HomeMy WebLinkAbout09-05-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_ , ~ ,.
BUREAU OF INDIVIDUAL TAXES ~ _~' " NOTT~E .DF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAS~SEMENT,~ALLOWANCE OR DISALLOWANCE
PO BOX 280601 w '40~ iA~bliC~TIUNS' AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELDn OR TRUST ASSETS REV-1548 EX AFP C06-05)
,~~~~ S~~ _5 ~~ ~~': CJ' u DATE 09-09-2008
1 ESTATE OF HELSEL MARGARET L
LISA L SHENCK
575 RED MILL RD
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ETTERS PA 17319
DATE OF DEATH 04-13-2007
FILE NUMBER 21 08-0056
COUNTY CUMBERLAND
SSN/DC 190-05-5420
ACN 07140091
APPEAL DATE: 11-08-2008
(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 ~'
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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 09-09-2008
ESTATE OF HELSEL MARGARET L DATE OF DEATH 04-13-2007 COUNTY CUMBERLAND
FILE N0. 21 08-0056 S.S/D.C. N0. 190-05-5420 ACN 07140091
TAX RETURN WAS: CX) ACCEPTED AS FILED ~ ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT N0. 0571111769
TYPE OF ACCOUNT: C )SAVINGS 4C) CHECKING C )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 04-07-1995
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
4,882.29
X 0.166
813.73
_ .00
813.73
X .45
36.62
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
01-09-2008 CD009184 .00 36.62
TOTAL TAX CREDIT 36.62
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.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )