HomeMy WebLinkAbout06-20-08 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU DF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION - -n"} ~"'r"N CE:OF INHERITANCE TAX
PD Box;?eosol ~AQPRA~BENBN7 ALLDNANCE OR DISALLONANCE
HARRISBURG, PA 17I2a-o6ol - 9F-DEDUCT~ON~ AND ASSESSNENT OF TAX ON
_ ~ . $~~IIRI~'Y ACCOUNTS HELD IN REV-1548A AFP (D6-05)
BENEFICIARY FORH
(~,~,~ ~~a~ ~~ ~~ ~' `~ ESTATE OF STICKEL00$ MYRA L
DATE OF DEATH 03-10-2008
r~ ~` ~; FILE NUMBER r~~_0~6,05`~lA
~., ~ is7 COUNTY CUMBERLAND
~~is'r~ ~ ~f"~~ SSN/DC 530-10-5497
CARY B STIACKEL~,t r ~ ~ ~ ~=';~,
~~);,~, _ ACN 08500535
317 PENLEY AVE
SANDSTON VA 23150
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
CUT ALONG THIS LINE "'~ RETAIN LOWER PORTION FOR YOUR RECORDS F
REV-1548A AFP CO1-03)
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 NC1. S.S/D.C. N0. 530-10-5497 ACN 08500535
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: MERRILL LYNCH ACCOUNT N0. 749-22431
TYPE OF ASSET: ( ) SECURITIES C)Q SECURITY ACC C ) STOCK
DOD Valuation
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax RatE~
Tax Due
85,651.31
X 0.333
28,550.15
.00
28,550.15
X .45
1,284.76
TAX CREDITS:
C ) BONDS
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 T0:
"REGISTER OF WILLS, AGENT."
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-~ 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 PAID 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 INSTRnrTrnuc ,