HomeMy WebLinkAbout07-06-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO 60X 2d0601
HARRISltBt6 PA 17128-0601
~r ? C:; !~-~ ;~ •OF INHERITANCE TAX
_~ ,
-, ~ ~~ , : ~iALSE~ ALLOWANCErt OR DISALLOWANCE
+`~~+.~~abEi'~E~U4T' ~ , AND ASSESSMENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
20 i ~ JUL - ~ PM 2, 2 3
P LERK 4F T
~~~~ i
CAROL A KUPCHIKC~~~~-~'~~ ~'~ • ~~
1003 ALDEN WAY
LEBANON PA 17042
pe~~lvan~a
DEPARTMENT OF REVENUE
REV-1548 EX AFP C12-09)
DATE 06-28-2010
ESTATE OF ERIKSON MARY T
DATE OF DEATH 03-28-2010
FILE NUMHER 21 10-0557
COUNTY CUMBERLAND
SSN/DC 065-16-0492
ACN 10126682
APPEAL BY DATEs08-27-2010
(See reverse side under Ob, ject~to~es)
A~ount Rutted
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 INNERITANCE TAX APPRAISENENT, ALLOWAtiCE 0R ''DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY MELD OR''T`NUST ASSETS
06-28-40_~ i.
ESTATE OF:ERIKSON MARY T DATE OF DEATH:03-28-+2010 COUNTY:CU'MBERLAND
FILE NO.: 21 i0-0'557 S.S/D.C. NO.: 065-16-0992 ACNs 10126 62
TAX RETURN WAS: tX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFOR ATION
FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT NO.: 3531.060708
TYPE OF ACCOUNT: C )SAVINGS C~0 CHECKING C )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 06-26-2006
Account Balance
Percent Taxable
Amount Sub3ect to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
44,742.93
X 0.166
7,457.30
- .00
7,457.30
~_
Y .045
335.58
NOTE:, TO ENSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO TH'~E
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
06-02-2010 CD012843 16.78 318.80
TOTAL TAX PAYMENT 335.58!..
BALANICE OF TAX DUE .00'
INTEREST AND PEW. .00
TO AL DUE .00
~ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE. IS REFLECTED AS A '•CREDIT" CCR), YOU NAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS. I~,~~(1n
-~,~ ~f~~,t `,~C`. ~'' ~}OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES +~~!,~ti, ~~tA ALLOWANL"! ~R DISALLOWANCE
INHERITANCE TAX DIVISION ~ ~,-w ~ ~~
Pp saac 28®fel ~~~~ ;~F~L~,E1~'~ H~~ AND ASSESSMENT OF TAX ON
FMRRiseURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
CAROL A KUPCHIK
1003 ALDEN WAY
LEBANON PA
2010 JUL -5 P~ 2~ 23
~~.~.._
17042
nsylvania
DEPARTMENT OF REVENUE
REV-1548 EX AFP C1~-49)
DATE 06-28-2010
ESTATE OF ERIKSON MARY T
DATE OF DEATH 03-28-2010
FILE NUMBER 21 10-0557
COUNTY CUMBERLAND
SSN/DC 065-16-0992
ACN 1012.6683
APPEAL BY DATEs08-27-2010
(See re-~rse side Wnder Obieect~ons)
A~oun# Ro~itt®d ~ +~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONC THIS LINE ~"B RETAIN LOWER PORTION FOR YOUR RECORDS ~"'~
- ./ - r - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - '- - ~ - - a - - - - - - - - - - - - - - - ~ - - - - - - - - - -
REV-154a EX AFP C~2-09)
NOTICE OF INHERITANCE TAX APPRAISENENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATES ~6-28-2010
ESTATE OF:ERIKSON
MARY
COUNTY:CUMBERLAND
FILE NO.: 21 10-0557 S.SlD.C. NO.: 065-16-0992 ACN: 10126 63
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT NO.: 353106Ob94 ,~~
TYPE OF ACCOUNT: C )SAYINGS C b CHECKING C )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 03-26-2009
Account Balanc®
Percont Taxable
Aaount Sub3ect to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAY f`DCi1TTC.
