HomeMy WebLinkAbout10-30-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG, PA 171Z8-0601
.~r, rv"- ~'-~,rNOT1CE OF INHERITANCE TAX
- (!" ..'-t.)>PRA-ISl?:tlENT 1. ALLOHANCE OR DISALLOHANCE
OF:DEDUCTION~1. AND ASSESStlENT OF TAX ON
.' . SEtURITY ACCOUNTS HELD IN
BENEFICIARY FORti
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DATE 10-30-2006
ESTATE OF JOHNSTON LOUISE
DATE OF DEATH 07-03-2006
FILE NUMBER 21 06-0867
COUNTY CUMBERLAND
SSN/DC 180-28-5741
ACN 06500458
APPEAL DATE: 12-29-2006
(See reverse side under objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CYNTHIA M PECK
14 HEMLOCK ROAD
WILLIAMSPORT PA 17701
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
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NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE 10-30-2006
ESTATE OF JOHNSTON
LOUISE
DATE OF DEATH 07-03-2006
COUNTY
CUMBERLAND
FILE NO. 21 06-0867
TAX RETURN WAS:
S.S/D.C. NO. 180-28-5741
(X) ACCEPTED AS FILED () CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
ACN
06500458
NAME OF SECURITY:
AMERICAN FUNDS
ACCOUNT NO.
73995315
TYPE OF ASSET:
( ) SECURITIES ()() SECURITY ACC ( ) STOCK () BONDS
09-22-2003
x
22,375.21
0.333
7,458.33
.00
7,458.33
.45
335.62
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
DOD Valuation
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
X
TAX CREDITS:
PAYMENT }NECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-29-2006 tl CDOO7273 16.78 318.84
TOTAL TAX CREDIT 335.62
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ·
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU HAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
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