HomeMy WebLinkAbout04-09-10BUREAU OF INDIVIDUAL TAXES "~ ~'^} ty^-{''~*"` ^y r++ 6+ F INHERITANCE TAX
INHERITANCE TAX DIVISION ' .. .~F ~1~7L'~'A~I-~~~~1tirLLOWANCE OR DISALLOWANCE
HARRISBURG6PA 17128-0601 ~~~'v'~~v~ai-~~ ~ ~OI~'~~"1(~~HELD ORS TRU T ASSETS AX ON
~~~~ APR --9 RM I 1 ~ Q~
~~
SARA M JOHNSON ;~~~ ~:~
505 ALBRIGHT DR
MECHANICSBURG PA 17055
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1548 EX AFP C12-09)
DATE 04-05-2010
ESTATE OF JOHNSON HERBERT A
DATE OF DEATH 11-18-2009
FILE NUMBER a ~- ~ Q- O ~~~
COUNTY CUMBERLAND
SSN/DC 049-01-5640
ACN 10113356
APPEAL BY DATE:06-04-2010
(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: 04-05-2010
ESTATE OF:JOHNSON HERBERT A DATE OF DEATH:11-18-2009
FILE NO.:
S.S/D.C. NO.: 049-01-5640
ACN: 10113356
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: WACHOVIA BK NA ACCOUNT NO.:
247402073549956
TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C )TRUST CX)TIME CERTIFICATE
DATE ESTABLISHED 07-10-2008
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
17,483.96
X 0.500
8,741.98
- .00
8,741.98
y .00
.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.
COUNTY:CUMBERLAND
~~ ~
,,~ .
~~"~('t'`~ ~''~~~~~ (
~~ NOTICE
OF INHERITANCE TAX pennsylvania ~
„
BUREAU OF INDIVIDUAL TIE~S1 ~~`~~ ~~! t,,! t - I DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION F14P~P~iALSEMENT,
~~~ F, w i*Lr. ~z,~+ ALLOWANCE OR DISALLOWANCE
REV-1548 EX AFP C12-09)
PO BOX 280601 'i`1L~..~;;~i~;"; L,,,i ~~i~j•~'I~EDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
Pp _p ~"; ~~~ DATE 04-05-2010
~~`~ A
1"11~~ 77 ESTATE OF JOHNSON HERBERT A
r
L~~~~`~~1~ ~ PA
SARA M J
505 ALBRIGHT DR
MECHANICSBURG PA 17055
DATE OF DEATH 11-18-2009
FILE NUMBER ~..~ - (,(~ ~ O~-la1
COUNTY CUMBERLAND
SSN/DC 049-01-5640
ACN 10113357
APPEAL BY DATE:06-04-2010
(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 E-~
-------------------------------------------------------------------------------------------
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: 04-05-2010
ESTATE OF:JOHNSON HERBERT A DATE OF DEATH:11-18-2009
FILE NO.:
S.S/D.C. NO.: 049-01-5640
COUNTY:CUMBERLAND
ACN: 10113357
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: WACHOVIA BK NA ACCOUNT NO.: 247402073623106
TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C )TRUST CX)TIME CERTIFICATE
DATE ESTABLISHED 07-21-2008
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
7,469.47
X 0.500
3,734.74
- .00
3,734.74
Y .00
.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.