: 08-29-2011 COUNTY: CUMBERLAND
FILE N0.: 21 11-0950 S.S/D.C. NO.: 184-12-2064 ACN: 11502228
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
BENEFICIARY FORM ASSETS
NAME OF SECURITY: AMERIPRISE
TYPE OF ACCOUNT: ( ) SECURITIES (X7 SEC ACCT C ) STOCK
DOD Valuation
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Due
Tax Rate
TAX CREDITS:
.00 NOTE:
X 0.333
.00
.00
X .045
ACCOUNT N0.: 12405030
( ) BOND
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 ADDRESS SHOWN ABOVE.
MAKE CHECK OR MONEY ORDER PAYABLE
T0: "REGISTER OF WILLS, AGENT.°
PAYMENT
GATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
INHERITANCE TAX
RECORD ADJUSTMENT
BENEFICIARY FORM ASSETS
~ pennsylvania
DEPARTMENT OF REVENUE
REV -1604A E% AFP (12-12)
RECORDED 0,-~~CE OP
REGISTER p~- `dILtS
113 FEB 19 F~,~J 1 ~ 31
17055-42(S~ERK Qr
CRPNgNS•COURT
CUMBERI.gND CO., pq
TOTAL TAX PAYMENT p
BALANCE OF TAX 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 BE DUE. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
+~
Hev-ura ex m+-Im
~ ~~ Pennsylvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
INHERITANCE TAX
EXPLANATION
OF CHANGES
2111-0950
OS/29I2011
UCIiCUCIY I J IWIIVIC
William W Tritt 2111-0950
REVIEWED BY ACN 11502228
Robin Graff
ITEM EXPLANATION OF CHANGES
SCHEDULE NO. _
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.
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