HomeMy WebLinkAbout10-30-06 (2)
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"H01'l11If ~FiiRHERITANCE TAX
APPRAlSEKEHTi.ALLONANCE OR DISALLOWANCE
OF DEDUCTIONIS.l.AND ASSESSKENT OF TAX ON
SECURITY ACCOUNTS HELD IN
BENEFICIARY FORK
JT 20 Pi1 3: ~~TE OF
DATE OF DEATH
FILE NUMBER
!r,T COUNTY
"'"SSN/DC
-'ACN
REV-15~8A AFP [0'-05)
MICHELE JONES
3610 ALBERTA AVE
MECHANICSBURG PA 17050
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01
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10-30-2006
JOHNSTON
07-03-2006
21 06-0867
CUMBERLAND
180-28-5741
06500457
APPEAL DATE: 12-29-2006
(See reverse side under objections)
Amount Remitted I J
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
LOUISE
TO:
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE\i:i541lA--~FP-(-oi:-oji-------------------------------------------__________________________________________
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
06500457
NAME OF SECURITY:
AMERICAN FUNDS
ACCOUNT NO.
73995315
TYPE OF ASSET:
( ) SECURITIES (Xl SECURITY ACC ( ) STOCK () BONDS
09-22-2003
DOD Valuation
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
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."
X
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-29-2006 CD007276 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 MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
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