HomeMy WebLinkAbout04-27-07 (4)
COMMONWEALTH OF PENNSYLVANIA
--[).E.pARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAJlEKENT~ ALLONANCE OR DISALLONANCE
OF DEDUCTION~~ AND ASSESSKENT OF TAX ON
SECURITY ACCOUNTS HELD IN
r' . , f: j, 'J BENEFICIARY FORK
../, , . DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG. PA 17128-0601
REV-154M AFP (0&.05)
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04-30-2007
LENKER
04-16-2006
21 06-0446
CUMBERLAND
164-36-2795
06500274
APPEAL DATE: 06-29-2007
(See reverse side under objections)
Amount Relli tted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
DAISY
A
EMILY D HOUDESHELL
12 SHARON ROAD
ENOLA PA 17025
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
Ri-y=i54-si---AFP--coi:-ii5-------------------------------------------------------------------------------------
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
06500274
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 (-)
06-20-2006 CD006869 204.98 3,894.70
INTEREST IS CHARGED THROUGH 05-08-2007 TOTAL TAX CREDIT 4,099.68
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 286.22
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 7.02
TOTAL DUE 293.24
* 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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