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HomeMy WebLinkAbout02-25-08 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT WERT HELEN 300 HOGESTOWN ROAD MECHANICSBURG, PA 17050 -------- fold ESTATE INFORMATION: SSN: 204-03-7852 FILE NUMBER: 2107-0201 DECEDENT NAME: WERT WEIR R DATE OF PAYMENT: 02/25/2008 POSTMARK DATE: 02/21/2008 COUNTY: CUMBERLAND DATE OF DEATH: 10/29/2006 NO. CD 009347 ACN ASSESSMENT CONTROL NUMBER AMOUNT 07106859 I $19.07 07106857 I $33.04 07106855 I $50. 17 I I I I I I TOTAL AMOUNT PAID: $102.28 REMARKS: HELEN L WERT CHECK# 1521 SEAL INITIALS: OM RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (06-05) DAVID WERT 618 WHISKEY SPRINGS RD BOILING SPRGS PA 17007 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 01-29-2008 WERT 10-29-2006 \ ~ ";l.\ - 0.., - ,f() CUMBERLAND 204-03-7852 07106859 APPEAL DATE: 03-29-2008 (See reverse side under Objections) A.ount R..1 tted II 1 'Is" () rJ I MAKE CHECK PAYABLE AND REMIT PAYMENT REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 WEIR R TO: CUT ALONG THIS LINE ..... RETAIN LOWER PORTION FOR YOUR RECORDS +- Riy=is4i-ix-iFP-coi=os5-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE r~1-29-20~ COUNn~ CUM~LAti:~, dd "-0 rr1" J . I C) CO:=6 .:~(~~ ~ ~~ .... ....-) ,-~ " " -- A~~ b :,~ ITbl 0 68-59~,,;~ , ...... :x: '---. 'of f ~,.~::9 ~ :-~- ;~ ESTATE OF WERT WEIR R DATE OF DEATH 10-29-2006 TAX RETURN WAS: S.S/D.C. NO. 204-03-7852 (X) ACCEPTED AS FILED () CHANGED FILE NO. JOINT OR TRUST ASSET INFORMATION N -.I FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 5000985308 TYPE OF ACCOUNT: DATE ESTABLISHED ~ )SAVINGS () CHECKING ()TRUST ()TIME CERTIFICATE 10-15-2001 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due x 2,442.87 0.166 li07.15 .00 407.15 .45 18.32 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS HOTICE 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 (-) INTEREST IS CHARGED THROUGH 02-06-2008 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 18.32 REVERSE SIDE OF THIS FORM INTEREST AND PEN. .75 TOTAL DUE 19.07 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. * ( IF TOTAL DUE IS LESS THAN tl, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR1, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. 1 c..'M- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (06-05) DAVID WERT 618 WHISKEY SPRINGS RD BOILING SPRGS PA 17007 DATE 01-29-2008 ESTATE OF WERT WEIR R DATE OF DEATH 10-29-2006 FILE NUMBER ;2( - Ol-~\ COUNTY CUMBERLAND SSN/DC 204-03-7852 ACN 07106857 APPEAL DATE: 03-29-2008 (See reverse side under o~ections) I A.aunt Re.1 tted III ~ _. () I 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 ~ ~' -----------------------------------------------------------------------~~€3-----~------~-- REV-1548 EX AFP (03-05)";=0 -" ,;.; NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLO.WANCE OR DISALLOWANCE.efFo fti ,-.:; ,'_~5 DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS:':~:;; ru_ ~~:} ,13 DATE':=;i>~9-2iJdJ8 ~. ,,' 'I COON~~ CU~ERL~~~'~ ;-:; ~ ~.. .' '=,~-~ f'V -.J ESTATE OF WERT WEIR R DATE OF DEATH 10-29-2006 FILE NO. S.S/D.C. NO. 204-03-7852 TAX RETURN WAS: (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 07106857 FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 5070093153 TYPE OF ACCOUNT: DATE ESTABLISHED ()SAVINGS 0<) CHECKING ()TRUST ()TIME CERTIFICATE 10-15-2001 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due x 4,231.87 0.166 705.33 .00 705.33 .45 31.74 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 (-) INTEREST IS CHARGED THROUGH 02-06-2008 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 31.74 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1.30 TOTAL DUE 33.04 * 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 ~"~I~U~rIONS. ) .Y^- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-lS48 EX.AFP (06-0S> DAVID WERT 618 WHISKEY SPRINGS RD BOILING SPRGS PA 17007 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 01-29-2008 WERT 10-29-2006 81-61-)01 CUMBERLAND 204-03-7852 07106855 APPEAL DATE: 03-29-2008 (See reverse side under Objections) A.ount Re.1 tted 1# C) ~#' / 7 ~ I.r MAKE CHECK PAYABLE AND ~IT PA.ENTJ.Q;~; "-:x' -r"1 IT:') REGISTER OF WILLS .;:::q () f""T1 (':::"".2 CUMBERLAND CO COURT;~ ~~E ~ ,', l~~~ CARLISLE, PA 17013':":(~22 Ul ....., .-": ~. ......~ WEIR R '~<2~~ ~ . CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS (~~' ~ r:y';: - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - _.;J- - - - - - - - - - - - - .,;....- --.. - - REV-1548 EX AFP (03-05)" N NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF ~ DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 01-29-2008 ESTATE OF WERT WEIR R DATE OF DEATH 10-29-2006 COUNTY CUMBERLAND FILE NO. S.S/D.C. NO. 204-03-7852 TAX RETURN WAS: (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 07106855 FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 5070088549 TYPE OF ACCOUNT: DATE ESTABLISHED ()SAVINGS OC) CHECKING ()TRUST ()TIME CERTIFICATE 10-15-2001 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due x 6,424.87 0.166 1,076.83 .00 1,070.83 .45 48.19 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 (-) INTEREST IS CHARGED THROUGH 02-06-2008 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 48.19 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1.98 TOTAL DUE 50.17 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. * ( IF TOTAL DUE IS LESS THAN tl, 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 tH~TRU~TIONS. ) \,,"t. ....\ ..-, '... ,""t. ,..' ;\- ,:', lS.' i.i) ,..... ('!- Lona rEB 25 Pr' \2: 21 -' :: ~ ~. ... ::::; ~ ... ... ~ ~ ... ... f ~ ::- -.:- ;. ~ ::::. ~. ... --. r- ~- ::""'p C' '-0' / {' ,- .LtJ'\{\ \)';""' OC,..." 1 ,\~. ~:c' (~J\' \',T nr'\-:t',:\: ,'I ' . '. " .\''\ \ CU\', , " " . " PA nn" "CeI ,,--- ...",~ ~'''' ~l" . 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