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HomeMy WebLinkAbout01-16-07 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 2B060l HARRISBURG PA 1712B-060l NOTICE OF INHERITANCE TAX ~~,~,",~,I-~~n:,~~l:LioWANCE OR DISALLOWANCE ;,O~;,~t!U:CJ'rO'NS, ':'AtlP ASSESSMENT OF TAX ON '.-', JQ'rJf~'l Y 'H'ELPOR TRUST ASSETS REV-15~B EX AFP (06-05) DATE 01-15-2007 Or' \2' 01STATE OF PETERSON RICHARD N 'ln~l JM4 \ 5 r' \ . DATE OF DEATH 07-17-2006 ~> FILE NUMBER 21 06-1101 , ........v '-',;: COUNTY CUMBERLAND ('lc':~;~::::;'\IW SSN/DC 086-20-0896 KAREN J MARCH OPFr!t>\ >'.>"\: 'r,tI.ACN 06153186 3755 MOUNTAIN VIEW RD CU\"'\ APPEAL DATE: 03-16 -2007 MECHANICSBURG PA 17050 . (See rellerse 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 +-- REY=is4S-EX-AFP-C03=os5-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 01-15-2007 ESTATE OF PETERSON RICHARD N DATE OF DEATH 07-17-2006 COUNTY CUMBERLAND FILE NO. 21 06-1101 TAX RETURN WAS: S.S/D.C. NO. 086-20-0896 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 06153186 FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 118029-56 TYPE OF ACCOUNT: DATE ESTABLISHED ()SAVINGS () CHECKING (HRUST OC HIME CERTIFICATE 08-03-2004 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due X 10,714.93 0.166 1,785.86 .00 1,785.86 .45 80.36 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 (-) 11-30-2006 CD007558 .00 80.36 TOTAL TAX CREDIT 80.36 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 r " IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. " ~ ( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )