HomeMy WebLinkAbout10-17-08 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE. TAX DIVISION - -.- - NOTICE OF INHERITANCE TAX
Po sox zaorol APPRAISEMENT ALLONANCE OR DISALLONANCE
HARRISBURG:. PA Iriza-o6ol OF DEDUCTION AND ASSESSMENT OF TAX ON
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SECURI
Y ACCOUNTS HELD IN
REV-154BA AFP (06-05)
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BENEFICIARY FORM
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DATE 10-21-2008
ESTATE OF LANTZY LOIS
DATE OF DEATH 07-03-2008
~~~`",`; ___ FILE NUMBER 21 08-0744
`;' COUNTY CUMBERLAND
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V SSN/DC 161-34-2046
PAULINE C SHELLEY ACN 08501115
!i9 GREENSPRING DRIVE APPEAL DATE: 12-20-2008
1~1ECHANICSBURG PA 17050 (See reverse side under objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
M
CUT ALONG THIS LINE "'- RETAIN LOWER PORTION FOR YOUR RECORDS F-
REV-154.8A 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 10-21-2008
ESTATE OF LANTZY LOIS M DATE OF DEATH 07-03-2008 COUNTY CUMBERLAND
FILE NOS. 21 08-0744 S.S/D.C. N0. 161-34-2046 ACN 08501115
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: WACHOVIA
ACCOUNT N0. 4950-2826
TYPE OF ASSET: ( ) SECURITIES C ~ SECURITY ACC ( ) STOCK ( ) BONDS
DOD Valuation
Percent. Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
20,379.50
X 0.333
6,793.10
.00
6,793.10
X .12
815.17
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."
PAYMEENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
PAYMENT' MUST BE MADE BY 04-04-2009*. TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 815.17
INTEREST AND PEN. .00
TOTAL DUE 815.17
* IF P14ID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~
( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND. l