HomeMy WebLinkAbout03-10-08
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG, PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEKENTL ALLONANCE OR DISALLONANCE
OF DBDUCTION~L AND ASSESSKENT OF TAX ON
SECURITY ACCOUNTS HELD IN
BENEFICIARY FORK
REV-1548A AFP (U-05)
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DATE 03-10-2008
ESTATE OF STOKES JAMES E
DATE OF DEATH 06-03-2007
FILE NUMBER 21 08-0137
COUNTY CUMBERLAND
SSN/DC 545-80-0303
ACN 07500598
APPEAL DATE: 05-09-2008
(See reverse side under objections)
Allount Relli tted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
WILLIAM
624 MILL
CARLISLE
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B HURSjt:', .
RACE COURT
PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS +-
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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 STOKES
JAMES
E DATE OF DEATH 06-03-2007
COUNTY
CUMBERLAND
FILE NO. 21 08-0137 S.S/D.C. NO. 545-80-0303
TAX RETURN WAS: (X) ACCEPTED AS FILED () CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
ACN
07500598
NAME OF SECURITY:
EDWARD JONES
ACCOUNT NO.
6931128810
TYPE OF ASSET:
( ) SECURITIES (Xl SECURITY ACC ( ) STOCK () BONDS
06-27-2006
DOD Valuation
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
X
4,687.00
1.000
4,687.00
.00
4,687.00
.45
210.92
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 (-)
01-30-2008 CD009271 .00 210.92
TOTAL TAX CREDIT 210.92
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 I, Ii
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. * "b
( 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. )