HomeMy WebLinkAbout11-07-08 (3)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~`;, ` ^ I\ ?~~`~JaTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION -. APPRA,I$EMENT, ALLOWANCE OR DISALLOWANCE
_~
PO BOX 280601 "' ',, ~ ~ I1~DW.GTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP C06-05)
~~~8 ~~~ _-~ ~~ ~2; 35 DATE 11-10 -2008
ESTATE OF MORTIMORE ELIZABETH C
CLEf~i~ ~~
EDWARD F MORT~~~'~_~`~~`~~ ~~~•~
HAZEN ELDERLAW STE 202
2000 LINGLESTOWN RD
HBG PA 17110
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
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 11-10-2008
ESTATE OF MORTIMORE ELIZABETH C DATE OF DEATH 02-24-2008 COUNTY CUMBERLAND
FILE N0. 21 08-0537 S.S/D.C. N0. 540-30-2439
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PNC BANK
DATE OF DEATH 02-24-2008
FILE NUMBER 21 08-0537
COUNTY CUMBERLAND
SSN/DC 540-30-2439
ACN 08004584
APPEAL DATE: 01-09-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
ACN 08004584
ACCOUNT N0. 5005250722
TYPE OF ACCOUNT: C )SAVINGS 4C) CHECKING ( )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 06-04-1982
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
2,314.07
X 0.166
385.69
.00
385.69
X .45
17..36
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:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
PAYMENT MUST BE MADE BY 11-25-2008*. TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 17.36
INTEREST AND PEN. .00
TOTAL DUE 17.36
~ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
-•- -~ ~«icrrGn AS A "CREDIT" C CR), YOU MAY BE DUE A REFUND. (~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES r,1j r ;.y NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION ~ "y-,AP~~4NISE~ENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 .. ~,; ~F pE'DUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 ~.r~,w ~ ~ ~ ~ ~ 'JbINTLY HELD OR TRUST ASSETS
2808 PdQ4' -7 P~412~ 3S
CLERK ~JE
GLENN E MOR~+~~~~~~ CQL~
HAZEN ELDERLAW ~ ~.~'df~ C~•.
2000 LINGLESTOWN RD
HBG PA 17110
REV-1548 EX AFP (06-05)
DATE 11-10-2008
ESTATE OF MORTIMORE ELIZABETH C
DATE OF DEATH 02-24-2008
FILE NUMBER 21 OS-0537
COUNTY CUMBERLAND
SSN/DC 540-30-2439
ACN 08004583
APPEAL DATE: 01-09-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17D13
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 11-10-2008
ESTATE OF MORTIMORE ELIZABETH C DATE OF DEATH 02-24-2008 COUNTY CUMBERLAND
FILE N0. 21 08-0537 S.S/D.C. N0. 540-30-2439
ACN 08004583
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PNC BANK ACCOUNT N0. 5005250722
TYPE OF ACCOUNT: C )SAVINGS 6() CHECKING C )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 06-04-1982
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
2,314.07
~ 0.166
385.69
_ .00
385.69
X .00
.00
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
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 TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED.
rr rnTei TINE IS REFLECTED AS A "CREDIT" C CR), YOU MAY BE DUE A REFUND.
L -~