HomeMy WebLinkAbout03-18-13 (13) BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAIBEMENT ALLOWANCE OR DISALLOWANCE ! pennsyLvania
PO BOX 288681 OF DEDUCTZOU AND ASSESSMENT OF TAX ON DEPARTMENT OF REVENUE
HARRISBURG, PA 17128^0601 SECURITY ACCOUNTS HELD IN
BENEFICIARY FORM xev:saan ue nz-ry
RE61ST,p ,`.,j' DATE 03-18-2013
9 �npp _t�S ESTATE OF PTASZEK BARBARA E
113 t71R CT DATE OF DEATH 11-29-2012
j� NUMBER 21 12-1297
27 COUNTY CUMBERLAND -
CL�pK C,, SSN/DC
THOMAS F PT KK ACN 13500319
695 JULIE CT^^ HANS, CC�Up-r APPEAL BY DATE: 05-17-2013
MECHANICSBURGUMRbRuw,�A,apQ (See reverse side under Objections) -
Amount Remitted F --�-
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4—
________ -- - -- ---- --
REY-1548A AFP 112-12)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE: 03-18-2013
ESTATE DF: PTASZEK BARBARA F DATE OF DEATH: 11-29-2012 COUNTY: CUMBERLAND
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FILE NO. : 21 12-1297 S.S/D.C. NO. : ACN: 13500319
TAX RETURN WAS: (X) ACCEPTED AS FILED t )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION (
NAME OF SECURITY: VANGUARD ACCOUNT NO. : 88014595918
I
TYPE OF ASSET: ( 7 SECURITIES ( X SECURITY ACC ( ) STOCK t ) BONDS
I
DOD Valuation 90,079.21 NOTE: TO ENSURE PROPER CREDIT TO 1�
Percent Taxable X 01500 YOUR ACCOUNT, SUBMIT THEI
Amount Subject to Tax 45,039.61 UPPER PORTION OF THIS NOTICE
Debts and Deductions .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 45,039.61 REGISTER OF WILLS AT THE
Tax Rate X .045 ABOVE ADDRESS. MAKE CHECK f
Tax Due 2.026.78 OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
4
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
I
02-19-2013 CDO17214 101 .34 1,925.44 li
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TOTAL TAX PAYMENT 2,026.78
BALANCE OF TAX DUE 0
INTEREST AND PEN. .00
TOTAL DUE .00
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• IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. • k
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. F
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.