HomeMy WebLinkAbout06-20-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION `- '~-~ ^~'^ `~NQTICE OF INHERITANCE TAX
Po aoxaeo6al ~ _ AP~R~~#5E~'IENT ALLONANCE OR DISALLOFANCE
HARRISBURG. Pa ITIZa-o6ol OF` D,F.~UCTION~ AND A5SESSKENT OF TAX ON
- "- - `SECURI~'Y ACCOUNTS HELD IN aEV-75AeA APP (06-057
BENEFICIARY FORN
r~? ~ ~ ^,~~ ~~~ `~'; ~, DATE 06-23-2008
~v' `~~~ ~' TATE OF STICKEL eevoe
~~~ ! ~J'vi~T
i q~,• r• ,'. .. rA
DONNA L CASEI~r,} -`~ ~'~
885 CROOKED STICK DR
MECHANICSBURG PA 17050
ES
DATE OF DEATH 03-10-2008
FILE NUMBER ~~- l7`~-(~cJS~'
COUNTY CUMBERLAND
SSN/DC 530-10-5497
ACN 08500534
APPEAL DATE: 08-22-2008
(See reverse side under objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
L
CUT ALONG THIS LINE ~ RETAIN LOWER PORTIDN 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 06-23-2008
ESTATE OF STICKEL MYRA L DATE OF DEATH 03-10-2008 COUNTY CUMBERLAND
FILE NC). S.S/D.C. NO. 530-10-5497 ACN 08500534
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: MERRILL LYNCH ACCOUNT N0. 749-22431
TYPE OF ASSET: ( ) SECURITIES C)Q SECURITY ACC ( ) STOCK t ) BONDS
DOD Valuation
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
85,651.31 NOTE:
X 0.333
28,550.15
.00
28,550.15
X .45
1,284.76
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 T0:
"REGISTER OF WILLS, AGENT."
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
PAYMENT MUST BE MADE BY 12-11-2008*. TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 1,284.76
INTEREST AND PEN. .00
TOTAL DUE 1,284.76
~ IF PAIII AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" C CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUf'TTnuC