HomeMy WebLinkAbout03-10-08
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEKENT~ ALLOMANCE OR DISALLOMANCE
OF DEDUCTION5L AND ASSESSKENT OF TAX ON
SECURITY ACCOUNTS HELD IN
BENEFICIARY FORK
REV-154M AFP (06-05)
",.1, ',',[)',,", I 0 \':';\?:? (l)
'. i I -- '""
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
03-10-2008
KLI NE
11-21-2007
21 08-0135
CUMBERLAND
177-24-5674
08500025
APPEAL DATE: 05-09-2008
(See reverse side under objections)
Amount Relli tted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CAHTERINE F
JAMES S KL I N]\"
618 MARTIN DRIVE
MECHANICSBURG PA 17055
TO:
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 03-10-2008
ESTATE OF KLINE
CAHTERINE F DATE OF DEATH 11-21-2007
COUNTY
CUMBERLAND
FILE NO. 21 08-0135
TAX RETURN WAS:
S.S/D.C. NO. 177-24-5674
(X) ACCEPTED AS FILED () CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
ACN
08500025
NAME OF SECURITY:
AMERICAN FUNDS
ACCOUNT NO.
64665121
TYPE OF ASSET:
( ) SECURITIES ()() SECURITY ACC ( ) STOCK () BONDS
01-01-2000
x
17,983.92
0.250
4,495.98
.00
4,495.98
.45
202.32
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."
DOD Valuation
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
x
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-31-2008 CD009269 10.12 202.32
TOTAL TAX CREDIT 212.44
BALANCE OF TAX DUE 10.12CR
INTEREST AND PEN. .00
TOTAL DUE 10.12CR
* 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.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. }
~