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HomeMy WebLinkAbout04-24-09COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 JAMES J WETZLER 161 KLINE RD " `'"NQfi~'CE/ @FrI"NHERITANCE TAX "APP'K7kISEM£NT;''ALI.flWANCE OR DISALLOWANCE 0_i=~ p~DUCTIflNS, kND ASSESSMENT OF TAX ON JOINTLY'HE'C'D OR TRUST ASSETS ~~~~ APR 24 P~~i !~~ l~~ J :.1 ~ 1 Cii~~r, u~i ~i SHIPPENSBURG PA 17257-9649 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 04-27-2009 WETZLER MARY M 09-07-2008 21 08-1083 CUMBERLAND 024-18-9387 08159022 APPEAL DATE: 06-26-2009 (See reverse side under Objections) Amount Re®itted 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 CO1-09)-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 04-27-2009 ESTATE OF WETZLER MARY M DATE OF DEATH 09-07-2008 COUNTY CUMBERLAND FILE N0. 21 08-1083 S.S/D.C. N0. 024-18-9387 ACN 08159022 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PSECU ACCOUNT N0. 0024189387-S4 TYPE OF ACCOUNT: C )SAVINGS 6() CHECKING ( )TRUST ( )TIME CERTIFICATE DATE ESTABLISHED 10-15-1971 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 2,643.99 ~ 0.166 440.67 .00 440.67 X .45 19.83 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 (-) AMOUNT PAID 03-17-2009 CD011006 .00 19.83 TOTAL TAX CREDIT 19.83 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATIDN OF ADDITIONAL 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. ) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ,,_ BUREAU OF INDIVIDUAL TAXES N~~~'DF`TMHERhTANCE TAX INHERITANCE TAX DIVISION APPR~A-LSEM~N7,~`ALLD4MN~CE OR.DISALLOWANCE PO BOX 280601 OF DED.!]~Ti~ON5, AhID ASSESSMENT OF TAX ON HARRISBURG PA 17128-0601 JOINTLY HELD ~dR" TRUST ASSETS JAMES J WETZLER 161 KLINE RD REV-1548 EX AFP CO1-09) ~~`~ ~~~~ ~~ ~i~ ~~' ~~TATE OF WETZLER009 MARY M DATE OF DEATH 09-07-2008 (`'r ~ ~i'{ ^~ FILE NUMBER 21 08-1083 C,t; ,~~ ~ ~,~`„'}~ ; ,~ COUNTY CUMBERLAND (~~ t~ .ry ~~ ~ ~ Fi i SSN/DC 024 -18 - 9387 _ ~ ::_ ,.,_: ,~., '%-IACN 08159024 SHIPPENSBURG PA 17257-9649 APPEAL DATE: 06-26-2009 (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 (01-09)-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 04-27-2009 ESTATE OF WETZLER MARY M DATE OF DEATH 09-07-2008 COUNTY CUMBERLAND FILE N0. 21 08-1083 S.S/D.C. N0. 024-18-9387 ACN 08159024 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: pSECU ACCOUNT N0. 0024189387-S7 TYPE OF ACCOUNT: 4C )SAVINGS ( ) CHECKING ( )TRUST C )TIME CERTIFICATE DATE ESTABLISHED 10-15-1971 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 2,874.29 NOTE: X 0.166 479.06 .00 479.06 X .45 21.56 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 03-17-2009 CD011006 .00 21.56 TOTAL TAX CREDIT 21.56 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE , 00 "~'i 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" C CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES N67I~'E-0'F INWE,R~TANCE TAX INHERITANCE TAX DIVISION APPRAISEM'$NT, ALLOWANCE DR DISALLOWANCE PO BOX 280601 OF DEDUCTIONS, AND--ASSES<$MENT OF TAX ON HARRISBURG PA 17128-0601 JOINTLY HELLS 01~ TRU'ST ASSETS MILDRED E STOUFFER PO BOX 1587 ~~"~ ~'~n ~~ ~~~~ ~T~~E OF WETZLER009 MARY M DATE OF DEATH 09-D7-2008 r•; ~~.,:~ ~~.-- FILE NUMBER 21 08-1083 "; ~' ~ ~~ ~OUNTY CUMBERLAND ~J~t~ ~ -1~~~~NfDC 024-18-9387 A - !.- _ ._,'.A 08159025 CLEBURNE TX 76033-1587 APPEAL DATE: 06-26-2009 (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 (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 04-27-2009 ESTATE OF WETZLER MARY M DATE OF DEATH 09-07-2008 COUNTY CUMBERLAND FILE N0. 