HomeMy WebLinkAbout12-17-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES `NOfiIDE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAIS'EMENT,'`ALLOWANCE OR DISALLOWANCE
PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (06-05)
~~".I~ I~Y~ ~ 7 ~ ~~~ 59 ESTATE OF LANTZY2008 LOIS M
DATE OF DEATH 0'7-03-2008
i,, ~,~, FILE NUMBER 2:L OS-0744
t' ,. COUNTY CUMBERLAND
~i~f~l'~itF~i ~ ~~-~~`}~~ SSN/DC 161-34-2046
HELEN A MADIGANSED~ 4R~` _i-' I.'• i ' ' , aid ACN 08149153
15501 WHITE WILLOW LN APPEAL DATE: 02-13-2009
ROCKVI LL E MD 20853 (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 (03-05)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST' ASSETS
DATE 12-15-2008
ESTATE OF LANTZY
FILE N0. 21 08-0744
LOIS M DATE OF DEATH 07-03-2008
S.S/D.C. N0. 161-34-2046
COUNTY CUMBERLAND
ACN 08149153
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: AMERICHOICE FCU ACCOUNT N0. 2056-62
TYPE OF ACCOUNT: ( )SAVINGS C ) CHECKING 6OTRUST C )TIME CERTIFICATE
DATE ESTABLISHED 03-10-2006
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
1,105.37 NOTE:
X 1.000
1,105.37
.00
1,105.37
X .12
132.64
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 04-04-2009*. TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 132.64
INTEREST AND PEN. .00
TOTAL DUE 132.64
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
C IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR)r YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
BUREAU OF' INDIVIDUAL TAXES
INHERITANCE: TAX DIVISION
PO BOX 280(01
HARRISBURG PA 17128-0601
.JANET M PETERS
:135 AMITY ROAD
-.II~ t_
L L^ i I
r~~ ~ -,T
I ,.r
_ - ~Q
]]UNCANNON PA 17020
pennsylvarna ~ 4
DEPARTMENT OF REVENUE
REV-1604 EX AFP (10-09)
DATE 11-13-2009
ESTATE OF LANTZY LOIS M
DATE OF DEATH 07-03-2008
FILE NUMBER 21 08-0744
COUNTY CUMBERLAND
SSN/DC 161-34-2046
ACN 08149151
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALCING THIS LINE ~> RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-16(14 EX AFP C10-09)
~* INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS *~
DATE: 11-13-2009
ESTATE OF: LANTZY LOIS M DATE OF DEATH: 07-03-2008 COUNTY: CUMBERLAND
FILE NO.: 21 OS-0744 S.S/D.C. N0.:161-34-2046 ACN: 08149151
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: AMERICHOICE FCU ACCOUNT NO.: 2056-60
TYPE OF= ACCOUNT: C ) SAVINGS C ) CHECKING ( ~ TRUST (X) TIME CERTIFICATE
DATE ESTABLISHED 10-13-2000
Account Balance
Percent Taxable
Amount Subject to Tax
Debts .and Deductions
Taxabl~a Amount
Tax Rate
Tax Due
TAX CM2EDITS
INHERITANCE TAX
RECORD ADJUSTMENT
-- J[fiNTLY` MELD OR TRUST ASSETS
~l'~wi t i 4"
.00
X 0.500
.00
.00
.00
X .12
.00
NOTE: TO ENSURE PROPER CREDIT TO YOUR
ACCOUNT, SUBMIT THE UPPER PORTION
OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS
AT THE ADDRESS SHOWN ABOVE.
MAKE CHECK OR MONEY ORDER PAYABLE
T0: "REGISTER OF WILLS, AGENT."
PAYMENT
DATE: RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A
"CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. `(
REV-1470 EX (G88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
INHERITANCE TAX
EXPLANATION
OF CHANGES
DECEDENT'S NAME FILE NUMBER
LOTS M LANTZY 2108-0744
REVIEWED BY ACN
Elizabeth A. Bloom 08149151
SCHEDULE
EXPLANATION OF CHANGES
Bank reported the incorrect joint survivor.
Row Page