HomeMy WebLinkAbout05-30-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU DF INDIVIDUAL TAXES NOT'ICF~ QA'',I~}HER~T~A~JCE TAX
INHERITANCE TAX DIVISION APPRAISEMENT, AiL01IANC~ OR DISALLOWANCE
PO BOX i!8t)601 OF DEDUCT•I-GNS, 'qND ASSESSMENT DF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (D6-D5)
~~~ ~`~ `~~ ~~i4~~ OF RITZ3-2008 KATHRYN E
DATE OF DEATH 04-18-2007
~a s,LLnP G ,BILE NUMBER 21 08-0178
-., '-~~,',~~ ~~-GTY CUMBERLAND
~~i'i i '` j LL C 161-20-0708
LOIS R STUMP ~~~ `, ACN~?~ 08112316
12 CONWAY DR APPEAL DATE: 08-02-2008
MECHANICSBURG PA 17055 (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 RECDRDS ~
REY-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 RITZ KATHRYN E DATE OF DEATH 04-18-2007 COUNTY CUMBERLAND
FILE NO. 21 08-0178 S.S/D.C. N0. 161-20-0708 ACN 08112316
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PNC BANK ACCOUNT N0. 5003515731
TYPE OF~ ACCOUNT: 4OSAVINGS C ) CHECKING C )TRUST t )TIME CERTIFICATE
DATE ESTABLISHED 04-02-2001
Account: Balance
Percent: Taxable
Amount Subject to Tax
Debts alnd Deductions
Taxable Amount
Tax Rate
Tax Duey
2,314.10
X 0.500
1,157.05
.00
1,157.05
X .45
52.07
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."
TAX CREDITS:
PAYMIENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
03-26-2008 CD009525 .00 52.07
05-27-2008 SBADJUST .00 .b8
TOTAL TAX CREDIT 5z.ui
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 TCITAL DUE IS LESS THAN S1, NO PAYMENT IS REpUIRED.
IF~TDTAL~DUEnIS'REFLECTED'AS,A^°CREDIT° C_CR), YOU MAY BE DUE A REFUND.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL"a4X£S (' r ~ NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION ~APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 """": '.._ :' aF DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 ..: _ _• .:~ ` - JOINTLY HELD OR TRUST ASSETS
_ ;'~ ~~;
LOIS R,~ST~UNP I ~. ~,~
12 CONWAY DAR`
MECHANICSBURG PA 17055
REV-1548 EX AFP C06-05)
DATE 06-03-2008
ESTATE OF RITZ KATHRYN E
DATE OF DEATH 04-18-2007
FILE NUMBER 21 08-0178
COUNTY CUMBERLAND
SSN/DC 161-20-0708
ACN 08112315
APPEAL DATE: 08-02-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1548 EX AFP t03-05)
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 RITZ
KATHRYN E DATE OF DEATH 04-18-2007 COUNTY CUMBERLAND
FILE N0. 21 08-0178 S.S/D.C. N0. 161-20-0708 ACN 08112315
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANC]:AL INSTITUTION: PNC BANK ACCOUNT N0. 5002005131
TYPE OF~ ACCOUNT: C )SAVINGS 4C) CHECKING C )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 11-24-1999
Account Balance
Percent: Taxable
Amount Subject to Tax
Debts and Deductions
Taxable. Amount
Tax Rate
Tax Due
TAX CREDITS:
1,393.45
X 0.500
696.73
.00
696.73
X .45
31.35
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 (+)
INTEREST/PEN PAID C-) AMOUNT PAID
03-26-2008 CD009524 .00 31.35
05-27-2008 SBADJUST .00 .41
TOTAL TAX CREDIT 31.35
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 S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND.
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