HomeMy WebLinkAbout04-04-08
BUREAU OF INDIVIDUAL TAXES
INHERID\NCE TAX DIVISION
PO BOX ,!B0601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
ocrnpfrU" :7' rNOil~' [of INHERITANCE TAX
',L:_"}A... ." 1I3tK.f; '1. ;:!LLOKANCE OR DISALLOKANCE
C':::(.:lW,l ' C-T, Ii .L1.AND ASSESStlENT OF TAX ON
f "_,-.Ji'..,,..., ''''SEe tn ACCOUNTS HELD IN
BENEFICIARY FORti
'*
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Z008 APR -4 PM I: 53
JOHN P ADAMS
504 QUAIL COURT
MECHANICSBURG
CLERK OF
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f'lJl", ,'D'T! PA
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
04-07-2008
ADAMS
11-06-2007
21 07-1068
CUMBERLAND
288-40-4517
08500030
APPEAL DATE: 06-06-2008
(See reverse side under objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
SANDRA
L
PA 17050
TO:
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-V=i5~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 04-07-2008
ESTATE OF ADAMS
SANDRA
L DATE OF DEATH 11-06-2007
COUNTY
CUMBERLAND
FILE NO. 21 07-1068 S.S/D.C. NO. 288-40-4517
TAX RETURN WAS: (X) ACCEPTED AS FILED () CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
ACN
08500030
NAME OF SECURITY:
AMERICAN FUNDS
ACCOUNT NO.
75745712
TYPE OF ASSET:
( ) SECURITIES {X> SECURITY ACC ( ) STOCK () BONDS
x
6,770.94
1.000
6,770.94
.00
6,770.94
.00
.00
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."
000 Valuation
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Ralte
Tax DUle
x
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DA.TE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
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.
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