1, 50 0-~,,,_ 36_
X O.lbb_
250.07
- .00
250.07
x .045
11.25
NOTE: TO ENSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICES
WITH YOUR TAX PAYMENT TO THIS
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
06-02-2010 CD012844 .56 10.69
T DATE OF DEATH:03-28-2010
TOTAL TAX PAYNEMT 11.25''
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 nCREDIT" CCR), YOU MAY BE DUE A REFUND. II
SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.
h~~~~r`° fl F ~I E OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~~°,,., ~. ,~``~~.! 'w~~~~'~~~-~' ~
INHERITANCE TAX DIVISION ~»~... .wr °; PR ~#IENT,~ ALLOWANCE OR DISALLOWANCE
PO 1GX 288iei ~~i..+s.:}~~,~"t QA~I~~~C7IONS, AND ASS~~SMENT OF TAX ON
HARRiS8UR6 PA 17128-o6oi JOINTLY HELD OR TRUST ASSETS
?~I~ ,~Ut -6 PH 2~ ~~-
CLARK COURT
ORPHAN ~ C
JOHN C ERIK~~~~~~-~~~% ~~ ~ P~'
92 LATERN LN
SHIPPENSBURG PA` 17257
~r~~ylvan~a
DEPARTMENT OF REVENUE
REV-1548 EX AFP C12-09)
DATE 06-28-2010
ESTATE OF ERIKSON MARY T
DATE OF DEATH 03-28-2010
FILE NUMBER 21 10-0557
COUNTY CUMBERLAND
SSN/DC 065-16-0992 '
ACN 10129665
APPEAL BY DATE:08-27-2010
(See reverse side under Qb}ect~ons)
Auount RoAitted, ~- !!-~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ""'B RETAIN LOWER PORTION FOR YOUR... RECORDS ~"'~
REV-Ig4B EX AFP t1Y-09)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR .,DISALLOWANCE OF
DEDUCTIONS, AND ASSESSlFENT OF TAX ON JOINTLY MELD OR TRUST ASSETS
~~„ DATE : O b - 28`201,~~
ESTATE OF:ERIKSON MARY T DATE OF DEATH:03-28-2010
COUNTY:CUMBERLAND
FILE NO.: 21 10-0557 S.S/D.C. NO.: 065-16-0992 ACN: 10129665
TAX RETURN WASs CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORM~-TION
FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT NO.: 3531060708
TYPE OF ACCOUNT: C )SAVINGS C)U CHECKING C )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 06-2b-2006
Account Balance
Percent Taxable
A~ount Subject to Tax
Debts and Deductions
Taxable Awtount
Tax Rate
Tax Due
TAX CREDITS:
44,742.43
X 0.166
7,457.30
- .00
7,457.30
Y .00
.00
NOTE: TO ENSURE PROPER CREDIT TO
YOUR ACCOUNT: SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TD 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 RAYMENT .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'• fCR), YOU MAY BE DUE A REFUND. ~~
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
BUREAU Of INDIVIDUAL TAXES ~`~.~.~ ~~'-'~~~` ~h~t ~'~'~iU'ICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION ~-~ wR~l[ENT, ALLOWANCE OR DISALLOWANCE
PO SODt 280601 ~±~'.:+1•~ 5 ~-~ ~0~'~ DL~CT~lONS, AND ASS~SS~NENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
c~E~~ °~uRT
£~~QRPNAhI ~ CU
JOHN C ERIKS6+W;"~R~~i ~`j~~~ 4~'~ ' PA
92 LATERN LN
SHIPPENSBURG PA 17257
MAKE CHECK'PAYASLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
per~nsylvaa
DEPARTMENT OF REVENUE
REV-1548 EX AFP C12-09)
~~~~ „~~~"' ~~ P!~ 2' ~4 DSTATE OF ERIKSONOIO MARY
E
DATE OF DEATH 03-28-2010
FILE NUMHER 21 10-0557
COUNTY CUMBERLAND
SSN/DC 065-16-0992
ACN 10129666
APPEAL HY DATE:08-27-2010
(See reverse side under Ql~,~€ect~ons)
Anount Reu~tted
T
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS d"""'
REV-154a EX AFP C12-09)
NOTICE OF IN~iERITANCE TAX APPRAISEMENT, ALLOWANCE OR ,DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT bF TAX ON JOINTLY-HELD OR 'TRUST ASSETS
.. DATE : 05 - 28 ,:2~ 0 ,.____;~
,.~.
ESTATE OF:ERIKSON
MARY
T DATE OF DEATH:03-26-2010 COUNTY:CUMBERLAND
FILE NO.: 21 10-0557 S.S/D.C. NO.: 085-16-0992
ACN: 10129666
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET. INFORl~ATIOtN
FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT NO.:_ 353,060694
TYPE OF ACCOUNT: C )SAVINGS C)0 CHECKING C )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 03-26-2009
Account Balance
Percent Taxable
Aasount Subject to Tax
Debts and Deductions
Taxabl® A:aount
Tax Rate
Tax Due
TsY rRCnTT~.
1,500.36
X 0.166
250.07
- .00
250.07
y .00
.00
NOTE: TO ENSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER. PORTION 0f THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MDNEY 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 1MtE .00
INTEREIST 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 PORN FOR INSTRUCTIONS.