HomeMy WebLinkAbout08-10-07
BUREAU OF INDIVIDUAL TAXES"
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*
DANIEL Pctt.lHPF~
2166 RAMELLI AVE
VENTURA
IJF
'r,_ NOTICE OF INHERITANCE TAX
'IAP~AISEKENT.I. ALLOIlANCE OR DISALLOIlANCE
,QF ,(tEDUCTIONIj.l. AND ASSESSKENT OF TAX ON
, ", SECURITY ACCOUNTS HELD IN
' BENEFICIARY FORK
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
REV-1S48A AFP (u.os>
J h....'u . (, I
J;
, ,. 20
' . ..
08-13-2007
KUMPF
03-25-2007
21 07-0345
CUMBERLAND
202-20-0761
07500535
APPEAL DATE: 10-12-2007
(See reverse side under objections)
A.ount Remitted r I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
EARL
E
('(111I")T
_".i,jul"ll
, ".-., f).-
'." n-l
CA 93003
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
RE\;=is4-si--)rFP--coi:-ii5------------------------------------_________________________________________________
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE 08-13-2007
ESTATE OF KUMPF
EARL
E DATE OF DEATH 03-25-2007
COUNTY
CUMBERLAND
FILE NO. 21 07-0345
TAX RETURN WAS:
S.S/D.C. NO. 202-20-0761
(X) ACCEPTED AS FILED () CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
ACN
07500535
NAME OF SECURITY:
SMITH BARNEY
ACCOUNT NO.
54J05839-18
TYPE OF ASSET:
( ) SECURITIES {Xl SECURITY ACC ( ) STOCK () BONDS
01-01-2000
DOD Valuation
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
X
84,051.44
0.333
28,016.87
.00
28,016 . 87
.45
1,260.76
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 (-)
06-23-2007 CD008399 63.04 1,197.72
TOTAL TAX CREDIT 1,260.76
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 4
l! IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. l!
( 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.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )