HomeMy WebLinkAbout05-18-07 (4)
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'N~%C~.OF INHERITANCE TAX
. APPRAlSEIlENTl.' . ALLOIIANCE OR DISALLOIIANCE
O.FDEDUCTION6L AND ASSESSKENT OF TAX ON
~ . SECURITY ACCOUNTS HELD IN
BENEFICIARY FORK
.
" I' r. (:
.' '., I..;
!i}
o
CARL T ANOKA
17 COURTLAND ROAD
CAMP HILL PA 17011
REV-154M AFP (06-05)
DATE 05-21-2007
ESTATE OF ANOKA RUTH A
DATE OF DEATH 07-18-2005
FILE NUMBER 21 05-0722
COUNTY CUMBERLAND
SSN/DC 177-24-5745
ACN 07500237
APPEAL DATE: 07-20-2007
(See reverse side under objections)
A.aunt Re.l 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 .-
----------------------------------------------------------------------------------------------------------------
REV-1548A AFP (01-03)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE 05-21-2007
ESTATE OF ANOKA
RUTH
COUNTY
CUMBERLAND
A DATE OF DEATH 07-18-2005
FILE NO. 21 05-0722
TAX RETURN WAS:
S.S/D.C. NO. 177-24-5745
(X) ACCEPTED AS FILED () CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY:
SMITH BARNEY
TYPE OF ASSET:
ACN
07500237
ACCOUNT NO.
L259909
( l SECURITIES (Xl SECURITY ACC ( l STOCK (l BONDS
DOD Valuation
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
1,867.63
0.500
933.82
.00
933.82
.45
42.02
x
x
TAX CREDITS:
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."
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 05-29-2007 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 42.02
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 3.44
TOTAL DUE 45.46
* 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" ( CRl, YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l
~