HomeMy WebLinkAbout08-13-10BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE 7AX DIVISION `^~'~RA-I~aE~1~ ~, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 _ OF DEDUGTINS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 - JOINTLY HELD OR TRUST ASSETS
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WILLIAM B KENNEDY ~t"`r~:_ .'` ` , -.,~ ._~._;~ .i ~^'1
7818 WELCH CT ~~-~' / ~ '
ALEXANDRIA VA 22315-4047
pennsylvan~a
DEPARTMENT OF REVENUE
REV-:1548 EX AFP (12-09)
DATE 08-16-2010
ESTATE OF KENNEDY MARY L
DATE OF DEATH 03-30-2010
FILE NUMBER ~~ - I~:- l j ~t :~~i
COUNTY CUMBERLAND
SSN/DC 199-05-7138
ACN 10137941
APPEAL BY DATE:10-15-2010
(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: 08-16-2010
ESTATE OF:KENNEDY
MARY
FILE NO.:
S.S/D.C. NO.: 199-05-7138
~-CN : 10137941
TAX RETURN WAS: (X) ACCEPTED AS FILED C ~ CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: WACHOVIA BK NA ACCOUNT NO.:
1000294660417
TYPE OF ACCOUNT: C SAVINGS CX) CHECKING ( )TRUST ( TIME CERTIFICATE
DATE ESTABLISHED 07-27-1992
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAY f RFTITTC
2,177.83
X 0.500
1,088.92
- .00
1,088.92
x .15
163.34
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
PAYMENT MUST BE MADE BY 12-31-2010*.
L DATE OF DEATH:03-30-2010
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 163.34
INTEREST AND PEN. .00
TOTAL DUE 163.34
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. ---t..
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