HomeMy WebLinkAbout07-25-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION ~ ~ `^' NOTICE OF INHERITANCE TAX
Po eox zsoeol ~, ~ -~;6~PI~AISBNENT ALLONANCE OR DISALLDNANCE
HARRISBURG, PA Irizs-o6ol '(;!,.~,`,jOF EDVCTIQN~ AND ASSESSNENT OF TAX ON
V' S6CURI'FY ACCOUNTS HELD IN nsv-iscen 11PP (06-057
BENEFICIARY FORN
~~~$ ~~~ 2~ ~~ f2' ~g ESTATE OF ALDERMAN08 ARLENE H
DATE OF DEATH 02-28-2007
c(,~F~( LF FILE NUMBER 21 07-0250
((~~~~QRpj-','~~~ ~ ,~~~~~n r COUNTY CUMBERLAND
MICHAEL M ALDERM~1iJ~~rr ~ ~! jll~~ SSN/DC 202-28-3864
--. r~ ACN 07500482
81 GREENWOOD CIRCLE
WORMLEYSBURG PA 17043
APPEAL DATE: 09-26-2008
(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 ~
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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 07-28-2008
ESTATE OF ALDERMAN ARLENE H DATE OF DEATH 02-28-2007 COUNTY CUMBERLAND
FILE N0. 21 07-0250 S.S/D.C. N0. 202-28-3864 ACN 07500482
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: MERRILL LYNCH ACCOUNT N0. 0000
TYPE OF ASSET: ( ) SECURITIES CX) SECURITY ACC C ) STOCK C ) BONDS
10-14-1999
DOD Valuation
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
7,469.42 NOTE:
X 0.333
2,489.78
.00
2,489.78
X .45
112.04
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
INTEREST IS CHARGED THROUGH 08-05-2008 TOTAL TAX CREDIT
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE
REVERSE SIDE OF THIS FORM INTEREST AND PEN.
TOTAL DUE
~ IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
( 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 INSTRUCTIONS. )
.00
112.04
5.50
117.54