HomeMy WebLinkAbout02-23-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 1712B-0601
"-'folbTfcEc-O~INHERITANCE TAX
APPRAISEMENt. , ALLOWANCE OR DISALLOWANCE
,OF p~D~CT10NS! AND ASSESSMENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REV-1548 EX AFP (06-05)
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DATE 02-27-2007
ESTATE OF RUSS JULIE A
DATE OF DEATH 11-26-2005
FILE NUMBER 21 06-0156
COUNTY CUMBERLAND
SSN/DC 027-16-6414
ACN 06114163
APPEAL DATE: 04-28-2007
(See reverse side under Objections)
Amount Re.ltted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
JULIANNE R DANIELS
1463 GOODYEAR RD
GARDNERS PA 17324
CUT ALONG THIS LINE ...... RETAIN LOWER PORTION FOR YOUR RECORDS ~
REY=is4i-EX-AFP-C03=os5--------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD DR TRUST ASSETS
DATE 02-27-2007
ESTATE OF RUSS
JULIE
A DATE OF DEATH 11-26-2005
COUNTY
CUMBERLAND
FILE NO. 21 06-0156
TAX RETURN WAS:
S.S/D.C. NO. 027-16-6414
(X) ACCEPTED AS FILED () CHANGED
JOINT DR TRUST ASSET INFORMATION
ACN
06114163
FINANCIAL INSTITUTION: ORRSTOWN BANK
ACCOUNT NO.
106002259
TYPE OF ACCOUNT:
DATE ESTABLISHED
()SAVINGS OC) CHECKING (>TRUST (>TIME CERTIFICATE
09-25-2001
x
59,247.60
0.500
29,623.80
.00
29,623.80
.15
4,443.57
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."
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
x
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 03-07-2007 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 4,443.57
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 172.58
TOTAL DUE 4,616.15
* 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.
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