HomeMy WebLinkAbout08-27-10._ __~. ,, , ,,- ~-
' ~ f
~' NOTICE
OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAX~~._ ~. ~ DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~` •-
~ ~AWPRAISEMENT, ALLOWANCE OR DISALLOWANCE
REV-1548 EX AFP (12-09)
-
PO BOX 280601 'OF "DEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
r; DATE 08-30-2010
r,~ --
DIANE S SCHUCK
312 2ND ST
AUROA IN 47001
ESTATE OF NELSON JAMES B
DATE OF DEATH 10-20-2009
FILE NUMBER 21 09-1035
COUNTY CUMBERLAND
SSN/DC 184-36-6096
ACN 10129136
APPEAL BY DATE:10-29-2010
(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 ~
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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: 08-30-2010
ESTATE OF:NELSON
JAMES
FILE NO.: 21 09-1035 S.S/D.C. NO.: 184-36-6096
ACN: 10129136
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT NO.:
3381130587
TYPE OF ACCOUNT: C ?SAVINGS CX) CHECKING C TRUST C TIME CERTIFICATE
DATE ESTABLISHED 07-02-2001
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
41,319.23 NOTE:
X 0.083
3,443.13
- .00
3,443.13
x .12
413.18
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
07-12-2010 CD013043 .00 413.18
TOTAL TAX PAYMENT 413.18
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" (CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
B DATE OF DEATH:10-20-2009
COUNTY:CUMBERLAND
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