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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXE~r''"''lCncD. n~':IC~ lie
INHERITANCE TAX DIVISION i[\)Ji u\_, v' t. '- _,I NOTICE OF INHERITANCE TAX
PO BOX 280601 ('C UlPRAISEKENT ALLOIfANCE OR DISALLOIfANCE
HARRISBURG, PA 17128-0601 i '~, IU'Ii DEbUCTION~.l. AND ASSESSKENT OF TAX ON
SECURITY ACCOUNTS HELD IN
BENEFICIARY FORK
*
200& DEe -4 PM 3: 25
CLERK OF
ORPHAN'S COURT
flORENCE H GA~Ait1t"n:,), PA
936 EMILY DRIVE
MECHANICSBURG PA 17055
REY-1548A AFP lD'-D51
DATE 12-04-2006
ESTATE OF LARNEY ANNE C
DATE OF DEATH 08-17-2006
FILE NUMBER 21 06-0747
COUNTY CUMBERLAND
SSN/DC 176-32-2941
ACN 06500464
APPEAL DATE: 02-02-2007
(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
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
RE-Y=is41ii--1rFP--Coi:-03i----------------------------------------------------_________________________________
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLONANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE 12-04-2006
ESTATE OF LARNEY
ANNE
C DATE OF DEATH 08-17-2006
COUNTY
CUMBERLAND
FILE NO. 21 06-0747
TAX RETURN WAS:
S.S/D.C. NO. 176-32-2941
(X) ACCEPTED AS FILED () CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
ACN
06500464
NAME OF SECURITY:
MERRILL LYNCH
ACCOUNT NO.
872-47339
TYPE OF ASSET:
( l SECURITIES ()O SECURITY ACC ( l STOCK (l BONDS
DOD Valuation
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
276,782.00
0.200
55,356.40
.00
55,356.40
.15
8,303.46
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 ADDRES$. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-30-2006 CD007364 415.17 7,889.29
TOTAL TAX CREDIT 8,304.46
BALANCE OF TAX DUE 1. OOCR
INTEREST AND PEN. .00
TOTAL DUE 1.00CR
. 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" ( CRl, YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l
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