HomeMy WebLinkAbout03-18-13 (12) BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE I" DIVISION APPRAISEMENT ALLONANCE OR DISALLONANCE s pennsylvania
PO BOX 280601 OF DEDUCTION AND ASSESSMENT OF TAX ON DEPARTMENTOF REVENUE
HARRISBURG, PA 17128.0601 C SECURITY ACCOUNTS HELD IN
R E COIR D E 0 C F i r I t C E OF BENEFICIARY FORM H .Iwe 01
REGIS' "' OF a"„� ' S
: " �"' DATE 03-18-2013
m ESTATE OF PTASZEK BARBARA E
2? DATE OF DEATH 11-29-2012
FILE NUMBER 21 12-1297
CLERK R�{ OF COUNTY
THOMAS dJRFRAW*G1URT ACN 13500236
695 JUL APPEAL G� PA APPEAL BY DATE: 05-17-2013
MECHANI A D 1 X5-6032 (See reverse side underObjecdons)
Amount Remitted --�_
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
� I
CUT ALONG THIS LINE —► RETAIN LOWER PORTION FOR YOUR RECORDS
REV-1548A AFP (12-123
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM f
DATE105-18-2013 j
ESTATE OF: PTASZEK BARBARA E DATE OF DEATH: 11-29-2012 COUNTY: CUMBERLAND
FILE NO. : 21 12-1297 S.S/D.C. NO. : ACN: 13500236
TAX RETURN WAS: (X) ACCEPTED AS FILED L )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION .I
NAME OF SECURITY: ALLIANCE DEVELOPMENT FUND ACCOUNT NO. : 22387 E
TYPE OF ASSET: C ) SECURITIES ( X SECURITY ACC C ) STOCK C ) BONDS
DOD Valuation 16,404.32 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 8,202.16 UPPER PORTION OF THIS NOTICE
Debts and Deductions .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 8,202.16 REGISTER OF WILLS AT THE
Tax Rate X .045 ABOVE ADDRESS. MAKE CHECK ' �i
Tax Due 369.10 OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT {+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
i
02-19-2013 CDO17213 18.45 350.64 '
03-11-2013 SBADJUST .00 .01
I'
TOTAL TAX PAYMENT 369. 10
BALANCE OF TAX DUE _^ .00 i
INTEREST AND PEN. .00 i
TOTAL DUE .00
i
+� 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.