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
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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. )
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