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HomeMy WebLinkAbout04-30-10-~:-~ ~-~ ~~r~E~~ ~: _ ' ` ` " L'NOTICE ~ OF INHERITANCE TAX Pennsylvania ~ BUREAU OF INDIVIDUAL TAXES r,., - f ~ n „ {~ '~ #PR~At'~EMENT ~ ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE , , INHERITANCE TAX DIVISION ~- ``'"~ ,,..~ ~ ~~ U REV-1!548 EX AFP (12-09) PO BOX 280601 OF DED CTIONS, AND ASSESSMENT OF TAX ON HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS ~fl~ ~~ 30 ~+~'~ ~~' ~~ DATE 05-03-2010 Qrt~~; ~~~ ~ , ,~~~~~~~T ~ ~,~~~.-~-,~ t iF~. ,ten ar, RUTH E MOR~~S u 2247 CANTERBURY DR MECHANICSBURG PA 17055-5772 ESTATE OF NICHOLSOIN JOSEPH A DATE OF DEATH 02-18-20I10 FILE NUMBER al- ~u •O~-t`~~ COUNTY CUMBERLAIND SSN/DC 059-24-T~175 ACN 101192581 APPEAL BY DATE:07-102-2010 (See reverse side under O 'ections) 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 ASSET DATE: 0 -03-2010 ESTATE OF:NICHOLSON JOSEPH A DATE OF DEATH:02-18-2010 ~OUNTY:CUMBERLAND FILE NO.: S.S/D.C. NO.: 059-24-7175 I ACN: 10119258 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PSECU ACCOUNT NO.: 864755291-S7 TYPE OF ACCOUNT: ( ~ SAVINGS C ) CHECKING ( )TRUST C )TIME CERTIFICI4TE DATE ESTABLISHED 05-20-2009 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 3,906.79 NOTE: X 0.500 1,953.40 - 1,953.40 .00 x .045 .00 TO ENSURE~~PROPER CREDIT TO YOUR ACCO UPPER PO R' WITH YOUR REGISTER ABOVE ADD OR MONEY "REGISTER UNT, SUBMIT THE ION OF THIS NOTICE TAX PAYMENT TO THE F WILLS AT THE ESS. MAKE CHECK RDER PAYABLE T0: OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID ~I I i I TOTAL TAX PAYMEN .00 BALANCE OF TAX D E .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. /~ ~" ` BUREAU OF INDIVIDUAL TAXES ~ L. ~~ '~fiN~LT~E OF INHERITANCE TAX INHERITANCE TAX DIVISION rAf'PRAI~3E~M~E~tlT, ALLOWANCE OR DISALLOWANCE PO BOX 280601 ~ '-~~ ~ `~IiF ~EDU~f~i`QNS, AND ASSESSMENT OF TAX ON HARRISBURG PA 17128-06D1 JOINTLY HELD OR TRUST ASSETS pennsylvania ~ DEPARTMENT OF REVENUE REV-1548 EX AFP C12-09) ~~s"~Q ~t~~ 3~ ~~ ~~: 52 DATE 05-03-201,10 E u ;~ .~ ~ ~1.,=. RUTH E MORRIS~~-i~ ~ ''``` ' ' ~' 2247 CANTERBURY DR MECHANICSBURG PA 17055-5772 ESTATE OF NICHOLSO JOSEPH DATE OF DEATH 02-18-2010 FILE NUMBER ~~- ~~-(~~~~ COUNTY CUMBERLAIND SSN/DC 059-24-7175 ACN 10118498. APPEAL BY DATE:07-b2-2010 (See reverse side under O 'ections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 ' A 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 ASSET$ DATE: 0~-03-2010 I ESTATE OF:NICHOLSON JOSEPH A DATE OF DEATH:02-18-2010 ~OUNTY:CUMBERLAND FILE NO.: S.S/D.C. NO.: 059-24-7175 ACN: 10118498 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PSECU ACCOUNT NO.: 86 4755291-S1 TYPE OF ACCOUNT: ( ~ SAVINGS C ) CHECKING C )TRUST C )TIME CERTIFIC TE DATE ESTABLISHED 08-26-1985 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 1,771.31 NOTE: X 0.166 295.22 - 295.22 .00 Y .045 .00 TO ENSUREIPROPER CREDIT TO YOUR ACCO~JNT, SUBMIT THE UPPER POR