HomeMy WebLinkAbout10-12-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
:-- --'NOTICE OF INHERITANCE TAX
APPRAISEIIENT.l ALLONANCE OR DISALLONANCE
OF'ObuCTIONIi.l, AND ASSESSIlENT OF TAX ON
SECURITY ACCOUNTS HELD IN
BENEFICIARY FORti
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG, PA 1712B-0601
ZOD10CT 12 Pii 12: II
LYNN
55 BLACK
ETTERS
CLEHi<
- (V\, I'lT
ORPHr,: '.,c,,'11
A BERES>\ i\ ,- - 0,\
'....)\....;1-
WALNUT DRIVE
PA 17319
'*
REV-154M AFP (05-05>
10-16-2007
HENNE
05-03-2007
21 07-0508
CUMBERLAND
201-05-9186
07500613
APPEAL DATE: 12-15-2007
(See re1Jerse side under objections)
A.ount R..1thd I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
RICHARD
H
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
iE;;:i541iA--~FP--foi:-035---------------------------------------------________________________________________
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE 10-16-2007
ESTATE OF HENNE
RICHARD
H DATE OF DEATH 05-03-2007
CUMBERLAND
FILE NO. 21 07-0508
TAX RETURN WAS:
COUNTY
S.S/D.C. NO. 201-05-9186
(X) ACCEPTED AS FILED () CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY:
VANGUARD GROUP
TYPE OF ASSET:
ACN
07500613
ACCOUNT NO.
88009766707
( ) SECURITIES (X) SECURITY ACC ( ) STOCK () BONDS
07-24-2006
DOD Valuation
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
X
196,081.23
1.000
196,081.23
.00
196,081.23
.45
8,823.66
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 (-)
08-28-2007 CD008607 .00 8,823.66
TOTAL TAX CREDIT 8,823.66
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ 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.
CEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
~