HomeMy WebLinkAbout08-13-10BUREAU OF INDIVIDUAL TAXES ;', ~~N•OTLG~-•_~F .INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAI'S.EMEN7, A_ LL~}WA9J~E~ IQR DISALLOWANCE
PO BOX 2806D1 OF DEDI,I~TIONS, AND ASSESSMENT OF TAX ON REV-7.548 EX AFP (12-09)
HARRISBURG PA 17128-0601 JDINTLY HELD OR TRUST ASSETS
DATE 08-16-2010
~~~ ~~,~~ ( J Vii''! ~~BT~E OF LUMNITZER CAROLINE D
A OF DEATH 10-06-2009
FILE NUMBER 21 10-0716
~!~'`r~:`~ ~~,~ COUNTY CUMBERLAND
~~~~~`-~`r': '_i ( ~~ '^•$SN/DC 172- 18- 1461
WILLIAM B LUMNITZER ~':' `~ ~'" -- ~-~,~A-~N 10123344
~ ~:
994 OAK HILL ROAD APPEAL BY DATE:10-15-2010
L E W I S B E R R Y P A 17 3 3 9 (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 (12-09)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: OS-16-2010
ESTATE OF:LUMNITZER
FILE NO.: 21 10-0716 S.S/D.C. NO.: 172-18-1461
A~CN : 10123344
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO.:
206939-11
TYPE OF ACCOUNT: C )SAVINGS CX) CHECKING t )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 07-05-2001
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAY rRF11TTC
CAROLINE D DATE OF DEATH:10-06-2009
30,167.89 NOTE:
X 0.500
15,083.95
- .00
15,083.95
X .045
678.78
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
07-10-2010 CD013061 .00 b78.78
08-09-2010 SBADJUST .00 .30
TOTAL TAX PAYMENT 678.78
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~-
pennsylvan~a ~
DEPARTMENT OF REVENUE
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. ~.~;~,~