HomeMy WebLinkAbout09-07-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
!''"lfl)rfC'E',OF' 'rHHER~NCE TAX
APP~AUEi'lENT,'Ad.OWANC~OR DISALLOWANCE
OF DEDuCtioNS, AND ASSESSMENT OF TAX ON
'JOiNTLY HELD OR TRUST ASSETS
REV-1548 EX AFP (06-05)
WILLIAM BELFORD
APT 3
1 E FACTORY ST
MECHANICSBURG PA 17055
~ (' '--, -7 I ,. IIQAfIj
I ..) U' - I.;, Es::rl(TE OF
DATE OF DEATH
CL;::'( (',i: FILE NUMBER
"< L_ I, , '::: I ': -fOUNTY
ORi-l-' U.J!,'11SSN/DC
" ,A&
09-11-2007
BELFORD
04-01:.i!0R.h.O
;).1-01-0"6' 4
CUMBERLAND
168-14-1265
07123124
APPEAL DATE: 11-10-2007
(See reverse side under Objections)
A.ount Re.lttedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
JEAN
G
TO:
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
REY=is4i-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 09-11-2007
ESTATE OF BELFORD
JEAN
G DATE OF DEATH 04-01-2007
COUNTY
CUMBERLAND
FILE NO. S.S/D.C. NO. 168-14-1265
TAX RETURN WAS: (X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
07123124
FINANCIAL INSTITUTION: MEMBERS 1ST FCU
ACCOUNT NO.
37390-05
TYPE OF ACCOUNT:
DATE ESTABLISHED
~ )SAVINGS () CHECKING ()TRUST ()TIME CERTIFICATE
01-15-1998
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
x
119,674.68
0.166
19,946.18
.00
19,946.18
.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 -q
* 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. >