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HomeMy WebLinkAbout01-15-10 (2)BUREAU OF INDIVIDUAL TAXES ~ _ ~~rtI~~~OF"INHERITANCE TAX Pennsylvania ~ INHERITANCE TAX DIVISION - AP,PRAxSEMENT~,~ ;gtLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE PO BOX 280601 0~,.;HE$UCI~IOR3,=AND ASSESSMENT OF TAX ON REV-1548 EX AFP U2-09) HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS 20l0 JA~# ! 5 Pik !2~ 37 ~p~}IiL.CR}~ r~i!" 1 ' T l,/Clf"("1/12V~~ li~V~ I LINDA GUTH ~~~~"t~`~ C~_, P~. 240 NORTH ENOLA DRIVE ENOLA PA 17025 DATE 01-13-2010 ESTATE OF KEMPER III JOSEPH H DATE OF DEATH 01-18-2009 FILE NUMBER 21 09-0867 COUNTY CUMBERLAND SSN/DC 178-24-9162 ACN 09108134 APPEAL DATE: 03-14-2010 (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-1648 EX AFP (12-09)-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: ESTATE OF: KEMPER III JOSEPH H DATE OF DEATH: 01-18-2009 COUNTY: CUMBERLAND FILE NO.: 21 09-0867 S.S/D.C. NO.: 178-24-9162 ACN: 09108134 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO.: 315040-47 TYPE OF ACCOUNT: ( )SAVINGS ( ) CHECKING ( )TRUST (X)TIME CERTIFICATE DATE ESTABLISHED 10-01-2007 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: PAYMENT RECEIPT DATE NUMBER 10,073.05 X 0.166 1,678.88 - .00 1,678.88 Y .45 75.55 DISCOUNT C+) INTEREST/PEN PAID C-) INTEREST IS CHARGED THROUGH 01-21-2010 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM 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 ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT." AMOUNT PAID TOTAL TAX PAYMENT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ^ ~ /J V~ IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.