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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
0. .....i"'f"\C.'f]rn n~:C~\("\ ~ OtOtICE OF INHERITANCE TAX
ht,~).): ';'j..'-' ~.:'.l. ALLOIIANCE OR DISALLONANCE
,,-rv'-fi":J " IUI'Ili..r. AND ASSBSSIIIlNT OF TAX ON
Ht\J1~; I C:\ ',J'\-"lIECURITY ACCOUNTS HELD IN
, . BEltEFICIARY FORII
DATE 01-15-2007
ESTATE OF DIERICH
DATE OF DEATH 09-18-2006
FILE NUMBER 21 06 -1 095
COUNTY CUMBERLAND
SSN/DC 162-07-6635
ACN 06500632
APPEAL DATE: 03-16-2007
(See reverse side ullder objtctiolls)
A.ount Re.1 tted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG, PA 17128-0601
2601 JAN \ G PM \'2: 00
CLERK Of
ORP\-\AN'S CQ,UR\
PATRICIA A SAUR~!~V'pr:f)\ I Q, I ~\
431 HERMAN AVE
LEMOYNE PA 17043
'*
REV~l54'" In ("-OS)
ERNEST
R
TO:
CUT ALON; THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
iE-,;:ii~ii--~FP--(Oi:-oi5-------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE 01-15-2007
ESTATE OF DIERICH
ERNEST
CUMBERLAND
R DATE OF DEATH 09-18-2006
FILE NO. 21 06-1095
TAX RETURN WAS:
COUNTY
S.S/D.C. NO. 162-07-6635
(X) ACCEPTED AS FILED () CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY:
MERRILL LYNCH
TYPE OF ASSET:
ACN
ACCOUNT NO.
23444761
( ) SECURITIES (X) SECURITY ACC ( ) STOCK () BONDS
DOD Valuation
Percent Taxable
AMount Subject to Tax
Debts and Deductions
Taxable Allount
Tax Rate
Tax Due
700,651.87
0.500
350,325.94
.00
350,325.94
.45
15,764.67
x
x
TAX CREDITS:
PAYMENT
DATE
12-11-2006
01-08-2007
RECEIPT
NUMBER
CD007544
SBADJUST
DISCOUNT (+)
INTEREST/PEN PAID (-)
788.23
.00
06500632
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. HAKE CHECK
OR HONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
AHO......T PAID
14,976.42
.02
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. *
( IF TOTAL DUE IS LESS THAN tl, 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. )
15,764.67
.00
.00
.00