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HomeMy WebLinkAbout08-29-08COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES '_ NbTLC~~DF,INHERITANCE TAX INHERITANCE TAX DIVISION ;APPR/}ISEMENT, ALLOWANCE OR DISALLOWANCE PO BOX 280601 OF I)~DUCTIONS, AND ASSESSMENT OF TAX ON HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS DOUGLAS J HARTER 9 W PINE ST REV-1548 EX AFP (06-05) "4° ~ ~~.%L' G~ ~,:'~ ! J2 DATE 09-01-2008 ~~ - ' '~T ~-„ i I ~ ~ ,,.. fi ENOLA PA 17025 ESTATE OF HARTER HELEN DATE OF DEATH 06-15-2008 FILE NUMBER 21 08-0688 COUNTY CUMBERLAND SSN/DC 172-01-9050 ACN 08131992 APPEAL DATE: 10-31-2008 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 E 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 09-01-2008 ESTATE OF HARTER FILE N0. 21 08-0688 HELEN E DATE OF DEATH 06-15-2008 COUNTY CUMBERLAND S.S/D.C. N0. 172-01-9050 ACN 08131992 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PNC BANK NA ACCOUNT N0. 000005140219891 TYPE OF ACCOUNT: C )SAVINGS 4C) CHECKING ( )TRUST C )TIME CERTIFICATE DATE ESTABLISHED 09-02-2003 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 2,544.35 X 0.500 1,272.18 _ .00 1,272.18 __ X .45 57.25 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 07-18-2008 CD010039 2.86 54.39 TOTAL TAX CREDIT 57.25 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 81, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES ~ NOTTCE OF INHERITANCE TAX INHERITANCE TAX DIVISION AE~PRdISEMENT, ALLOWANCE OR DISALLOWANCE Po Box 28oc81 `"OF'bEbUC710NS, AND ASSESSMENT OF TAX ON HARRISBURG PA 17128-8601 JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP C06-05) ~Ql~~ ~,~ ~~ ~~ ~~ ~ ~ : ~2 DATE 09-01 -2008 n~ i . r, .~,~,.:, DOUGLAS J HARTER r~"'I~'r ~ ~~` 9 W PINE ST ENOLA PA 17025-2830 ESTATE OF HARTER HELEN E DATE OF DEATH 06-15-2008 FILE NUMBER 21 08-0688 COUNTY CUMBERLAND SSN/DC 172-01-9050 ACN 08131993 APPEAL DATE: 10-31-2008 (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 09-01-2008 ESTATE OF HARTER FILE N0. 21 08-0688 HELEN E DATE OF DEATH 06-15-2008 COUNTY CUMBERLAND S.S/D.C. N0. 172-01-9050 ACN 08131993 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PNC BANK NA ACCOUNT N0. 000005003622828 TYPE OF ACCOUNT: 4C )SAVINGS ( ) CHECKING C )TRUST ( )TIME CERTIFICATE DATE ESTABLISHED 09-02-2003 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 28,080.39 NOTE: X 0.500 14,040.20 .00 14,040.20 X .45 _ 631.81 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 07-18-2008 CD010039 31.59 600.22 TOTAL TAX CREDIT 631.81 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.