HomeMy WebLinkAbout10-17-08 (3)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG, PA 17128-0601
.IANET M PETERS
135 AMITY ROAD
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- NOTICE-OF INHERITANCE TAX
APPRAISEHENT ALLOHANCE OR DISALLOHANCE
OF DEDUCTION AND ASSESSMENT OF TAX ON
SECURI'~Y ACCOUNTS HELD IN REV-154BA qFP (06-OS)
BENEFICIARY FORM
,~~ ~ ~~~-~ ~ ~ ~ ,, , ~ DATE 10-21-2008
' ' ` -' ESTATE OF LANTZY LOIS M
DATE OF DEATH 07-03-2008
,"~ ~: FILE NUMBER 21 08-0744
~~ -;; COUNTY CUMBERLAND
~,`~ SSN/DC 161-34-2046
-` ACN 08501117
1)UNCANNON PA 17020
APPEAL DATE: 12-20-2008
(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 4'--
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 10-21-2008
ESTATE OF LANTZY LOIS M DATE OF DEATH 07-03-2008 COUNTY CUMBERLAND
FILE M0. 21 08-0744 S.S/D.C. N0. 161-34-2046 ACN 08501117
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: WACHOVIA
TYPE OF' ASSET: ( ) SECURITIES (~ SECURITY ACC C 3 STOCK
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
6,793.1D
X .12
815.17
ACCOUNT N0. 4950-2826
( ] 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."
P DATE T I RNUMBER IINTERESTC PEN PAID (-)I AMOUNT PAID
PAYMENT MUST BE MADE BY 04-04-2009*. TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 815.17
INTEREST AND PEN. .00
TDTAL DUE 815.17
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
-- r..-.., n,(r rc nFF~ECTED AS A "CREDIT" C CR), YOU MAY BE DUE A REFUND.
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