HomeMy WebLinkAbout01-26-07 (2)
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
n--,DeP.ARTMENT OF REVENUE
"4"';- ;".(.., 'c. 1',.-/1
,-\,,----, -, ',..Or.r'CE OF INHERITANCE TAX
'~APPRAISEl'tE'Nf, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
"-'~1 J~'! '"),'" ..n~I~T.L'f.;HELD OR TRUST ASSETS
,. . ,..., 1"[, i' v U
.~.::' "Lil-J DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
KELLI WHITLEY
C/O 733 OLD SLVR SPG RD
MECHANICSBURG PA 17055
'*
REV-1548 EX AFP (06-05)
01-29-2007
MADDEN
11-02-2006
21 07-0005
CUMBERLAND
164-30-2957
06161732
APPEAL DATE: 03-30-2007
(See reverse side under Objections)
Amount Remitted/ I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PHILLIP
P
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 01-29-2007
ESTATE OF MADDEN
PHILLIP
P DATE OF DEATH 11-02-2006
S.S/D.C. NO. 164-30-2957
ex) ACCEPTED AS FILED e) CHANGED
JOINT OR TRUST ASSET INFORMATION
FILE NO. 21 07-0005
TAX RETURN WAS:
FINANCIAL INSTITUTION: FULTON BANK
TYPE OF ACCOUNT:
DATE ESTABLISHED
COUNTY
CUMBERLAND
ACN
06161732
ACCOUNT NO.
018-0221131
e )SAVINGS e) CHECKING OC HRUST e HIME CERTIFICATE
12-07-2004
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
X
100,021.54
0.333
33,340.18
.00
33,340.18
.45
1,500.31
X
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT e+)
INTEREST/PEN PAID e-)
PAYMENT MUST BE MADE BY 08-03-2007*.
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."
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* 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. )
.00
1,500.31
.00
1,500. 31Al h
"D