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HomeMy WebLinkAbout06-13-08BUREAU ~ F INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 MARCELLA A FARINA 708 ALISON AVE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE - NOTICE, OF 'L(tiH~RITANCE TAX APPRAISEME:NT> ALLOWANCE OR DISALLOWANCE OF DEDUCTION,S,: AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (06-05) ~~- r{~ ~i"! '' I~E 06-16-2008 ESTATE OF BINGAMAN VERNA J DATE OF DEATH 10-30-2007 r' .r-%' '1~~ FILE NUMBER 21 08-0547 'v~t.ru^ ^'li a~p~{,1; ~ ., ~v~~~~'~'~COUNTY CUMBERLAND ~~~, T,• ~. ~N/DC 188-20-8713 CUB - ACN 08112977 MECHANICSBURG PA 17055 APPEAL DATE: 08-15-2008 (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 f'-' ------------------------------------------------------------------------------------------- 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 06-16-2008 ESTATE OF BINGAMAN FILE N0. 21 OS-0547 VERNA J DATE OF DEATH 10-30.2007 COUNTY CUMBERLAND S.S/D.C. N0. 188-20-8713 ACN 08112977 TAX RETURN WAS: C ) ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTICE JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PNC BANK ACCOUNT N0. 5004894139 TYPE OF ACCOUNT: ( )SAVINGS 4C) CHECKING ( )TRUST ( )TIME CERTIFICATE DATE ESTABLISHED 02-16-2007 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 2,747.80 X 1.000 2,747.80 .00 2,747.80 X .45 123.65 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 PAYMENT MUST BE MADE BY 07-31-2008*. TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE * IF PAID AFTE R TH IS DATE, SEE REVERSE FOR CALCULATION OF ADDIT IONAL INTEREST. C 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. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) .00 123.65 .00 123.65 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAUROF IfiDIVIDUAL TAXES NOTfCE OF INHERITANCE TAX INHERITANCE TAX DIVISION APRRAISEMENT, ALLOWANCE OR DISALLOWANCE PO BOX 280601 'OF D~-DUCTIONS; AND ASSESSMENT OF TAX ON HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS r MARCELL A FARINA 708 ALISON AVE REV-1548 EX AFP (06-05) DATE 06-16-2008 ESTATE OF BINGAMAN VERNA J DATE OF DEATH 10-30-2007 FILE NUMBER 21 08-0547 COUNTY CUMBERLAND SSN/DC 188-20-8713 ACN 08112978 APPEAL DATE: 08-15-2008 (See reverse side under Objections) Amount Remitted ~- MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 MECHANICSBURG PA 17055 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 06-16-2008 ESTATE OF BINGAMAN FILE N0. 21 08-0547 l~~~i :ir CUwtr`~ ;''' ~'~~ , i,'~ VERNA J DATE OF DEATH 10-30-2007 S.S/D.C. N0. 188-20-8713 COUNTY CUMBERLAND ACN 08112978 TAX RETURN WAS: ( ) ACCEPTED AS FILED CX) CHANGED SEE ATTACHED NOTICE JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PNC BANK ACCOUNT N0. 5004894139 TYPE OF ACCOUNT: 4C )SAVINGS ( ) CHECKING ( )TRUST C )TIME CERTIFICATE DATE ESTABLISHED 02-16-2007 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 17,556.71 NOTE: X 1.000 17,556.71 3,837.87 13,718.84 )( . 4 5 617.35 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 PAYMENT MUST BE MADE BY 07-31-2008* TOTAL TAX CREDIT • .00 BALANCE OF TAX DUE 617.35 INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDIT TOTAL DUE IONAL INTEREST. ~ 617.35 ~ ~('` V1°~\ ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~ 1J IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) REV-1470 EX (&88) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 VERNA J BINGAMAN I LE 2108-0547 REVIEWED BY ACN Robin Graff 08112977 8~ 08112978 ITEM SCHEDULE NO, EXPLANATION OF CHANGES No proof given that the date of death balances or the date accounts established were incorrectly reported by PNC Bank. Therefore the balance and the dates were used that were reported by PNC Bank. An adjustment had been made to reflect this change. INHERITANCE TAX EXPLANATION OF CHANGES ORIGINAL Page 1