HomeMy WebLinkAbout03-18-13 (17) BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISENENT ALLONANCE OR DISALLONANCE pennsytvania
PO BOX 288601 OF OEDUCTI5k AND ASSESSMENT OF TAX ON
HARRISBURG. PA 17128.0601 SECURITY ACCOUNTS HELD IN DEPARTMENT OF REVENUE
BENEFICIARY FORM REY-154„REP{32-,n
RECORDED �,r>^iu4 OF DATE 03-18-2013
RECISTH OF s'i �.J ESTATE OF PTASZEK BARBARA E
DATE OF DEATH 11-29-2012
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COUNTY
THOMAS F PTASZEK CLERK Or ACN 13500367
695 JULIE CT ORPHANS- COURT APPEAL BY DATE: 05-17-2013
MECHANICSBURG rokRf&E�Tg 34L{{. P6s (See reverse side under ObjecdonsJ
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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CUT ALONG _THIS_LINE "�► RETAIN LOWER PORTION FOR YOUR RECORDS p"
REV-1548A AFP (12-12) -" _ _ _ _ _ ______ ________________________________ ______ _____
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
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ESTATE OF:PTASZEK BARBARA E DATE OF DEATH: 11-29-2012 COUNTY: CUMBERLAND
FILE NO. : 21 12-1297 S.S/D.C. NO. : ACN: 13500367 C j
TAX RETURN WAS: (X) ACCEPTED AS FILED { )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION E
NAME OF SECURITY: EDWARD JONES ACCOUNT NO. : 270-07931
TYPE OF ASSET: C X SECURITIES C 7 SECURITY ACC C ) STOCK C ) BONDS i
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DOD Valuation 72,432.45 NOTE: TO ENSURE PROPER CREDIT TO !
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Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 36,216.23 UPPER PORTION OF THIS NOTICE
Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 36 216.23 REGISTER OF WILLS AT THE
Tax Rate X .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 1,629.73 OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
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PAYMENT RECEIPT DISCOUNT
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID i
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02-19-2013 CDO17215 $1.49 1 ,548.24
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TOTAL TAX PAYMENT 1,629.73
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
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+ 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. f,
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. riJ