21 OS-1083 S.S/D.C. NO. 024-18-4387 ACN 08159025 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PSECU ACCOUNT N0. 0024189387-S7 TYPE OF ACCOUNT: 4C )SAVINGS C ) CHECKING C )TRUST ( )TIME CERTIFICATE DATE ESTABLISHED 10-15-1971 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 2,874.29 NOTE: X 0.166 479.06 '. 00 479.06 X .45 21.56 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 03-17-2009 CD011006 .00 21.56 TOTAL TAX CREDIT 21.56 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 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. ) BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 JAMES J WETZLER 161 KLINE RD COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NQTt'U`~~~F'`INNER,L7ANL,F. TAX APPRAISEME~17.,,~ALLOWA~N~C~ `QR DISALLOWANCE OF DEDUCrtTpNS,;AND'AS&ESSMENT OF TAX ON JOINTLY HELD `b'R TR{1ST ASSETS Zu~~~'~~ ~~{ ATEt~ 04-27-2009 Pr~~:~:A OF WETZLER MARY M DATE OF DEATH 04-07-2008 (~, f ~, n_ FILE NUMBER 21 08-1083 ^n~ ti`:- COUNTY CUMBERLAND r,~tr~rl'-~ ~ 1{~N/DC 024-18-9387 v~J~,; I-_ ,_ pC&~ 08159026 APPEAL DATE: 06-26-2009 SHIPPENSBURG PA 17257-9649 (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 FDR YOUR RECORDS F"- ------------------------------------------------------------------------------------------- REV-1548 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 04-27-2009 ESTATE OF WETZLER FILE N0. 21 OS-1083 S.S/D.C. N0. 024-18-4387 ACN 08159026 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PSECU ACCOUNT N0. 9804921865-S7 TYPE OF ACCOUNT: 4()SAVINGS C ) CHECKING C )TRUST ( )TIME CERTIFICATE DATE ESTABLISHED 09-20-2001 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: MARY M DATE OF DEATH 09-07-2008 COUNTY CUMBERLAND 2,996.43 NOTE: X 0.166 444.41 .00 499.41 X .45 22.47 TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TD 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 (-) AMOUNT PAID 03-17-2009 CD011006 .00 22.47 TOTAL TAX CREDIT 22.47 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDIT IONAL INTEREST. ( IF TOTAL DUE IS LESS THAN 61, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" C CR). YDU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES ~ ~{OTIC~ ~'~':-3~NHiRITANCE TAX ' Ap R I'S h1~NT ALLOWANCE OR DISA LO E INHERITANCE TAX DIVISION P A E , WANC L PO BOX 280601 OF D(ED~iC734NS, /kND ASSESSMENT OF TAX ON HARRISBURG PA 17128-0601 RUST ASSETS REV-1548 IX AFP (01-09) JOINTLY HELD ~DR T 009 , ~~I ~~~~ ~~~ ~~ Pt'9 Ii ~ ~ ~$TATE OF WETZLER MARY M DATE OF DEATH 09-07-2008 r~t_~.~J_ FILE NUMBER 21 08-1083 COUNTY CUMBERLAND ~ ~ , ` ~ = '~vriT SSN/DC 024 -18 - 9387 " I' ~' ' ~'' ~^ ~ JAMES J WETZLER ~ ~ , r; ; .{ACN 08159028 161 KLINE RD , APPEAL DATE: 06-26-2009 SHIPPENSBURG PA 17257-9649 (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 CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 04-27-2009 ESTATE OF WETZLER MARY M DATE OF DEATH 09-07-2008 COUNTY CUMBERLAND FILE N0. 21 08-1083 S.S/D.C. N0. 024-18-9387 ACN 08159028 TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PSECU ACCOUNT N0. 8004494913-S4 TYPE OF ACCOUNT: ( )SAVINGS Q() CHECKING C )TRUST C )TIME CERTIFICATE DATE ESTABLISHED 09-20-2001 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 2,057.30 X 0.166 342.89 .00 342.89 X .45 15.43 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 03-17-2009 CD011006 .00 15.43 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDI C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" t CR), YOU MAY BE DU SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) TOTAL TAX CREDIT 15.43 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 TIONAL INTEREST. ~ E A REFUND.