HomeMy WebLinkAbout03-12-10-~.~ ~~, ,- ~,;. ~.~ Pennsylvania ~
' ` Nb'Fi£~bF INHERITANCE TAX DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES L y~pp- gE14~l~f;'ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~~`~'` of DEt1~UCTIbN'S; AND ASSESSMENT of TAX ON REV-1548 EX AFP a2-o9)
PO BOX 280601
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
Z~~Q ~~R ~ z ~~ ~~ ~~ DATE 03-08-2010
CLERK 0~=
oRPH~~,~s CauRT
CUPJ!L~ERI.A~~G~ C~}., PA..
BETTY BENNETT
7006 SUNDAYS LN
FREDERICK MD 21702
ESTATE OF LEE ELLEN K
DATE OF DEATH 10-09-2009
FILE NUMBER 21 09-1149
COUNTY CUMBERLAND
SSN/DC 171-12-9125
ACN 09179145
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:LEE
ELLEN
COUNTY:CUMBERLAND
FILE NO.: 21 09-1149 S.S/D.C. NO.: 171-12-9125 ACN: 09179145
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET
FINANCIAL INSTITUTION: SOVEREIGN BANK
TYPE OF ACCOUNT: C )SAVINGS ( ) CHECKING C )TRUST
DATE ESTABLISHED 07-13-2005
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
11,429.12
X 0.500
5,714.56
- .00
5,714.56
Y .45
257.16
TAY r DCi1TTC.
INFORMATION
ACCOUNT NO.: 1695540,334
CX)TIME CERTIFICATE
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
PAYMENT MUST BE MADE BY 07-10-2010*.
K DATE OF DEATH:10-09-2009
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 257.16
INTEREST AND PEN. .00
TOTAL DUE 257.16
~ 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. n h/~
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. (V/1-\
~`'r ~ "''r ~.
~ ~
•~~ NOTICE OF
~ INHERITANCE TAX" P@1111S~/~Va11~a
,
,
BUREAU OF INDIVIDUAL TA~E~ ~ •' DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ' „' {4RPRA'ISEMENT, ALLOWANCE OR DISALLOWANCE
REV-1548 EX AFP (12-09)
"
~
PO BOX 280601 ~
f ~ :f;,
.ri 0~~~-DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HEL D OR TRUST ASSETS
2~~~ ~~~ ( 2 ~M ~: ~g 08-2010
ESTATE OF LEE
ELLEN K
DATE OF DEATH 10-09-2009
C~~(3~~Q~ FILE NUMBER 21 09-1149
QRQ~~~~J ~iQ~*t~T COUNTY CUMBERLAND
~f ~~~ f ~Q Pp SSN/DC 171-12 - 9125
BETTY BEQ~ ^-' ACN 09179146
7006 SUNDAYS LN APPEAL BY DATE:05-07-2010
FREDERICK M D 217 0 2 (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 DISALLDWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 03-08-2010
ESTATE OF:LEE ELLEN K DATE OF DEATH:10-09-2009 COUNTY:CUMBERLAND
FILE NO.: 21 09-1149 S.S/D.C. NO.: 171-12-9125
ACN: 09179146
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET
FINANCIAL INSTITUTION: SOVEREIGN BANK
TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C )TRUST
DATE ESTABLISHED 09-05-2006
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
1,120.25
X 0.500
560.13
- .00
560.13
x .45
25.21
TAX CREDITS:
INFORMATION
ACCOUNT NO.: 1695541324
CX)TIME CERTIFICATE
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 (-)
AMOUNT PAID
PAYMENT MUST BE MADE BY 07-10-2010*.
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 25.21
INTEREST AND PEN. .00
TOTAL DUE 25.21
~ 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.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. /-~.n/\