HomeMy WebLinkAbout04-27-07 (3)
L~_ .NEALTH OF PENNSYLVANIA
DE~ART"ENT OF REVENUE
*'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEKENT~ ALLONANCE OR DISALLONANCE
OF O~PCTION~L AND ASSESSKENT OF TAX ON
SECURITY ACCOUNTS HELD IN
BENEFICIARY FORK
REVe1548A AFP (0&-05)
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KIM P LENriER
730A TOWER ROAD
ENOLA PA 17025
DATE 04-30-2007
ESTATE OF LENKER DAISY A
DATE OF DEATH 04-16-2006
FILE NUMBER 21 06-0446
COUNTY CUMBERLAND
SSN/DC 164-36-2795
ACN 06500275
APPEAL DATE: 06-29-2007
(See reverse side under objections)
A.ount Re.i tted 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 +-
REii=is4-SA---AFP--coi:-035-------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE 04-30-2007
ESTATE OF LENKER
DAISY
A DATE OF DEATH 04-16-2006
COUNTY
CUMBERLAND
FILE NO. 21 06-0446
TAX RETURN WAS:
S.S/D.C. NO. 164-36-2795
(X) ACCEPTED AS FILED () CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
ACN
06500275
NAME OF SECURITY:
EDWARD JONES
ACCOUNT NO.
85112410
TYPE OF ASSET:
{)() SECURITIES ( ) SECURITY ACC ( ) STOCK () BONDS
DOD Valuation
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
X
194,929.00
0.500
97,464.50
.00
97,464.50
.45
4,385.90
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 (-)
08-03-2006 CDo07057 .00 4,385.90
TOTAL TAX CREDIT 4,385.90
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.
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