HomeMy WebLinkAbout08-10-07 (2)
BUREAU OF INDIVIDUAL TAXES..
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,"\.. , .' ,,- NOTICE OF INHERITANCE TAX
"I,APPliAISEIIENT.l, ALLOIfANCE OR DISALLOIfANCE
.OF J)EDUCTIONli J. AND ASSESSIlENT OF TAX ON
'" SECURITY ACCOUNTS HELD IN
',' BENEFICIARY FOR"
.
REV-154M AFP (06-D5>
:/h";v't, 1, ;::20
DATE 08-13-2007
ESTATE OF KUMPF EARL E
DATE OF DEATH 03-25-2007
FILE NUMBER 21 07- 0345
COUNTY CUMBERLAND
SSN/DC 202-20-0761
ACN 07500535
APPEAL DATE: 10-12-2007
(See reverse side under objections)
Allount Ru1tted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
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2166 RAMELLI AVE' ,'\
VENTURA CA 93003
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS +-
iEii=i54-iA--~FP--(oi:-035----------------------------------------------------------------------_______________
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 (X) 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 CDOO8399 63.04 1,197.72
TOTAL TAX CREDIT 1,260.76
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
1I IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 1I " ;
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
F 0 DU " "
I T TAL E IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )