HomeMy WebLinkAbout02-08-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-'l-Io;:i2E: OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEIWC,TIONS, AND ASSESSMENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
'*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 1712B-0601
r"' rl P ~;,'. \,: \" 'J
FtLS.-tJ t. (..
R M SMITH
5767 BURNHAM DR
FERNDALE WA 98248
REV-1548 EX AFP (06-05)
DATE 02-11-2008
ESTATE OF SMITH PATRICIA G
DATE OF DEATH 08-02-2007
FILE NUMBER ~ 1- O~ -oJ. 39
COUNTY CUMBERLAND
SSN/DC
ACN 08104255
APPEAL DATE: 04-11-2008
(See reverse side under Objections)
A.ount Remitted 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 +--
REV=is4S-EX-AFP-C03=Os5--------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DI'SALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 02-11-2008
ESTATE OF SMITH
PATRICIA G DATE OF DEATH 08-02-2007
COUNTY
CUMBERLAND
ACN
08104255
FILE NO. S.S/D.C. NO. 208-24-4177
TAX RETURN WAS: (X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: ORRSTOWN BANK
ACCOUNT NO.
102001349
TYPE OF ACCOUNT:
DATE ESTABLISHED
()SAVINGS ~) CHECKING ()TRUST ()TIME CERTIFICATE
04-01-2004
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
4,234.74
0.166
705.80
.00
705.80
.15
105.87
X
x
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
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."
AMOUNT PAID
.00
105.87
.00
105.87
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 CTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
PAYMENT MUST BE MADE BY 05-03-2008*.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
, .- NOU-t:E DF INHERITANCE TAX
APP.RAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
~OINTLY HELD OR TRUST ASSETS
REV-1548 EX AFP (06-05)
Z FEB -8
pn I: 12
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
02-11-2008
SMITH
08-02-?007 a
d../- O~-Od3l.J
CUMBERLAND
08104254
APPEAL DATE: 04-11-2008
(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
PATRICIA
G
STEPHEN S SMITH
355 NEWBURG RD
NEWBURG
PA 17240
TO:
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REY=is4i-EX-AFP-C03=Os5--------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 02-11-2008
ESTATE OF SMITH
PATRICIA G DATE OF DEATH 08-02-2007
COUNTY
CUMBERLAND
FILE NO. S.S/D.C. NO. 208-24-4177
TAX RETURN WAS: (X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
08104254
FINANCIAL INSTITUTION: ORRSTOWN BANK
ACCOUNT NO.
102001349
TYPE OF ACCOUNT:
DATE ESTABLISHED
()SAVINGS OC) CHECKING (>TRUST (>TIME CERTIFICATE
04-01-2004
X
4,234.74
0.166
705.80
.00
705.80
.15
105.87
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."
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
X
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
PAYMENT MUST BE MADE BY 05-03-2008*.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDI EST. *
( 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 FDRM FOR INSTRUCTIONS. )
.00
105.87
.00
105.87
C6