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.
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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.
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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.
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