HomeMy WebLinkAbout03-26-10~~ ' '-''J' n ?ter ,~,~~' NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TASC`E~ ,gPpR-~piSEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ ~', +,.
PO BOX 280601 - ~ ~-OF -DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
C! EF`~". ~ f=
JAMES T A~~~b1-T -
10329 HICKORY FORREST
DR
OAKTON VA 22124
pennsylvania s
DEPARTMENT OF REVENUE
REV-].548 EX AFP C12-09)
DATE 03-29-2010
ESTATE OF ABBOTT VIVIAN W
DATE OF DEATH 06-22-2009
FILE NUMBER ~I _ IL- ~0~
COUNTY CUMBERLAND
SSN/DC 297-28-3038
ACN 09143331
APPEAL BY DATE:05-28-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS F"
REV-1548 EX AFP C12-09) r
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 03-29-2010
ESTATE OF:ABBOTT
VIVIAN
FILE NO.:
S.S/D.C. NO.: 297-28-3038
COUNTY:CUMBERLAND
ACN: 09143331
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT DR TRUST ASSET aNFORMATION
FINANCIAL INSTITUTION: PSECU ACCOUNT NO.: 0297283038-S1
TYPE OF ACCOUNT: CX)SAVINGS C ) CHECKING C )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 06-25-1987
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
rwv rornrTC.
20,453.21
X O.lb6
3,408.94
- 3,408.94
.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
W DATE OF DEATH:06-22-2009
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. If~
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
~~. _..
,:
BUREAU OF INDIVIDUAL TAXES ''_ ~ ''- ~`~~~. NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION kP~i2AISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 :`~"! - ~ ~:'~'OF` DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 ~~ '~ ~ ` ~ ~'
JOINTLY HELD OR TRUST ASSETS
~
~
.~
~f~t(~~ _
~
,g s ~
LINDA M G~a-'L`D-E -- r.,,
. ` , ~~,
6 TOMMY LN
ENOLA PA 17025-1947
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1548 EX AFP C12-09)
DATE 03-29-2010
ESTATE OF ABBOTT VIVIAN W
DATE OF DEATH 06-22-200
FILE NUMBER o`?~ ~- 10 - (~U~
COUNTY CUMBERLAND
SSN/DC 297-28-3038
ACN 09143332
APPEAL BY DATE:05-28-2010
(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: 03-29-2010
ESTATE OF:ABBOTT VIVIAN W DATE OF DEATH:06-22-2009
FILE NO.:
S.S/D.C. NO.: 297-28-3038
ACN: 09143332
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
FINANCIAL INSTITUTION: PSECU
JOINT OR TRUST ASSET INFORMATION
ACCOUNT NO.:
COUNTY:CUMBERLAND
0297283038-S1
TYPE OF ACCOUNT: C)U SAVINGS C ) CHECKING C )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 06-25-1987
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
20,453.21 NOTE:
X 0.166
3,408.94
- 3,408.94
.00
x .45
.00
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.
~....
BUREAU OF INDIVIDUAL TAXES - ~ ., ~?-~( !~- I,•fiOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION ~ APPRAI9EMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 `~~-`~^'- ~ ~•-~' ~-'OF~ SEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 1712a-0601 JOINTLY HELD OR TRUST ASSETS
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1548 EX AFP C12-09)
~~~~ ~~ ?c..~ ~~~ f~: ~~ DATE 03-29-2010
r`1 r-,E~ r-,r
v~._. ~' ~ l.; i
JAMES T ABB~~~ _, . - ~•
10329 HICKORY FORREST
DR
OAKTON VA 22124
ESTATE OF ABBOTT VIVIAN
DATE OF DEATH 06-22-2009
FILE NUMBER dZ~ "1Q - ~U~
COUNTY CUMBERLAND
SSN/DC 297-28-3038
ACN 09143333
APPEAL BY DATE:05-28-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
W
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: 03-29-2010
ESTATE OF:ABBOTT
FILE NO.:
VIVIAN
S.S/D.C. NO.: 297-28-3038
ACN: 09143333
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFOG~MATION
FINANCIAL INSTITUTION: PSECU ACCOUNT NO.: 0297283038-S4
TYPE OF ACCOUNT: C )SAVINGS CX) CHECKING C )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 06-25-1987
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
7,924.96
X 0.166
1,320.85
- 1,320.85
.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 C-) AMOUNT PAID
W DATE OF DEATH:06-22-2009
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
COUNTY:CUMBERLAND
* 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. ~``/
__,;. ~ - . , ^_,~ ~_ ,,~;. Pennsylvania ~
~
'
~
BUREAU OF INDIVID A -~E OF
N
OT
XES ~ _ INHERITANCE TAX DEPARTMENT OF REVENUE
NCE
INHERITANCE TAX DIVISION APR~RAISEMENT, AL
' ~ ` LOWANCE OR DISALLOWA
REV-1548 EX AFP C12-09)
PO BOX 280601
OF SEDUCTIONS, AND ASSESSMENT OF TAX ON
~
HARRISBURG PA 17128-0601 JOINTLY HEL D OR TRUST ASSETS
~l~a~ ~ 2~ ~ ~~~ ~ ~ DATE 03-29-2010
ESTATE OF ABBOTT VIVIAN W
TH
2
~~-r^`~~ ~,.r aI °
FILE NUMBER
I0?C~O~S
O~P~-'=~'~~`~~~; ,t,r~~~T COUNTY CUMBERLAND
~f~~,.;~ ` '~ . ' ~_,r` , '~'1, SSN/DC 297 - 28 - 30 38
LINDA M WALDE ACN 09143334
6 TOMMY LN APPEAL BY DATE:05-28-2010
E N O L A P A 17 0 2 5 -19 4 7 (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: 03-29-2010
ESTATE OF:ABBOTT
VIVIAN
FILE NO.:
S.S/D.C. NO.: 297-2g-3038
ACN: 09143334
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
FINANCIAL INSTITUTION: PSECU
JOINT OR TRUST ASSET INFORMATION
ACCOUNT NO.: 0297283038-S4
TYPE OF ACCOUNT: C SAVINGS CX) CHECKING C )TRUST C TIME CERTIFICATE
DATE ESTABLISHED 06-25-1987
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAY f_RFTITT4:
7,924.96 NOTE:
X 0.166
1,320.85
- 1,320.85
.00
Y .45
.00
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
W DATE OF DEATH:06-22-2009
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
COUNTY:CUMBERLAND
~ 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. ,~i~~,
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~ VV