HomeMy WebLinkAbout01-18-08
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
REV-1607 EX AFP (03-05)
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-14-2008
FETTERHOFF
10-16-2006
21 06-0951
CUMBERLAND
101
BETTY
J
CHARLES E SHIii!.i)S' I II
6 CLOUSER RD
MECHANICSBURG PA 17055
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE
~
RETAIN LOWER PORTION FOR YOUR RECORDS
+-
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
REV-1607 EX AFP (03-05)
*** INHERITANCE TAX STATEMENT OF ACCOUNT ***
ESTATE OF FETTERHOFF
BETTY
J FILE NO. 21 06 - 0951
ACN 101
DATE 0 1 - 14 - 2 0 08
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-07-2008
PRINCIPAL TAX DUE: 472.15
PAYMENTS (TAX CREDITS):
PAYMENT
DATE
10-17-2007
11-23-2007
RECEIPT
NUMBER
CD008821
CD009016
DISCOUNT (+)
INTEREST/PEN PAID (-)
9.10-
.52-
AMOUNT PAID
481 .25
11.81
TOTAL TAX CREDIT
483.44
BALANCE OF TAX DUE
11 .29CR
INTEREST AND PEN.
.00
* IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL DUE
11 .29CR
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl,
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l
~
01-14-2008
FETTERHOFF
10-16-2006
21 06-0951
CUMBERLAND
101
APPEAL DATE: 03-14-2008
( See reverse side under Objections)
Amount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF -DEDUCTIONS AND ASSESSMENT OF TAX
")
'.. : !
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
r
CHARLES E SHIELOS III
6 CLOUSER RD
MECHANICSBURG PA 17055
*'
REV-1547 EX AFP (06-05)
BETTY
J
TO:
~Y!_~~~~~_!~~~-~~~~------~---~~!~!~-~Q~~~-~Q~!!Q~-~Q~-YQ~~_~~~Q~P~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FETTERHOFF BETTY J FILE NO. 21 06-0951 ACN 101 DATE 01-14-2008
If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CRj:DITS:
PAYMENT
DATE
10-17-2007
11-23-2007
TAX RETURN WAS: (X) ACCEPTED AS F I LED
( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
25.00
481.44
.00
.00
5.906.87
104.699.09
.00
8.
Total Assets
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
(9)
(0)
14,624.70
85.995.60
(11)
(12)
10.
11.
12.
13.
14.
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
(13)
(14)
NOTE:
OS) .00 X
(16) 10,492.10 X
(7) .00 X
(8) .00 X
00 =
045 =
12 =
15 =
(19) =
RECEIPT
NUMBER
CDo08821
CDo09016
DISCOUNT (+)
INTEREST/PEN PAID (-)
9.10-
.52-
AMOUNT PAID
481 .25
11.81
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
111,112.40
lDD.i>?D.3D
10,492.10
.00
10,492.10
.00
472.15
.00
.00
472 .15
TOTAL TAX CREDIT 483.44
BALANCE OF TAX DUE 11.29CR
INTEREST AND PEN. .00
TOTAL DUE 11.29CR
( IF TOTAL DUE IS LESS THAN *1. NO PAYMENT IS REQUIRED. ("-i
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DU~ U
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
. IllIHERITANCE TAX
STATEMENT OF ACCOUNT
REV-1607 EX AFP (03-05)
>, :,!. ;.. 1
I' ~ , ; I . '
.'. I \..'
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-07-2008
FETTERHOFF
10-16-2006
21 06-0951
CUMBERLAND
06159497
BETTY
J
('I
ROGER A KOHRJ
4405 ROYAL OAK RD
CAMP HILL PA 17011
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE
~
RETAIN LOWER PORTION FOR YOUR RECORDS
+-
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
REV-1607 EX AFP (03-05)
*** INHERITANCE TAX STATEMENT OF ACCOUNT ***
ESTATE OF FETTERHOFF
BETTY
J FILE NO. 21 06 - 0951
ACN 06159497 DATE 01-07-2008
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-29-2007
PRINCIPAL TAX DUE: 11.51
PAYMENTS (TAX CREDITS):
INT
AT
REV
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
EREST IS CHARGED THROUGH 01-22-2008 TOTAL TAX CREDIT .00
THE RATES APPLICABLE AS OUTLINED ON THE
ERSE SIDE OF THIS FORM.* BALANCE OF TAX DUE 11.51
INTEREST AND PEN. .47
* IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 11.98
SIDE 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. )
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