HomeMy WebLinkAbout06-20-08 (3)COMMONWEALTH OF PENNSYLVANIA
_ , _ ,_;_ - _ ARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES - ~
INHERITANCE TAX DIVISION ~ NO E,`OF INHERITANCE TAX
PO BOX 280601 - APF)'RAISEItN~ ALLOKANCE OR DISALLOIiANCE
HARRISBURG, PA In2B-o6BI OF `D DUCTION~" AND ASSESSMENT OF TAX ON
SECURI~'Y ACCOUNTS HELD IN REV-1548A aPP C06-05)
BENE ICIARY FORM
~~'~ ~~J~~ ~~ ~ ~' f ~ DATE 06-23-2008
ESTATE OF STICKEL MYRA L
r~ r {_; ~ ` _ DATE OF DEATH 03-10-2008
~- , ~ ~ FTLE NUMBER ~~ _ 0~-O~`~~
r 1,~~?'T
~t ~Y~ r:. L ' i ~ COUNTY CUMBERLAND
,.,, ~ ,.. .., N~'
vi~'~. - ~ ~ ~ ~ SSN/DC 530 -10 -5497
WILLIAM A STICKEL ACN 08500536
9904 CHAPPEL LANE APPEAL DATE: 08-22-2008
VIENNA VA 22181 (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 LDWER PORTION FOR YOUR RECORDS ~"-
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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
FILE NO.
MYRA L DATE OF DEATH 03-10-2008
S.S/D.C. N0. 530-10-5497
COUNTY CUMBERLAND
ACN 08500536
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: MERRILL LYNCH
TYPE OF ASSET: C ) SECURITIES C)p SECURITY ACC ( ) STOCK
DOD Valuation
Percent Taxable
Amount :subject to Tax
Debts and Deductions
Taxable Amount
Tax Rates
Tax Due
85,651.31
~ 0.333
28,550.15
.00
28,550.15
X .45
1,284.76
TAX CREDITS:
ACCOUNT N0. 749-22431
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 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 PAIL) 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 CR7, YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTrnuc ~