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HomeMy WebLinkAbout05-07-10 ~~ r,r.:~.~,;e~ ~.,~ ~.- ~r '' ' -~~ fit' ~ '~N~TE OF INHERITANCE TAX Pennsylvania ~ BUREAU OF INDIVIDUAL TAXES NHERITANCE TAX DIVISION t ~,; ~~ T, ALLOWANCE OR DISALLOWANCE P fTr~ ~ti ~-' ' ' ~ DEPARTMENT OF REVENUE C 2 09) I r~ j } i 7 :a AND ASSESSMENT OF TAX ON tSNS DL ~ ~ - REV-1548 EX AFP 1 PO BOX 280601 , C F E HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS yy ~~f~~~Y `7 At,{1~ 0~1 DATE 05-10-2010 ~~'~ ~ Q~ ~t ~~~~~~L~~~ ~C?,, PA INDRA SAXENA 895 CROOKED STICK DRIVE MECHANICSBURG PA 17050 ESTATE OF SAXENA NARENDRA M DATE OF DEATH 01-14-2009 FILE NUMBER ~~_~~_ o~Y~~ COUNTY UMB LAND SSN/DC 524-86-8750 ACN 09134033 APPEAL BY DATE:07-09-2010 (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 F"' ------------------------------------------------------------------------------------------- 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: 05-10-2010 ESTATE OF:SAXENA FILE NO.: NARENDRA M DATE OF DEATH:O1-14-2009 S.S/D.C. NO.: 524-86-8750 COUNTY:CUMBERLAND ACN: 09134033 TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED FINANCIAL JOINT OR TRUST ASSET INFORMATION INSTITUTION: WACHOVIA BK NA ACCOUNT NO.: 247402053512832 TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C )TRUST C ~ TIME CERTIFICATE DATE ESTABLISHED 07-03-2008 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAY f_RFiITT~ 30,675.92 NOTE: X 1.000 30,675.92 - .00 30,675.92 y .00 .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. ~ ~ w , ~wR..~ (,t~~ pennsy van~a ~ ~p ~ ~ ' r ~ 4 hf'd IC'E OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES ' ~' ~ DEPARTMENT OF REVENUE f "'" " ~c~I~ICI•S~~ N'~, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION ~=-; +'~~ 1 ~ 1 REV-1548 EX AFP C12-09) PO BOX 280601 ~ '- ~i~'di-'~ D~~UC~ ~NS, AND ASSESSMENT OF TAX ON HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS ~~~~~~,Y "~ ~~`~` ~4 DATE 05-10-2010 Gib RT INDRA SAXENA ~~~~'~~"~~~ ~~ ~ , 895 CROOKED STICK DRIVE MECHANICSBURG PA 17050 ESTATE OF SAXENA NARENDRA M DATE OF DEATH 01-14-2009 FILE NUMBER ~~ ((~ _ Gt,Q COUNTY ~MBERLAND SSN/DC 524-86-8750 ACN 09134034 APPEAL BY DATE:07-09-2010 (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: 05-10-2010 ESTATE OF:SAXENA NARENDRA M DATE OF DEATH:O1-14-2009 FILE NO.: S.S/D.C. NO.: 524-86-8750 ACN: 09134034 TAX RETURN WAS: CX1 ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: WACHOVIA BK NA ACCOUNT NO.: 247402113421880 TYPE OF ACCOUNT: C )SAVINGS C ~ CHECKING ( )TRUST CX)TIME CERTIFICATE DATE ESTABLISHED 06-16-2008 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 5,094.00 X 1.000 5,094.00 - .00 5,094.00 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 (-) AMOUNT PAID 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. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.