HomeMy WebLinkAbout05-18-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
.~ :~'I-APpnlS'ElMENT. ALLOWANCE OR DISALLOWANCE
Ol=':DEDVCTIONS. AND ASSESSMENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REV-154B EX AFP (06-05)
MEGAN BRENNAN ORP-V:,\,
23 W SIMPSON ST CU~_.
MECHANICSBURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
05-21-2007
BRENNAN
02-05-2007
21 07-0146
CUMBERLAND
188-14-1298
07001215
APPEAL DATE: 07-20-2007
(See reverse side under Objections)
A.ount Re.ltted\ I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
MARGARET
'li)r,l !i f\ 1/ \ ('0; P, i'!~1 \: 09
L I.; II l ti ~ a 1
TO:
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
Riy=i54S-ix-AFP-COj=055--------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 05-21-2007
ESTATE OF BRENNAN
MARGARET
DATE OF DEATH 02-05-2007
COUNTY
CUMBERLAND
FILE NO. 21 07-0146
TAX RETURN WAS:
S.S/D.C. NO. 188-14-1298
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
07001215
FINANCIAL INSTITUTION: SOVEREIGN BANK
ACCOUNT NO.
1051084946
TYPE OF ACCOUNT:
DATE ESTABLISHED
()SAVINGS OC) CHECKING {)TRUST {)TIME CERTIFICATE
05-25-2004
27,944.58
0.166
4,657.52
.00
4,657.52
.45
209.59
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
A.ount Subject to Tax
Debts and Deductions
Taxable Allount
Tax Rate
Tax Due
x
x
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-10-2007 CD008003 10.48 199.11
TOTAL TAX CREDIT 209.59
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. * 0b
( 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. )