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.