HomeMy WebLinkAbout03-12-10- ~.. ir.,.- nr'
BUREAU OF INDIVIDUAL TAXES t~~ !',`G~JyQrT~~E OF #NHERITANCE TAX
INHERITANCE TAX DIVISION tl AfPI~AISEMEIOT, ALLOWANCE OR DISALLOWANCE
PO BOX 28D601 "~+C - L' ~DF~ ~~EDkJG1~-ONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 171z8-0601 JOINTLY HELD.OR TRUST ASSETS
1
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1548 EX AFP C12-D9)
Zd~Q ~~~' ~ ~~ (~; ~ 0 DATE 03-OS-2010
CLEFi~ 0~ t~T
~~~~irkt~~~ v~~~li
ERIC A ORKE E'UP~~~~L'~~"~s~ '°~" PFD
122 SOUTH RIDGE RD
BOILING SPRINGS PA 17007
ESTATE OF ORKE BERGIT
DATE OF DEATH 12-07-2008
FILE NUMBER o2~-10 -~-`,~
COUNTY CUMBERLAND
SSN/DC 261-45-2999
ACN 10003603
APPEAL BY DATE:05-07-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS <'~'
-------------------------------------------------------------------------------------------
REV-1548 EX AFP C12-09~
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 03-08-2010
ESTATE OF:ORKE
BERGIT
FILE NO.:
S.S/D.C. NO.: 261-45-2999
COUNTY:CUMBERLAND
ACN: 10003603
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: M K T BANK ACCOUNT NO.: 15004198354018
TYPE OF ACCOUNT: ( ~ SAVINGS C ) CHECKING ( )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 11-09-2000
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
487.96
X 0.500
243.98
- 262.13
.00
Y .45
.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
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
DATE OF DEATH:12-07-2008
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. V I / 1
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
NOTICE OF INHERITANCE TAX
~ Pennsylvania
DEPARTMENT OF REVENUE ~
BUREAU OF INDIVIDUAL TAXES
ON ~~r-.
~
~~' iA'PP~2,~S~~FEN~s ALLOWANCE OR DISALLOWANCE
AFP C12-09)
INHERITANCE TAX DIYISI
PO BOX 28D6D1 ~, ~
~- 8F DEDU~~IQ.NS, AND ASSESSMENT OF TAX ON REY-1548 EX
HARRISBURG PA 17128-0601 L 4 ~" ; 14;1 JCIx.NT.~Y HELD OR TRUST ASSETS
201 MAR ! 2 P~1 4~ I 0
CLERK Or
oR~~~s c~uRT
ERIC A ORKE fil~r~~f~i ^,,,i'~ !'"?
122 SOUTH RIDGE RDCU~~"~~ ~ ~~~~`? ^`~~`~ " P~
BOILING SPRINGS PA 17007
DATE 03-08-2010
ESTATE OF ORKE BERGIT
DATE OF DEATH 12-07-2008
FILE NUMBER a~-~~-i-~13
COUNTY CUMBERLAND
SSN/DC 261-45-2999
ACN 10003604
APPEAL BY DATE:05-07-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE '~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
-------------------------------------------------------------------------------------------
REV-1548 EX AFP C12-09)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 03-08-2010
ESTATE OF:ORKE BERGIT DATE OF DEATH:12-07-2008 COUNTY:CUMBERLAND
FILE NO.:
S.S/D.C. NO.: 261-45-2999
ACN: 10003604
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: M 8~ T BANK ACCOUNT NO.: 8892238190
TYPE OF ACCOUNT: C )SAVINGS CX) CHECKING C )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 11-09-2000
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
reY ra~nrrc.
4,939.17
X 0.500
2,469.59
- 2,798.30
.00
Y .45
.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
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
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
+~ 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.