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.