HomeMy WebLinkAbout10-23-06
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
n:::r'r:: ('- NOTICE OF INHERITANCE TAX
"APPRAISEIIENT 1. ALLOWANCE OR DISALLOWANCE
p. FDEDUCTIONl> 1. AND ASSESSIIENT OF TAX ON
SECURITY ACCOUNTS HELD IN
BENEFICIARY FORII
REY-1548A AFP [06-05)
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10-23-2006
ANOKA
07-18-2005
21 05-0722
CUMBERLAND
177-24-5745
05500663
APPEAL DATE: 12-22-2006
(See reverse side under objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
RUTH
A
CARL T ~OKA
POBOX 852
MECHANICSBURG PA 17055
TO:
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS .-
RE-V:i54-8A--~FP--[6i~-o3i-------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE 10-23-2006
ESTATE OF ANOKA
RUTH
A DATE OF DEATH 07-18-2005
COUNTY
CUMBERLAND
FILE NO. 21 05-0722
TAX RETURN WAS:
S.S/D.C. NO. 177-24-5745
(X) ACCEPTED AS FILED () CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
ACN
05500663
NAME OF SECURITY:
PPL
ACCOUNT NO.
309902189
TYPE OF ASSET:
(Xl SECURITIES ( ) SECURITY ACC ( ) STOCK () BONDS
01-01-2000
DOD Valuation
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
X
32,000.00
0.500
16,000.00
.00
16,000.00
.45
720.00
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 TO:
"REGISTER OF WILLS, AGENT."
X
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 10-31-2006 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 720.00
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 27.10
TOTAL DUE 747.10
· IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
( IF TOTAL DUE IS LESS THAN $1, NO PAY"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU "AY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. )
06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
.~, :-APPRAISIntEI(T .f 'ALLONANCE OR DISALLONANCE
!OFDEDUCTtoNlSi AND ASSESSKENT OF TAX ON
SECURITY ACCOUNTS HELD IN
BENEFICIARY FORK
7(11', (' ',-. .-. n
t.',' .' '
:r; .
DENISE L ANOLKA nj
POBOX 852
MECHANICSBURG PA 17055
REV-154U AFP (06-051
')
......J
DATE 10-23-2006
ESTATE OF ANOKA RUTH A
DATE OF DEATH 07-18-2005
FILE NUMBER 21 05-0722
COUNTY CUMBERLAND
SSN/DC 177-24-5745
ACN 05500662
APPEAL DATE: 12-22-2006
(See reverse side under objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
RE;;=is4-SA--irFP--[oi:-63i-------------------------------------------------------------________________________
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE 10-23-2006
ESTATE OF ANOKA
RUTH
CUMBERLAND
A DATE OF DEATH 07-18-2005
FILE NO. 21 05-0722
TAX RETURN WAS:
COUNTY
S.S/D.C. NO. 177-24-5745
(X) ACCEPTED AS FILED () CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY:
PPL
TYPE OF ASSET:
ACN
05500662
ACCOUNT NO.
309902189
()() SECURITIES ( ) SECURITY ACC ( ) STOCK () BONDS
01-01-2000
DOD Valuation
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
X
32,000.00
0.500
16,000.00
.00
16,000.00
.45
720.00
X
TAX CREDITS:
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 TO:
"REGISTER OF WILLS, AGENT."
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 10-31-2006 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 720.00
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 27.10
TOTAL DUE 747.10 II"':
IE IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IE
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A ..CREDIT" ( CR), YOU HAY BE DUE A REFUND. \.
SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )
L