HomeMy WebLinkAbout01-16-07
COMMONWEALTH OF PENNSYLVANIA
M:'Pf'~~RTMENT OF REVENUE
r',",..-,t...."r-,.~n 1 ::-_',-',1 _: \Jl-
F:i~\/,;,.)L..i \:'_ I'\'o,nC;E OF INHERITANCE TAX
..A:PPR;4}s~~ttb, ALLOWANCE OR DISALLOWANCE
' OF ~EDUCTIONS, AND ASSESSMENT OF TAX ON
JO,INTLY H~LD OR TRUST ASSETS
D" ,,.,. 0
~l ", \ \ (' ... ,[.
')i"ln ,'", 0 I,.' DATE
Llhd "'.... ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
C:I'
.i....,
r:'.'I
: I'
JANICE I CRUM
101 LANCASTER BLVD
MECHANICSBURG PA 17055
.
REV-1548 EX AFP (06-05)
01-15-2007
LEBO
10-02-2006
21 06-1104
CUMBERLAND
195-07-4913
06155750
APPEAL DATE: 03-16-2007
(See reverse side under Objections)
A.ount Remitted I I
MAKE C~ECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PAULINE
G
TO:
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REY=is4i-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 LEBO
PAULINE
G DATE OF DEATH 10-02-2006
FILE NO. 21 06-1104
TAX RETURN WAS:
COUNTY
CUMBERLAND
S.S/D.C. NO. 195-07-4913
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PSECU
TYPE OF ACCOUNT:
DATE ESTABLISHED
ACN
06155750
ACCOUNT NO.
8704102436
()SAVINGS OC) CHECKING ()TRUST ()TIME CERTIFICATE
02-04-2005
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
X
659.80
0.166
109.97
.00
109.97
.45
4.95
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 (-)
12-12-2006 CD007554 .25 4.70
TOTAL TAX CREDIT 4.95
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .OO,.--....!
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. * C 0
( IF TOTAL DUE IS LESS THAN *1, NO PA~ENT 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. )
JANICE I CRUM
101 LANCASTER BLVD
MECHANICSBURG PA 17055
COMMONWEALTH OF PENNSYLVANIA
r,r"T,..QCpARTMENT OF REVENUE
;\./~:'r ... \Jr
--, ...', \ ItIQT,ICE OF INHERITANCE TAX
APP,RAIS'EmiNT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
"Inrn !'Y II ~ rH~O~;'N.Tl'r,..,HELD OR TRUST ASSETS
LL:J. ....i~'.' '" rr, ;r.,....J DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
'*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
REV-1548 EX AFP (06-05)
01-15-2007
LEBO
10-02-2006
21 06-1104
CUMBERLAND
195-07-4913
06155752
APPEAL DATE: 03-16-2007
(See reverse side under Objections)
Amount Re.1ttedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PAULINE
G
TO:
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 LEBO
PAULINE
G DATE OF DEATH 10-02-2006
COUNTY
CUMBERLAND
FILE NO. 21 06-1104
TAX RETURN WAS:
S.S/D.C. NO. 195-07-4913
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
06155752
FINANCIAL INSTITUTION: PSECU
ACCOUNT NO.
8704102436
TYPE OF ACCOUNT:
DATE ESTABLISHED
~ )SAVINGS () CHECKING ()TRUST ()TIME CERTIFICATE
02-19-2002
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
X
47,940.91
0.166
7,990.31
.00
7,990.31
.45
359.56
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 (-)
12-12-2006 CDD07553 17.98 341.58
TOTAL TAX CREDIT 359.56
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .Oor
* 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. }