HomeMy WebLinkAbout12-05-07
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
R~cnR!iJ[~~~:fH@iRITANCE TAX
AP~~E,NT(",Ai~I"PtJf.NCE OR DISALLOWANCE
OFrnmllIJ;h!I:QNS;' ANOUSSESSMENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
'*
PHYLLIS A DAVIS
512 LAM POST LN
CAMP HILL
2007 DEe ~,5 PM 12: ~~;TE OF
DATE OF DEATH
CLERK OF FILE NUMBER
ORP:-i,l'c,\,I'S :~-;'T COUNTY
C' !' / ,I" SSN/DC
\j' . r'i'ACN
REV-1548 EX AFP (06-05)
PA 17011
12-03-2007
DAVIS
08-21-2007
21 07-0962
CUMBERLAND
181-26-4406
07142765
APPEAL DATE: 02-01-2008
(See reverse side under Ohjections)
A.aunt Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CARMELA
M
TO:
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REY=is4S-EX-AFP-C03=OSj---------------------_______________________________________________
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 12-03-2007
ESTATE OF DAVIS
CARMELA
M DATE OF DEATH 08-21-2007
COUNTY
CUMBERLAND
FILE NO. 21 07-0962
TAX RETURN WAS:
S.S/D.C. NO. 181-26-4406
CX) ACCEPTED AS FILED C) CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
07142765
FINANCIAL INSTITUTION: COMMUNITY BANKS
ACCOUNT NO.
148005138
TYPE OF ACCOUNT:
DATE ESTABLISHED
C )SAVINGS OC) CHECKING C )TRUST C )TIME CERTIFICATE
05-24-2006
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
x
11 ,982.01
0.500
5,991.01
.00
5,991.01
.45
269.60
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
DATE
10-23-2007
RECEIPT
NUMBER
CD008845
DISCOUNT C+)
INTEREST/PEN PAID C-)
13.48
AMOUNT PAID
269.60
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* 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. )
283.08
13.48CR
.00
13.48CR