HomeMy WebLinkAbout02-01-08 (3)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF IN...~IU1ANCE TAX
APPRAISEHENT, ALLOwANCE OR DISALLOWANCE
OF DEDUCTIONS ,AND :'ASSESSHENTOF TAX ON
JDINTLY HELD OR TRUST ASSETS
REV-1548 EX AFP (06-05)
DAVID WERT
618 WHISKEY SPRINGS RD
BOILING SPRGS PA 17007
FE:] - ,DA1!i
. i EmU:: qFri
DATE OF D"EATH
(,: i~!)/FcILE NUMBER
riQ,C:':,';"-, 'COUNTY
('I:" , '" sStv,' "trc
......,t...
ACN
01-29-2008
WERT
10-29-2006
~I- 01- ~Ol
CUMBERLAND
204-03-7852
07106859
APPEAL DATE: 03-29-2008
(See reverse side under Objections)
Amount Remitted I 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 ~
REY=is4S-EX-AFP-C03=os5--------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF i
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: eX) ACCEPTED AS FILED e) CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
071 06859
FINANCIAL INSTITUTION: PNC BANK
ACCOUNT NO.
5000985308
TYPE OF ACCOUNT:
DATE ESTABLISHED
~ )SAVINGS e) CHECKING e )TRUST e )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
407.15
.00
407.15
.45
18.32
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 HONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
X
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT e+)
INTEREST/PEN PAID e-)
AMOUNT PAID
INTEREST IS CHARGED THROUGH 02-06-2008
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
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 TDTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YDU HAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )
.00
18.32
.75
19.07
~