HomeMy WebLinkAbout11-20-06
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
A~~m=e~a:~~T~:C~I~:~LOWANCE
OF~~~ "Pi A,'SSESSMENT OF TAX ON
- '~.)():tNtl Y' . HELD 'OR TRUST ASSETS
'*
WILLIAM M BAKER
302 E COOVER ST
MECHANICSBURG
,..DllTE
2006 NOV 20 PH 2: ::&STATE OF
DATE OF DEATH
CLERK OF FILE NUMBER
ORPHAN'S COURT ~~~~~~
CUMBEF\lAND CO. PAACN
REV-1548 EX AFP (06-05)
PA 17055
11-20-2006
BAKER
07-21-2006
21 06-0804
CUMBERLAND
174-20-9026
06152648
APPEAL DATE: 01-19-2007
(See reverse side under Objections)
Amount Rem1tted( J
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
THOMAS
E
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
REV=is4S-EX-AFP-C03=OSj---------------_____________________________________________________
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 11-20-2006
ESTATE OF BAKER
THOMAS
E DATE OF DEATH 07-21-2006
COUNTY
CUMBERLAND
FILE NO. 21 06-0804
TAX RETURN WAS:
S.S/D.C. NO. 174-20-9026
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
06152648
FINANCIAL INSTITUTION: PNC BANK
ACCOUNT NO.
5140002481
TYPE OF ACCOUNT: ()SAVINGS ~) CHECKING ()TRUST ()TIME CERTIFICATE
DATE ESTABLISHED 10-10-1989
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
12,766.46
0.500
6,383.23
.00
6,383.23
.12 ~
765.99
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."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-19-2006 CD007325 38.30 727.69
TOTAL TAX CREDIT 765.99
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . "'l
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIP' ( CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
ro nP:V'j: fciICE OF INHERITANCE TAX
~~':~~~N~~ iA~D::V~~~~L TAXES RECOR.D.t .~.. .r~.MS". ,~ENTI ALLOWANCE OR DISALLOWANCE
PO BOX Z80601 ,.."r,:('T!~Q 6f,I. j)~llc..TIONSI AND ASSESSHENT OF TAX ON
HARRISBURG PA 171Z8-0601 h:.'--:;u :""i, ~" JOINTL Y HELD OR TRUST ASSETS
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
Riv=is4S-ix-AFP-COj=OSj------------________________________________________________________
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 11-20-2006
2006 NOV 20 PH 2: 51
CLERK OF ;or
ORPHAN'S COUR I
WILLIAM M BAKERCUQgF;;U\:\4D CO, PA
302 E COOVER ST l~, '-'
MECHANICSBURG PA 17055
=
EstATE OF BAKER
THOMAS
E DATE OF DEATH 07-21-2006
CUMBERLAND
S.S/D.C. NO. 174-20-9026
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
FILE NO. 21 06-0804
TAX RETURN WAS:
FINANCIAL INSTITUTION: PNC BANK
'*
REY-lS48 EX AFP (06-0S)
DATE 11-20-2006
ESTATE OF BAKER THOMAS E
DATE OF DEATH 07-21-2006
FILE NUMBER 21 06-0804
COUNTY CUMBERLAND
SSN/DC 174-20-9026
ACN 06152649
APPEAL DATE: 01-19-2007
(See reverse side under Objections)
Amount Rem1tted[ 1
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLEI PA 17013
COUNTY
ACN
06152649
ACCOUNT NO.
5003271159
TYPE OF ACCOUNT: ~ )SAVINGS () CHECKING ()TRUST ()TIME CERTIFICATE
DATE ESTABLISHED 10-11-2000
ACcount Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
101686.84
0.500
51343.42
.00
51343.42
.12
641. 21
TAX CREDITS:
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNTI 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 WILLSI AGENT."
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-19-2006 CD007325 32.06 609.15
TOTAL TAX CREDIT 641.21
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
· IF PAID AFTER THIS DATEI SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
( IF TOTAL DUE IS LESS THAN $11 NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR)I YOU HAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )