HomeMy WebLinkAbout05-20-14 BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISENENT ALLOWANCE OR DISALLOWANCE pennsylvania
PO eoX 280601 OF DEDUCTION AND ASSESSMENT OF TAX ON
HARRISBURG, PA 17128-0601 SECURITY ACCOUNTS HELD IN DEPARTMENT OF REVENUE
BENEFICIARY FORM - aeva saes eva uznm
DATE 05-19-2014
ESTATE OF JONES DIATRA A
DATE OF DEATH 02-1 2012
FILE NUMBER zq-i -HL'
COUNTY CUMBERLAND
SSN/DC
SACHE N JONES ACN 13501974
122 NEWPORT I'S APPEAL BY DATE: 07-18-2014
CENTERVILLE GA 31028-8545 (See reverse side under Objections)
Amount Remitted I
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 r
_ _ _ _ _ _ _ _ _ _ ^ _ _ ^ _ - _ - - _ _ - _ ^ ^ _ ^ _ - - ^ - - ^ - - - -- --- - _ - -^ _ - ^__- - _ __--- ------ _
REV^1548A AFP C12-13} _
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE: 05-19-2014
ESTATE OF: JONES DIATRA A DATE OF DEATH- 02-11-2012 COUNTY: CUMBERLAND
FILE NO. : S.S/D.C. NO. : 252-33-5629 ACN: 13501974
TAX RETURN WAS: (X) ACCEPTED AS FILED t }CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: 401K ACCOUNT NO. : 252335629
TYPE OF ASSET: C J SECURITIES C X SECURITY ACC C ) STOCK C ) BONDS o
M
n
DOD Valuation 650.00 NOTE: TO 65SUkE E�FOPER gREDIT TO
Percent Taxable X 0.500 1 J -AE.COljq� §rrU�B*IT THE
Amount Subject to Tax 325.00 UIPPER 1PDRTd:RW of 'THIS NOTICE
Debts and Deductions .00 W.IT(,0,VR TAX FIAY14ENT TO THE
Taxable Amount 325.00 RE)GpI$T(ER ti WILt�.S T THE
Tax Rate X .045 41t!< -ADDWS. I W CHECK
Tax Due 14.63 OR UfNEY M ERTR MBLE TO:
TAX CREDITS:
"WEGISTER HEVF Wft'<2 , AGENT."
FV
PAYMENT RECEIPT DISCOUNT f+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-}
INTEREST IS CHARGED THROUGH 05-27-20144 TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1476
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .67
TOTAL DUE 15.30
* 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.
1
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISEMENT
ON�,LALLO ASSESSMENT NCOR DISALLOWANCE
ON � � pennsylvania
HARRISBURG, PA 17128-0601 SECURITY ACCOUNTS HELD IN DEPARTMENT OF REVENGE
BENEFICIARY FORK
- a[v-,scn,•r«<:x-i,
DATE 05-19-2014
ESTATE OF JONES DIATRA A
DATE OF DEATH 02-11-2012
FILE NUMBER ,��-�l.#-
COUNTY CUMBERLAND
SSN/DC
BRITTANY M JONES ACN 13501975
122 NEWPORT IS APPEAL BY DATE: 07-18-2014
CENTERVILLE GA 31028-8545 (.See reverse side under Objections) --•--y
Amount Remitted
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-
_ _ _' _ _ _ _ ^ ^ - ^ ^ - - - - -" --'-^--'--'-- --- ' - "
--------------- - ---- - -------- -------
REV-154BA AFP (12-13]
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE: 05-19-2014
ESTATE OF: JON S DIATRA A DATE OF DEATH: 02-11-2012 C@NTY: C4Y BERLAND
-Zp c � �
FILE NO. : S.S/D.C. NO. : 252-33-5629 ;FN: �135rhBl '5
TAX RETURN WAS: (X) ACCEPTED AS FILED C )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION to ti QJ rr7
NAME OF SECURITY: 401K ACCOUNT NO. : 2,335,6.29 r>
TYPE OF ASSET: C ) SECURITIES C X SECURITY ACC C ) STOCK C I BONDS C' 71 -71 11
t✓ .,�"- 3
rn
DOD Valuation 650.00 NOTE. TO ENSURE PROPE --rREd�hI'LjTa
Percent Taxable X 0.500 YOUR ACCOUNT, SUBNIT THE ?
Amount Subject to Tax 325.00 UPPER PORTION OF THIS NOTICE
Debts and Deductions .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 325.00 REGISTER OF WILLS AT THE
Tax Rate X .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 14.63 OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 05-27-2014• TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 14.63
REVERSE SIDE OF THIS FORM INTEREST AND PEN. •b7
TOTAL DUE 15.30
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.