HomeMy WebLinkAbout05-30-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX ;?80601
HARRISBIJRG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NQTLIC~,E OF It~H~RITANCE TAX
APPgA~$EM~N7,`AL~UWANCE OR DISALLOWANCE
OF-_DEDU~TION$,,ANp~,ASSESSMENT OF TAX ON
_'~'• dDI-t~TW'' HE+L A- CIR TRUST ASSETS REV-1548 EX AFP C06-05)
DATE 06-03-2008
~gggy 3p Q~ ~~: S~STATE OF POOLE STEPHEN D
DATE OF DEATH 12-18-2007
FILE NUMBER 21 08-0301
CL~ .: l ii" COUNTY CUMBERLAND
Q~~'~?~u+(~-:~"~ ;;~~,l,~T SSN/DC 207-42-3377
I -"~-, C;~ ACN 08111666
~'~`~~`~ - ~ 08-02-2008
MECHANICSBURG PA 17055
GEGE G MCFARLAND
465 DELANCEY CT
APPEAL DATE:
(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 ALiDNG THIS LINE ~"~ RETAIN LOWER PORTION FOR YOUR RECORDS f-
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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 POOLE STEPHEN D DATE OF DEATH 12-18-2007 COUNTY CUMBERLAND
FILE N0, 21 08-0301 S.S/D.C. N0. 207-42-3377 ACN 08111666
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT N0. 1681727986
TYPE OF= ACCOUNT: C )SAVINGS 4() CHECKING C )TRUST C )TIME CERTIFICATE
DATE E'.~TABLISHED 08-11-1997
Account: Balance
Percent Taxable
Amount Subject to Tax
Debts sr!nd Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
4,872.94 NOTE:
X O.lb6
812.17
.00
812.17
X .00
.00
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
TOTAL TAX CREDIT .00
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 TCITAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TCITAL 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 TAXES NOTICE OF INHERITANCE TAX
~k•P~JI
I~S'EMEN7•; iA~LOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
PD aox zaocol w
OF,.Ii~DDCTLON~; AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 'i_'i~ y~.:jpjµTC'f~ H{=LD OR TRUST ASSETS REV-1548 EX AFP (06-05)
DATE 06-03-2008
STEPHEN D
~~~~ ~~ ~~ P~ ~2' ~ ~
O
T
0
OF
DATE
DEATH 12
18-2007
FILE NUMBER 21 08-0301
~~`~~~ ~ ~ COUNTY CUMBERLAND
Q~~ ~"' '~ ,;'}~ I~7 SSN/DC 207-42-3377
r }
DAVID M POOLE ~
J ` ' ' "~ ACN 08111667
?~t1
vi
li ~ ~
465 DELANCEY CT .~
-
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 YDUR RECORDS f"'
-------------------------------------------------------------------------------------------
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 POOLE STEPHEN D DATE OF DEATH 12-18-2007
FILE N0. 21 08-0301 S.S/D.C. N0. 207-42-3377
COUNTY CUMBERLAND
ACN 08111667
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANC][AL INSTITUTION: SOVEREIGN BANK ACCOUNT N0. 1681727986
TYPE OF= ACCOUNT: ( )SAVINGS 4() CHECKING ( )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 08-11-1997
Account Balance
Percent: Taxable
Amount Subject to Tax
Debts aind Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
4,872.94
X 0.166
812.17
.00
812.17
X .15
121.83
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
03-17-2008 CD009424 6.09 115.74
TOTAL TAX CREDIT 121.83
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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