ION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER F WILLS AT THE ABOVE ADD ESS. MAKE CHECK OR MONEY RDER PAYABLE T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID ' TOTAL TAX PAYMEN BALANCE OF TAX D INTEREST AND PEN TOTAL DUE * 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. .00 .00 .00 .00 BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX INHERITANCE TAX DIVISION ~i4P~P~tAISE~M~EN~'f, ALLOWANCE OR DISALLOWANCE PO BOX 280601 ! ~~~_'lvi~`+ '~,~D~f~IS, AND ASSESSMENT OF TAX ON HARRISBURG PA 17128-0601 JOI1~`TLY HELD OR TRUST ASSETS Z~t~ ~~~ 3~ ~ # ~ + ~ 2 RUTH E MORRIS - .~ , ~jS, 2247 CANTERBURY DR MECHANICSBURG PA 17055-5772 Pennsylvania ~ DEPARTMENT OF REVENUE REV-1.548 EX AFP C12-09) DATE 05-03-2 10 ESTATE OF NICHOLS N JOSEPH DATE OF DEATH 02-18-2 10 FILE NUMBER o'1 I- ~~- Oy`~~ COUNTY CUMBERL~-ND SSN/DC 059-24- 175 ACN 1011850 APPEAL BY DATE:07 02-2010 (See reverse side under O jections) Amount Remitted A MAKE CHECK PAYABLE AN 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: 0 -03-2010 ESTATE OF:NICHOLSON JOSEPH A DATE OF DEATH:02-18-2010 COUNTY:CUMBERLAND FILE NO.: S.S/D.C. NO.: 059-24-7175 II ACN: 10118502 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PSECU ACCOUNT NO.: 86 4755291-C53 TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C )TRUST (X)TIME CERTIFIC TE DATE ESTABLISHED 06-07-2005 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 22,572.51 NOTE: X 0.166 3,762.16 - 763.13 2,999.03 Y .045 134.56 TO ENSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER F WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY RDER PAYABLE T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) ~ AMOUNT PAID I I PAYMENT MUST BE MADE BY 11-19-2010. TOTAL TAX PAYMEN .00 BALANCE OF TAX D E 134.56 INTEREST AND PEN .00 TOTAL DUE 134.56 * 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. DuRCrau ur a nui v a,.+ur~~. ~ r~n~~ INHERITANCE TAX DIVISION ?'~A'p~a SP~ME<N~,~~t, 34~LOWANCE OR DISALLOWANCE ~~/ r ` ucrnrt i ricrv ~ ~r rccvcrvuc '~ DCV _l GiQ ev •re i.~. nn~ BUREAU OF iNDiVIDUAL TAXES ~- f, ,r-~~ ~ ~r~!"~J'~;CE OF iNHERiTANCE TAX INHERITANCE TAX DIVISION ~ :, ~;~ `_ ~-Pi'~~P5~M6l~FT, ALLOWANCE OR DISALLOWANCE PO BOX 280601 ~ ~,: ~ (~ +~F; 'DED4'I~Ti~ONS, AND ASSESSMENT OF TAX ON HARRISBURG PA 17128-0601 ~~~-~~~+~~+' 1J~ ~.1d'tNtLY HELD OR TRUST ASSETS ZO[@ APB 30 A~ 11 ~ 54 ~~~~~ ~' ~~P~~~~~`J ~~{~~T RUTH E MORRI~Lr~~'~''^ ~ ~'~' ~'~, . P~ 2247 CANTERBURY DR MECHANICSBURG PA 17055-5772 Pennsylvania ~ DEPARTMENT OF REVENUE REV-1548 EX AFP C12-09) DATE 05-03-2 10 ESTATE OF NICHOLS N JOSEPH A DATE OF DEATH 02-18-2 10 FILE NUMBER ~1- lU_ d'~'l~t COUNTY CUMBERL ND SSN/DC 059-24- 175 ACN 1011850 APPEAL BY DATE:07-02-2010 (See reverse side under O jections) Amount Remitted REGISTER OF WILLS ~ 1 COURTHOUSE SQUARE ~, CARLISLE PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1548 EX AFP C12-09)------ ------------------------ ---------------- ----~----------------- NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANC OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HE LD OR TRUST ASSET DATE: 0 -03-2010 ESTATE OF:NICHOLSON JOSEPH A DATE OF DEATH:02-18-2010 OUNTY:CUMBERLAND FILE NO.: S.S/D.C. NO.: 059-24-7175 ACN: 10118500 TAX RETURN WAS: C ACCEPTED AS FILED _ CHANGED SEE ATT CHED NOTICE JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PSECU ACCOUNT NO.: 86 4755291-C50 TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING ( )TRUST C)U TIME CERTIFIC TE DATE ESTABLISHED 09-01-1998 Account Balance 43,022.19 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0.166 YOUR ACCO NT, SUBMIT THE Amount Subject to Tax 7,170.51 UPPER POR ION OF THIS NOTICE Debts and Deductions - 7,170.51 WITH YOUR TAX PAYMENT TO THE Taxable Amount .00 REGISTER F WILLS AT THE Tax Rate x .045 ABOVE ADD ESS,. MAKE CHECK Tax Due .00 OR MONEY RDER PAYABLE T0: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID I I TOTAL TAX PAYMEN .00 BALANCE OF TAX D E .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. (~,,^ ,.,. . _m1 ~, ...,~ 44..,R. Pennsylvania ~ BUREAU OF INDIVIDUAL TAXES ~`, `~I~~'TI~~~OF'{~INHERITANCE TAX DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION :.:A`pI~R iSPMENI`„~? ~4~~LOWANCE OR DISALLOWANCE y w d i,..:, REV-1548 EX AFP (12-09) PO BOX 280601 ~''~F"~IIC~`tONS, AND ASSESSMENT OF TAX ON HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS ~~,~~ ~~~ 30 ~~ ~ ~ ~ ~2 DATE 05-03-201110 ESTATE OF NICHOLSON JOSEPH A DATE OF DEATH 02-18-2010 CLERK ~r FILE NUMBER o~I- IO' ~~5, ~FpNg~,~~.~~ ~,(Jt~RT COUNTY CUMBERL ND ~u~ ,~ ~` ~ :``.' j~ ~'`~_'' , ~~, SSN/DC 059 - 24 - 7175 RUTH E MORRIS `~~'- ~ ACN 10118504 2247 CANTERBURY DR APPEAL BY DATE:07- 2-2010 MECHANICSBURG PA 17055-5772 (See reverse sideunder0 'ections) 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 ~ ----------------------------------------------I--------------------- REV-1548 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANC OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSET DATE: 0 -03-2010 ESTATE OF:NICHOLSON JOSEPH A DATE OF DEATH:02-18-2010 OUNTY:CUMBERLAND FILE NO.: S.S/D.C. NO.: 059-24-7175 ACN: 10118504 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PSECU ACCOUNT NO.: 86 4755291-C54 TYPE OF ACCOUNT: C SAVINGS C ) CHECKING C TRUST C ~ TIME CERTIFICATE DATE ESTABLISHED 10-14-2005 Account Balance 12,044.86 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0.166 YOUR ACC UNT, SUBMIT THE Amount Subject to Tax 2,007.52 UPPER PO TION OF THIS NOTICE Debts and Deductions - 2,007.52 WITH YOU TAX PAYMENT TO THE Taxable Amount .00 REGISTER OF WILLS AT THE Tax Rate Y .045 ABOVE AD RESS. MAKE CHECK Tax Due .00 OR MONEY ORDER PAYABLE T0: "REGISTE OF WILLS, AGENT." TAY f RGi1TTC PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) i AMOUNT PAID TOTAL TAX PAYME T BALANCE OF TAX U INTEREST AND PE . TOTAL DUE .00 .00 .00 .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.