HomeMy WebLinkAbout06-05-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
` ' ' " :` ~IO~ICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES _ ~_~
POHBOXT2B0601AX DIVISION ~~"' ~III~'" Op''~Eb~UC~ONS,AANDWASSESSMENTSOFLTAXNON
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP COl-09)
~Q~~ J~~ -~ AM ~~' 3~4 DATE 06-02-2009
CLERK CF
ORPN~(~'.'S COURT
MARY E ALLIS~r.;q~1=`-;;_,c:C~~'_; ~~'~!., P~,
11 BOURBON RED DR
MECHANICSBURG PA 17050-7903
ESTATE OF LEO ANTHONY
DATE OF DEATH 06-21-2008
FILE NUMBER ~,~,i`Oq-0$37
COUNTY CUMBERLAND
SSN/DC 179-18-1812
ACN 08130563
APPEAL DATE: 08-01-2009
(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 PDRTION 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 0~6-02-2009
ESTATE OF LEO
FILE N0.
ANTHONY DATE OF DEATH 06-21-2008
S.S/D.C. N0. 179-18-1812
COUNTY CUMBERLAND
ACN 08130563
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PSECU ACCOUNT N0. 8202601582-S1
TYPE OF ACCOUNT: 6()SAVINGS C ) CHECKING C )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 04-11-2005
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
794.67 NOTE:
X 0.500
397.34
.00
397.34
X .45
17.88
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
_•••~.~~.., +.~ a.ne~nv~u ,n,cvuvn uo-iu-cuu7 IUTAL IAJC CREDIT
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE
REVERSE SIDE OF THIS FORM INTEREST AND PEN.
TOTAL DUE
~ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~
( IF TOTAL DUE IS LESS THAN 61, 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. )
_.
.00
17.88
.20
18.08
_- _ - -
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
MARY E ALLISON
11 BOURBON RED DR
MECHANICSBURG PA
NOTICE OF INHERITANCE TAX
""AFPA'rI~S~F~~l~"-,;yjA~LOWANCE OR DISALLOWANCE
~F'D'EDO~T.ION.Si, AND ASSESSMENT OF TAX ON
r'~l_`~ ~J~QZy'~yY tii~ELD..OR TRUST ASSETS
REV-1548 EX AFP CO1-091
DATE 06-02-2009
209 JUG! _5 ~~ ~ ~ ; 3i~STATE OF LEO ANTHONY
DATE OF DEATH 06-21-2008
FILE NUMBER ~~- p~-Qrj3"~
~LE~;~ (;F COUNTY CUMBERLAND
~Rp~l~'~I ~ ~~t ~~"(' SSN/DC 179 -18 -1812
AA? ,r,~ , r^(1 ~~ ACN 08130564
CiUiv"' ~' `"~" APPEAL DATE: OS-O1-2009
17 0 5 0- 7 9 0 3 (See reverse side under Objections)
AAOUnt 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 ~
----------------------------------------------------------
---------------------------------
EV-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 06-02-2009
ESTATE OF LEO ANTHONY DATE OF DEATH 06-21-2008 COUNTY CUMBERLAND
FILE N0. S.S/D.C. N0. 179-18-1812 ACN 08130564
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PSECU ACCOUNT N0. 8202601582-S4
TYPE OF ACCOUNT: C )SAVINGS 4() CHECKING C )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 04-12-2005
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
2,208.69
X 0.500
1,104.35
.00
1,104.35
X .45
49.70
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
TWTCDC@T Tl+ ru~enrn
---- -- -......__ .. ............. .. .. ...-~vu~ IVIAL IA1C GKE1)li
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE
REVERSE SIDE OF THIS FORM INTEREST AND PEN.
TOTAL DUE
~ 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. )
.00
49.70
.55
50.25