HomeMy WebLinkAbout07-14-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ., __
INHERITANCE TAX DIVISION ~w{!i^ ' NOTICE OF INHERITANCE TAX
Po Box zso6ol APPRAISEMENT ALLOWANCE OR DISALLONANCE
HARRISBURG, Pa nlzB-o6ol (_;., ,y; OF pEDUCTION~ AND ASSESSMENT OF TAX ON
• SECURI'~Y ACCOUNTS HELD IN
BENEFICIARY FORK
DENISE L ANO~~?, "' _, ,`~_~' . ~~'
PAD BOX 13174
MARINA DEL REY CA 90295
REY'1S4BA AFP (O6-OS)
DATE 07-14-2008
ESTATE OF ANOKA RUTH
DATE OF DEATH 07-18-2005
FILE NUMBER 21 05-0722
COUNTY CUMBERLAND
SSN/DC 177-24-5745
ACN 07500238
APPEAL DATE: 09-12-2008
(See reverse side under objections)
Amount Remitted ~-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
A
CUT ALONG THIS LINE "'- RETAIN LOWER PORTION FOR YOUR RECORDS ~
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 07-14-2008
ESTATE OF ANOKA RUTH A DATE OF DEATH 07-18-2005 COUNTY CUMBERLAND
FILE NO. 21 05-0722 S.S/D.C. N0. 177-24-5745 ACN 07500238
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY:
TYPE OF ASSET
SMITH BARNEY
ACCOUNT N0. L259909
( ) SECURITIES (}(y SECURITY ACC ( ) STDCK C ) BONDS
DOD Valuation
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
1,867.63
X 0.500
933.82
.00
933.82
X .45
42.02
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
04-?.7-2007 CD00$284 .00 42.02
07-07-2008 SBADJUST .00 3.15
TOTAL TAX CREDIT 42.02
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~
C IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED.
-- ~..+.~ nnr rc REFLECTED AS A "CREDIT" C CR), YOU MAY BE DUE A REFUND.
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