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HomeMy WebLinkAbout01-16-07 (5) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '* BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 2B0601 HARRISBURG PA 1712B-0601 c '":~' ,":: '~t'i''' fCEi= ~lf DN;KE R I TAN C E TAX AP''P'itAtSMN.T~ '~~t;OWANCE OR DISALLOWANCE OFCDEDUCT"ION,S;' AND ASSESSMENT OF TAX ON I'., ",..' ._. ", ' . _. JOINTLY HELD OR TRUST ASSETS REV-154B EX AFP (06-05) ETHEL J PETERSON 1520 SELTZER CT MECHANICSBURG 2007 Jf.\N 15 Pl4 12: O~:~iTE OF DATE OF DEATH CLERf< OF FILE NUMBER OR~'J' " I'~ r,'-" 'OT COUNTY In '" " ,I ) ': I I I SSN/DC CLI' , ' r:, ACN 01-15-2007 PETERSON 07-17-2006 21 06-1101 CUMBERLAND 086-20-0896 06153185 APPEAL DATE: 03-16-2007 (See reverse side under Objections) Amount Re.ltted I I MAKE CHECK PAYABLE AND REMIT PAYMENT REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 RICHARD N PA 17050 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 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 06153185 FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 118029-56 TYPE OF ACCOUNT: DATE ESTABLISHED ()SAVINGS () CHECKING (>TRUST OC )TIME 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 .00 .00 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 (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 r II IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. II L b ( 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. )