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HomeMy WebLinkAbout06-15-07 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 260601 HARRISBURG PA 17126-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-I',46 EX AFP (06-05) STEPHEN B JAMISON 14 FULLER FARMS RD TOPSFIELD MA 01983 DATE 06-18-2007 ESTATE OF JAMISON PAUL W DATE OF DEATH 10-18-2006 FILE NUMBER 21 07 - 0459 COUNTY CUMBERLAND SSN/DC 122-09-9703 ACN 07115264 APPEAL DATE: 08-17-2007 (See reverse side under Objections) Amount Remitted I ] MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- REv:i548-Ex-AFP-co~i:05)-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, J'ND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 06-18-2007 ESTATE OF JAMISON PAUL W DATE OF DEATH 10-18-2006 COUNTY CUMBERLAND FILE NO. 21 07-04S9 S.S/D.C. NO. 122-09-9703 ACN 07115264 TAX RETURN WAS: eX) ACCEPTED AS FILED e ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL I NST ITUTI ON: PNC BANK ACCOUNT NO. 5004486928 TYPE OF ACCOUNT: e )SAVINGS 0< ) CHECKING e )TRUST e )TIME CERTIFICATE DATE ESTABLISHED 08-11-2004 Account Balance 5,227.60 NOTE: TO INSURE PROPER CRED IT TO Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 2,613.80 UPPER PORTION OF THIS NOTICE Debts and Deductions - .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 2,613.80 REGISTER OF WILLS AT THE Tax Rate X .45 ABOVE ADDRESS ,. MAKE CHECK Tax Due 11 7.62 OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT e+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID e - ) 05-09-2007 CD008141 .00 11 7.62 TOTAL TAX CREDIT 11 7.62 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE ODQ * 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. ) './