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HomeMy WebLinkAbout05-30-08COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX ~i'i~„e„'~ INHERIT~4NCE TAX DIVISION APPR,A•,~SEM,EFI,T,,. ALLOWANCE OR DISALLOWANCE PO BOX 280601 OF'`DEF1El.CTIO.NS;' ANb. ASSESSMENT OF TAX ON -.. HARRISBURG PA 17128-0601 -+' • ;' .;.. Jtl'I•NT~.'V HELD- OR TRUST ASSETS REV-1548 EX AFP (06-05) DATE 06-03-2008 ESTATE OF SIMMERS ROBERT L ~'~~ ~~`p''~ ~~ ~~l ~~~ ~~ DATE OF DEATH 12-22-2007 FILE NUMBER 21 08-0006 -~,,, COUNTY CUMBERLAND ~~r' '~~' SSN/DC 198-30-0041 MARJORI J LARSEN ~~ iv `"~ (^r ACN 08107968 17519 WOODCAMP RD ~~~~ ~za APPEAL DATE: OS-02-2008 MT AIRY MD 21771 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE '~ RETAIN LOWER PORTION FOR YOUR RECORDS <'-~ REV-1548 EX AFP (03-05)-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 06-03-2008 ESTATE OF SIMMERS ROBERT L DATE OF DEATH 12-22-2007 COUNTY CUMBERLAND FILE N0. 21 08-0006 S.S/D.C. N0. 198-30-0041 ACN 08107968 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT N0. 0775149503 TYPE OF ACCOUNT: ( )SAVINGS C ) CHECKING C )TRUST 4C )TIME CERTIFICATE DATE ESTABLISHED 01-02-1997 Account Balance Percent Taxable Amount Subject to Tax Debts .and Deductions Taxable Amount Tax Rate Tax Dine TAX COEDITS: 100,819.34 NOTE: X 0.083 8,401.28 .00 8,401.28 X .12 1,008.15 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 T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID 03-18-2008 CD009443 50.41 957.74 TOTAL TAX CREDIT 1,008.15 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~ IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" C CR), YOU MAY BE DUE A REFUND. crr orvrenr ornr nr rnr~ r..., .. r.... ..~.. ~..~~,.~-...... 1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES "' ~~,;~;-.- ,..- NOTICE OF INHERITANCE TAX INHERITANCE TAX DIVISION -_ APPRAIS;EMENT, ALLOWANCE OR DISALLOWANCE PO BOX 280601 - - , OF DEDUCTIONS, AND ASSESSMENT OF TAX ON HARRISBURG PA 17128-0601 '~_,. ,JOINTLY HELD OR TRUST ASSETS _, ~ ~ ,..1 ~ 1, t ~,.~~ ~~- JAMES SIM~1rl ,f~~ _ 'i 670 BENTZEL RD ~~` ~`' LEWISBERRY PA 17339 REV-1548 EX AFP (06-05) DATE 06-03-2008 ESTATE OF SIMMERS ROBERT L DATE OF DEATH 12-22-2007 FILE NUMBER 21 08-0006 COUNTY CUMBERLAND SSN/DC 198-30-0041 ACN 08107967 APPEAL DATE: 08-02-2008 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE '~ RETAIN LOWER PORTION FOR YOUR RECORDS <'-~ REV-1548 EX AFP (03-05~-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 06-03-2008 ESTATE OF SIMMERS ROBERT L DATE OF DEATH 12-22-2007 COUNTY CUMBERLAND FILE N0. 21 08-0006 S.S/D.C. N0. 198-30-0041 ACN 08107967 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT N0. 0775149503 TYPE OF ACCOUNT: C )SAVINGS ( ) CHECKING C )TRUST 4()TIME CERTIFICATE DATE ESTABLISHED 01-02-1997 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CIREDITS: 100,819.34 X 0.083 8,401.28 .00 8,401.28 X .12 1,008.15 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 T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 03-18-2008 CD009428 50.41 957.74 TOTAL TAX CREDIT 1,008.15 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" C CR), YOU MAY BE DUE A REFUND. CCC RCVCDCC CTnC nC TuTC cnou rno rucronnrrnuo i COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL '~d7CE~ ~'~' /; NOTICE OF INHERITANCE TAX INHERITANCE TAX DIVISION -' - ~ APPRAISEMENT, ALLOWANCE OR DISALLOWANCE Po BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON HARRISBURG PA 17128-0601 ' ~-~ - ~ -- u~ - .tOINTLY HELD OR TRUST ASSETS ~~~~~ ~it~~ ~Q ~~~i ~~° ~J' ±~[,.~~~~~ i~%i IRENE ((~~Gb`IifMERS f~,. .~;~ 670 BENTZEL RD LEWISBERRY PA 17339 REV-1548 EX AFP (06-05) DATE 06-03-2008 ESTATE OF SIMMERS ROBERT L DATE OF DEATH 12-22-2007 FILE NUMBER 21 08-0006 COUNTY CUMBERLAND SSN/DC 198-30-0041 ACN 08107966 APPEAL DATE: 08-02-2008 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE --~ RETAIN LOWER PORTION FOR YOUR RECORDS ~' ------------------------------------------------------------------------------------------- REV-1548 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS. AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 06-03-2008 ESTATE OF SIMMERS ROBERT L DATE OF DEATH 12-22-2007 COUNTY CUMBERLAND FILE N0. 21 OS-0006 S.S/D.C. N0. 198-30-0041 ACN 08107966 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT N0. 0775149503 TYPE OF ACCOUNT: C )SAVINGS ( ) CHECKING C )TRUST 4C )TIME CERTIFICATE DATE ESTABLISHED 01-02-1997 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Dine TAX CREDITS: 100,819.34 X 0.083 8,401.28 .00 8,401.28 X .45 378.06 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 T0: "REGISTER OF WILLS, AGENT." PAYMENT DA"fE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID 03-18•-2008 CD009429 18.90 359.16 TOTAL TAX CREDIT 378.06 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" C CR), YOU MAY BE DUE A REFUND. cCC ivcvcocc crnr nr rurc. rnou rnn ..~.. r..~~^~.^.~^